Westmount Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed January 13, 2025), Westmount Partners, LLC reported 228 stock positions worth $332.5 million. Its top holding was Apple (AAPL) at 11.5% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Caci International Class A (CACI, 4.4%). Compared with Q2 2024, it opened 16 new positions, sold out of 6, added to 89 and reduced 64. The biggest buy was Nvidia (NVDA, shares +38%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $332.5M (Q3 2024)
- SEC Filing
- 0002051491-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 228 stocks · $332.5M
| AAPL Apple Inc. | 11.54% | 164,653 | $38.4M | Add +0.1% |
| MSFT Microsoft Corp. | 4.63% | 35,763 | $15.4M | Add +10.4% |
| CACI Caci International Inc. Class A | 4.45% | 29,303 | $14.8M | No change |
| VOO Vanguard S&P 500 ETF | 4.19% | 26,415 | $13.9M | Add +0.2% |
| SHV iShares 0-1 Year Treasury Bo | 3.09% | 93,022 | $10.3M | Reduce -21.7% |
| NVDA Nvidia Corp. | 2.96% | 81,123 | $9.9M | Add +37.6% |
| AVGO Broadcom Inc. | 2.50% | 48,129 | $8.3M | Add +7.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.47% | 14,327 | $8.2M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 2.23% | 39,707 | $7.4M | Add +13.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.02% | 14,576 | $6.7M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.99% | 11,492 | $6.6M | Add +0.5% |
| ILMN Illumina Inc. | 1.87% | 47,609 | $6.2M | No change |
| VT Vanguard Tot World STK ETF | 1.63% | 45,150 | $5.4M | Add +4.7% |
| ASTH Astrana Health Inc. | 1.61% | 92,133 | $5.3M | Reduce -1.8% |
| WMT Walmart Inc. | 1.33% | 54,944 | $4.4M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.29% | 19,453 | $4.3M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 1.24% | 24,833 | $4.1M | Add +92.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.19% | 8,075 | $3.9M | Reduce -3.8% |
| ORCL Oracle Corp. | 1.04% | 20,368 | $3.5M | Add +2.8% |
| MASI Masimo Corp. | 1.04% | 25,991 | $3.5M | No change |
| HD Home Depot Inc. | 1.00% | 8,168 | $3.3M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.99% | 19,057 | $3.3M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.97% | 3,657 | $3.2M | Reduce -8.5% |
| KFY Korn Ferry | 0.94% | 41,656 | $3.1M | Reduce -4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 10,950 | $3.1M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.86% | 4,995 | $2.9M | Add +8.1% |
| DFUV Dimensional US Marketwide Va | 0.76% | 60,240 | $2.5M | No change |
| JNJ Johnson & Johnson | 0.69% | 14,244 | $2.3M | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 0.68% | 10,169 | $2.2M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.66% | 3,111 | $2.2M | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.66% | 22,657 | $2.2M | Add +4.3% |
| USFR Wisdomtree Floating Rate Tre | 0.65% | 43,237 | $2.2M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.65% | 12,830 | $2.1M | Add +41.2% |
| JPM JPMorgan Chase & Co. | 0.63% | 9,994 | $2.1M | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 0.63% | 24,899 | $2.1M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.62% | 2,337 | $2.1M | Add +109.6% |
| V Visa Inc. Class A | 0.59% | 7,085 | $1.9M | Reduce -1.7% |
| ISRG Intuitive Surgical Inc. | 0.56% | 3,791 | $1.9M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.56% | 28,543 | $1.9M | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 0.54% | 15,434 | $1.8M | Add +3.1% |
| WFC Wells Fargo & Co. | 0.54% | 31,647 | $1.8M | Reduce -0.8% |
| TRUST FOR PROFESSIONAL MANAG | 0.49% | 75,519 | $1.6M | Add +0.2% |
| AOA iShares Core 80/20 Aggressiv | 0.48% | 20,266 | $1.6M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.44% | 8,595 | $1.5M | Add +0.4% |
| PM Philip Morris International | 0.43% | 11,741 | $1.4M | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 14,831 | $1.4M | Add +0.0% |
| RDNT Radnet Inc. | 0.42% | 20,000 | $1.4M | No change |
| AMGN Amgen Inc. | 0.42% | 4,286 | $1.4M | Add +18.1% |
| ITOT iShares Core S&P Total U.S. | 0.40% | 10,596 | $1.3M | Reduce -5.1% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 24,974 | $1.3M | Add +3.0% |
| IWF iShares Russell 1000 Growth | 0.39% | 3,494 | $1.3M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.38% | 54,631 | $1.3M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.38% | 8,920 | $1.3M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 3,292 | $1.3M | Add +0.0% |
| IVE iShares S&P 500 Value ETF | 0.38% | 6,407 | $1.3M | Add +0.3% |
| SPGI S&P Global Inc. | 0.37% | 2,377 | $1.2M | Add +0.6% |
| PEP Pepsico Inc. | 0.36% | 7,083 | $1.2M | Add +4.5% |
| TSLA Tesla Inc. | 0.36% | 4,588 | $1.2M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.35% | 3,674 | $1.2M | Reduce -0.1% |
| CVX Chevron Corp. | 0.34% | 7,697 | $1.1M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 9,429 | $1.1M | Reduce -2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 13,536 | $1.1M | Add +1.0% |
| TOTL SS Doubleline TR Tact ETF | 0.32% | 25,904 | $1.1M | Add +0.5% |
| KO The Coca-Cola Co. | 0.32% | 14,811 | $1.1M | Reduce -0.3% |
| PSX Phillips 66 | 0.31% | 7,942 | $1.0M | Reduce -0.3% |
| FICO Fair Isaac Corp. | 0.31% | 535 | $1.0M | No change |
| XLK SS Technology Select Sector | 0.31% | 4,556 | $1.0M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.31% | 5,188 | $1.0M | Add +0.3% |
| CAT Caterpillar Inc. | 0.30% | 2,581 | $1.0M | Add +0.2% |
| DFAX Dimensional World Ex US Core | 0.29% | 36,105 | $975K | No change |
| MO Altria Group Inc. | 0.29% | 19,074 | $974K | Reduce -2.2% |
| MCD McDonald's Corp. | 0.29% | 3,194 | $973K | Add +0.6% |
| WSM Williams-Sonoma Inc. | 0.29% | 6,183 | $958K | Add +0.4% |
| HON Honeywell International Inc. | 0.29% | 4,617 | $954K | Add +3.8% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 4,769 | $945K | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 11,741 | $916K | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.27% | 1,545 | $903K | Reduce -0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.27% | 13,055 | $884K | Reduce -3.1% |
| SRE Sempra | 0.26% | 10,488 | $877K | Add +4.9% |
| EIX Edison International | 0.26% | 9,948 | $866K | Add +2.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.26% | 6,630 | $850K | No change |
| AXP American Express Co. | 0.25% | 3,091 | $838K | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 17,151 | $821K | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 4,325 | $816K | Add +20.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.24% | 2,523 | $812K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 20,351 | $808K | Reduce -17.0% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 12,376 | $771K | Add +0.2% |
| IYR iShares US Real Estate ETF | 0.23% | 7,528 | $767K | Reduce -1.0% |
| SCHB Schwab US Broad Market ETF | 0.23% | 11,299 | $752K | Add +0.3% |
| COP Conocophillips | 0.22% | 7,048 | $742K | Reduce -1.4% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.22% | 3,706 | $727K | Add +10.3% |
| CMCSA Comcast Corp. Class A | 0.21% | 17,108 | $715K | Reduce -2.8% |
| AOR iShares Core 60/40 Balanced | 0.21% | 12,014 | $712K | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.21% | 3,660 | $695K | No change |
| IEO iShares U.S. Oil & Gas Explo | 0.21% | 7,570 | $692K | Add +7.6% |
| UPRO Proshares Ultrapro S&P 500 | 0.21% | 7,915 | $682K | Add +0.3% |
| VHT Vanguard Health Care ETF | 0.20% | 2,352 | $664K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 3,786 | $661K | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.20% | 2,408 | $652K | Add +1.7% |
| SCHW Schwab (charles) Corp. | 0.20% | 10,054 | $652K | Add +1.5% |
Other holdings (2): 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 |
| WESTERN ASSET GLOBAL HIGH-RT | RIGHT 10/08/2024 | 13,002 | $143 | No change |
Total filed on the 13F, all lines: $332.5M.
Portfolio Sells Q2 2024 → Q3 2024
| SHV iShares 0-1 Year Treasury Bo | Reduce -21.7% | 3.09% | −1.22 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.8% | 1.19% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 2.47% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -8.5% | 0.97% | −0.14 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 0.54% | −0.10 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -27.1% | 0.12% | −0.08 |
| BAC Bank of America Corp. | Reduce -17.0% | 0.24% | −0.08 |
| TDIV FT Nasdaq Tech DVD Index FD | Sold out | 0.00% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.08 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -4.0% | 0.63% | −0.07 |
| BA The Boeing Co. | Reduce -6.0% | 0.16% | −0.07 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.07 |
| PSX Phillips 66 | Reduce -0.3% | 0.31% | −0.06 |
| COP Conocophillips | Reduce -1.4% | 0.22% | −0.05 |
| F Ford Motor Co. | Sold out | 0.00% | −0.05 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Reduce -1.7% | 0.59% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -5.1% | 0.40% | −0.04 |
| DFAS Dimensional US Small Cap ETF | Reduce -5.1% | 0.56% | −0.03 |
| XLK SS Technology Select Sector | Reduce -0.1% | 0.31% | −0.03 |
| LRCX Lam Research Corp. | Reduce -0.6% | 0.08% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -2.5% | 0.13% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.6% | 0.48% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -1.3% | 0.63% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -11.1% | 0.14% | −0.02 |
| KFY Korn Ferry | Reduce -4.7% | 0.94% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.2% | 0.14% | −0.02 |
| AMD Advanced Micro Devices | Reduce -5.7% | 0.12% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 0.35% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -7.7% | 0.12% | −0.01 |
| WM Waste Management Inc. | Reduce -0.6% | 0.09% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -0.1% | 0.21% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -3.1% | 0.27% | −0.01 |
| CVS CVS Health Corp. | Reduce -9.0% | 0.06% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.4% | 0.17% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.0% | 0.20% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.21% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 0.28% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -6.5% | 0.12% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.2% | 0.14% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.1% | 0.33% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -6.3% | 0.10% | −0.00 |
| SLV iShares Silver Trust | Reduce -0.3% | 0.11% | −0.00 |
| MO Altria Group Inc. | Reduce -2.2% | 0.29% | −0.00 |
| SBUX Starbucks Corp. | Reduce -15.3% | 0.13% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.15% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.9% | 0.14% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.68% | −0.00 |
| NOW ServiceNow Inc. | Reduce -1.8% | 0.07% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +37.6% | 2.96% | +0.54 |
| GOOGL Alphabet Inc. Class A | Add +92.6% | 1.24% | +0.46 |
| LLY Eli Lilly & Co. | Add +109.6% | 0.62% | +0.29 |
| WMT Walmart Inc. | Add +0.1% | 1.33% | +0.11 |
| ORCL Oracle Corp. | Add +2.8% | 1.04% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +41.2% | 0.65% | +0.09 |
| PNC PNC Financial Services Group | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +8.1% | 0.86% | +0.09 |
| GEV GE Vernova Inc. | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +7.7% | 2.50% | +0.08 |
| VTR Ventas Inc. | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 2.02% | +0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.07% | +0.07 |
| VNQ Vanguard Real Estate ETF | New | 0.07% | +0.07 |
| NUE Nucor Corp. | New | 0.07% | +0.07 |
| MMM 3M Co. | New | 0.07% | +0.07 |
| LPX Louisiana-Pacific Corp. | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.06% | +0.06 |
| DFIV Dimensional International Va | New | 0.06% | +0.06 |
| EAOA iShares ESG Aware 80/20 Aggr | New | 0.06% | +0.06 |
| SCHF Schwab Intl Equity ETF | New | 0.06% | +0.06 |
| IDXX Idexx Laboratories Inc. | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | New | 0.06% | +0.06 |
| BOH Bank of Hawaii Corp. | New | 0.06% | +0.06 |
| GE General Electric | Add +20.9% | 0.25% | +0.06 |
| AMGN Amgen Inc. | Add +18.1% | 0.42% | +0.04 |
| EIX Edison International | Add +2.8% | 0.26% | +0.03 |
| MCD McDonald's Corp. | Add +0.6% | 0.29% | +0.03 |
| LOW Lowe's Cos Inc. | Add +1.7% | 0.20% | +0.03 |
| NKE Nike Inc. Class B | Add +17.1% | 0.13% | +0.02 |
| CAT Caterpillar Inc. | Add +0.2% | 0.30% | +0.02 |
| SPGI S&P Global Inc. | Add +0.6% | 0.37% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +4.7% | 1.63% | +0.02 |
| BX Blackstone Inc. | Add +0.2% | 0.16% | +0.02 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.16% | +0.02 |
| ABBV Abbvie Inc. | Add +0.3% | 0.31% | +0.02 |
| SRE Sempra | Add +4.9% | 0.26% | +0.02 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +10.3% | 0.22% | +0.02 |
| GRAYSCALE ETHEREUM MINI TR E | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.7% | 0.10% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.2% | 0.12% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.3% | 0.38% | +0.01 |
| T AT&T Inc. | Add +0.3% | 0.19% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +19.0% | 0.08% | +0.01 |
| BLK BlackRock Finance Inc. | Add +2.7% | 0.08% | +0.01 |
| PAYX Paychex Inc. | Add +4.1% | 0.10% | +0.01 |
| GILD Gilead Sciences Inc. | Add +0.2% | 0.08% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +2.0% | 0.14% | +0.01 |
| GIS General Mills Inc. | Add +0.5% | 0.11% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +5.4% | 0.14% | +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 |