Westmount Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$406.3M
Q ending 2026-03-31
Prior quarter
$401.1M
Q ending 2025-12-31
Change
+1.3% QoQ · +23.9% YoY
Positions
264
reported holdings
Largest positions
Top 100 of 264 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $43.8M | 173K |
| Nvidia Corporation | NVDA | Shares | $15.6M | 90K |
| Broadcom Inc | AVGO | Shares | $14.9M | 48K |
| Vanguard Index Fds | VOO | Shares | $14.4M | 24K |
| Microsoft Corp | MSFT | Shares | $14.1M | 38K |
| Caci Intl Inc | CACI | Shares | $11.6M | 21K |
| Amazon Com Inc | AMZN | Shares | $10.0M | 48K |
| Alphabet Inc | GOOGL | Shares | $9.4M | 33K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.8M | 18K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $8.7M | 13K |
| Vanguard Intl Equity Index F | VT | Shares | $7.7M | 56K |
| Ishares Tr | IVV | Shares | $7.6M | 12K |
| Walmart Inc | WMT | Shares | $7.1M | 57K |
| Vanguard Index Fds | VTI | Shares | $6.5M | 20K |
| Invesco Qqq Tr | QQQ | Shares | $5.4M | 9K |
| International Business Machs | IBM | Shares | $4.7M | 19K |
| Alphabet Inc | GOOG | Shares | $4.6M | 16K |
| Illumina Inc | ILMN | Shares | $4.3M | 35K |
| Masimo Corp | MASI* | Shares | $4.3M | 24K |
| Vanguard Index Fds | VUG | Shares | $3.6M | 8K |
| Costco Wholesale Corporation | COST | Shares | $3.6M | 4K |
| Ishares Tr | AOA | Shares | $3.3M | 37K |
| Ishares Tr | IJR | Shares | $3.3M | 26K |
| Exxon Mobil Corp | XOM | Shares | $3.1M | 18K |
| Meta Platforms Inc | META | Shares | $3.1M | 5K |
| Bank Of Marin Bancorp | BMRC | Shares | $3.0M | 115K |
| Netflix Inc. | NFLX | Shares | $2.9M | 30K |
| Dimensional Etf Trust | DFUV | Shares | $2.9M | 60K |
| Oracle Corp | ORCL | Shares | $2.8M | 19K |
| Johnson & Johnson | JNJ | Shares | $2.8M | 11K |
| Schwab Strategic Tr | SCHX | Shares | $2.7M | 105K |
| Jpmorgan Chase & Co | JPM | Shares | $2.7M | 9K |
| Abbvie Inc | ABBV | Shares | $2.6M | 12K |
| Tesla Inc | TSLA | Shares | $2.6M | 7K |
| Korn Ferry | KFY | Shares | $2.6M | 42K |
| Procter & Gamble Co | PG | Shares | $2.5M | 17K |
| Ishares Tr | IVE | Shares | $2.5M | 12K |
| Wells Fargo & Co | WFC | Shares | $2.4M | 31K |
| Ishares Tr | EFA | Shares | $2.4M | 25K |
| Schwab Strategic Tr | FNDX | Shares | $2.2M | 80K |
| Invesco Exch Traded Fd Tr Ii | XSHQ | Shares | $2.2M | 40K |
| Home Depot Inc | HD | Shares | $2.1M | 7K |
| Eli Lilly & Co | LLY | Shares | $2.1M | 2K |
| Wisdomtree Tr | USFR | Shares | $2.1M | 42K |
| Ishares Tr | IWM | Shares | $2.0M | 8K |
| Robinhood Mkts Inc | HOOD | Shares | $1.9M | 28K |
| Visa Inc | V | Shares | $1.9M | 6K |
| Schwab Strategic Tr | SCHG | Shares | $1.9M | 66K |
| Astrana Health Inc | ASTH | Shares | $1.9M | 78K |
| Ishares Tr | IVW | Shares | $1.9M | 17K |
| Schwab Strategic Tr | FNDF | Shares | $1.8M | 38K |
| Ishares Tr | IWB | Shares | $1.7M | 5K |
| Disney Walt Co | DIS | Shares | $1.7M | 18K |
| Dimensional Etf Trust | DFAS | Shares | $1.7M | 24K |
| Intuitive Surgical Inc | ISRG | Shares | $1.6M | 4K |
| Ishares Tr | ITOT | Shares | $1.6M | 11K |
| Schwab Strategic Tr | SCHF | Shares | $1.5M | 61K |
| Phillips 66 | PSX | Shares | $1.4M | 8K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Ishares Tr | IEFA | Shares | $1.4M | 15K |
| Ishares Tr | IWF | Shares | $1.4M | 3K |
| Boeing Co | BA | Shares | $1.4M | 7K |
| Amgen Inc | AMGN | Shares | $1.3M | 4K |
| Qualcomm Inc | QCOM | Shares | $1.3M | 10K |
| Marvell Technology Inc | MRVL | Shares | $1.3M | 13K |
| Ge Aerospace | GE | Shares | $1.3M | 5K |
| Caterpillar Inc | CAT | Shares | $1.3M | 2K |
| Schwab Strategic Tr | FNDA | Shares | $1.3M | 40K |
| Schwab Strategic Tr | SCHA | Shares | $1.3M | 45K |
| Intel Corp | INTC | Shares | $1.3M | 29K |
| Spdr Series Trust | SDY | Shares | $1.3M | 9K |
| Dimensional Etf Trust | DFAX | Shares | $1.2M | 36K |
| Select Sector Spdr Tr | XLK | Shares | $1.2M | 9K |
| Williams Sonoma Inc | WSM | Shares | $1.2M | 7K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.2M | 18K |
| Radnet Inc | RDNT | Shares | $1.1M | 20K |
| Ishares Tr | AOR | Shares | $1.1M | 17K |
| Ishares Tr | EEM | Shares | $1.1M | 20K |
| American Express Co | AXP | Shares | $1.1M | 4K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.1M | 14K |
| Vanguard World Fd | VGT | Shares | $1.0M | 2K |
| Schwab Strategic Tr | FNDE | Shares | $993K | 26K |
| Ishares Tr | SCZ | Shares | $985K | 13K |
| Ionis Pharmaceuticals Inc | IONS | Shares | $973K | 13K |
| Bank America Corp | BAC | Shares | $964K | 20K |
| Honeywell Intl Inc | HONGBP | Shares | $938K | 4K |
| Conocophillips | COP | Shares | $934K | 7K |
| Coca Cola Co | KO | Shares | $934K | 12K |
| Vanguard Specialized Funds | VIG | Shares | $928K | 4K |
| Ishares Tr | CRBN | Shares | $920K | 4K |
| Sempra | SRE | Shares | $918K | 9K |
| Schwab Strategic Tr | SCHB | Shares | $917K | 37K |
| Schwab Strategic Tr | SCHE | Shares | $906K | 28K |
| Taiwan Semiconductor Manufac | TSM | Shares | $838K | 2K |
| Proshares Tr | UPRO | Shares | $823K | 8K |
| Ishares Tr | IYW | Shares | $822K | 5K |
| Goldman Sachs Group Inc | GS | Shares | $780K | 922 |
| Ishares Tr | IJH | Shares | $777K | 12K |
| Lockheed Martin Corp | LMT | Shares | $771K | 1K |
| Rush Street Interactive Inc | RSI | Shares | $763K | 35K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.