Westmount Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Westmount Partners, LLC reported 246 stock positions worth $364.1 million. Its top holding was Apple (AAPL) at 9.2% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Vanguard S&P 500 ETF (VOO, 3.8%). Compared with Q1 2025, it opened 18 new positions, sold out of 11, added to 83 and reduced 87. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $364.1M (Q2 2025)
- SEC Filing
- 0002051491-25-000015 ↗ filed Jul 9, 2025
Holdings Value
Holdings 246 stocks · $364.1M
| AAPL Apple Inc. | 9.23% | 163,843 | $33.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 4.85% | 35,539 | $17.7M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 3.82% | 24,486 | $13.9M | Reduce -21.1% |
| AVGO Broadcom Inc. | 3.64% | 48,082 | $13.3M | Reduce -0.2% |
| NVDA Nvidia Corp. | 3.23% | 74,460 | $11.8M | Reduce -10.7% |
| CACI Caci International Inc. Class A | 2.85% | 21,735 | $10.4M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.51% | 14,794 | $9.1M | Add +0.9% |
| AMZN Amazon.com Inc. | 2.38% | 39,503 | $8.7M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.28% | 17,108 | $8.3M | Add +0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.13% | 84,535 | $7.8M | Add +43.0% |
| IVV iShares Core S&P 500 ETF | 1.99% | 11,679 | $7.3M | Reduce -0.5% |
| VT Vanguard Tot World STK ETF | 1.84% | 51,999 | $6.7M | Add +6.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.65% | 19,761 | $6.0M | Add +81.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.55% | 19,190 | $5.7M | Add +0.4% |
| WMT Walmart Inc. | 1.48% | 55,097 | $5.4M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.27% | 8,399 | $4.6M | Add +1.1% |
| ILMN Illumina Inc. | 1.25% | 47,609 | $4.5M | No change |
| GOOGL Alphabet Inc. Class A | 1.24% | 25,589 | $4.5M | Reduce -0.6% |
| MASI Masimo Corp. | 1.20% | 25,866 | $4.4M | Reduce -0.5% |
| ORCL Oracle Corp. | 1.12% | 18,711 | $4.1M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.11% | 5,496 | $4.1M | Add +4.0% |
| NFLX Netflix Inc. | 1.09% | 2,973 | $4.0M | Reduce -6.6% |
| COST Costco Wholesale Corp. | 0.94% | 3,471 | $3.4M | Add +0.5% |
| KFY Korn Ferry | 0.84% | 41,656 | $3.1M | No change |
| IJR iShares Core S&P Small-Cap E | 0.78% | 25,961 | $2.8M | Add +188.1% |
| HOOD Robinhood Markets Inc. Class A | 0.74% | 28,920 | $2.7M | Reduce -47.8% |
| PG The Procter & Gamble Co. | 0.74% | 16,852 | $2.7M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.71% | 8,883 | $2.6M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.71% | 105,341 | $2.6M | Add +0.1% |
| DFUV Dimensional US Marketwide Va | 0.70% | 60,240 | $2.5M | No change |
| WFC Wells Fargo & Co. | 0.68% | 31,075 | $2.5M | Reduce -1.7% |
| HD Home Depot Inc. | 0.68% | 6,785 | $2.5M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 0.67% | 13,812 | $2.5M | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 18,959 | $2.4M | Reduce -7.8% |
| V Visa Inc. Class A | 0.65% | 6,615 | $2.3M | Add +0.5% |
| IWM iShares Russell 2000 ETF | 0.63% | 10,577 | $2.3M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 0.62% | 25,208 | $2.3M | Reduce -1.2% |
| USFR Wisdomtree Floating Rate Tre | 0.59% | 42,643 | $2.1M | Reduce -0.6% |
| ASTH Astrana Health Inc. | 0.59% | 85,999 | $2.1M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.57% | 3,844 | $2.1M | Add +0.1% |
| GOVI Invesco Equal Weight 0-30 YR | 0.56% | 40,000 | $2.0M | New |
| AOA iShares Core 80/20 Aggressiv | 0.56% | 24,330 | $2.0M | Add +1.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.54% | 79,827 | $2.0M | No change |
| JNJ Johnson & Johnson | 0.54% | 12,804 | $2.0M | Reduce -2.6% |
| SCHG Schwab US Large-Cap Growth | 0.52% | 64,653 | $1.9M | Add +220.9% |
| LLY Eli Lilly & Co. | 0.50% | 2,355 | $1.8M | Add +9.8% |
| DFAS Dimensional US Small Cap ETF | 0.46% | 26,198 | $1.7M | Reduce -3.5% |
| TRUST FOR PROFESSIONAL MANAG | 0.46% | 77,420 | $1.7M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.45% | 4,819 | $1.6M | Add +31.2% |
| IVW iShares S&P 500 Growth ETF | 0.44% | 14,712 | $1.6M | Add +0.0% |
| QCOM Qualcomm Inc. | 0.44% | 10,066 | $1.6M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 3,581 | $1.6M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.41% | 13,957 | $1.5M | Reduce -3.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.41% | 37,466 | $1.5M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 2 | $1.5M | No change |
| ITOT iShares Core S&P Total U.S. | 0.40% | 10,682 | $1.4M | Add +0.3% |
| TSLA Tesla Inc. | 0.38% | 4,308 | $1.4M | Reduce -17.0% |
| FICO Fair Isaac Corp. | 0.37% | 735 | $1.3M | Add +34.9% |
| SCHF Schwab Intl Equity ETF | 0.36% | 60,118 | $1.3M | No change |
| IWF iShares Russell 1000 Growth | 0.36% | 3,129 | $1.3M | No change |
| SPGI S&P Global Inc. | 0.36% | 2,467 | $1.3M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 22,728 | $1.3M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 0.35% | 6,456 | $1.3M | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 9,008 | $1.2M | Add +0.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.32% | 40,579 | $1.2M | No change |
| XLK SS Technology Select Sector | 0.31% | 4,496 | $1.1M | Reduce -0.4% |
| RDNT Radnet Inc. | 0.31% | 20,000 | $1.1M | No change |
| SCHA Schwab US Small-Cap ETF | 0.31% | 44,570 | $1.1M | Add +0.2% |
| AMGN Amgen Inc. | 0.30% | 3,920 | $1.1M | Add +0.8% |
| DFAX Dimensional World Ex US Core | 0.29% | 36,105 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 22,380 | $1.1M | Add +0.1% |
| WSM Williams-Sonoma Inc. | 0.28% | 6,285 | $1.0M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 12,626 | $1.0M | Reduce -1.9% |
| HON Honeywell International Inc. | 0.27% | 4,265 | $993K | Reduce -1.4% |
| AXP American Express Co. | 0.27% | 3,077 | $981K | Reduce -7.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 13,163 | $957K | Reduce -0.1% |
| PSX Phillips 66 | 0.26% | 7,938 | $947K | Add +0.0% |
| ABBV Abbvie Inc. | 0.26% | 5,003 | $929K | Reduce -2.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 11,104 | $927K | Reduce -5.8% |
| KO The Coca-Cola Co. | 0.24% | 12,481 | $883K | Reduce -3.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.24% | 6,630 | $870K | No change |
| GE General Electric filed as GE AEROSPACE | 0.24% | 3,344 | $861K | Reduce -1.4% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 25,957 | $857K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 4,173 | $854K | Reduce -0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.23% | 27,508 | $829K | No change |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.23% | 3,891 | $824K | Add +1.0% |
| BX Blackstone Inc. | 0.22% | 5,446 | $815K | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 0.22% | 33,315 | $794K | Reduce -2.2% |
| MA Mastercard Inc. Class A | 0.21% | 1,379 | $775K | Add +24.1% |
| AOR iShares Core 60/40 Balanced | 0.21% | 12,499 | $770K | Add +3.1% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 12,261 | $760K | Reduce -2.2% |
| IYR iShares US Real Estate ETF | 0.21% | 7,973 | $756K | Reduce -2.5% |
| UPRO Proshares Ultrapro S&P 500 | 0.21% | 8,226 | $752K | Add +3.4% |
| SRE Sempra | 0.21% | 9,874 | $748K | Add +0.3% |
| IEO iShares U.S. Oil & Gas Explo | 0.20% | 8,285 | $734K | Add +0.6% |
| MO Altria Group Inc. | 0.20% | 12,258 | $719K | Reduce -35.9% |
| BA The Boeing Co. | 0.20% | 3,408 | $714K | Add +5.2% |
| CAT Caterpillar Inc. | 0.20% | 1,838 | $713K | Add +0.2% |
| APO Apollo Global Management Inc. | 0.19% | 5,000 | $709K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 2,949 | $699K | Add +2.0% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.1% | 9.23% | −1.88 |
| VOO Vanguard S&P 500 ETF | Reduce -21.1% | 3.82% | −1.04 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.34 |
| PM Philip Morris International | Reduce -65.6% | 0.18% | −0.33 |
| IEMG iShares Core MSCI Emerging | Reduce -72.6% | 0.09% | −0.25 |
| ASTH Astrana Health Inc. | Reduce -2.1% | 0.59% | −0.24 |
| MSTR Strategy Inc. | Reduce -77.9% | 0.06% | −0.17 |
| MO Altria Group Inc. | Reduce -35.9% | 0.20% | −0.15 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.14 |
| VXF Vanguard Extended Market ETF | Reduce -63.8% | 0.08% | −0.14 |
| JNJ Johnson & Johnson | Reduce -2.6% | 0.54% | −0.13 |
| MASI Masimo Corp. | Reduce -0.5% | 1.20% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -3.0% | 0.41% | −0.11 |
| HD Home Depot Inc. | Reduce -3.5% | 0.68% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.10 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.10 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.08 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -2.3% | 0.26% | −0.07 |
| BANK MONTREAL QUE | Sold out | 0.00% | −0.07 |
| USFR Wisdomtree Floating Rate Tre | Reduce -0.6% | 0.59% | −0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.07 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.07 |
| GRMN Garmin Ltd. | Reduce -34.2% | 0.09% | −0.07 |
| CVX Chevron Corp. | Reduce -9.7% | 0.15% | −0.07 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.06 |
| TRUST FOR PROFESSIONAL MANAG | Reduce -2.4% | 0.46% | −0.05 |
| TIP iShares Tips Bond ETF | Reduce -25.9% | 0.10% | −0.05 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.18% | −0.05 |
| MCD McDonald's Corp. | Reduce -3.6% | 0.17% | −0.04 |
| KO The Coca-Cola Co. | Reduce -3.2% | 0.24% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -10.3% | 0.13% | −0.04 |
| GLNG Golar LNG Ltd. | Reduce -24.9% | 0.10% | −0.04 |
| DFAS Dimensional US Small Cap ETF | Reduce -3.5% | 0.46% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -6.3% | 0.15% | −0.04 |
| TSLA Tesla Inc. | Reduce -17.0% | 0.38% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.9% | 0.28% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.2% | 0.44% | −0.03 |
| T AT&T Inc. | Reduce -9.7% | 0.15% | −0.03 |
| IYR iShares US Real Estate ETF | Reduce -2.5% | 0.21% | −0.03 |
| DRI Darden Restaurants Inc. | Reduce -31.9% | 0.06% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.6% | 0.63% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 0.10% | −0.03 |
| XLE SS Energy Select Sector | Reduce -12.0% | 0.07% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Reduce -6.7% | 0.12% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Reduce -6.6% | 0.12% | −0.02 |
| ABT Abbott Laboratories | Reduce -4.1% | 0.18% | −0.02 |
| EIX Edison International | Reduce -0.0% | 0.09% | −0.02 |
| SYK Stryker Corp. | Reduce -20.5% | 0.07% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +1.0% | 4.85% | +0.82 |
| VTI VG Morningstar TS MKT ETF-US | Add +81.6% | 1.65% | +0.74 |
| GOVI Invesco Equal Weight 0-30 YR | New | 0.56% | +0.56 |
| IJR iShares Core S&P Small-Cap E | Add +188.1% | 0.78% | +0.49 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +43.0% | 2.13% | +0.48 |
| SCHG Schwab US Large-Cap Growth | Add +220.9% | 0.52% | +0.36 |
| META Meta Platforms Inc. Class A | Add +4.0% | 1.11% | +0.18 |
| AMZN Amazon.com Inc. | Add +2.4% | 2.38% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | New | 0.11% | +0.11 |
| BKNG Booking Holdings Inc. | New | 0.11% | +0.11 |
| VT Vanguard Tot World STK ETF | Add +6.5% | 1.84% | +0.11 |
| IWB iShares Russell 1000 ETF | Add +31.2% | 0.45% | +0.11 |
| NUE Nucor Corp. | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | Add +0.4% | 1.55% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | New | 0.10% | +0.10 |
| TQQQ Proshares Ultrapro QQQ | New | 0.09% | +0.09 |
| CLS Celestica Inc. | New | 0.09% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 1.27% | +0.08 |
| COIN Coinbase Global Inc. Class A | Add +13.0% | 0.16% | +0.08 |
| AZO AutoZone Inc. | New | 0.07% | +0.07 |
| INTU Intuit Inc. | New | 0.07% | +0.07 |
| FTNT Fortinet Inc. | New | 0.07% | +0.07 |
| XNTK SS SPDR Nyse Tech ETF | New | 0.07% | +0.07 |
| PSN Parsons Corp. | New | 0.07% | +0.07 |
| TXN Texas Instruments Inc. | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| CYBR Cyberark Software Ltd./Israel | Add +50.0% | 0.17% | +0.06 |
| MS Morgan Stanley | New | 0.06% | +0.06 |
| FICO Fair Isaac Corp. | Add +34.9% | 0.37% | +0.06 |
| RL Ralph Lauren Corp. | New | 0.06% | +0.06 |
| IDXX Idexx Laboratories Inc. | New | 0.06% | +0.06 |
| LIN Linde PLC | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | Add +15.3% | 0.11% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.44% | +0.03 |
| BA The Boeing Co. | Add +5.2% | 0.20% | +0.03 |
| UPRO Proshares Ultrapro S&P 500 | Add +3.4% | 0.21% | +0.03 |
| MA Mastercard Inc. Class A | Add +24.1% | 0.21% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.2% | 0.13% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.43% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.67% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +5.6% | 0.15% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +10.0% | 0.09% | +0.02 |
| SHOP Shopify Inc. Class A | Add +0.7% | 0.16% | +0.01 |
| CAT Caterpillar Inc. | Add +0.2% | 0.20% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.9% | 2.51% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.11% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.29% | +0.01 |
| WMT Walmart Inc. | Add +0.0% | 1.48% | +0.00 |
| NKE Nike Inc. Class B | Add +2.9% | 0.10% | +0.00 |
| NTHI Neonc Technologies Holdings | Add +333.7% | 0.07% | +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 |