Q2 2026 13F · SEC CIK 2051491

Westmount Partners, LLC

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $454.5M
Reported positions: 260
Holdings vs S&P 500, 3 yrs: —
Assets under management: $5.9B

Westmount Partners, LLC is a wealth manager that reported 260 positions worth $454.5M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Apple Inc (AAPL, 11.7%), Nvidia Corporation (NVDA, 4.1%), Broadcom Inc (AVGO, 4.0%).

Westmount Partners, LLC holdings largest 50 of 260 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Westmount Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	11.7%	10.8%	184,506	+6.8%	$53.4M
NVDANvidia Corporation	4.1%	3.8%	94,179	+5.2%	$18.8M
AVGOBroadcom Inc	4.0%	3.7%	48,478	+0.5%	$18.3M
VOOVanguard Index Fds	4.0%	3.5%	26,595	+10.4%	$18.3M
MSFTMicrosoft Corp	3.2%	3.5%	38,728	+2.0%	$14.4M
AMZNAmazon Com Inc	2.6%	2.5%	49,396	+2.9%	$11.8M
SPYState Str Spdr S&p 500 ETF T	2.4%	2.1%	14,760	+10.4%	$11.0M
GOOGLAlphabet Inc	2.4%	2.3%	30,699	-6.3%	$11.0M
VTVanguard Intl Equity Index F	2.0%	1.9%	59,056	+5.8%	$9.3M
IVVIshares Tr	2.0%	1.9%	12,109	+3.8%	$9.1M
CACICaci Intl Inc	2.0%	2.9%	19,469	-8.7%	$9.0M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.2%	17,149	-6.4%	$8.6M
VTIVanguard Index Fds	1.7%	1.6%	20,921	+2.5%	$7.7M
WMTWalmart Inc	1.4%	1.7%	57,307	+0.4%	$6.5M
QQQInvesco Qqq Tr	1.3%	1.3%	8,128	-13.6%	$6.0M
GOOGAlphabet Inc	1.3%	1.1%	16,453	+2.6%	$5.8M
IBMInternational Business Machs	1.2%	1.2%	19,639	+1.5%	$5.5M
MRVLMarvell Technology Inc	0.9%	—	13,807	—	$4.1M
IJRIshares Tr	0.9%	0.8%	27,146	+3.2%	$4.0M
ILMNIllumina Inc	0.9%	1.1%	22,726	-35.3%	$4.0M
AOAIshares Tr	0.8%	0.8%	38,147	+2.5%	$3.7M
VUGVanguard Index Fds	0.8%	0.9%	43,134	+416.4%	$3.7M
ASTHAstrana Health Inc	0.8%	0.5%	77,755	+0.0%	$3.6M
COSTCostco Wholesale Corporation	0.8%	0.9%	3,672	+0.7%	$3.4M
DFUVDimensional ETF Trust	0.7%	0.7%	59,582	-1.1%	$3.3M
METAMeta Platforms Inc	0.7%	0.8%	5,794	+7.7%	$3.3M
BMRCBank of Marin Bancorp	0.7%	0.7%	115,484	+0.0%	$3.2M
TSLATesla Inc	0.7%	0.7%	7,531	+5.9%	$3.2M
SCHXSchwab Strategic Tr	0.7%	0.7%	105,342	+0.0%	$3.1M
INTCIntel Corp	0.7%	—	21,865	—	$3.1M
JPMJpmorgan Chase & Co	0.7%	0.7%	9,237	+1.2%	$3.0M
ORCLOracle Corp	0.6%	0.7%	19,689	+1.7%	$2.9M
HOODRobinhood Mkts Inc	0.6%	0.5%	27,945	-0.2%	$2.8M
KFYKorn-Ferry Com	0.6%	0.6%	41,518	+0.0%	$2.8M
LLYEli Lilly & Co	0.6%	0.5%	2,289	-0.8%	$2.7M
IVEIshares Tr	0.6%	0.6%	11,704	+0.1%	$2.7M
EFAIshares Tr	0.6%	0.6%	25,091	+0.1%	$2.6M
WFCWells Fargo & Co	0.6%	0.6%	31,225	+1.7%	$2.6M
FNDXSchwab Strategic Tr	0.5%	0.5%	79,721	+0.0%	$2.5M
IWMIshares Tr	0.5%	0.5%	8,232	+0.6%	$2.5M
JNJJohnson & Johnson	0.5%	0.7%	9,734	-14.0%	$2.5M
IDMOInvesco Exch Traded Fd Tr II	0.5%	—	40,000	—	$2.4M
HDHome Depot Inc	0.5%	0.5%	6,536	+0.5%	$2.3M
IVWIshares Tr	0.5%	0.5%	16,637	+0.0%	$2.3M
PGProcter & Gamble Co	0.5%	0.6%	15,517	-10.8%	$2.3M
VVisa Inc	0.5%	0.5%	6,515	+1.7%	$2.2M
SCHGSchwab Strategic Tr	0.5%	0.5%	64,114	-2.2%	$2.2M
USFRWisdomtree Tr	0.5%	0.5%	42,208	+0.2%	$2.1M
XOMExxon Mobil Corp	0.5%	0.8%	15,474	-15.9%	$2.1M
NFLXNetflix Inc.	0.5%	0.7%	29,412	-3.2%	$2.1M

What Westmount Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$454.5M	260
Q1 2026	$405.9M	262
Q4 2025	$401.1M	246
Q3 2025	$387.2M	244
Q2 2025	$364.1M	246
Q1 2025	$327.9M	239
Q4 2024	$329.2M	218
Q3 2024	$332.5M	230

Questions about Westmount Partners, LLC's portfolio

What stocks does Westmount Partners, LLC own?

Westmount Partners, LLC's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 260 positions worth $454.5M. The largest are Apple Inc (AAPL) at 11.7%, Nvidia Corporation (NVDA) at 4.1%, Broadcom Inc (AVGO) at 4.0%, Vanguard Index Fds (VOO) at 4.0% and Microsoft Corp (MSFT) at 3.2%.

What did Westmount Partners, LLC buy last quarter?

In Q2 2026, Westmount Partners, LLC added Vanguard Index Fds (VUG) (+416.4% shares), Vanguard Index Fds (VOO) (+10.4% shares) and State Str Spdr S&p 500 ETF T (SPY) (+10.4% shares), compared with its Q1 2026 filing.

What did Westmount Partners, LLC sell last quarter?

In Q2 2026, Westmount Partners, LLC cut from its top 50 Masimo Corp (MASI), cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Invesco Exch Traded Fd Tr II (XSHQ), Illumina Inc (ILMN) (-35.3% shares), Exxon Mobil Corp (XOM) (-15.9% shares) and Johnson & Johnson (JNJ) (-14.0% shares), compared with its Q1 2026 filing.

When is Westmount Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Westmount Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Westmount Partners, LLC manage?

Westmount Partners, LLC reported $5.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $454.5M.