Westmount Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Westmount Partners, LLC reported 260 stock positions worth $454.5 million. Its top holding was Apple (AAPL) at 11.7% of the portfolio, followed by Nvidia (NVDA, 4.1%) and Broadcom (AVGO, 4.0%). Compared with Q1 2026, it opened 25 new positions, sold out of 27, added to 108 and reduced 64. The biggest buy was Apple (AAPL, shares +7%) and the biggest sale an exit from Masimo (MASI).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $454.5M (Q2 2026)
- SEC Filing
- 0002051491-26-000004 ↗ filed Jul 7, 2026
Holdings Value
Holdings 260 stocks · $454.5M
| AAPL Apple Inc. | 11.75% | 184,506 | $53.4M | Add +6.8% |
| NVDA Nvidia Corp. | 4.15% | 94,179 | $18.8M | Add +5.2% |
| AVGO Broadcom Inc. | 4.03% | 48,478 | $18.3M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 4.02% | 26,595 | $18.3M | Add +10.4% |
| MSFT Microsoft Corp. | 3.18% | 38,728 | $14.4M | Add +2.0% |
| AMZN Amazon.com Inc. | 2.59% | 49,396 | $11.8M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.43% | 14,760 | $11.0M | Add +10.4% |
| GOOGL Alphabet Inc. Class A | 2.41% | 30,699 | $11.0M | Reduce -6.3% |
| VT Vanguard Tot World STK ETF | 2.04% | 59,056 | $9.3M | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 2.00% | 12,109 | $9.1M | Add +3.8% |
| CACI Caci International Inc. Class A | 1.98% | 19,469 | $9.0M | Reduce -8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.89% | 17,149 | $8.6M | Reduce -6.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.70% | 20,921 | $7.7M | Add +2.5% |
| WMT Walmart Inc. | 1.43% | 57,307 | $6.5M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.32% | 8,128 | $6.0M | Reduce -13.6% |
| GOOG Alphabet Inc. Class C | 1.28% | 16,453 | $5.8M | Add +2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.22% | 19,639 | $5.5M | Add +1.5% |
| MRVL Marvell Technology Inc. | 0.91% | 13,807 | $4.1M | Add +3.4% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 27,146 | $4.0M | Add +3.2% |
| ILMN Illumina Inc. | 0.88% | 22,726 | $4.0M | Reduce -35.3% |
| AOA iShares Core 80/20 Aggressiv | 0.82% | 38,147 | $3.7M | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.82% | 43,134 | $3.7M | Reduce -13.9% |
| ASTH Astrana Health Inc. | 0.79% | 77,755 | $3.6M | No change |
| COST Costco Wholesale Corp. | 0.76% | 3,672 | $3.4M | Add +0.7% |
| DFUV Dimensional US Marketwide Va | 0.72% | 59,582 | $3.3M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.72% | 5,794 | $3.3M | Add +7.7% |
| BMRC Bank of Marin Bancorp | 0.70% | 115,484 | $3.2M | No change |
| TSLA Tesla Inc. | 0.70% | 7,531 | $3.2M | Add +5.9% |
| SCHX Schwab US Large-Cap ETF | 0.68% | 105,342 | $3.1M | No change |
| INTC Intel Corp. | 0.67% | 21,865 | $3.1M | Reduce -24.4% |
| JPM JPMorgan Chase & Co. | 0.67% | 9,237 | $3.0M | Add +1.2% |
| ORCL Oracle Corp. | 0.63% | 19,689 | $2.9M | Add +1.7% |
| HOOD Robinhood Markets Inc. Class A | 0.62% | 27,945 | $2.8M | Reduce -0.2% |
| KFY Korn Ferry | 0.61% | 41,518 | $2.8M | No change |
| LLY Eli Lilly & Co. | 0.60% | 2,289 | $2.7M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.58% | 11,704 | $2.7M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.57% | 25,091 | $2.6M | Add +0.1% |
| WFC Wells Fargo & Co. | 0.57% | 31,225 | $2.6M | Add +1.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.55% | 79,721 | $2.5M | No change |
| IWM iShares Russell 2000 ETF | 0.54% | 8,232 | $2.5M | Add +0.6% |
| JNJ Johnson & Johnson | 0.54% | 9,734 | $2.5M | Reduce -14.0% |
| IDMO Invesco S&P International DE | 0.53% | 40,000 | $2.4M | New |
| HD Home Depot Inc. | 0.51% | 6,536 | $2.3M | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 0.50% | 16,637 | $2.3M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.50% | 15,517 | $2.3M | Reduce -10.8% |
| V Visa Inc. Class A | 0.49% | 6,515 | $2.2M | Add +1.7% |
| SCHG Schwab US Large-Cap Growth | 0.48% | 64,114 | $2.2M | Reduce -2.2% |
| USFR Wisdomtree Floating Rate Tre | 0.47% | 42,208 | $2.1M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.47% | 15,474 | $2.1M | Reduce -15.9% |
| NFLX Netflix Inc. | 0.46% | 29,412 | $2.1M | Reduce -3.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.44% | 37,598 | $2.0M | Add +0.1% |
| CAT Caterpillar Inc. | 0.44% | 1,859 | $2.0M | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.43% | 4,776 | $2.0M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 27,333 | $1.9M | Add +47.9% |
| QCOM Qualcomm Inc. | 0.43% | 10,465 | $1.9M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 20,032 | $1.9M | Add +13.6% |
| ITOT iShares Core S&P Total U.S. | 0.41% | 11,350 | $1.9M | Add +3.8% |
| XLK SS Technology Select Sector | 0.39% | 9,200 | $1.8M | No change |
| PANW Palo Alto Networks Inc. | 0.38% | 5,100 | $1.7M | Add +10.9% |
| SCHF Schwab Intl Equity ETF | 0.37% | 61,034 | $1.7M | Add +0.4% |
| DFAS Dimensional US Small Cap ETF | 0.37% | 20,516 | $1.7M | Reduce -13.1% |
| AOR iShares Core 60/40 Balanced | 0.37% | 24,291 | $1.7M | Add +40.5% |
| SCHA Schwab US Small-Cap ETF | 0.35% | 44,124 | $1.6M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.35% | 12,819 | $1.6M | Add +0.8% |
| WSM Williams-Sonoma Inc. | 0.34% | 6,623 | $1.5M | Add +0.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.34% | 40,438 | $1.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 2 | $1.5M | No change |
| ISRG Intuitive Surgical Inc. | 0.33% | 3,764 | $1.5M | Add +6.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 15,063 | $1.5M | Add +0.2% |
| ABBV Abbvie Inc. | 0.32% | 5,727 | $1.4M | Reduce -53.0% |
| AMD Advanced Micro Devices | 0.32% | 2,473 | $1.4M | Add +36.0% |
| LRCX Lam Research Corp. | 0.31% | 3,263 | $1.4M | Add +4.3% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 3,778 | $1.4M | Reduce -18.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 17,215 | $1.4M | Add +137.6% |
| AMGN Amgen Inc. | 0.30% | 3,735 | $1.4M | Reduce -1.6% |
| PSX Phillips 66 | 0.30% | 7,987 | $1.4M | Add +0.6% |
| UPRO Proshares Ultrapro S&P 500 | 0.29% | 9,370 | $1.3M | Add +10.4% |
| DFAX Dimensional World Ex US Core | 0.29% | 35,355 | $1.3M | Reduce -2.1% |
| SDY SS SPDR S&P Dividend ETF | 0.29% | 8,526 | $1.3M | Reduce -1.3% |
| RDNT Radnet Inc. | 0.27% | 20,000 | $1.2M | No change |
| VGT Vanguard Info Tech ETF | 0.27% | 10,197 | $1.2M | Reduce -15.0% |
| BAC Bank of America Corp. | 0.26% | 20,783 | $1.2M | Add +5.1% |
| IYW iShares Ustechnology ETF | 0.25% | 4,530 | $1.1M | No change |
| ABNB Airbnb Inc. Class A | 0.24% | 7,661 | $1.1M | New |
| KO The Coca-Cola Co. | 0.24% | 13,166 | $1.1M | Add +7.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 13,485 | $1.1M | Reduce -0.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 12,829 | $1.1M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 17,655 | $1.1M | Add +34.2% |
| RSI Rush Street Interactive Inc. | 0.23% | 35,100 | $1.0M | No change |
| SCHB Schwab US Broad Market ETF | 0.23% | 35,593 | $1.0M | Reduce -2.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.23% | 25,957 | $1.0M | No change |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.23% | 4,067 | $1.0M | Reduce -1.4% |
| IONS Ionis Pharmaceuticals Inc. | 0.23% | 12,961 | $1.0M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 4,314 | $1.0M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 2,104 | $1.0M | Reduce -15.2% |
| GS Goldman Sachs Group Inc. | 0.22% | 992 | $1.0M | Add +7.6% |
| GEV GE Vernova Inc. | 0.22% | 851 | $1.0M | Add +13.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.22% | 27,508 | $997K | No change |
| IEMG iShares Core MSCI Emerging | 0.21% | 11,308 | $937K | Add +48.3% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 11,964 | $923K | Add +4.0% |
Options reported separately and not counted above: MU calls ($462K), SNDK calls ($455K), SOXL calls ($373K), LRCX calls ($217K), WDC calls ($192K), CLS calls ($146K), AAPL calls ($145K), LLY calls ($120K), GEV calls ($117K), STX calls ($97K), TSLA calls ($84K), AMAT calls ($72K), and 3 more.
Portfolio Sells Q1 2026 → Q2 2026
| MASI Masimo Corp. | Sold out | 0.00% | −1.06 |
| CACI Caci International Inc. Class A | Reduce -8.7% | 1.98% | −0.87 |
| XSHQ Invesco S&P Smallcap Quality | Sold out | 0.00% | −0.54 |
| ABBV Abbvie Inc. | Reduce -53.0% | 0.32% | −0.34 |
| XOM Exxon Mobil Corp. | Reduce -15.9% | 0.47% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.4% | 1.89% | −0.27 |
| NFLX Netflix Inc. | Reduce -3.2% | 0.46% | −0.26 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.23 |
| ILMN Illumina Inc. | Reduce -35.3% | 0.88% | −0.19 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.17 |
| VTES Vanguard SH Term Tax-Ex Bond | Sold out | 0.00% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.16 |
| BA The Boeing Co. | Reduce -44.7% | 0.18% | −0.15 |
| DFIC Dimensional International Co. | Sold out | 0.00% | −0.15 |
| JBND JPMorgan Active Bond ETF | Sold out | 0.00% | −0.15 |
| JNJ Johnson & Johnson | Reduce -14.0% | 0.54% | −0.14 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.14 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.12 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -10.8% | 0.50% | −0.12 |
| EEM iShares MSCI Emerging Market | Reduce -43.7% | 0.17% | −0.11 |
| AXP American Express Co. | Reduce -39.3% | 0.16% | −0.10 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.10 |
| DIHP Dimensional International Hi | Sold out | 0.00% | −0.09 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.9% | 0.82% | −0.08 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.08 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.08 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.07 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.07 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.06 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.06 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.06 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Reduce -3.5% | 0.09% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -13.1% | 0.37% | −0.04 |
| COIN Coinbase Global Inc. Class A | Reduce -26.6% | 0.05% | −0.04 |
| KLAC KLA Corp. | Reduce -70.0% | 0.05% | −0.04 |
| GLNG Golar LNG Ltd. | Reduce -11.0% | 0.09% | −0.03 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.30% | −0.03 |
| PFE Pfizer Inc. | Reduce -15.9% | 0.06% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.2% | 0.23% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.8% | 0.13% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -5.0% | 0.07% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.3% | 0.29% | −0.03 |
| BLK BlackRock Inc. | Reduce -23.2% | 0.05% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.7% | 0.08% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +6.8% | 11.75% | +0.95 |
| MRVL Marvell Technology Inc. | Add +3.4% | 0.91% | +0.58 |
| IDMO Invesco S&P International DE | New | 0.53% | +0.53 |
| VOO Vanguard S&P 500 ETF | Add +10.4% | 4.02% | +0.47 |
| AVGO Broadcom Inc. | Add +0.5% | 4.03% | +0.35 |
| NVDA Nvidia Corp. | Add +5.2% | 4.15% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.4% | 2.43% | +0.28 |
| ABNB Airbnb Inc. Class A | New | 0.24% | +0.24 |
| AMD Advanced Micro Devices | Add +36.0% | 0.32% | +0.23 |
| PANW Palo Alto Networks Inc. | Add +10.9% | 0.38% | +0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +137.6% | 0.31% | +0.18 |
| LRCX Lam Research Corp. | Add +4.3% | 0.31% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 1.28% | +0.15 |
| VT Vanguard Tot World STK ETF | Add +5.8% | 2.04% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +47.9% | 0.43% | +0.14 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | Add +2.9% | 2.59% | +0.13 |
| NTHI Neonc Technologies Holdings | Add +355.2% | 0.20% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +3.8% | 2.00% | +0.12 |
| DGRO iShares Core Dividend Growth | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | Add +0.2% | 0.44% | +0.11 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | New | 0.11% | +0.11 |
| RSP Invesco S&P 500 Equal Weight | New | 0.10% | +0.10 |
| AOR iShares Core 60/40 Balanced | Add +40.5% | 0.37% | +0.10 |
| SMH Vaneck Semiconductor ETF | New | 0.10% | +0.10 |
| QCOM Qualcomm Inc. | Add +1.0% | 0.43% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 1.70% | +0.09 |
| UPRO Proshares Ultrapro S&P 500 | Add +10.4% | 0.29% | +0.09 |
| ARTY iShares Future AI & Tech ETF | New | 0.08% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +3.2% | 0.89% | +0.08 |
| FTNT Fortinet Inc. | New | 0.08% | +0.08 |
| NBIS Nebius Group NV | New | 0.08% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +48.3% | 0.21% | +0.08 |
| TQQQ Proshares Ultrapro QQQ | Add +11.8% | 0.14% | +0.07 |
| UNH Unitedhealth Group Inc. | New | 0.07% | +0.07 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| IBM Intl Business Machines Corp. | Add +1.5% | 1.22% | +0.06 |
| GEV GE Vernova Inc. | Add +13.5% | 0.22% | +0.06 |
| STX Seagate Technology Holdings | New | 0.06% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +34.2% | 0.23% | +0.06 |
| AMAT Applied Materials Inc. | Add +6.5% | 0.11% | +0.06 |
| SCHD Schwab US DVD Equity ETF | New | 0.06% | +0.06 |
| AMG Affiliated Managers Group | New | 0.05% | +0.05 |
| MFC Manulife Financial Corp. | New | 0.05% | +0.05 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.05% | +0.05 |
| ACWI iShares MSCI Acwi ETF | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +5.9% | 0.70% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.04% | +0.04 |
| ANET Arista Networks Inc. | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.54% | +0.04 |
Options Activity Q1 2026 → Q2 2026
| MU Micron Technology Inc. | call | New | 400 | $462K |
| SNDK Sandisk Corp. | call | Reduce -66.7% | 200 | $455K |
| SOXL Direx Dail Semi Bu 3X Et-Usd | call | New | 1,400 | $373K |
| LRCX Lam Research Corp. | call | New | 500 | $217K |
| WDC Western Digital Corp. | call | New | 300 | $192K |
| IWM iShares Russell 2000 ETF | put | Sold out | 86,200 | $186Kbefore exit |
| CLS Celestica Inc. | call | New | 400 | $146K |
| AAPL Apple Inc. | call | New | 500 | $145K |
| LLY Eli Lilly & Co. | call | New | 100 | $120K |
| GEV GE Vernova Inc. | call | New | 100 | $117K |
| STX Seagate Technology Holdings | call | New | 100 | $97K |
| TSLA Tesla Inc. | call | New | 200 | $84K |
| AMAT Applied Materials Inc. | call | New | 100 | $72K |
| NVDA Nvidia Corp. | call | New | 300 | $60K |
| TSM Taiwan Semiconductor-SP ADR | call | New | 100 | $48K |
| AVGO Broadcom Inc. | call | New | 100 | $38K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 260 | $454.5M | AAPL, NVDA, AVGO, VOO, MSFT |
| Q1 2026 | 262 | $405.9M | AAPL, NVDA, AVGO, VOO, MSFT |
| Q4 2025 | 246 | $401.1M | AAPL, MSFT, NVDA, AVGO, VOO |
| Q3 2025 | 244 | $387.2M | AAPL, MSFT, AVGO, VOO, NVDA |
| Q2 2025 | 246 | $364.1M | AAPL, MSFT, VOO, AVGO, NVDA |
| Q1 2025 | 239 | $327.9M | AAPL, VOO, MSFT, BRK.B, NVDA |
| Q4 2024 | 218 | $329.2M | AAPL, MSFT, VOO, CACI, AVGO |
| Q3 2024 | 228 | $332.5M | AAPL, MSFT, CACI, VOO, SHV |
| Q2 2024 | 218 | $303.0M | AAPL, MSFT, VOO, SHV, CACI |
| Q1 2024 | 212 | $278.0M | AAPL, MSFT, VOO, CACI, SPY |