Westmount Partners, LLC

CIK

2051491

Location

LOS ANGELES, CA

Portfolio Value

Small $455,318,938

Diversification

Diversified

Filing Date

Global Rank

#4,069 / 8,794 ▼ 57 · as of Jun 2026

Top Industry

Consumer Electronics 18.0%

Period ended 3 months ago

Filed Jul 7, 2026 · 3mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

190 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.8%

−0.4 pts

Top 5

36.1%

+4.6 pts

Top 10

52.0%

+4.0 pts

HHI

394

Diversified+49

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.5%	$157,091,349	31
Technology	32.2%	$146,653,819	34
Financial Services	7.9%	$35,757,461	29
Communication Services	5.8%	$26,254,583	12
Healthcare	5.7%	$26,169,196	29
Consumer Cyclical	5.4%	$24,392,355	15
Consumer Defensive	3.3%	$15,126,296	7
Industrials	3.0%	$13,503,681	16
Energy	1.2%	$5,535,348	6
Utilities	0.6%	$2,907,192	5
Basic Materials	0.3%	$1,429,461	4
Real Estate	0.1%	$498,197	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NTHI	Neonc Technologies Holdings, Inc.	+153,858	197,178	$893,216
VB	Vanguard Morningstar Small-Cap ETF	+53,202	115,389	$33,016,880
EDV	Vanguard World Funds Extended Duration ETF	+15,818	21,455	$2,704,942
AAPL	Apple Inc.	+12,273	185,006	$53,533,336
VEA	Vanguard FTSE Developed Markets ETF	+8,855	27,333	$1,947,476
—		+7,921	62,438	$5,411,371
VEU	Vanguard FTSE All-World Ex-US ETF	+7,741	86,598	$11,328,955
FNDA	Schwab Fundamental U.S. Small Company ETF	+5,376	542,790	$18,333,437
NVDA	Nvidia Corp	+4,931	94,479	$18,904,303
CVNA	Carvana Co.	+4,477	5,580	$367,275
DIS	Walt Disney Co	+2,401	20,032	$1,928,080
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+2,194	14,822	$2,222,581
ANEW	ProShares MSCI Transformational Changes ETF	+1,692	17,045	$1,950,247
BKNG	Booking Holdings Inc.	+1,637	1,706	$304,077
AMZN	Amazon Com Inc	+1,403	49,396	$11,773,042
SPY	Spdr S&P 500 ETF Trust	+1,385	14,760	$11,022,325
NEE	Nextera Energy Inc	+1,228	8,630	$757,455
BAC	Bank Of America Corp /De/	+1,001	20,783	$1,184,215
KO	Coca Cola Co	+883	13,166	$1,070,000
ALL	Allstate Corp	+763	1,819	$432,812
MSFT	Microsoft Corp	+744	38,728	$14,446,318
AMD	Advanced Micro Devices Inc	+655	2,473	$1,436,590
RTX	RTX Corp	+655	2,564	$486,467
LRCX	Lam Research Corp	+633	3,763	$1,630,620
TSLA	Tesla, Inc.	+621	7,731	$3,251,658
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−50,103	248,142	$40,398,928
BAB	Invesco Taxable Municipal Bond ETF	−40,000	31,403	$1,068,677
DCOR	Dimensional US Core Equity 1 ETF	−32,108	141,917	$8,066,536
ILMN	Illumina, Inc.	−12,393	22,726	$3,995,912
BKF	iShares MSCI BIC ETF	−8,528	15,507	$1,893,537
BNDW	Vanguard Total World Bond ETF	−8,443	13,485	$1,065,719
INTC	Intel Corp	−7,073	21,865	$3,053,009
ABBV	AbbVie Inc.	−6,457	5,727	$1,441,142
BA	Boeing Co	−3,047	3,763	$814,576
XOM	ExxonMobil Holdings Corp	−2,925	15,474	$2,115,605
PFE	Pfizer Inc	−2,004	10,594	$255,103
PG	PROCTER & GAMBLE Co	−1,882	15,517	$2,275,412
CACI	Caci International Inc /De/	−1,847	19,469	$9,019,208
GOOGL	Alphabet Inc.	−1,649	47,152	$16,784,239
JNJ	Johnson & Johnson	−1,581	9,734	$2,472,143
AXP	American Express Co	−1,399	2,163	$731,634
QQQ	Invesco Qqq Trust, Series 1	−1,283	8,128	$5,985,459
BRK-B	Berkshire Hathaway Inc	−1,172	17,151	$10,078,888
SOFI	SoFi Technologies, Inc.	−1,000	17,574	$315,101
GLNG	Golar Lng Ltd	−998	8,073	$402,358
NFLX	Netflix Inc	−982	29,412	$2,100,016
C	Citigroup Inc	−973	1,780	$249,128
GE	General Electric Co	−880	3,778	$1,411,951
BILZ	PIMCO Ultra Short Government Active ETF	−709	16,961	$796,648
NUE	Nucor Corp	−708	2,223	$495,173
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
IVZ	Invesco Ltd.	40,000	$2,411,600
ABNB	Airbnb, Inc.	7,661	$1,096,289
MU	Micron Technology Inc	647	$746,825
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,143	$455,966
AFK	VanEck Africa Index ETF	674	$442,069
FTNT	Fortinet, Inc.	2,321	$356,552
STX	Seagate Technology Holdings plc	369	$356,085
NBIS	Nebius Group N.V.	1,249	$344,936
WDC	Western Digital Corp	515	$328,940
UNH	Unitedhealth Group Inc	718	$298,422
AMG	Affiliated Managers Group, Inc.	661	$223,682
MFC	Manulife Financial Corp	5,393	$218,470
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	2,612	$215,803
ANET	Arista Networks, Inc.	1,182	$200,798
BLND	Blend Labs, Inc.	45,000	$76,950
ALLO	Allogene Therapeutics, Inc.	36,000	$74,880
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	3,752	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	27,885	$1,445,352
HON	Honeywell International Inc	4,150	$938,024
VFMF	Vanguard U.S. Multifactor ETF	6,797	$687,448
CRWD	CrowdStrike Holdings, Inc.	1,665	$650,032
PSLV	Sprott Physical Silver Trust	22,866	$557,701
CAH	Cardinal Health Inc	2,338	$494,042
MLI	Mueller Industries Inc	3,490	$386,692
NOW	ServiceNow, Inc.	3,020	$315,741
IBIT	iShares Bitcoin Trust ETF	8,135	$312,546
RCL	Royal Caribbean Cruises Ltd	1,040	$286,187
ADBE	Adobe Inc.	1,137	$276,381
UBER	Uber Technologies, Inc	3,760	$270,456
NKE	NIKE, Inc.	4,927	$260,244
CMI	Cummins Inc	459	$246,951
SNOW	Snowflake Inc.	1,511	$227,889
ICE	Intercontinental Exchange, Inc.	1,410	$221,764
CRM	Salesforce, Inc.	1,134	$211,683
ACN	Accenture plc	1,030	$204,238
EHI	Western Asset Global High Income Fund Inc.	10,000	$59,000
CRBU	Caribou Biosciences, Inc.	19,609	$37,257
—		24,232	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

190 tracked positions · $455,318,938 total · filing declares 275 positions · $457,093,393 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 190 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. CALL + SHARES Technology	Added	185,006	+12,273	$53,533,336	+22.1%	11.76%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	248,142	-50,103	$40,398,928	—	8.87%
VB	Vanguard Morningstar Small-Cap ETF	Added	115,389	+53,202	$33,016,880	+41.3%	7.25%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	94,479	+4,931	$18,904,303	+21.0%	4.15%
AVGO	Broadcom Inc. CALL + SHARES Technology	Added	48,578	+350	$18,350,339	+22.9%	4.03%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	542,790	+5,376	$18,333,437	+14.5%	4.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	47,152	-1,649	$16,784,239	+19.7%	3.69%
MSFT	Microsoft Corp Technology	Added	38,728	+744	$14,446,318	+2.7%	3.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,396	+1,403	$11,773,042	+17.8%	2.59%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	86,598	+7,741	$11,328,955	+21.1%	2.49%
SPY	Spdr S&P 500 ETF Trust	Added	14,760	+1,385	$11,022,325	+26.7%	2.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,151	-1,172	$10,078,888	−1.3%	2.21%
CACI	Caci International Inc /De/ Technology	Reduced	19,469	-1,847	$9,019,208	−22.2%	1.98%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	141,917	-32,108	$8,066,536	−3.9%	1.77%
WMT	Walmart Inc. Consumer Defensive	Added	57,307	+206	$6,490,590	−8.5%	1.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,128	-1,283	$5,985,459	+10.2%	1.31%
IBM	International Business Machines Corp Technology	Added	19,639	+284	$5,522,683	+17.7%	1.21%
		Added	62,438	+7,921	$5,411,371	+22.8%	1.19%
MRVL	Marvell Technology, Inc. Technology	Added	13,807	+453	$4,112,967	+210.9%	0.90%
ILMN	Illumina, Inc. Healthcare	Reduced	22,726	-12,393	$3,995,912	−7.7%	0.88%
ASTH	Astrana Health, Inc. Healthcare	Held	77,755	0	$3,608,609	+89.3%	0.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,672	+25	$3,435,045	−5.5%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	5,794	+413	$3,263,702	+6.0%	0.72%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	7,731	+621	$3,251,658	+23.0%	0.71%
BMRC	Bank of Marin Bancorp Financial Services	Held	115,484	0	$3,198,906	+8.1%	0.70%
INTC	Intel Corp Technology	Reduced	21,865	-7,073	$3,053,009	+139.1%	0.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,237	+113	$3,023,547	+12.7%	0.66%
ORCL	Oracle Corp Technology	Added	19,689	+324	$2,885,422	+1.3%	0.63%
LLY	ELI LILLY & Co CALL + SHARES Healthcare	Added	2,389	+82	$2,865,438	+35.0%	0.63%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	27,945	-50	$2,802,324	+44.4%	0.62%
KFY	Korn Ferry Industrials	Held	41,518	0	$2,764,268	+5.8%	0.61%
EDV	Vanguard World Funds Extended Duration ETF	Added	21,455	+15,818	$2,704,942	+199.7%	0.59%
WFC	Wells Fargo & Company/Mn Financial Services	Added	31,225	+526	$2,580,434	+5.6%	0.57%
JNJ	Johnson & Johnson Healthcare	Reduced	9,734	-1,581	$2,472,143	−10.6%	0.54%
IVZ	Invesco Ltd. Financial Services	NEW	40,000	NEW	$2,411,600	NEW	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,536	+35	$2,305,116	+7.8%	0.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	15,517	-1,882	$2,275,412	−9.5%	0.50%
V	Visa Inc. Financial Services	Added	6,515	+111	$2,235,231	+15.5%	0.49%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	14,822	+2,194	$2,222,581	+23.8%	0.49%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	42,208	+82	$2,125,172	+0.2%	0.47%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,474	-2,925	$2,115,605	−32.2%	0.46%
NFLX	Netflix Inc Communication Services	Reduced	29,412	-982	$2,100,016	−28.1%	0.46%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Held	14,952	0	$2,058,272	+30.7%	0.45%
CAT	Caterpillar Inc Industrials	Added	1,859	+4	$1,979,649	+50.6%	0.43%
ANEW	ProShares MSCI Transformational Changes ETF	Added	17,045	+1,692	$1,950,247	—	0.43%
VEA	Vanguard FTSE Developed Markets ETF	Added	27,333	+8,855	$1,947,476	+64.5%	0.43%
QCOM	Qualcomm Inc/De Technology	Added	10,465	+102	$1,933,827	+44.9%	0.42%
DIS	Walt Disney Co Communication Services	Added	20,032	+2,401	$1,928,080	+13.5%	0.42%
BKF	iShares MSCI BIC ETF	Reduced	15,507	-8,528	$1,893,537	−1.9%	0.42%
PANW	Palo Alto Networks Inc Technology	Added	5,100	+500	$1,739,202	+135.8%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.