# Westmount Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2051491. Source: https://holderbook.com/funds/2051491-westmount-partners-llc/

- Reported value: $457.1M
- Positions: 260
- Weight of the ten largest: 38.4%
- Filed: 2026-07-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $53.5M | 184,506 | 11.7% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $18.9M | 94,179 | 4.1% | 15 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $18.4M | 48,478 | 4.0% | 15 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $18.3M | 26,595 | 4.0% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $14.4M | 38,728 | 3.2% | 15 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $11.8M | 49,396 | 2.6% | 15 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $11.0M | 14,760 | 2.4% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.0M | 30,699 | 2.4% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $9.3M | 59,056 | 2.0% | 15 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.1M | 12,109 | 2.0% | 15 |
| CACI INTL INC | [CACI](https://holderbook.com/stocks/CACI/) | $9.0M | 19,469 | 2.0% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $8.6M | 17,149 | 1.9% | 15 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $7.7M | 20,921 | 1.7% | 15 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $6.5M | 57,307 | 1.4% | 15 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $6.0M | 8,128 | 1.3% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $5.8M | 16,453 | 1.3% | 15 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $5.5M | 19,639 | 1.2% | 15 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $4.1M | 13,807 | 0.9% | 2 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $4.0M | 27,146 | 0.9% | 15 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $4.0M | 22,726 | 0.9% | 15 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $3.7M | 38,147 | 0.8% | 15 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $3.7M | 43,134 | 0.8% | 15 |
| ASTRANA HEALTH INC | [ASTH](https://holderbook.com/stocks/ASTH/) | $3.6M | 77,755 | 0.8% | 15 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.4M | 3,672 | 0.8% | 15 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $3.3M | 59,582 | 0.7% | 15 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.3M | 5,794 | 0.7% | 15 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.3M | 7,531 | 0.7% | 15 |
| BANK OF MARIN BANCORP | [BMRC](https://holderbook.com/stocks/BMRC/) | $3.2M | 115,484 | 0.7% | 3 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $3.1M | 105,342 | 0.7% | 15 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.1M | 21,865 | 0.7% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.0M | 9,237 | 0.7% | 15 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.9M | 19,689 | 0.6% | 15 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.9M | 2,289 | 0.6% | 15 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $2.8M | 27,945 | 0.6% | 15 |
| KORN FERRY | [KFY](https://holderbook.com/stocks/KFY/) | $2.8M | 41,518 | 0.6% | 15 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $2.7M | 11,704 | 0.6% | 15 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $2.6M | 25,091 | 0.6% | 15 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $2.6M | 31,225 | 0.6% | 15 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $2.5M | 79,721 | 0.5% | 6 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.5M | 8,232 | 0.5% | 15 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.5M | 9,734 | 0.5% | 15 |
| INVESCO EXCH TRADED FD TR II | [IDMO](https://holderbook.com/stocks/IDMO/) | $2.4M | 40,000 | 0.5% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.3M | 6,536 | 0.5% | 15 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $2.3M | 16,637 | 0.5% | 15 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.3M | 15,517 | 0.5% | 15 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.2M | 6,515 | 0.5% | 15 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $2.2M | 64,114 | 0.5% | 15 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $2.1M | 42,208 | 0.5% | 15 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.1M | 15,474 | 0.5% | 15 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.1M | 29,412 | 0.5% | 15 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $2.0M | 37,598 | 0.4% | 6 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.0M | 1,859 | 0.4% | 15 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.0M | 4,776 | 0.4% | 15 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.9M | 27,333 | 0.4% | 15 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.9M | 10,465 | 0.4% | 15 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.9M | 20,032 | 0.4% | 15 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $1.9M | 11,350 | 0.4% | 12 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.8M | 9,200 | 0.4% | 15 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.7M | 5,100 | 0.4% | 2 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $1.7M | 61,034 | 0.4% | 8 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $1.7M | 20,516 | 0.4% | 15 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $1.7M | 24,291 | 0.4% | 15 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.6M | 3,263 | 0.4% | 6 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $1.6M | 44,124 | 0.3% | 15 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.6M | 12,819 | 0.3% | 15 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $1.5M | 6,623 | 0.3% | 15 |
| SCHWAB STRATEGIC TR | [FNDA](https://holderbook.com/stocks/FNDA/) | $1.5M | 40,438 | 0.3% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.3% | 6 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $1.5M | 3,764 | 0.3% | 15 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.5M | 15,063 | 0.3% | 12 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.4M | 5,727 | 0.3% | 15 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.4M | 2,473 | 0.3% | 5 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.4M | 3,778 | 0.3% | 15 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.4M | 17,215 | 0.3% | 15 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.4M | 3,735 | 0.3% | 15 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $1.4M | 7,987 | 0.3% | 15 |
| PROSHARES TR | [UPRO](https://holderbook.com/stocks/UPRO/) | $1.3M | 9,370 | 0.3% | 15 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $1.3M | 35,355 | 0.3% | 15 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $1.3M | 8,526 | 0.3% | 15 |
| RADNET INC | [RDNT](https://holderbook.com/stocks/RDNT/) | $1.2M | 20,000 | 0.3% | 15 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.2M | 10,197 | 0.3% | 11 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.2M | 20,783 | 0.3% | 15 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $1.1M | 4,530 | 0.2% | 2 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.1M | 851 | 0.2% | 8 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $1.1M | 7,661 | 0.2% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.1M | 13,166 | 0.2% | 15 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $1.1M | 13,485 | 0.2% | 15 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $1.1M | 12,829 | 0.2% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.1M | 17,655 | 0.2% | 15 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.1M | 2,104 | 0.2% | 10 |
| RUSH STREET INTERACTIVE INC | [RSI](https://holderbook.com/stocks/RSI/) | $1.0M | 35,100 | 0.2% | 15 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $1.0M | 35,593 | 0.2% | 15 |
| SCHWAB STRATEGIC TR | [FNDE](https://holderbook.com/stocks/FNDE/) | $1.0M | 25,957 | 0.2% | 6 |
| ISHARES TR | [CRBN](https://holderbook.com/stocks/CRBN/) | $1.0M | 4,067 | 0.2% | 14 |
| IONIS PHARMACEUTICALS INC | [IONS](https://holderbook.com/stocks/IONS/) | $1.0M | 12,961 | 0.2% | 15 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.0M | 4,314 | 0.2% | 15 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.0M | 992 | 0.2% | 9 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $997.4K | 27,508 | 0.2% | 6 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $936.8K | 11,308 | 0.2% | 9 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $922.6K | 11,964 | 0.2% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.4% | +14.8% | -1.4% | 99% |
| Q1 2026 | -4.9% | -4.6% | -0.3% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 99% |
| Q3 2025 | +9.0% | +7.8% | +1.2% | 100% |
| Q2 2025 | +11.4% | +10.5% | +1.0% | 100% |
| Q1 2025 | -6.0% | -4.6% | -1.4% | 100% |
| Q4 2024 | +2.0% | +2.1% | -0.2% | 100% |
| Q3 2024 | +7.6% | +5.4% | +2.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $457.1M | 260 |
| Q1 2026 | $406.3M | 263 |
| 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 |
| Q2 2024 | $303.0M | 219 |
| Q1 2024 | $278.0M | 213 |
| Q4 2023 | $244.9M | 202 |
| Q3 2023 | $227.0M | 195 |