Westmount Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Westmount Partners, LLC reported 244 stock positions worth $387.2 million. Its top holding was Apple (AAPL) at 10.5% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Broadcom (AVGO, 4.1%). Compared with Q2 2025, it opened 12 new positions, sold out of 14, added to 76 and reduced 91. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $387.2M (Q3 2025)
- SEC Filing
- 0002051491-25-000017 ↗ filed Oct 14, 2025
Holdings Value
Holdings 244 stocks · $387.2M
| AAPL Apple Inc. | 10.53% | 159,653 | $40.8M | Reduce -2.6% |
| MSFT Microsoft Corp. | 4.74% | 35,339 | $18.4M | Reduce -0.6% |
| AVGO Broadcom Inc. | 4.14% | 48,085 | $16.0M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 3.80% | 23,967 | $14.7M | Reduce -2.1% |
| NVDA Nvidia Corp. | 3.30% | 68,166 | $12.8M | Reduce -8.4% |
| CACI Caci International Inc. Class A | 2.84% | 21,316 | $11.0M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.37% | 13,751 | $9.2M | Reduce -7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.17% | 16,905 | $8.4M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.14% | 37,511 | $8.3M | Reduce -5.0% |
| IVV iShares Core S&P 500 ETF | 2.02% | 11,632 | $7.8M | Reduce -0.4% |
| VT Vanguard Tot World STK ETF | 1.92% | 53,751 | $7.4M | Add +3.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.67% | 19,580 | $6.4M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.57% | 24,823 | $6.1M | Reduce -3.0% |
| WMT Walmart Inc. | 1.45% | 55,115 | $5.6M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.42% | 19,256 | $5.5M | Add +0.3% |
| ORCL Oracle Corp. | 1.42% | 19,045 | $5.5M | Add +1.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.37% | 58,208 | $5.3M | Reduce -31.1% |
| ILMN Illumina Inc. | 1.26% | 47,609 | $4.9M | No change |
| QQQ Invesco QQQ Trust Series 1 | 1.25% | 8,005 | $4.8M | Reduce -4.7% |
| HOOD Robinhood Markets Inc. Class A | 1.03% | 28,620 | $4.0M | Reduce -1.0% |
| MASI Masimo Corp. | 0.95% | 25,866 | $3.7M | No change |
| META Meta Platforms Inc. Class A | 0.91% | 4,898 | $3.5M | Reduce -10.9% |
| NFLX Netflix Inc. | 0.90% | 2,970 | $3.5M | Reduce -0.1% |
| AOA iShares Core 80/20 Aggressiv | 0.88% | 38,375 | $3.4M | Add +57.7% |
| GOOG Alphabet Inc. Class C | 0.84% | 13,250 | $3.3M | Reduce -4.1% |
| COST Costco Wholesale Corp. | 0.82% | 3,467 | $3.2M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.80% | 25,973 | $3.1M | Add +0.1% |
| KFY Korn Ferry | 0.75% | 41,518 | $2.9M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 0.72% | 105,341 | $2.8M | No change |
| JPM JPMorgan Chase & Co. | 0.72% | 8,948 | $2.8M | Add +0.7% |
| DFUV Dimensional US Marketwide Va | 0.70% | 60,240 | $2.7M | No change |
| HD Home Depot Inc. | 0.67% | 6,546 | $2.6M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.66% | 10,484 | $2.5M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 0.64% | 30,603 | $2.5M | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 0.62% | 25,500 | $2.4M | Add +1.2% |
| ASTH Astrana Health Inc. | 0.61% | 83,689 | $2.4M | Reduce -2.7% |
| V Visa Inc. Class A | 0.59% | 6,585 | $2.3M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.59% | 14,915 | $2.3M | Reduce -11.5% |
| GOVI Invesco Equal Weight 0-30 YR | 0.56% | 40,000 | $2.2M | No change |
| USFR Wisdomtree Floating Rate Tre | 0.56% | 42,841 | $2.2M | Add +0.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.54% | 79,827 | $2.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 18,588 | $2.1M | Reduce -2.0% |
| SCHG Schwab US Large-Cap Growth | 0.54% | 64,666 | $2.1M | Add +0.0% |
| TSLA Tesla Inc. | 0.49% | 4,092 | $1.9M | Reduce -5.0% |
| JNJ Johnson & Johnson | 0.48% | 9,914 | $1.8M | Reduce -22.6% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 14,716 | $1.8M | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.46% | 4,819 | $1.8M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 3,586 | $1.7M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 0.44% | 24,965 | $1.7M | Reduce -4.7% |
| LLY Eli Lilly & Co. | 0.44% | 2,050 | $1.7M | Reduce -12.9% |
| ISRG Intuitive Surgical Inc. | 0.43% | 3,844 | $1.7M | No change |
| QCOM Qualcomm Inc. | 0.43% | 10,107 | $1.7M | Add +0.4% |
| TRUST FOR PROFESSIONAL MANAG | 0.43% | 76,775 | $1.7M | Reduce -0.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.42% | 37,466 | $1.6M | No change |
| ITOT iShares Core S&P Total U.S. | 0.41% | 10,784 | $1.6M | Add +0.9% |
| RDNT Radnet Inc. | 0.40% | 20,000 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.40% | 13,893 | $1.6M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.39% | 2 | $1.5M | No change |
| IWF iShares Russell 1000 Growth | 0.38% | 3,124 | $1.5M | Reduce -0.2% |
| SCHF Schwab Intl Equity ETF | 0.37% | 60,240 | $1.4M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 22,777 | $1.4M | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.34% | 6,409 | $1.3M | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.34% | 4,641 | $1.3M | Add +3.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.33% | 40,579 | $1.3M | No change |
| SCHA Schwab US Small-Cap ETF | 0.32% | 44,716 | $1.2M | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 8,820 | $1.2M | Reduce -2.1% |
| WSM Williams-Sonoma Inc. | 0.32% | 6,306 | $1.2M | Add +0.3% |
| ABBV Abbvie Inc. | 0.32% | 5,027 | $1.2M | Add +0.5% |
| FICO Fair Isaac Corp. | 0.31% | 785 | $1.2M | Add +6.8% |
| 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% | 22,396 | $1.1M | Add +0.1% |
| AMGN Amgen Inc. | 0.28% | 3,670 | $1.1M | Reduce -6.4% |
| PSX Phillips 66 | 0.28% | 7,941 | $1.1M | Add +0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 13,140 | $1.0M | Add +4.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 12,988 | $999K | Reduce -1.3% |
| AOR iShares Core 60/40 Balanced | 0.25% | 14,871 | $961K | Add +19.0% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 4,425 | $960K | Add +6.0% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 25,957 | $942K | No change |
| UPRO Proshares Ultrapro S&P 500 | 0.24% | 8,321 | $938K | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 10,568 | $929K | Reduce -4.8% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.24% | 4,066 | $927K | Add +4.5% |
| BX Blackstone Inc. | 0.24% | 5,504 | $925K | Add +1.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 27,508 | $924K | No change |
| HON Honeywell International Inc. | 0.23% | 4,269 | $897K | Add +0.1% |
| CAT Caterpillar Inc. | 0.23% | 1,837 | $883K | Reduce -0.1% |
| SRE Sempra | 0.23% | 9,870 | $881K | Reduce -0.0% |
| IONS Ionis Pharmaceuticals Inc. | 0.22% | 12,961 | $853K | No change |
| SCHB Schwab US Broad Market ETF | 0.22% | 32,802 | $846K | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.21% | 12,467 | $833K | Reduce -0.1% |
| MO Altria Group Inc. | 0.21% | 12,210 | $809K | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 12,131 | $794K | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 3,112 | $793K | Add +5.5% |
| MA Mastercard Inc. Class A | 0.20% | 1,364 | $782K | Reduce -1.1% |
| IEO iShares U.S. Oil & Gas Explo | 0.20% | 8,344 | $780K | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 2,570 | $773K | Reduce -23.1% |
| SHOP Shopify Inc. Class A | 0.20% | 5,107 | $764K | No change |
| IYR iShares US Real Estate ETF | 0.20% | 7,808 | $758K | Reduce -2.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.19% | 7,983 | $736K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.19% | 1,500 | $735K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.19% | 1,797 | $727K | Add +9.2% |
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -31.1% | 1.37% | −0.75 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 2.14% | −0.24 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -10.9% | 0.91% | −0.21 |
| NFLX Netflix Inc. | Reduce -0.1% | 0.90% | −0.20 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -11.5% | 0.59% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.0% | 2.37% | −0.14 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.82% | −0.12 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.74% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 2.17% | −0.11 |
| DIS The Walt Disney Co. | Reduce -2.0% | 0.54% | −0.10 |
| KFY Korn Ferry | Reduce -0.3% | 0.75% | −0.09 |
| AXP American Express Co. | Reduce -32.4% | 0.18% | −0.09 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.09 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.08 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.07 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -12.9% | 0.44% | −0.07 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -22.6% | 0.48% | −0.06 |
| BOH Bank of Hawaii Corp. | Sold out | 0.00% | −0.06 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.06 |
| LIN Linde PLC | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Reduce -0.5% | 0.59% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -1.5% | 0.64% | −0.04 |
| GE General Electric | Reduce -23.1% | 0.20% | −0.04 |
| BA The Boeing Co. | Reduce -15.6% | 0.16% | −0.04 |
| PM Philip Morris International | Reduce -0.5% | 0.15% | −0.03 |
| PFE Pfizer Inc. | Reduce -36.9% | 0.06% | −0.03 |
| PEP Pepsico Inc. | Reduce -18.4% | 0.15% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -3.7% | 0.11% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.21% | −0.03 |
| NOW ServiceNow Inc. | Reduce -11.1% | 0.08% | −0.03 |
| TRUST FOR PROFESSIONAL MANAG | Reduce -0.8% | 0.43% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.7% | 1.25% | −0.03 |
| PAYX Paychex Inc. | Reduce -0.6% | 0.08% | −0.02 |
| GEV GE Vernova Inc. | Reduce -23.9% | 0.09% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -14.3% | 0.08% | −0.02 |
| SBUX Starbucks Corp. | Reduce -4.4% | 0.09% | −0.02 |
| CRM Salesforce Inc. | Reduce -1.3% | 0.07% | −0.02 |
| AMGN Amgen Inc. | Reduce -6.4% | 0.28% | −0.02 |
| T AT&T Inc. | Reduce -0.5% | 0.14% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.1% | 0.32% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 3.80% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.7% | 0.44% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.8% | 0.24% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Add +0.0% | 4.14% | +0.50 |
| AOA iShares Core 80/20 Aggressiv | Add +57.7% | 0.88% | +0.32 |
| ORCL Oracle Corp. | Add +1.8% | 1.42% | +0.30 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.12% | +0.12 |
| IBIT iShares Bitcoin Trust ETF | New | 0.09% | +0.09 |
| VT Vanguard Tot World STK ETF | Add +3.4% | 1.92% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.08% | +0.08 |
| MSTR Strategy Inc. | Add +153.9% | 0.13% | +0.06 |
| ABBV Abbvie Inc. | Add +0.5% | 0.32% | +0.06 |
| MELI MercadoLibre Inc. | New | 0.06% | +0.06 |
| CLS Celestica Inc. | Add +10.0% | 0.14% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.06% | +0.06 |
| B Barrick Mining Corp. | New | 0.06% | +0.06 |
| DHI D.R. Horton Inc. | New | 0.05% | +0.05 |
| RTX RTX Corp. | New | 0.05% | +0.05 |
| EAOR iShares ESG Aware 60/40 Bala | New | 0.05% | +0.05 |
| RBLX Roblox Corp. Class A | New | 0.05% | +0.05 |
| STRZ Starz Entertainment Corp. | New | 0.04% | +0.04 |
| AOR iShares Core 60/40 Balanced | Add +19.0% | 0.25% | +0.04 |
| WSM Williams-Sonoma Inc. | Add +0.3% | 0.32% | +0.04 |
| UPRO Proshares Ultrapro S&P 500 | Add +1.1% | 0.24% | +0.04 |
| LRCX Lam Research Corp. | Add +0.0% | 0.11% | +0.03 |
| AOM iShares Core 40/60 Moderate | Add +58.7% | 0.09% | +0.03 |
| XLK SS Technology Select Sector | Add +3.2% | 0.34% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +0.9% | 0.13% | +0.03 |
| SLV iShares Silver Trust | Add +0.0% | 0.14% | +0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +9.2% | 0.19% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.80% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +0.0% | 0.54% | +0.02 |
| GRAL Grail Inc. | Add +1.3% | 0.13% | +0.02 |
| PSX Phillips 66 | Add +0.0% | 0.28% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.46% | +0.02 |
| BX Blackstone Inc. | Add +1.1% | 0.24% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.45% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +6.0% | 0.25% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.3% | 0.32% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.5% | 0.20% | +0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +4.5% | 0.24% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +16.0% | 0.17% | +0.01 |
| GLD SPDR Gold Shares | Add +0.2% | 0.13% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +17.3% | 0.12% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.9% | 0.41% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.72% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +2.0% | 0.15% | +0.01 |
| MRK Merck & Co. Inc. | Add +0.0% | 0.11% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.18% | +0.01 |
| TOTL SS Doubleline TR Tact ETF | Add +9.9% | 0.13% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.09% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.11% | +0.00 |
| MS Morgan Stanley | Add +1.1% | 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 |