Westmount Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Westmount Partners, LLC reported 246 stock positions worth $401.1 million. Its top holding was Apple (AAPL) at 11.5% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Nvidia (NVDA, 4.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 6, added to 94 and reduced 75. The biggest buy was Apple (AAPL, shares +7%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $401.1M (Q4 2025)
- SEC Filing
- 0002051491-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 246 stocks · $401.1M
| AAPL Apple Inc. | 11.53% | 170,045 | $46.2M | Add +6.5% |
| MSFT Microsoft Corp. | 4.31% | 35,773 | $17.3M | Add +1.2% |
| NVDA Nvidia Corp. | 4.17% | 89,784 | $16.7M | Add +31.7% |
| AVGO Broadcom Inc. | 4.16% | 48,224 | $16.7M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 3.70% | 23,654 | $14.8M | Reduce -1.3% |
| CACI Caci International Inc. Class A | 2.83% | 21,316 | $11.4M | No change |
| AMZN Amazon.com Inc. | 2.41% | 41,818 | $9.7M | Add +11.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.34% | 13,741 | $9.4M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.24% | 28,644 | $9.0M | Add +15.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.14% | 17,049 | $8.6M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 1.98% | 11,577 | $7.9M | Reduce -0.5% |
| VT Vanguard Tot World STK ETF | 1.92% | 54,530 | $7.7M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.76% | 21,105 | $7.1M | Add +7.8% |
| WMT Walmart Inc. | 1.53% | 54,968 | $6.1M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.42% | 19,288 | $5.7M | Add +0.2% |
| ILMN Illumina Inc. | 1.31% | 40,103 | $5.3M | Reduce -15.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.21% | 7,919 | $4.9M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.04% | 13,353 | $4.2M | Add +0.8% |
| ORCL Oracle Corp. | 0.92% | 18,909 | $3.7M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.91% | 5,509 | $3.6M | Add +12.5% |
| AOA iShares Core 80/20 Aggressiv | 0.81% | 36,360 | $3.3M | Reduce -5.3% |
| HOOD Robinhood Markets Inc. Class A | 0.81% | 28,620 | $3.2M | No change |
| MASI Masimo Corp. | 0.79% | 24,232 | $3.2M | Reduce -6.3% |
| IJR iShares Core S&P Small-Cap E | 0.78% | 26,052 | $3.1M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.75% | 3,467 | $3.0M | No change |
| BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP | 0.74% | 114,559 | $3.0M | New |
| WFC Wells Fargo & Co. | 0.71% | 30,595 | $2.9M | Reduce -0.0% |
| SCHX Schwab US Large-Cap ETF | 0.71% | 105,342 | $2.8M | Add +0.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.71% | 30,984 | $2.8M | Reduce -46.8% |
| NFLX Netflix Inc. | 0.70% | 30,135 | $2.8M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 0.70% | 8,725 | $2.8M | Reduce -2.5% |
| DFUV Dimensional US Marketwide Va | 0.70% | 60,240 | $2.8M | No change |
| KFY Korn Ferry | 0.68% | 41,518 | $2.7M | No change |
| EFA iShares MSCI Eafe ETF | 0.60% | 25,063 | $2.4M | Reduce -1.7% |
| V Visa Inc. Class A | 0.56% | 6,452 | $2.3M | Reduce -2.0% |
| HD Home Depot Inc. | 0.56% | 6,535 | $2.2M | Reduce -0.2% |
| GOVI Invesco Equal Weight 0-30 YR | 0.55% | 40,000 | $2.2M | No change |
| LLY Eli Lilly & Co. | 0.55% | 2,058 | $2.2M | Add +0.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.54% | 79,721 | $2.2M | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 0.54% | 66,447 | $2.2M | Add +2.8% |
| PG The Procter & Gamble Co. | 0.53% | 14,902 | $2.1M | Reduce -0.1% |
| USFR Wisdomtree Floating Rate Tre | 0.53% | 42,076 | $2.1M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.52% | 10,043 | $2.1M | Add +1.3% |
| ISRG Intuitive Surgical Inc. | 0.51% | 3,581 | $2.0M | Reduce -6.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 17,627 | $2.0M | Reduce -5.2% |
| TSLA Tesla Inc. | 0.49% | 4,391 | $2.0M | Add +7.3% |
| ASTH Astrana Health Inc. | 0.49% | 79,423 | $2.0M | Reduce -5.1% |
| IWM iShares Russell 2000 ETF | 0.49% | 7,932 | $2.0M | Reduce -24.3% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 14,720 | $1.8M | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.45% | 4,819 | $1.8M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 3,589 | $1.8M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.43% | 10,168 | $1.7M | Add +0.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.42% | 37,577 | $1.7M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.42% | 13,883 | $1.7M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.42% | 23,906 | $1.7M | Reduce -4.2% |
| ITOT iShares Core S&P Total U.S. | 0.40% | 10,914 | $1.6M | Add +1.2% |
| IWF iShares Russell 1000 Growth | 0.38% | 3,201 | $1.5M | Add +2.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.5M | No change |
| SCHF Schwab Intl Equity ETF | 0.36% | 60,411 | $1.5M | Add +0.3% |
| RDNT Radnet Inc. | 0.36% | 20,000 | $1.4M | No change |
| IVE iShares S&P 500 Value ETF | 0.34% | 6,482 | $1.4M | Add +1.1% |
| XLK SS Technology Select Sector | 0.33% | 9,238 | $1.3M | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 14,645 | $1.3M | Add +38.6% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.32% | 40,438 | $1.3M | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 44,716 | $1.3M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 22,288 | $1.2M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.30% | 3,684 | $1.2M | Add +0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 8,626 | $1.2M | Reduce -2.2% |
| DFAX Dimensional World Ex US Core | 0.29% | 36,105 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.29% | 5,006 | $1.1M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 18,168 | $1.1M | Reduce -20.2% |
| WSM Williams-Sonoma Inc. | 0.28% | 6,329 | $1.1M | Add +0.4% |
| CAT Caterpillar Inc. | 0.26% | 1,840 | $1.1M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 13,144 | $1.0M | Add +0.0% |
| AOR iShares Core 60/40 Balanced | 0.26% | 15,819 | $1.0M | Add +6.4% |
| IONS Ionis Pharmaceuticals Inc. | 0.26% | 12,961 | $1.0M | No change |
| PSX Phillips 66 | 0.26% | 7,934 | $1.0M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.25% | 1,350 | $1.0M | Add +58.8% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 4,426 | $973K | Add +0.0% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.24% | 4,208 | $970K | Add +3.5% |
| UPRO Proshares Ultrapro S&P 500 | 0.24% | 8,377 | $970K | Add +0.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 12,074 | $936K | Reduce -7.0% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.23% | 25,957 | $936K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.22% | 27,508 | $901K | No change |
| KO The Coca-Cola Co. | 0.22% | 12,486 | $873K | Add +0.1% |
| SRE Sempra | 0.22% | 9,870 | $871K | No change |
| SHOP Shopify Inc. Class A | 0.22% | 5,377 | $866K | Add +5.3% |
| SCHB Schwab US Broad Market ETF | 0.21% | 32,834 | $861K | Add +0.1% |
| BX Blackstone Inc. | 0.21% | 5,440 | $838K | Reduce -1.2% |
| HON Honeywell International Inc. | 0.20% | 4,147 | $809K | Reduce -2.9% |
| AXP American Express Co. | 0.20% | 2,185 | $808K | Add +5.0% |
| MSB Mesabi Trust | 0.20% | 20,856 | $803K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 3,112 | $803K | No change |
| IJH iShares Core S&P Midcap ETF | 0.20% | 12,163 | $803K | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 2,592 | $799K | Add +0.9% |
| MA Mastercard Inc. Class A | 0.19% | 1,363 | $778K | Reduce -0.1% |
| SLV iShares Silver Trust | 0.19% | 11,764 | $758K | Reduce -6.3% |
| FICO Fair Isaac Corp. | 0.19% | 446 | $754K | Reduce -43.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.18% | 1,793 | $740K | Reduce -0.2% |
| CLS Celestica Inc. | 0.18% | 2,500 | $739K | Add +13.6% |
Portfolio Sells Q3 2025 → Q4 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -46.8% | 0.71% | −0.67 |
| ORCL Oracle Corp. | Reduce -0.7% | 0.92% | −0.50 |
| TRUST FOR PROFESSIONAL MANAG | Reduce -67.5% | 0.12% | −0.31 |
| IWM iShares Russell 2000 ETF | Reduce -24.3% | 0.49% | −0.17 |
| MASI Masimo Corp. | Reduce -6.3% | 0.79% | −0.17 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.13 |
| FICO Fair Isaac Corp. | Reduce -43.2% | 0.19% | −0.12 |
| ASTH Astrana Health Inc. | Reduce -5.1% | 0.49% | −0.12 |
| HD Home Depot Inc. | Reduce -0.2% | 0.56% | −0.11 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -49.4% | 0.09% | −0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 3.70% | −0.11 |
| MO Altria Group Inc. | Reduce -34.4% | 0.12% | −0.09 |
| COIN Coinbase Global Inc. Class A | Reduce -15.8% | 0.09% | −0.08 |
| IYR iShares US Real Estate ETF | Reduce -35.5% | 0.12% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -20.2% | 0.28% | −0.07 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.07 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.07 |
| AOA iShares Core 80/20 Aggressiv | Reduce -5.3% | 0.81% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.53% | −0.06 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.05 |
| KMPR Kemper Corp. | Sold out | 0.00% | −0.05 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Reduce -5.2% | 0.50% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -39.9% | 0.05% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 1.98% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 2.34% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 1.21% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Reduce -11.5% | 0.06% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.29% | −0.03 |
| HON Honeywell International Inc. | Reduce -2.9% | 0.20% | −0.03 |
| BX Blackstone Inc. | Reduce -1.2% | 0.21% | −0.03 |
| ABT Abbott Laboratories | Reduce -9.0% | 0.14% | −0.03 |
| USFR Wisdomtree Floating Rate Tre | Reduce -1.8% | 0.53% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.2% | 0.42% | −0.03 |
| V Visa Inc. Class A | Reduce -2.0% | 0.56% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -7.0% | 0.23% | −0.02 |
| NKE Nike Inc. Class B | Reduce -9.6% | 0.07% | −0.02 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -24.0% | 0.09% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -9.1% | 0.08% | −0.02 |
| GEV GE Vernova Inc. | Reduce -26.7% | 0.07% | −0.02 |
| PSX Phillips 66 | Reduce -0.1% | 0.26% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.7% | 0.60% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.2% | 0.30% | −0.02 |
| NOW ServiceNow Inc. | Reduce -7.8% | 0.06% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.2% | 0.11% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.70% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -15.8% | 0.05% | −0.01 |
| BA The Boeing Co. | Reduce -5.0% | 0.15% | −0.01 |
| PM Philip Morris International | Reduce -3.1% | 0.14% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.3% | 0.32% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +6.5% | 11.53% | +0.99 |
| NVDA Nvidia Corp. | Add +31.7% | 4.17% | +0.88 |
| BMRC Bank of Marin Bancorp | New | 0.74% | +0.74 |
| GOOGL Alphabet Inc. Class A | Add +15.4% | 2.24% | +0.67 |
| AMZN Amazon.com Inc. | Add +11.5% | 2.41% | +0.27 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 1.04% | +0.20 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.55% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.8% | 1.76% | +0.10 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.10% | +0.10 |
| VGT Vanguard Info Tech ETF | Add +58.8% | 0.25% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +38.6% | 0.33% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +66.9% | 0.18% | +0.08 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | New | 0.06% | +0.06 |
| TRV The Travelers Cos Inc. | New | 0.06% | +0.06 |
| BBIO Bridgebio Pharma Inc. | New | 0.06% | +0.06 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| MELI MercadoLibre Inc. | Add +105.8% | 0.11% | +0.05 |
| ICLN iShares Global Clean Energy | New | 0.05% | +0.05 |
| GRAL Grail Inc. | Add +1.9% | 0.18% | +0.05 |
| JNJ Johnson & Johnson | Add +1.3% | 0.52% | +0.04 |
| AMD Advanced Micro Devices | Add +28.4% | 0.11% | +0.04 |
| CLS Celestica Inc. | Add +13.6% | 0.18% | +0.04 |
| RTX RTX Corp. | Add +60.4% | 0.09% | +0.04 |
| CAT Caterpillar Inc. | Add +0.2% | 0.26% | +0.03 |
| CVNA Carvana Co. | Add +31.4% | 0.12% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +35.5% | 0.13% | +0.03 |
| AXP American Express Co. | Add +5.0% | 0.20% | +0.03 |
| AVGO Broadcom Inc. | Add +0.3% | 4.16% | +0.02 |
| SHOP Shopify Inc. Class A | Add +5.3% | 0.22% | +0.02 |
| AMGN Amgen Inc. | Add +0.4% | 0.30% | +0.02 |
| CSCO Cisco Systems Inc. | Add +4.4% | 0.10% | +0.01 |
| MS Morgan Stanley | Add +6.1% | 0.08% | +0.01 |
| PNBK Patriot National Bancorp Inc. | New | 0.01% | +0.01 |
| CRM Salesforce Inc. | Add +3.1% | 0.08% | +0.01 |
| AOR iShares Core 60/40 Balanced | Add +6.4% | 0.26% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.7% | 0.10% | +0.01 |
| EIX Edison International | Add +5.8% | 0.09% | +0.01 |
| GRMN Garmin Ltd. | Add +39.2% | 0.11% | +0.01 |
| TSLA Tesla Inc. | Add +7.3% | 0.49% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 0.16% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.12% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.3% | 0.42% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +2.8% | 0.54% | +0.00 |
| KO The Coca-Cola Co. | Add +0.1% | 0.22% | +0.00 |
| INTC Intel Corp. | Add +3.7% | 0.10% | +0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +3.5% | 0.24% | +0.00 |
| PFE Pfizer Inc. | Add +17.9% | 0.06% | +0.00 |
| VZ Verizon Communications Inc. | Add +12.5% | 0.07% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.9% | 0.13% | +0.00 |
| CSX CSX Corp. | Add +0.3% | 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 |