Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $53.4M | 11.7% |
| Nvidia CorporationCOM | COM | $18.8M | 4.1% |
| Broadcom Inc.COM | COM | $18.3M | 4.0% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $18.3M | 4.0% |
| Microsoft Corp.COM | COM | $14.4M | 3.2% |
| Amazon Com Inc.COM | COM | $11.8M | 2.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $11M | 2.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $11M | 2.4% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $9.27M | 2.0% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $9.07M | 2.0% |
| Caci Intl Inc.CL A | CL A | $9.02M | 2.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $8.58M | 1.9% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $7.74M | 1.7% |
| Walmart Inc.COM | COM | $6.49M | 1.4% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $5.99M | 1.3% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.81M | 1.3% |
| International Business MachsCOM | COM | $5.52M | 1.2% |
| Marvell Technology Inc.COM | COM | $4.11M | 0.9% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $4.03M | 0.9% |
| Illumina Inc.COM | COM | $4M | 0.9% |
| iShares TRCORE 80 20 ETF | CORE 80 20 ETF | $3.72M | 0.8% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $3.72M | 0.8% |
| Astrana Health Inc.COM NEW | COM NEW | $3.61M | 0.8% |
| Costco Wholesale CorporationCOM | COM | $3.44M | 0.8% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $3.28M | 0.7% |
| Meta Platforms Inc.CL A | CL A | $3.26M | 0.7% |
| Bank OF Marin BancorpCOM | COM | $3.2M | 0.7% |
| Tesla Inc.COM | COM | $3.17M | 0.7% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $3.1M | 0.7% |
| Intel Corp.COM | COM | $3.05M | 0.7% |
| JPMORGAN Chase & COCOM | COM | $3.02M | 0.7% |
| Oracle Corp.COM | COM | $2.89M | 0.6% |
| Robinhood Mkts Inc.COM CL A | COM CL A | $2.8M | 0.6% |
| Korn FerryCOM NEW | COM NEW | $2.76M | 0.6% |
| Eli Lilly & COCOM | COM | $2.75M | 0.6% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $2.66M | 0.6% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $2.61M | 0.6% |
| Wells Fargo & COCOM | COM | $2.58M | 0.6% |
| Schwab Strategic TRFUNDAMENTAL US L | FUNDAMENTAL US L | $2.48M | 0.5% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $2.47M | 0.5% |
| Johnson & JohnsonCOM | COM | $2.47M | 0.5% |
| Invesco Exch Traded FD TR IIS&P INTL MOMNT | S&P INTL MOMNT | $2.41M | 0.5% |
| Home Depot Inc.COM | COM | $2.31M | 0.5% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $2.29M | 0.5% |
| Procter & Gamble COCOM | COM | $2.28M | 0.5% |
| Visa Inc.COM CL A | COM CL A | $2.24M | 0.5% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $2.17M | 0.5% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $2.13M | 0.5% |
| Exxon Mobil Corp.COM | COM | $2.12M | 0.5% |
| Netflix Inc..COM | COM | $2.1M | 0.5% |
Apple Inc.COM$53.4M
- Class
- COM
- Share
- 11.7%
Nvidia CorporationCOM$18.8M
- Class
- COM
- Share
- 4.1%
Broadcom Inc.COM$18.3M
- Class
- COM
- Share
- 4.0%
Vanguard Index FdsS&P 500 ETF SHS$18.3M
- Class
- S&P 500 ETF SHS
- Share
- 4.0%
Microsoft Corp.COM$14.4M
- Class
- COM
- Share
- 3.2%
Amazon Com Inc.COM$11.8M
- Class
- COM
- Share
- 2.6%
State Str SPDR S&P 500 ETF TTR UNIT$11M
- Class
- TR UNIT
- Share
- 2.4%
Alphabet Inc.CAP STK CL A$11M
- Class
- CAP STK CL A
- Share
- 2.4%
Vanguard Intl Equity Index FTT WRLD ST ETF$9.27M
- Class
- TT WRLD ST ETF
- Share
- 2.0%
iShares TRCORE S&P500 ETF$9.07M
- Class
- CORE S&P500 ETF
- Share
- 2.0%
Caci Intl Inc.CL A$9.02M
- Class
- CL A
- Share
- 2.0%
Berkshire Hathaway Inc. DelCL B NEW$8.58M
- Class
- CL B NEW
- Share
- 1.9%
Vanguard Index FdsTOTAL STK MKT$7.74M
- Class
- TOTAL STK MKT
- Share
- 1.7%
Walmart Inc.COM$6.49M
- Class
- COM
- Share
- 1.4%
Invesco Qqq TRUNIT SER 1$5.99M
- Class
- UNIT SER 1
- Share
- 1.3%
Alphabet Inc.CAP STK CL C$5.81M
- Class
- CAP STK CL C
- Share
- 1.3%
International Business MachsCOM$5.52M
- Class
- COM
- Share
- 1.2%
Marvell Technology Inc.COM$4.11M
- Class
- COM
- Share
- 0.9%
iShares TRCORE S&P SCP ETF$4.03M
- Class
- CORE S&P SCP ETF
- Share
- 0.9%
Illumina Inc.COM$4M
- Class
- COM
- Share
- 0.9%
iShares TRCORE 80 20 ETF$3.72M
- Class
- CORE 80 20 ETF
- Share
- 0.8%
Vanguard Index FdsGROWTH ETF$3.72M
- Class
- GROWTH ETF
- Share
- 0.8%
Astrana Health Inc.COM NEW$3.61M
- Class
- COM NEW
- Share
- 0.8%
Costco Wholesale CorporationCOM$3.44M
- Class
- COM
- Share
- 0.8%
Dimensional ETF TrustUS MKTWIDE VALUE$3.28M
- Class
- US MKTWIDE VALUE
- Share
- 0.7%
Meta Platforms Inc.CL A$3.26M
- Class
- CL A
- Share
- 0.7%
Bank OF Marin BancorpCOM$3.2M
- Class
- COM
- Share
- 0.7%
Tesla Inc.COM$3.17M
- Class
- COM
- Share
- 0.7%
Schwab Strategic TRUS LRG CAP ETF$3.1M
- Class
- US LRG CAP ETF
- Share
- 0.7%
Intel Corp.COM$3.05M
- Class
- COM
- Share
- 0.7%
JPMORGAN Chase & COCOM$3.02M
- Class
- COM
- Share
- 0.7%
Oracle Corp.COM$2.89M
- Class
- COM
- Share
- 0.6%
Robinhood Mkts Inc.COM CL A$2.8M
- Class
- COM CL A
- Share
- 0.6%
Korn FerryCOM NEW$2.76M
- Class
- COM NEW
- Share
- 0.6%
Eli Lilly & COCOM$2.75M
- Class
- COM
- Share
- 0.6%
iShares TRS&P 500 VAL ETF$2.66M
- Class
- S&P 500 VAL ETF
- Share
- 0.6%
iShares TRMSCI EAFE ETF$2.61M
- Class
- MSCI EAFE ETF
- Share
- 0.6%
Wells Fargo & COCOM$2.58M
- Class
- COM
- Share
- 0.6%
Schwab Strategic TRFUNDAMENTAL US L$2.48M
- Class
- FUNDAMENTAL US L
- Share
- 0.5%
iShares TRRUSSELL 2000 ETF$2.47M
- Class
- RUSSELL 2000 ETF
- Share
- 0.5%
Johnson & JohnsonCOM$2.47M
- Class
- COM
- Share
- 0.5%
Invesco Exch Traded FD TR IIS&P INTL MOMNT$2.41M
- Class
- S&P INTL MOMNT
- Share
- 0.5%
Home Depot Inc.COM$2.31M
- Class
- COM
- Share
- 0.5%
iShares TRS&P 500 GRWT ETF$2.29M
- Class
- S&P 500 GRWT ETF
- Share
- 0.5%
Procter & Gamble COCOM$2.28M
- Class
- COM
- Share
- 0.5%
Visa Inc.COM CL A$2.24M
- Class
- COM CL A
- Share
- 0.5%
Schwab Strategic TRUS LCAP GR ETF$2.17M
- Class
- US LCAP GR ETF
- Share
- 0.5%
Wisdomtree TRFLOATNG RAT TREA$2.13M
- Class
- FLOATNG RAT TREA
- Share
- 0.5%
Exxon Mobil Corp.COM$2.12M
- Class
- COM
- Share
- 0.5%
Netflix Inc..COM$2.1M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 275 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2051491
- File number
- 028-24542
- Options
- 15 call, 0 put
- In the 25 largest
- 55.7%
- Prior quarter
- $406M at 31 March 2026
- Positions opened
- 39
- Positions closed
- 28
Common questions
What are Westmount Partners’ 13F holdings worth?
$457 million across 275 positions for the quarter ended 30 June 2026.
What is Westmount Partners’ largest 13F holding?
APPLE INC (COM) was the largest position at $53.4 million, or 11.7% of reported 13F value, as of 30 June 2026.
How concentrated is Westmount Partners’ 13F portfolio?
The ten largest positions accounted for 38.4% of reported value and the twenty-five largest for 55.7%, across 275 positions as of 30 June 2026.
Does Form 13F show everything Westmount Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Westmount Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.