Funds › Westmount Partners, LLC
Westmount Partners, LLC
13F for Q3 2026, filed Nov 12, 2026. 265 positions worth $471.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$471.4M
+$14.3M (3.1%) vs Q2 2026
Positions
265
260 in Q2 2026
Top 10 share
40.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 178,740 | $59.0M | 12.5% | -3.1% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 90,910 | $21.0M | 4.5% | -3.5% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 39,983 | $20.5M | 4.3% | +3.2% | 13F ↗ |
| 4 | Vanguard Index Fds S&P 500 Etf Shs | 26,671 | $18.7M | 4.0% | +0.3% | 13F ↗ |
| 5 | AVGO Broadcom Inc. | 48,417 | $16.6M | 3.5% | -0.1% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 50,199 | $12.5M | 2.6% | +1.6% | 13F ↗ |
| 7 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 15,159 | $11.6M | 2.5% | +2.7% | 13F ↗ |
| 8 | CACI CACI International, Inc. | 18,404 | $11.5M | 2.4% | -5.5% | 13F ↗ |
| 9 | GOOGL Alphabet Inc. Class A | 31,669 | $10.7M | 2.3% | +3.2% | 13F ↗ |
| 10 | iShares Tr Core S&P500 Etf | 12,158 | $9.3M | 2.0% | +0.4% | 13F ↗ |
| 11 | Vanguard International Equity Index F Tt Wrld St Etf | 59,114 | $9.3M | 2.0% | +0.1% | 13F ↗ |
| 12 | BRK-B Berkshire Hathaway Inc. Class B | 17,400 | $8.7M | 1.8% | +1.5% | 13F ↗ |
| 13 | Vanguard Index Fds Mrngstr Ttl Stk | 19,235 | $7.2M | 1.5% | -8.1% | 13F ↗ |
| 14 | WMT Walmart Inc. | 59,205 | $6.2M | 1.3% | +3.3% | 13F ↗ |
| 15 | Invesco Qqq Tr | 7,843 | $5.8M | 1.2% | -3.5% | 13F ↗ |
| 16 | GOOG Alphabet Inc. Class C | 16,508 | $5.5M | 1.2% | +0.3% | 13F ↗ |
| 17 | IBM International Business Machines Corporation | 20,700 | $4.7M | 1.0% | +5.4% | 13F ↗ |
| 18 | META Meta Platforms, Inc. | 5,808 | $4.2M | 0.9% | +0.2% | 13F ↗ |
| 19 | iShares Tr Core 80 20 Etf | 41,332 | $4.0M | 0.9% | +8.3% | 13F ↗ |
| 20 | Vanguard Index Fds Mrngstr Grwt Etf | 43,156 | $3.9M | 0.8% | +0.1% | 13F ↗ |
| 21 | iShares Tr Core S&P Scp Etf | 26,988 | $3.7M | 0.8% | -0.6% | 13F ↗ |
| 22 | MRVL Marvell Technology, Inc. | 13,532 | $3.6M | 0.8% | -2.0% | 13F ↗ |
| 23 | COST Costco Wholesale Corporation | 3,837 | $3.5M | 0.7% | +4.5% | 13F ↗ |
| 24 | Dimensional ETF Trust Us Mktwide Value | 59,582 | $3.3M | 0.7% | Unchanged | 13F ↗ |
| 25 | JPM JPMorgan Chase & Co. | 9,608 | $3.2M | 0.7% | +4.0% | 13F ↗ |
| 26 | BMRC Bank of Marin Bancorp | 116,333 | $3.2M | 0.7% | +0.7% | 13F ↗ |
| 27 | Schwab Strategic Tr Us Lrg Cap Etf | 105,342 | $3.2M | 0.7% | Unchanged | 13F ↗ |
| 28 | HOOD Robinhood Markets, Inc. | 27,895 | $3.1M | 0.7% | -0.2% | 13F ↗ |
| 29 | KFY Korn Ferry | 41,518 | $3.0M | 0.6% | Unchanged | 13F ↗ |
| 30 | Invesco Exch Traded Fd Tr II Rafi Dvlpd Mrkts | 51,296 | $2.9M | 0.6% | +354% | 13F ↗ |
| 31 | WFC Wells Fargo & Company | 36,059 | $2.9M | 0.6% | +15.5% | 13F ↗ |
| 32 | Spdr Series Trust St Str Blo 1 Etf | 31,092 | $2.8M | 0.6% | New | 13F ↗ |
| 33 | TSLA Tesla, Inc. | 7,753 | $2.7M | 0.6% | +2.9% | 13F ↗ |
| 34 | ORCL Oracle Corporation | 19,723 | $2.7M | 0.6% | +0.2% | 13F ↗ |
| 35 | LLY Eli Lilly and Company | 2,310 | $2.7M | 0.6% | +0.9% | 13F ↗ |
| 36 | ASTH Astrana Health Inc. | 75,818 | $2.6M | 0.6% | -2.5% | 13F ↗ |
| 37 | XOM ExxonMobil Holdings Corporation | 15,895 | $2.6M | 0.6% | New | 13F ↗ |
| 38 | iShares Tr S&P 500 Val Etf | 11,369 | $2.6M | 0.6% | -2.9% | 13F ↗ |
| 39 | Schwab Strategic Tr Fundamental Us L | 79,721 | $2.5M | 0.5% | Unchanged | 13F ↗ |
| 40 | JNJ Johnson & Johnson | 9,564 | $2.5M | 0.5% | -1.7% | 13F ↗ |
| 41 | iShares Tr Msci Eafe Etf | 24,016 | $2.5M | 0.5% | -4.3% | 13F ↗ |
| 42 | V Visa Inc. | 6,626 | $2.4M | 0.5% | +1.7% | 13F ↗ |
| 43 | ILMN Illumina, Inc. | 8,726 | $2.3M | 0.5% | -61.6% | 13F ↗ |
| 44 | iShares Tr Etf | 8,196 | $2.3M | 0.5% | -0.4% | 13F ↗ |
| 45 | Schwab Strategic Tr Us Lcap Gr Etf | 62,749 | $2.3M | 0.5% | -2.1% | 13F ↗ |
| 46 | PG Procter & Gamble Company | 15,043 | $2.2M | 0.5% | -3.1% | 13F ↗ |
| 47 | iShares Tr S&P 500 Grwt Etf | 15,076 | $2.1M | 0.5% | -9.4% | 13F ↗ |
| 48 | PSX Phillips 66 | 7,988 | $2.1M | 0.4% | Unchanged | 13F ↗ |
| 49 | HD Home Depot, Inc. | 7,285 | $2.1M | 0.4% | +11.5% | 13F ↗ |
| 50 | Wisdomtree Tr Floatng Rat Trea | 40,677 | $2.0M | 0.4% | -3.6% | 13F ↗ |
Showing the top 50 of 265 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
19 new, 93 added to, 91 trimmed, 14 exited, 62 unchanged. By estimated dollars.
New positions (19)
| Spdr Series Trust St Str Blo 1 Etf | 31,092 | New | $2.8M |
| XOM ExxonMobil Holdings Corporation | 15,895 | New | $2.6M |
| Vanguard World Fd Esg Us Stk Etf | 8,096 | New | $1.1M |
| iShares Tr 0-3 Mth Treasury | 5,702 | New | $572.5K |
| SPCX Space Exploration Technologies Corp. | 3,803 | New | $563.1K |
| HON Honeywell International Inc. | 2,229 | New | $476.6K |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 8,729 | New | $418.6K |
| HONA Honeywell Aerospace Inc. | 2,204 | New | $339.6K |
| MRNA Moderna, Inc. | 1,767 | New | $333.9K |
| CRM Salesforce, Inc. | 1,123 | New | $265.9K |
Added to (93)
| Invesco Exch Traded Fd Tr II Rafi Dvlpd Mrkts | 51,296 | +354% | $2.3M |
| MSFT Microsoft Corporation | 39,983 | +3.2% | $643.6K |
| WFC Wells Fargo & Company | 36,059 | +15.5% | $387.9K |
| GOOGL Alphabet Inc. Class A | 31,669 | +3.2% | $328.1K |
| iShares Tr Core 60 Bala Etf | 28,819 | +18.6% | $310.3K |
| iShares Tr Core 80 20 Etf | 41,332 | +8.3% | $309.6K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 15,159 | +2.7% | $304.8K |
| IBM International Business Machines Corporation | 20,700 | +5.4% | $239.4K |
| HD Home Depot, Inc. | 7,285 | +11.5% | $211.6K |
| Proshares Tr Ultrpro S&P500 | 10,792 | +15.2% | $210.1K |
Trimmed (91)
| ILMN Illumina, Inc. | 8,726 | -61.6% | -$3.7M |
| AAPL Apple Inc. | 178,740 | -3.1% | -$1.9M |
| INTC Intel Corporation | 12,681 | -42.0% | -$1.1M |
| NVDA NVIDIA Corporation | 90,910 | -3.5% | -$754.7K |
| BRK-A Berkshire Hathaway Inc. Class A | 1 | -50.0% | -$751.7K |
| CACI CACI International, Inc. | 18,404 | -5.5% | -$667.8K |
| Vanguard Index Fds Mrngstr Ttl Stk | 19,235 | -8.1% | -$632.5K |
| Vanguard Index Fds Mrngstr Val Etf | 2,163 | -41.0% | -$325.1K |
| iShares Tr S&P 500 Grwt Etf | 15,076 | -9.4% | -$222.5K |
| Invesco Qqq Tr | 7,843 | -3.5% | -$211.5K |
Exited (14)
| Invesco Exch Traded Fd Tr II S&P Intl Momnt | 40,000 | Exited | -$2.4M |
| Exxon Mobil Corp | 15,474 | Exited | -$2.1M |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | 2,143 | Exited | -$455.9K |
| Trust For Professional Manag Cross Brg Ultrst | 17,402 | Exited | -$337.7K |
| BKNG Booking Holdings Inc. | 1,706 | Exited | -$304.1K |
| STRZ Starz Entertainment Corp. | 10,000 | Exited | -$288.6K |
| iShares Tr Esg Aware 80/20 | 5,953 | Exited | -$270.4K |
| Schwab Strategic Tr Us Dividend Eq | 8,084 | Exited | -$256.4K |
| Vanguard Index Fds Mrngstr Sml Cp V | 1,025 | Exited | -$249.0K |
| iShares Tr Esg Aware 60/40 | 6,369 | Exited | -$241.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 281 | $471.4M | Current | SEC ↗ |
| Q2 2026 | Jul 7, 2026 | 13F-HR | 275 | $457.1M | Current | SEC ↗ |
| Q1 2026 | Apr 16, 2026 | 13F-HR | 264 | $406.3M | Current | SEC ↗ |
| Q4 2025 | Jan 15, 2026 | 13F-HR | 246 | $401.1M | Current | SEC ↗ |
| Q3 2025 | Oct 14, 2025 | 13F-HR | 244 | $387.2M | Current | SEC ↗ |
| Q2 2025 | Jul 9, 2025 | 13F-HR | 246 | $364.1M | Current | SEC ↗ |
| Q1 2025 | May 1, 2025 | 13F-HR | 239 | $327.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer