Westmount Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Westmount Partners, LLC reported 239 stock positions worth $327.9 million. Its top holding was Apple (AAPL) at 11.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.9%) and Microsoft (MSFT, 4.0%). Compared with Q4 2024, it opened 32 new positions, sold out of 11, added to 87 and reduced 78. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $327.9M (Q1 2025)
- SEC Filing
- 0002051491-25-000013 ↗ filed May 1, 2025
Holdings Value
Holdings 239 stocks · $327.9M
| AAPL Apple Inc. | 11.11% | 163,988 | $36.4M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 4.86% | 31,030 | $15.9M | Add +15.5% |
| MSFT Microsoft Corp. | 4.03% | 35,200 | $13.2M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.77% | 17,064 | $9.1M | Reduce -1.8% |
| NVDA Nvidia Corp. | 2.76% | 83,398 | $9.0M | Add +0.2% |
| CACI Caci International Inc. Class A | 2.51% | 22,390 | $8.2M | Reduce -23.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.50% | 14,661 | $8.2M | Reduce -0.9% |
| AVGO Broadcom Inc. | 2.46% | 48,186 | $8.1M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.24% | 38,584 | $7.3M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 2.01% | 11,732 | $6.6M | Add +2.0% |
| VT Vanguard Tot World STK ETF | 1.73% | 48,846 | $5.7M | Add +5.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.65% | 59,103 | $5.4M | New |
| WMT Walmart Inc. | 1.47% | 55,077 | $4.8M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.45% | 19,122 | $4.8M | Reduce -1.5% |
| MASI Masimo Corp. | 1.32% | 25,991 | $4.3M | No change |
| GOOGL Alphabet Inc. Class A | 1.21% | 25,739 | $4.0M | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.19% | 8,306 | $3.9M | Add +0.8% |
| ILMN Illumina Inc. | 1.15% | 47,609 | $3.8M | No change |
| COST Costco Wholesale Corp. | 1.00% | 3,454 | $3.3M | Reduce -11.0% |
| META Meta Platforms Inc. Class A | 0.93% | 5,287 | $3.0M | Reduce -6.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 10,879 | $3.0M | Reduce -0.3% |
| NFLX Netflix Inc. | 0.91% | 3,184 | $3.0M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.87% | 16,826 | $2.9M | Reduce -10.1% |
| KFY Korn Ferry | 0.86% | 41,656 | $2.8M | No change |
| ASTH Astrana Health Inc. | 0.83% | 87,889 | $2.7M | Reduce -2.7% |
| ORCL Oracle Corp. | 0.80% | 18,858 | $2.6M | Reduce -0.6% |
| HD Home Depot Inc. | 0.79% | 7,033 | $2.6M | Reduce -14.4% |
| DFUV Dimensional US Marketwide Va | 0.76% | 60,240 | $2.5M | No change |
| SCHX Schwab US Large-Cap ETF | 0.71% | 105,293 | $2.3M | Add +235.6% |
| V Visa Inc. Class A | 0.70% | 6,580 | $2.3M | Reduce -0.4% |
| HOOD Robinhood Markets Inc. Class A | 0.70% | 55,381 | $2.3M | Add +1.4% |
| WFC Wells Fargo & Co. | 0.69% | 31,626 | $2.3M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.67% | 8,891 | $2.2M | Reduce -6.6% |
| JNJ Johnson & Johnson | 0.66% | 13,143 | $2.2M | Reduce -5.8% |
| USFR Wisdomtree Floating Rate Tre | 0.66% | 42,916 | $2.2M | Reduce -2.1% |
| IWM iShares Russell 2000 ETF | 0.65% | 10,752 | $2.1M | Add +3.7% |
| GOOG Alphabet Inc. Class C | 0.65% | 13,573 | $2.1M | Add +5.9% |
| EFA iShares MSCI Eafe ETF | 0.64% | 25,505 | $2.1M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.62% | 20,564 | $2.0M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.58% | 3,841 | $1.9M | Add +1.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.57% | 79,827 | $1.9M | New |
| AOA iShares Core 80/20 Aggressiv | 0.56% | 24,005 | $1.8M | Add +8.0% |
| LLY Eli Lilly & Co. | 0.54% | 2,144 | $1.8M | Add +3.6% |
| XOM Exxon Mobil Corp. | 0.52% | 14,395 | $1.7M | Reduce -5.1% |
| PM Philip Morris International | 0.51% | 10,557 | $1.7M | Reduce -11.0% |
| TRUST FOR PROFESSIONAL MANAG | 0.51% | 79,287 | $1.7M | Reduce -4.6% |
| DFAS Dimensional US Small Cap ETF | 0.49% | 27,155 | $1.6M | Reduce -4.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 2 | $1.6M | New |
| QCOM Qualcomm Inc. | 0.47% | 10,087 | $1.5M | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.42% | 14,709 | $1.4M | Reduce -0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.41% | 37,447 | $1.4M | New |
| TSLA Tesla Inc. | 0.41% | 5,193 | $1.3M | Add +26.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 3,578 | $1.3M | Add +8.6% |
| ITOT iShares Core S&P Total U.S. | 0.40% | 10,655 | $1.3M | Add +0.2% |
| SPGI S&P Global Inc. | 0.38% | 2,462 | $1.3M | Add +2.5% |
| IVE iShares S&P 500 Value ETF | 0.37% | 6,441 | $1.2M | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 8,978 | $1.2M | Add +0.3% |
| AMGN Amgen Inc. | 0.37% | 3,890 | $1.2M | Reduce -9.6% |
| SCHF Schwab Intl Equity ETF | 0.36% | 60,118 | $1.2M | Add +270.0% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 23,051 | $1.2M | Reduce -0.4% |
| MO Altria Group Inc. | 0.35% | 19,123 | $1.1M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.34% | 3,129 | $1.1M | Reduce -10.2% |
| IWB iShares Russell 1000 ETF | 0.34% | 3,674 | $1.1M | No change |
| IEMG iShares Core MSCI Emerging | 0.34% | 20,838 | $1.1M | Add +242.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.34% | 16,212 | $1.1M | New |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.34% | 40,579 | $1.1M | New |
| ABBV Abbvie Inc. | 0.33% | 5,119 | $1.1M | Reduce -0.5% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 44,473 | $1.0M | Add +56.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 12,866 | $1.0M | Reduce -11.0% |
| FICO Fair Isaac Corp. | 0.31% | 545 | $1.0M | Add +1.9% |
| RDNT Radnet Inc. | 0.30% | 20,000 | $994K | No change |
| WSM Williams-Sonoma Inc. | 0.30% | 6,260 | $990K | Add +0.3% |
| PSX Phillips 66 | 0.30% | 7,935 | $980K | Add +0.0% |
| DFAX Dimensional World Ex US Core | 0.29% | 36,105 | $946K | No change |
| IJR iShares Core S&P Small-Cap E | 0.29% | 9,011 | $942K | Reduce -4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 22,364 | $933K | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.28% | 4,514 | $932K | No change |
| KO The Coca-Cola Co. | 0.28% | 12,894 | $923K | Reduce -10.2% |
| HON Honeywell International Inc. | 0.28% | 4,324 | $916K | Reduce -8.8% |
| AXP American Express Co. | 0.27% | 3,322 | $894K | Add +16.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 11,793 | $892K | Add +0.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.26% | 6,630 | $854K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 13,183 | $838K | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 4,195 | $814K | Reduce -6.9% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 25,957 | $799K | New |
| IYR iShares US Real Estate ETF | 0.24% | 8,175 | $783K | Add +4.7% |
| IEO iShares U.S. Oil & Gas Explo | 0.24% | 8,239 | $779K | Add +8.2% |
| BX Blackstone Inc. | 0.23% | 5,434 | $760K | Reduce -1.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.23% | 27,508 | $758K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.23% | 2,624 | $756K | Add +21.1% |
| PEP Pepsico Inc. | 0.23% | 4,978 | $746K | Reduce -28.1% |
| COP Conocophillips | 0.23% | 7,066 | $742K | Reduce -0.8% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.22% | 3,854 | $737K | Add +1.0% |
| SCHB Schwab US Broad Market ETF | 0.22% | 34,071 | $734K | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 12,533 | $731K | Add +1.1% |
| CVX Chevron Corp. | 0.22% | 4,217 | $706K | Reduce -41.8% |
| MCD McDonald's Corp. | 0.21% | 2,255 | $705K | Reduce -28.5% |
| SRE Sempra | 0.21% | 9,842 | $702K | Reduce -6.2% |
| VXF Vanguard Extended Market ETF | 0.21% | 4,074 | $702K | Add +176.0% |
| AOR iShares Core 60/40 Balanced | 0.21% | 12,128 | $698K | Reduce -3.2% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.3% | 11.11% | −1.40 |
| CACI Caci International Inc. Class A | Reduce -23.6% | 2.51% | −1.09 |
| AVGO Broadcom Inc. | Reduce -0.5% | 2.46% | −0.95 |
| MSFT Microsoft Corp. | Reduce -3.5% | 4.03% | −0.64 |
| HD Home Depot Inc. | Reduce -14.4% | 0.79% | −0.18 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.80% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 2.50% | −0.13 |
| EIX Edison International | Reduce -36.2% | 0.11% | −0.12 |
| SCHW Schwab (charles) Corp. | Reduce -52.0% | 0.11% | −0.11 |
| CVX Chevron Corp. | Reduce -41.8% | 0.22% | −0.10 |
| CAT Caterpillar Inc. | Reduce -29.1% | 0.18% | −0.10 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -28.1% | 0.23% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -11.0% | 1.00% | −0.08 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.62% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -10.2% | 0.34% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -10.1% | 0.87% | −0.08 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -6.4% | 0.93% | −0.08 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.9% | 0.49% | −0.07 |
| MS Morgan Stanley | Sold out | 0.00% | −0.07 |
| SRE Sempra | Reduce -6.2% | 0.21% | −0.07 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.06 |
| XNTK SS SPDR Nyse Tech ETF | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -28.5% | 0.21% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| WMT Walmart Inc. | Reduce -1.4% | 1.47% | −0.06 |
| BX Blackstone Inc. | Reduce -1.2% | 0.23% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -18.1% | 0.17% | −0.06 |
| PAA Plains All Amer Pipeline LP | Sold out | 0.00% | −0.05 |
| RSI Rush Street Interactive Inc. | Reduce -12.5% | 0.11% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.91% | −0.05 |
| APO Apollo Global Management Inc. | Reduce -1.8% | 0.21% | −0.05 |
| HON Honeywell International Inc. | Reduce -8.8% | 0.28% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.8% | 0.29% | −0.04 |
| LBTYK Liberty Global Ltd. Class C | Sold out | 0.00% | −0.04 |
| INTC Intel Corp. | Reduce -41.4% | 0.08% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.2% | 0.42% | −0.04 |
| TOTL SS Doubleline TR Tact ETF | Reduce -21.3% | 0.15% | −0.03 |
| ASTH Astrana Health Inc. | Reduce -2.7% | 0.83% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -12.8% | 0.13% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -15.0% | 0.17% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.0% | 0.31% | −0.03 |
| PSTX Poseida Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -35.7% | 0.10% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -6.6% | 0.67% | −0.03 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -3.7% | 0.12% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -23.0% | 0.09% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.9% | 0.25% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 1.65% | +1.65 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.57% | +0.57 |
| SCHX Schwab US Large-Cap ETF | Add +235.6% | 0.71% | +0.49 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.49% | +0.49 |
| VOO Vanguard S&P 500 ETF | Add +15.5% | 4.86% | +0.47 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.41% | +0.41 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.34% | +0.34 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.34% | +0.34 |
| SCHF Schwab Intl Equity ETF | Add +270.0% | 0.36% | +0.27 |
| IEMG iShares Core MSCI Emerging | Add +242.7% | 0.34% | +0.25 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.24% | +0.24 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.23% | +0.23 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.14% | +0.14 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | New | 0.13% | +0.13 |
| VXF Vanguard Extended Market ETF | Add +176.0% | 0.21% | +0.13 |
| PDN Inv Rafi Dev MKT US SM-Usdin | New | 0.12% | +0.12 |
| QYLD Global X Nasd 100 Cov Call | New | 0.11% | +0.11 |
| AGG iShares Core U.S. Aggregate | New | 0.10% | +0.10 |
| VIGI Vanguard Int Div App Indx FD | New | 0.10% | +0.10 |
| SCHA Schwab US Small-Cap ETF | Add +56.0% | 0.32% | +0.09 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.09% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +95.9% | 0.20% | +0.09 |
| BLK BlackRock Inc. | New | 0.09% | +0.09 |
| HOOD Robinhood Markets Inc. Class A | Add +1.4% | 0.70% | +0.08 |
| BSX Boston Scientific Corp. | New | 0.08% | +0.08 |
| JPST JPMorgan Ultra-Short Income | New | 0.07% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.07% | +0.07 |
| CVS CVS Health Corp. | New | 0.07% | +0.07 |
| BANK MONTREAL QUE | New | 0.07% | +0.07 |
| EMB iShares JP Morgan Usd Emergi | New | 0.07% | +0.07 |
| VT Vanguard Tot World STK ETF | Add +5.1% | 1.73% | +0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.07% | +0.07 |
| NTHI Neonc Technologies Holdings | New | 0.07% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.07% | +0.07 |
| DFIV Dimensional International Va | New | 0.07% | +0.07 |
| CVNA Carvana Co. | New | 0.07% | +0.07 |
| TJX TJX Companies Inc. | New | 0.06% | +0.06 |
| SPOT Spotify Technology SA | New | 0.06% | +0.06 |
| AOM iShares Core 40/60 Moderate | New | 0.06% | +0.06 |
| GRAL Grail Inc. | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +3.6% | 0.54% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +0.7% | 0.64% | +0.05 |
| GLNG Golar LNG Ltd. | Add +70.8% | 0.14% | +0.05 |
| MO Altria Group Inc. | Add +0.1% | 0.35% | +0.05 |
| TIP iShares Tips Bond ETF | Add +35.0% | 0.15% | +0.04 |
| AOA iShares Core 80/20 Aggressiv | Add +8.0% | 0.56% | +0.04 |
| GE General Electric | Add +4.0% | 0.21% | +0.04 |
| MSTR Strategy Inc. | Add +21.1% | 0.23% | +0.04 |
| ABT Abbott Laboratories | Add +0.6% | 0.20% | +0.03 |
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 |