Westmount Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed January 28, 2025), Westmount Partners, LLC reported 218 stock positions worth $303.0 million. Its top holding was Apple (AAPL) at 11.8% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Vanguard S&P 500 ETF (VOO, 4.4%). Compared with Q1 2024, it opened 15 new positions, sold out of 9, added to 102 and reduced 50. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +101%) and the biggest sale Masimo (MASI, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $303.0M (Q2 2024)
- SEC Filing
- 0002051491-25-000003 ↗ filed Jan 28, 2025
Holdings Value
Holdings 218 stocks · $303.0M
| AAPL Apple Inc. | 11.77% | 164,575 | $35.7M | Reduce -1.7% |
| MSFT Microsoft Corp. | 4.89% | 32,406 | $14.8M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 4.36% | 26,365 | $13.2M | Add +5.2% |
| SHV iShares 0-1 Year Treasury Bo | 4.32% | 118,840 | $13.1M | Add +100.7% |
| CACI Caci International Inc. Class A | 4.14% | 29,303 | $12.5M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.61% | 14,518 | $7.9M | Reduce -6.1% |
| AVGO Broadcom Inc. | 2.42% | 4,467 | $7.3M | Add +0.7% |
| NVDA Nvidia Corp. | 2.42% | 58,949 | $7.3M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 2.29% | 35,130 | $6.9M | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 2.07% | 11,437 | $6.3M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.94% | 14,536 | $5.9M | Add +0.2% |
| ILMN Illumina Inc. | 1.66% | 47,609 | $5.0M | No change |
| VT Vanguard Tot World STK ETF | 1.61% | 43,120 | $4.9M | Add +10.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.34% | 8,395 | $4.0M | Add +0.1% |
| ASTH Astrana Health Inc. | 1.23% | 93,778 | $3.7M | Reduce -2.0% |
| WMT Walmart Inc. | 1.22% | 54,899 | $3.7M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.14% | 19,757 | $3.5M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 1.12% | 3,998 | $3.4M | Add +33.3% |
| PG The Procter & Gamble Co. | 1.02% | 18,963 | $3.1M | Reduce -0.0% |
| MASI Masimo Corp. | 1.00% | 25,991 | $3.0M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.97% | 10,949 | $2.9M | Add +3.0% |
| KFY Korn Ferry | 0.96% | 43,722 | $2.9M | No change |
| ORCL Oracle Corp. | 0.94% | 19,822 | $2.8M | Add +0.5% |
| HD Home Depot Inc. | 0.92% | 8,295 | $2.8M | Add +9.0% |
| GOOGL Alphabet Inc. Class A | 0.78% | 12,895 | $2.4M | Reduce -3.3% |
| DFUV Dimensional US Marketwide Va | 0.78% | 60,240 | $2.4M | No change |
| META Meta Platforms Inc. Class A | 0.77% | 4,621 | $2.3M | Add +6.0% |
| USFR Wisdomtree Floating Rate Tre | 0.71% | 42,907 | $2.2M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.71% | 10,411 | $2.1M | Reduce -4.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.70% | 21,726 | $2.1M | Add +14.6% |
| JNJ Johnson & Johnson | 0.69% | 14,267 | $2.1M | Add +2.0% |
| NFLX Netflix Inc. | 0.69% | 3,086 | $2.1M | Add +3.8% |
| IWM iShares Russell 2000 ETF | 0.68% | 10,175 | $2.0M | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 0.65% | 25,225 | $2.0M | Add +2.9% |
| WFC Wells Fargo & Co. | 0.64% | 31,910 | $1.9M | Add +42.0% |
| V Visa Inc. Class A | 0.63% | 7,208 | $1.9M | Add +24.4% |
| DFAS Dimensional US Small Cap ETF | 0.59% | 30,083 | $1.8M | No change |
| XOM Exxon Mobil Corp. | 0.57% | 14,962 | $1.7M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.57% | 8,558 | $1.7M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.55% | 9,085 | $1.7M | Reduce -2.9% |
| ISRG Intuitive Surgical Inc. | 0.55% | 3,794 | $1.7M | Add +0.7% |
| TRUST FOR PROFESSIONAL MANAG | 0.54% | 75,373 | $1.6M | Add +0.5% |
| AOA iShares Core 80/20 Aggressiv | 0.51% | 20,597 | $1.5M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 14,826 | $1.4M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.44% | 11,163 | $1.3M | Add +5.9% |
| IWF iShares Russell 1000 Growth | 0.42% | 3,494 | $1.3M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.41% | 54,631 | $1.2M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 3,291 | $1.2M | Reduce -0.0% |
| CVX Chevron Corp. | 0.40% | 7,684 | $1.2M | Add +3.6% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 24,246 | $1.2M | Add +8.3% |
| PM Philip Morris International | 0.39% | 11,747 | $1.2M | Add +146.4% |
| RDNT Radnet Inc. | 0.39% | 20,000 | $1.2M | No change |
| IVE iShares S&P 500 Value ETF | 0.38% | 6,386 | $1.2M | Add +0.3% |
| AMGN Amgen Inc. | 0.37% | 3,629 | $1.1M | Reduce -4.8% |
| PSX Phillips 66 | 0.37% | 7,967 | $1.1M | Add +0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 8,897 | $1.1M | Add +0.3% |
| PEP Pepsico Inc. | 0.36% | 6,776 | $1.1M | Add +2.4% |
| IWB iShares Russell 1000 ETF | 0.36% | 3,679 | $1.1M | Reduce -1.5% |
| SPGI S&P Global Inc. | 0.35% | 2,362 | $1.1M | No change |
| XLK SS Technology Select Sector | 0.34% | 4,561 | $1.0M | Add +148.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.34% | 13,404 | $1.0M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 9,634 | $1.0M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.34% | 1,115 | $1.0M | Add +4.5% |
| TOTL SS Doubleline TR Tact ETF | 0.34% | 25,777 | $1.0M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 24,516 | $981K | Reduce -0.5% |
| TSLA Tesla Inc. | 0.32% | 4,595 | $964K | Reduce -11.2% |
| KO The Coca-Cola Co. | 0.31% | 14,861 | $940K | Add +1.6% |
| HON Honeywell International Inc. | 0.31% | 4,448 | $938K | Add +9.4% |
| DFAX Dimensional World Ex US Core | 0.30% | 36,105 | $919K | No change |
| MO Altria Group Inc. | 0.30% | 19,500 | $898K | Add +55.4% |
| ABBV Abbvie Inc. | 0.29% | 5,172 | $881K | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 4,694 | $855K | Add +11.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 11,754 | $855K | Reduce -1.5% |
| WSM Williams-Sonoma Inc. | 0.28% | 3,079 | $853K | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.28% | 2,577 | $848K | Add +0.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.27% | 13,469 | $828K | Add +1.0% |
| COP Conocophillips | 0.27% | 7,151 | $818K | Add +1.0% |
| FICO Fair Isaac Corp. | 0.26% | 535 | $801K | Add +0.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.26% | 2,523 | $799K | No change |
| MCD McDonald's Corp. | 0.26% | 3,174 | $794K | Add +3.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.26% | 6,630 | $783K | No change |
| SRE Sempra | 0.25% | 10,000 | $750K | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 16,975 | $745K | Add +4.8% |
| AXP American Express Co. | 0.24% | 3,114 | $728K | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 0.24% | 9,904 | $727K | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.24% | 1,547 | $722K | No change |
| IJH iShares Core S&P Midcap ETF | 0.24% | 12,353 | $716K | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.23% | 11,260 | $709K | Add +1.1% |
| IEO iShares U.S. Oil & Gas Explo | 0.23% | 7,036 | $702K | Add +0.5% |
| MRK Merck & Co. Inc. | 0.23% | 5,398 | $690K | Reduce -3.0% |
| EIX Edison International | 0.23% | 9,681 | $689K | No change |
| BA The Boeing Co. | 0.23% | 3,686 | $688K | Add +29.5% |
| AOR iShares Core 60/40 Balanced | 0.22% | 12,024 | $676K | Add +1.0% |
| CMCSA Comcast Corp. Class A | 0.22% | 17,596 | $672K | Add +2.3% |
| IYR iShares US Real Estate ETF | 0.22% | 7,602 | $661K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.21% | 3,660 | $635K | No change |
| IONS Ionis Pharmaceuticals Inc. | 0.21% | 13,462 | $634K | Reduce -3.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.21% | 11,114 | $623K | Reduce -5.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 3,901 | $623K | Reduce -0.7% |
| VHT Vanguard Health Care ETF | 0.21% | 2,352 | $623K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| HTOOW Fusion Fuel Green PLC -CW26 | *W EXP 12/10/202 | 23,646 | $1K | No change |
Total filed on the 13F, all lines: $303.0M.
Portfolio Sells Q1 2024 → Q2 2024
| MASI Masimo Corp. | Reduce -1.6% | 1.00% | −0.40 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.1% | 2.61% | −0.30 |
| ASTH Astrana Health Inc. | Reduce -2.0% | 1.23% | −0.22 |
| IBM Intl Business Machines Corp. | Reduce -0.0% | 1.14% | −0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.12 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.11 |
| CACI Caci International Inc. Class A | Reduce -5.8% | 4.14% | −0.10 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.10 |
| DFIV Dimensional International Va | Sold out | 0.00% | −0.10 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 1.02% | −0.09 |
| USFR Wisdomtree Floating Rate Tre | Reduce -2.6% | 0.71% | −0.08 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -4.6% | 0.71% | −0.08 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.08 |
| WSM Williams-Sonoma Inc. | Reduce -0.4% | 0.28% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.57% | −0.06 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -5.7% | 0.21% | −0.06 |
| CRM Salesforce Inc. | Reduce -22.3% | 0.09% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -17.4% | 0.15% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -18.8% | 0.13% | −0.05 |
| MSTR Strategy Inc. | Reduce -4.5% | 0.11% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -38.7% | 0.07% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.0% | 0.34% | −0.05 |
| AMD Advanced Micro Devices | Reduce -5.7% | 0.14% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.5% | 0.28% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -3.0% | 0.23% | −0.04 |
| MU Micron Technology Inc. | Reduce -32.3% | 0.08% | −0.03 |
| GPC Genuine Parts Co. | Reduce -0.4% | 0.12% | −0.03 |
| COIN Coinbase Global Inc. Class A | Reduce -1.7% | 0.11% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -1.5% | 0.36% | −0.02 |
| PFE Pfizer Inc. | Reduce -7.1% | 0.16% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 0.21% | −0.02 |
| NOW ServiceNow Inc. | Reduce -21.4% | 0.07% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 0.16% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -6.0% | 0.12% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.5% | 0.16% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -0.1% | 0.24% | −0.02 |
| AMGN Amgen Inc. | Reduce -4.8% | 0.37% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -10.6% | 0.14% | −0.02 |
| AXP American Express Co. | Reduce -0.6% | 0.24% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -17.1% | 0.09% | −0.02 |
| XLE SS Energy Select Sector | Reduce -3.4% | 0.09% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.5% | 0.32% | −0.01 |
| T AT&T Inc. | Reduce -5.3% | 0.18% | −0.01 |
| TSLA Tesla Inc. | Reduce -11.2% | 0.32% | −0.01 |
| UPRO Proshares Ultrapro S&P 500 | Reduce -4.3% | 0.20% | −0.01 |
| F Ford Motor Co. | Reduce -2.6% | 0.05% | −0.01 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -3.0% | 0.21% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| SHV iShares 0-1 Year Treasury Bo | Add +100.7% | 4.32% | +1.96 |
| COST Costco Wholesale Corp. | Add +33.3% | 1.12% | +0.33 |
| AVGO Broadcom Inc. | Add +0.7% | 2.42% | +0.30 |
| PM Philip Morris International | Add +146.4% | 0.39% | +0.24 |
| XLK SS Technology Select Sector | Add +148.8% | 0.34% | +0.21 |
| WFC Wells Fargo & Co. | Add +42.0% | 0.64% | +0.17 |
| MDLZ Mondelez International Inc. Class A | New | 0.15% | +0.15 |
| IEMG iShares Core MSCI Emerging | New | 0.11% | +0.11 |
| GIS General Mills Inc. | New | 0.11% | +0.11 |
| MO Altria Group Inc. | Add +55.4% | 0.30% | +0.10 |
| SYK Stryker Corp. | New | 0.09% | +0.09 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.08% | +0.08 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.08% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.08% | +0.08 |
| TXN Texas Instruments Inc. | New | 0.08% | +0.08 |
| NYT New York Times Co. Class A | New | 0.07% | +0.07 |
| MAT Mattel Inc. | New | 0.07% | +0.07 |
| GS Goldman Sachs Group Inc. | New | 0.07% | +0.07 |
| SILA Sila Realty Trust Inc. | New | 0.07% | +0.07 |
| XNTK SS SPDR Nyse Tech ETF | New | 0.07% | +0.07 |
| ICE Intercontinental Exchange Inc. | New | 0.07% | +0.07 |
| LBTYK Liberty Global Ltd. Class C | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +2.0% | 2.29% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +10.3% | 1.61% | +0.05 |
| ORCL Oracle Corp. | Add +0.5% | 0.94% | +0.04 |
| V Visa Inc. Class A | Add +24.4% | 0.63% | +0.04 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.57% | +0.04 |
| LLY Eli Lilly & Co. | Add +4.5% | 0.34% | +0.04 |
| NFLX Netflix Inc. | Add +3.8% | 0.69% | +0.04 |
| BA The Boeing Co. | Add +29.5% | 0.23% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +5.2% | 4.36% | +0.03 |
| FICO Fair Isaac Corp. | Add +0.2% | 0.26% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | Add +19.5% | 0.11% | +0.02 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +17.1% | 0.20% | +0.02 |
| GLNG Golar LNG Ltd. | Add +0.0% | 0.09% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.0% | 0.09% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +29.0% | 0.09% | +0.01 |
| HON Honeywell International Inc. | Add +9.4% | 0.31% | +0.01 |
| META Meta Platforms Inc. Class A | Add +6.0% | 0.77% | +0.01 |
| DRI Darden Restaurants Inc. | Add +35.1% | 0.08% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +11.9% | 0.28% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 0.55% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +4.8% | 0.25% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +5.9% | 0.44% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.0% | 0.17% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +10.0% | 0.13% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +4.0% | 0.12% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 1.34% | −0.00 |
| FDX FedEx Corp. | Add +0.1% | 0.07% | −0.00 |
| ETN Eaton Corp. PLC | Add +4.5% | 0.10% | −0.00 |
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 |