Westmount Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Westmount Partners, LLC reported 262 stock positions worth $405.9 million. Its top holding was Apple (AAPL) at 10.8% of the portfolio, followed by Nvidia (NVDA, 3.8%) and Broadcom (AVGO, 3.7%). Compared with Q4 2025, it opened 34 new positions, sold out of 18, added to 121 and reduced 51. The biggest buy was a new position in Invesco S&P Smallcap Quality (XSHQ) and the biggest sale an exit from SS SPDR BB 1-3M T-Bill ETF (BIL).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002051491
- Portfolio Value
- $405.9M (Q1 2026)
- SEC Filing
- 0002051491-26-000003 ↗ filed Apr 16, 2026
Holdings Value
Holdings 262 stocks · $405.9M
| AAPL Apple Inc. | 10.80% | 172,733 | $43.8M | Add +1.6% |
| NVDA Nvidia Corp. | 3.85% | 89,548 | $15.6M | Reduce -0.3% |
| AVGO Broadcom Inc. | 3.68% | 48,228 | $14.9M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 3.55% | 24,098 | $14.4M | Add +1.9% |
| MSFT Microsoft Corp. | 3.46% | 37,984 | $14.1M | Add +6.2% |
| CACI Caci International Inc. Class A | 2.86% | 21,316 | $11.6M | No change |
| AMZN Amazon.com Inc. | 2.46% | 47,993 | $10.0M | Add +14.8% |
| GOOGL Alphabet Inc. Class A | 2.32% | 32,765 | $9.4M | Add +14.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.16% | 18,321 | $8.8M | Add +7.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.14% | 13,375 | $8.7M | Reduce -2.7% |
| VT Vanguard Tot World STK ETF | 1.90% | 55,810 | $7.7M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 1.88% | 11,662 | $7.6M | Add +0.7% |
| WMT Walmart Inc. | 1.75% | 57,101 | $7.1M | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.61% | 20,402 | $6.5M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.34% | 9,411 | $5.4M | Add +18.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.16% | 19,355 | $4.7M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.13% | 16,036 | $4.6M | Add +20.1% |
| ILMN Illumina Inc. | 1.07% | 35,119 | $4.3M | Reduce -12.4% |
| MASI Masimo Corp. | 1.06% | 24,232 | $4.3M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.90% | 8,353 | $3.6M | Add +132.7% |
| COST Costco Wholesale Corp. | 0.90% | 3,647 | $3.6M | Add +5.2% |
| AOA iShares Core 80/20 Aggressiv | 0.81% | 37,232 | $3.3M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 0.81% | 26,302 | $3.3M | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.77% | 18,399 | $3.1M | Add +32.5% |
| META Meta Platforms Inc. Class A | 0.76% | 5,381 | $3.1M | Reduce -2.3% |
| BMRC Bank of Marin Bancorp | 0.73% | 115,484 | $3.0M | Add +0.8% |
| NFLX Netflix Inc. | 0.72% | 30,394 | $2.9M | Add +0.9% |
| DFUV Dimensional US Marketwide Va | 0.72% | 60,240 | $2.9M | No change |
| ORCL Oracle Corp. | 0.70% | 19,365 | $2.8M | Add +2.4% |
| JNJ Johnson & Johnson | 0.68% | 11,315 | $2.8M | Add +12.7% |
| SCHX Schwab US Large-Cap ETF | 0.67% | 105,342 | $2.7M | No change |
| JPM JPMorgan Chase & Co. | 0.66% | 9,124 | $2.7M | Add +4.6% |
| ABBV Abbvie Inc. | 0.65% | 12,184 | $2.6M | Add +143.4% |
| TSLA Tesla Inc. | 0.65% | 7,110 | $2.6M | Add +61.9% |
| KFY Korn Ferry | 0.64% | 41,518 | $2.6M | No change |
| PG The Procter & Gamble Co. | 0.62% | 17,399 | $2.5M | Add +16.8% |
| IVE iShares S&P 500 Value ETF | 0.61% | 11,689 | $2.5M | Add +80.3% |
| WFC Wells Fargo & Co. | 0.60% | 30,699 | $2.4M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.60% | 25,057 | $2.4M | Reduce -0.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.55% | 79,721 | $2.2M | No change |
| XSHQ Invesco S&P Smallcap Quality | 0.54% | 40,000 | $2.2M | New |
| HD Home Depot Inc. | 0.53% | 6,501 | $2.1M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.52% | 2,307 | $2.1M | Add +12.1% |
| USFR Wisdomtree Floating Rate Tre | 0.52% | 42,126 | $2.1M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.50% | 8,182 | $2.0M | Add +3.1% |
| HOOD Robinhood Markets Inc. Class A | 0.48% | 27,995 | $1.9M | Reduce -2.2% |
| V Visa Inc. Class A | 0.48% | 6,404 | $1.9M | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 0.47% | 65,555 | $1.9M | Reduce -1.3% |
| ASTH Astrana Health Inc. | 0.47% | 77,755 | $1.9M | Reduce -2.1% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 16,634 | $1.9M | Add +13.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.45% | 37,577 | $1.8M | No change |
| IWB iShares Russell 1000 ETF | 0.42% | 4,819 | $1.7M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 17,631 | $1.7M | Add +0.0% |
| DFAS Dimensional US Small Cap ETF | 0.41% | 23,616 | $1.7M | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 0.40% | 3,543 | $1.6M | Reduce -1.1% |
| ITOT iShares Core S&P Total U.S. | 0.38% | 10,935 | $1.6M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.37% | 60,797 | $1.5M | Add +0.6% |
| PSX Phillips 66 | 0.36% | 7,936 | $1.4M | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.35% | 2 | $1.4M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 15,037 | $1.4M | Add +2.7% |
| IWF iShares Russell 1000 Growth | 0.33% | 3,180 | $1.4M | Reduce -0.7% |
| BA The Boeing Co. | 0.33% | 6,810 | $1.4M | Add +149.2% |
| AMGN Amgen Inc. | 0.33% | 3,796 | $1.3M | Add +3.0% |
| QCOM Qualcomm Inc. | 0.33% | 10,363 | $1.3M | Add +1.9% |
| MRVL Marvell Technology Inc. | 0.33% | 13,354 | $1.3M | New |
| GE General Electric filed as GE AEROSPACE | 0.33% | 4,658 | $1.3M | Add +79.7% |
| CAT Caterpillar Inc. | 0.32% | 1,855 | $1.3M | Add +0.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.32% | 40,438 | $1.3M | No change |
| SCHA Schwab US Small-Cap ETF | 0.32% | 44,716 | $1.3M | No change |
| INTC Intel Corp. | 0.31% | 28,938 | $1.3M | Add +179.2% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 8,640 | $1.3M | Add +0.2% |
| DFAX Dimensional World Ex US Core | 0.30% | 36,105 | $1.2M | No change |
| XLK SS Technology Select Sector | 0.30% | 9,200 | $1.2M | Reduce -0.4% |
| WSM Williams-Sonoma Inc. | 0.30% | 6,598 | $1.2M | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 18,478 | $1.2M | Add +1.7% |
| RDNT Radnet Inc. | 0.28% | 20,000 | $1.1M | No change |
| AOR iShares Core 60/40 Balanced | 0.27% | 17,285 | $1.1M | Add +9.3% |
| EEM iShares MSCI Emerging Market | 0.27% | 19,505 | $1.1M | Add +83.3% |
| AXP American Express Co. | 0.27% | 3,562 | $1.1M | Add +63.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 13,508 | $1.1M | Add +2.8% |
| VGT Vanguard Info Tech ETF | 0.26% | 1,500 | $1.0M | Add +11.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 25,957 | $993K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.24% | 12,566 | $985K | Add +4.1% |
| IONS Ionis Pharmaceuticals Inc. | 0.24% | 12,961 | $973K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 19,782 | $964K | Reduce -11.2% |
| HON Honeywell International Inc. | 0.23% | 4,150 | $938K | Add +0.1% |
| COP Conocophillips | 0.23% | 7,078 | $934K | Add +0.0% |
| KO The Coca-Cola Co. | 0.23% | 12,283 | $934K | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 4,313 | $928K | Reduce -2.5% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.23% | 4,127 | $920K | Reduce -1.9% |
| SRE Sempra | 0.23% | 9,449 | $918K | Reduce -4.3% |
| SCHB Schwab US Broad Market ETF | 0.23% | 36,526 | $917K | Add +11.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.22% | 27,508 | $906K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 2,481 | $838K | Add +14.0% |
| UPRO Proshares Ultrapro S&P 500 | 0.20% | 8,486 | $823K | Add +1.3% |
| IYW iShares Ustechnology ETF | 0.20% | 4,530 | $822K | New |
| GS Goldman Sachs Group Inc. | 0.19% | 922 | $780K | Add +99.6% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 11,505 | $777K | Reduce -5.4% |
| LMT Lockheed Martin Corp. | 0.19% | 1,276 | $771K | Add +1.7% |
| RSI Rush Street Interactive Inc. | 0.19% | 35,100 | $763K | No change |
Options reported separately and not counted above: SNDK calls ($204K), IWM puts ($186K).
Portfolio Sells Q4 2025 → Q1 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.71 |
| GOVI Invesco Equal Weight 0-30 YR | Sold out | 0.00% | −0.55 |
| HOOD Robinhood Markets Inc. Class A | Reduce -2.2% | 0.48% | −0.33 |
| NVDA Nvidia Corp. | Reduce -0.3% | 3.85% | −0.33 |
| ILMN Illumina Inc. | Reduce -12.4% | 1.07% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 2.14% | −0.19 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.19 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 1.61% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.76% | −0.15 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.11 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −0.11 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -1.1% | 0.40% | −0.10 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.10 |
| RDDT Reddit Inc. Class A | Reduce -36.1% | 0.05% | −0.09 |
| V Visa Inc. Class A | Reduce -0.7% | 0.48% | −0.09 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.09 |
| CLS Celestica Inc. | Reduce -39.9% | 0.10% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.3% | 0.47% | −0.07 |
| MSB Mesabi Trust | Reduce -19.2% | 0.13% | −0.07 |
| BAC Bank of America Corp. | Reduce -11.2% | 0.24% | −0.07 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −0.07 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | Sold out | 0.00% | −0.06 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -19.3% | 0.10% | −0.06 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -1.4% | 0.15% | −0.06 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.06 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.05 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.1% | 0.13% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 0.33% | −0.04 |
| HD Home Depot Inc. | Reduce -0.5% | 0.53% | −0.03 |
| TRUST FOR PROFESSIONAL MANAG | Reduce -28.5% | 0.09% | −0.03 |
| CVNA Carvana Co. | Reduce -1.3% | 0.09% | −0.03 |
| XLK SS Technology Select Sector | Reduce -0.4% | 0.30% | −0.03 |
| CRM Salesforce Inc. | Reduce -8.3% | 0.05% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.4% | 0.08% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.17% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.11% | −0.03 |
| ACN Accenture PLC Class A | Reduce -9.3% | 0.05% | −0.03 |
| TQQQ Proshares Ultrapro QQQ | Reduce -4.9% | 0.07% | −0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.5% | 0.16% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -1.4% | 0.07% | −0.02 |
| ASTH Astrana Health Inc. | Reduce -2.1% | 0.47% | −0.02 |
| AMD Advanced Micro Devices | Reduce -11.0% | 0.09% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.9% | 0.18% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| XSHQ Invesco S&P Smallcap Quality | New | 0.54% | +0.54 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +132.7% | 0.90% | +0.46 |
| ABBV Abbvie Inc. | Add +143.4% | 0.65% | +0.37 |
| XOM Exxon Mobil Corp. | Add +32.5% | 0.77% | +0.35 |
| MRVL Marvell Technology Inc. | New | 0.33% | +0.33 |
| IVE iShares S&P 500 Value ETF | Add +80.3% | 0.61% | +0.27 |
| WMT Walmart Inc. | Add +3.9% | 1.75% | +0.22 |
| INTC Intel Corp. | Add +179.2% | 0.31% | +0.22 |
| IYW iShares Ustechnology ETF | New | 0.20% | +0.20 |
| BA The Boeing Co. | Add +149.2% | 0.33% | +0.19 |
| PANW Palo Alto Networks Inc. | New | 0.18% | +0.18 |
| VCIT Vanguard Int-Term Corporate | New | 0.17% | +0.17 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.17% | +0.17 |
| JNJ Johnson & Johnson | Add +12.7% | 0.68% | +0.16 |
| TSLA Tesla Inc. | Add +61.9% | 0.65% | +0.16 |
| COST Costco Wholesale Corp. | Add +5.2% | 0.90% | +0.15 |
| DFIC Dimensional International Co. | New | 0.15% | +0.15 |
| JBND JPMorgan Active Bond ETF | New | 0.15% | +0.15 |
| PSLV Sprott Physical Silver Trust | New | 0.14% | +0.14 |
| EEM iShares MSCI Emerging Market | Add +83.3% | 0.27% | +0.13 |
| GE General Electric | Add +79.7% | 0.33% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.8% | 1.34% | +0.13 |
| JMST JPM Ultra-Short Muni Income | New | 0.12% | +0.12 |
| CAH Cardinal Health Inc. | New | 0.12% | +0.12 |
| PSX Phillips 66 | Add +0.0% | 0.36% | +0.10 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.10% | +0.10 |
| MLI Mueller Industries Inc. | New | 0.10% | +0.10 |
| VFC VF Corp. | New | 0.09% | +0.09 |
| KLAC KLA Corp. | New | 0.09% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +184.6% | 0.16% | +0.09 |
| GEV GE Vernova Inc. | Add +74.8% | 0.16% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +99.6% | 0.19% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +20.1% | 1.13% | +0.09 |
| PG The Procter & Gamble Co. | Add +16.8% | 0.62% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +14.4% | 2.32% | +0.09 |
| DIHP Dimensional International Hi | New | 0.09% | +0.09 |
| JMUB JPMorgan Municipal ETF | New | 0.09% | +0.09 |
| PYLD PIMCO Multisector Bond Actv | New | 0.08% | +0.08 |
| C Citigroup Inc. | New | 0.08% | +0.08 |
| SOFI Sofi Technologies Inc. | New | 0.07% | +0.07 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.07% | +0.07 |
| ADBE Adobe Inc. | New | 0.07% | +0.07 |
| FIX Comfort Systems USA Inc. | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| INMD Inmode Ltd. | New | 0.07% | +0.07 |
| COP Conocophillips | Add +0.0% | 0.23% | +0.07 |
| AXP American Express Co. | Add +63.0% | 0.27% | +0.06 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +0.8% | 0.32% | +0.06 |
| CMI Cummins Inc. | New | 0.06% | +0.06 |
Options Activity Q4 2025 → Q1 2026
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |