Westmount Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed January 28, 2025), Westmount Partners, LLC reported 212 stock positions worth $278.0 million. Its top holding was Apple (AAPL) at 10.3% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Vanguard S&P 500 ETF (VOO, 4.3%). Compared with Q4 2023, it opened 17 new positions, sold out of 6, added to 75 and reduced 72. The biggest buy was a new position in iShares 0-1 Year Treasury Bo (SHV) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $278.0M (Q1 2024)
- SEC Filing
- 0002051491-25-000004 ↗ filed Jan 28, 2025
Holdings Value
Holdings 212 stocks · $278.0M
| AAPL Apple Inc. | 10.32% | 167,362 | $28.7M | Reduce -0.4% |
| MSFT Microsoft Corp. | 4.90% | 32,350 | $13.6M | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 4.34% | 25,074 | $12.1M | Add +5.4% |
| CACI Caci International Inc. Class A | 4.24% | 31,109 | $11.8M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.91% | 15,467 | $8.1M | Add +14.6% |
| SHV iShares 0-1 Year Treasury Bo | 2.35% | 59,207 | $6.5M | New |
| ILMN Illumina Inc. | 2.35% | 47,609 | $6.5M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 2.24% | 34,452 | $6.2M | Add +4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.19% | 14,502 | $6.1M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 2.16% | 11,408 | $6.0M | Add +9.4% |
| AVGO Broadcom Inc. | 2.12% | 4,438 | $5.9M | Reduce -0.0% |
| NVDA Nvidia Corp. | 2.00% | 6,153 | $5.6M | Add +8.8% |
| VT Vanguard Tot World STK ETF | 1.55% | 39,110 | $4.3M | Add +5.8% |
| ASTH Astrana Health Inc. | 1.45% | 95,695 | $4.0M | Reduce -1.9% |
| MASI Masimo Corp. | 1.40% | 26,424 | $3.9M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.36% | 19,758 | $3.8M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.34% | 8,385 | $3.7M | Add +3.3% |
| WMT Walmart Inc. | 1.19% | 55,008 | $3.3M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.11% | 18,964 | $3.1M | Reduce -0.6% |
| HD Home Depot Inc. | 1.05% | 7,609 | $2.9M | Reduce -0.7% |
| KFY Korn Ferry | 1.03% | 43,722 | $2.9M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 10,632 | $2.8M | Add +26.8% |
| ORCL Oracle Corp. | 0.89% | 19,731 | $2.5M | Add +1.8% |
| DFUV Dimensional US Marketwide Va | 0.89% | 60,240 | $2.5M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.83% | 18,952 | $2.3M | Add +0.0% |
| USFR Wisdomtree Floating Rate Tre | 0.80% | 44,034 | $2.2M | Reduce -13.6% |
| JNJ Johnson & Johnson | 0.80% | 13,991 | $2.2M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.79% | 3,000 | $2.2M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.79% | 10,912 | $2.2M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.76% | 10,082 | $2.1M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.76% | 4,360 | $2.1M | Add +6.9% |
| GOOGL Alphabet Inc. Class A | 0.72% | 13,336 | $2.0M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.70% | 24,508 | $2.0M | Reduce -0.5% |
| DFAS Dimensional US Small Cap ETF | 0.67% | 30,083 | $1.9M | No change |
| NFLX Netflix Inc. | 0.65% | 2,972 | $1.8M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.63% | 15,104 | $1.8M | Reduce -0.6% |
| V Visa Inc. Class A | 0.58% | 5,794 | $1.6M | Reduce -1.9% |
| TRUST FOR PROFESSIONAL MANAG | 0.58% | 75,005 | $1.6M | Reduce -1.0% |
| AOA iShares Core 80/20 Aggressiv | 0.54% | 20,547 | $1.5M | Add +9.0% |
| ISRG Intuitive Surgical Inc. | 0.54% | 3,766 | $1.5M | No change |
| QCOM Qualcomm Inc. | 0.52% | 8,548 | $1.4M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.51% | 9,357 | $1.4M | Add +1.8% |
| WFC Wells Fargo & Co. | 0.47% | 22,475 | $1.3M | Add +0.5% |
| PSX Phillips 66 | 0.47% | 7,938 | $1.3M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 14,867 | $1.3M | Add +0.6% |
| ITOT iShares Core S&P Total U.S. | 0.44% | 10,538 | $1.2M | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.43% | 6,369 | $1.2M | Add +7.2% |
| IWF iShares Russell 1000 Growth | 0.42% | 3,494 | $1.2M | Add +1.0% |
| CVX Chevron Corp. | 0.42% | 7,414 | $1.2M | Reduce -0.6% |
| SDY SS SPDR S&P Dividend ETF | 0.42% | 8,870 | $1.2M | Add +0.3% |
| PEP Pepsico Inc. | 0.42% | 6,618 | $1.2M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 3,292 | $1.1M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 22,388 | $1.1M | Reduce -7.3% |
| HOOD Robinhood Markets Inc. Class A | 0.40% | 54,631 | $1.1M | No change |
| AMGN Amgen Inc. | 0.39% | 3,812 | $1.1M | Add +30.2% |
| IWB iShares Russell 1000 ETF | 0.39% | 3,734 | $1.1M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 9,638 | $1.1M | Add +9.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 13,215 | $1.0M | Reduce -2.7% |
| TOTL SS Doubleline TR Tact ETF | 0.37% | 25,362 | $1.0M | Reduce -2.0% |
| SPGI S&P Global Inc. | 0.36% | 2,362 | $1.0M | No change |
| WSM Williams-Sonoma Inc. | 0.35% | 3,092 | $982K | Add +0.1% |
| RDNT Radnet Inc. | 0.35% | 20,000 | $973K | No change |
| CAT Caterpillar Inc. | 0.34% | 2,573 | $943K | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 24,638 | $934K | Add +4.9% |
| DFAX Dimensional World Ex US Core | 0.33% | 36,105 | $919K | No change |
| ABBV Abbvie Inc. | 0.33% | 5,020 | $914K | Add +0.0% |
| TSLA Tesla Inc. | 0.33% | 5,173 | $909K | Reduce -4.6% |
| COP Conocophillips | 0.32% | 7,078 | $901K | No change |
| KO The Coca-Cola Co. | 0.32% | 14,631 | $895K | Reduce -13.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 11,934 | $886K | Add +23.9% |
| MCD McDonald's Corp. | 0.31% | 3,060 | $863K | Add +0.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.30% | 13,330 | $844K | Reduce -1.2% |
| HON Honeywell International Inc. | 0.30% | 4,064 | $834K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.30% | 1,067 | $830K | Add +4.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.28% | 6,630 | $792K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 4,194 | $766K | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 12,335 | $749K | Add +18.4% |
| IEO iShares U.S. Oil & Gas Explo | 0.27% | 6,999 | $749K | Add +0.6% |
| CMCSA Comcast Corp. Class A | 0.27% | 17,198 | $746K | Reduce -4.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.27% | 11,781 | $744K | New |
| MRK Merck & Co. Inc. | 0.26% | 5,567 | $735K | Reduce -7.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.26% | 2,523 | $723K | No change |
| SRE Sempra | 0.26% | 9,990 | $718K | Reduce -5.2% |
| SCHW Schwab (charles) Corp. | 0.26% | 9,918 | $717K | Reduce -3.6% |
| AXP American Express Co. | 0.26% | 3,132 | $713K | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.25% | 1,547 | $703K | Add +183.8% |
| EIX Edison International | 0.25% | 9,681 | $685K | Add +1.0% |
| IYR iShares US Real Estate ETF | 0.25% | 7,578 | $681K | Reduce -7.5% |
| SCHB Schwab US Broad Market ETF | 0.24% | 11,135 | $680K | Add +4.8% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 16,192 | $676K | Add +2.4% |
| FICO Fair Isaac Corp. | 0.24% | 534 | $667K | Add +10.3% |
| AOR iShares Core 60/40 Balanced | 0.24% | 11,901 | $663K | Reduce -3.5% |
| IWD iShares Russell 1000 Value E | 0.24% | 3,660 | $656K | Add +1.6% |
| INTC Intel Corp. | 0.23% | 14,728 | $651K | Reduce -6.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 3,930 | $640K | Add +84.8% |
| VHT Vanguard Health Care ETF | 0.23% | 2,352 | $636K | No change |
| GE General Electric | 0.22% | 3,542 | $622K | Add +1.8% |
| IONS Ionis Pharmaceuticals Inc. | 0.22% | 13,872 | $601K | No change |
| LOW Lowe's Cos Inc. | 0.22% | 2,354 | $600K | No change |
| UPRO Proshares Ultrapro S&P 500 | 0.21% | 8,246 | $582K | Add +2.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTOOW Fusion Fuel Green PLC -CW26 | *W EXP 12/10/202 | 23,646 | $4K | No change |
Total filed on the 13F, all lines: $278.0M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.4% | 10.32% | −2.89 |
| ILMN Illumina Inc. | Reduce -0.0% | 2.35% | −0.36 |
| MSFT Microsoft Corp. | Reduce -3.8% | 4.90% | −0.27 |
| USFR Wisdomtree Floating Rate Tre | Reduce -13.6% | 0.80% | −0.25 |
| TSLA Tesla Inc. | Reduce -4.6% | 0.33% | −0.22 |
| BA The Boeing Co. | Reduce -5.7% | 0.20% | −0.12 |
| JNJ Johnson & Johnson | Reduce -2.5% | 0.80% | −0.12 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.10 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −0.09 |
| INTC Intel Corp. | Reduce -6.7% | 0.23% | −0.09 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.09 |
| KO The Coca-Cola Co. | Reduce -13.9% | 0.32% | −0.09 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.09 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.08 |
| ASTH Astrana Health Inc. | Reduce -1.9% | 1.45% | −0.08 |
| TRUST FOR PROFESSIONAL MANAG | Reduce -1.0% | 0.58% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.3% | 0.40% | −0.07 |
| SRE Sempra | Reduce -5.2% | 0.26% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.7% | 0.37% | −0.06 |
| IYR iShares US Real Estate ETF | Reduce -7.5% | 0.25% | −0.06 |
| TOTL SS Doubleline TR Tact ETF | Reduce -2.0% | 0.37% | −0.06 |
| NKE Nike Inc. Class B | Reduce -7.1% | 0.14% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -4.3% | 0.27% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 0.70% | −0.05 |
| AMD Advanced Micro Devices | Reduce -27.4% | 0.18% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -13.6% | 0.19% | −0.05 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.30% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -10.7% | 0.14% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -27.2% | 0.11% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.42% | −0.05 |
| V Visa Inc. Class A | Reduce -1.9% | 0.58% | −0.05 |
| SIRI Sirius XM Holdings Inc. | Reduce -5.3% | 0.06% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.2% | 0.30% | −0.04 |
| SBUX Starbucks Corp. | Reduce -1.8% | 0.17% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -19.3% | 0.12% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 1.11% | −0.03 |
| HD Home Depot Inc. | Reduce -0.7% | 1.05% | −0.03 |
| CVX Chevron Corp. | Reduce -0.6% | 0.42% | −0.03 |
| UNP Union Pacific Corp. | Reduce -5.4% | 0.16% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Reduce -5.4% | 0.15% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -3.6% | 0.26% | −0.03 |
| AOR iShares Core 60/40 Balanced | Reduce -3.5% | 0.24% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -8.2% | 0.11% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -4.3% | 0.08% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -11.5% | 0.11% | −0.02 |
| DFIV Dimensional International Va | Reduce -14.0% | 0.10% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -6.0% | 0.12% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.5% | 0.17% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.8% | 0.20% | −0.02 |
| T AT&T Inc. | Reduce -1.4% | 0.19% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| SHV iShares 0-1 Year Treasury Bo | New | 2.35% | +2.35 |
| NVDA Nvidia Corp. | Add +8.8% | 2.00% | +0.86 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.6% | 2.91% | +0.29 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.27% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +26.8% | 0.99% | +0.18 |
| AMZN Amazon.com Inc. | Add +4.1% | 2.24% | +0.18 |
| META Meta Platforms Inc. Class A | Add +6.9% | 0.76% | +0.17 |
| MSTR Strategy Inc. | New | 0.16% | +0.16 |
| LMT Lockheed Martin Corp. | Add +183.8% | 0.25% | +0.15 |
| DIS The Walt Disney Co. | Add +0.0% | 0.83% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +9.4% | 2.16% | +0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.12% | +0.12 |
| MU Micron Technology Inc. | New | 0.11% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +84.8% | 0.23% | +0.10 |
| WSM Williams-Sonoma Inc. | Add +0.1% | 0.35% | +0.10 |
| NOW ServiceNow Inc. | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +5.4% | 4.34% | +0.09 |
| SMCI Super Micro Computer Inc. | New | 0.09% | +0.09 |
| KMPR Kemper Corp. | New | 0.09% | +0.09 |
| ACWI iShares MSCI Acwi ETF | New | 0.08% | +0.08 |
| FDX FedEx Corp. | New | 0.08% | +0.08 |
| VXF Vanguard Extended Market ETF | New | 0.08% | +0.08 |
| INTU Intuit Inc. | New | 0.07% | +0.07 |
| MFC Manulife Financial Corp. | New | 0.07% | +0.07 |
| GRMN Garmin Ltd. | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +1.8% | 0.89% | +0.06 |
| LLY Eli Lilly & Co. | Add +4.4% | 0.30% | +0.06 |
| NNOX Nano-X Imaging Ltd. | New | 0.05% | +0.05 |
| AMGN Amgen Inc. | Add +30.2% | 0.39% | +0.05 |
| COIN Coinbase Global Inc. Class A | Add +7.2% | 0.14% | +0.04 |
| IBM Intl Business Machines Corp. | Add +0.4% | 1.36% | +0.04 |
| GE General Electric | Add +1.8% | 0.22% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +23.9% | 0.32% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +18.4% | 0.27% | +0.03 |
| UPRO Proshares Ultrapro S&P 500 | Add +2.3% | 0.21% | +0.03 |
| PACB Pacific Biosciences of Calif | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.47% | +0.02 |
| AXP American Express Co. | Add +0.8% | 0.26% | +0.02 |
| XLK SS Technology Select Sector | Add +20.8% | 0.14% | +0.02 |
| LRCX Lam Research Corp. | Add +6.8% | 0.12% | +0.02 |
| ETN Eaton Corp. PLC | Add +1.7% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +0.3% | 1.19% | +0.01 |
| BAC Bank of America Corp. | Add +4.9% | 0.34% | +0.01 |
| CRM Salesforce Inc. | Add +8.5% | 0.14% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +9.0% | 0.54% | +0.01 |
| ABBV Abbvie Inc. | Add +0.0% | 0.33% | +0.01 |
| FICO Fair Isaac Corp. | Add +10.3% | 0.24% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +17.3% | 0.11% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +7.2% | 0.43% | +0.01 |
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 |