Westmount Partners, LLC 13F Holdings · Q2 2026
Westmount Partners, LLC reported 260 securities worth $457.09M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (11.71%), NVDA (4.14%), AVGO (4.01%). Among its top 25 positions this quarter: 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $53.5M | 11.71% | 185,006 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $18.9M | 4.14% | 94,479 | Added |
| 3 | AVGO | BROADCOM INC | $18.4M | 4.01% | 48,578 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $18.3M | 4.00% | 26,595 | Added |
| 5 | MSFT | MICROSOFT CORP | $14.4M | 3.16% | 38,728 | Added |
| 6 | AMZN | AMAZON COM INC | $11.8M | 2.58% | 49,396 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.0M | 2.41% | 14,760 | Added |
| 8 | GOOGL | ALPHABET INC | $11.0M | 2.40% | 30,699 | Trimmed |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $9.3M | 2.03% | 59,056 | Added |
| 10 | IVV | ISHARES TR | $9.1M | 1.98% | 12,109 | Added |
| 11 | CACI | CACI INTL INC | $9.0M | 1.97% | 19,469 | Trimmed |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.6M | 1.88% | 17,149 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $7.7M | 1.69% | 20,921 | Added |
| 14 | WMT | WALMART INC | $6.5M | 1.42% | 57,307 | Added |
| 15 | QQQ | INVESCO QQQ TR | $6.0M | 1.31% | 8,128 | Trimmed |
| 16 | GOOG | ALPHABET INC | $5.8M | 1.27% | 16,453 | Added |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $5.5M | 1.21% | 19,639 | Added |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $4.1M | 0.90% | 13,807 | Added |
| 19 | IJR | ISHARES TR | $4.0M | 0.88% | 27,146 | Added |
| 20 | ILMN | ILLUMINA INC | $4.0M | 0.87% | 22,726 | Trimmed |
| 21 | AOA | ISHARES TR | $3.7M | 0.81% | 38,147 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $3.7M | 0.81% | 43,134 | Added |
| 23 | ASTH | ASTRANA HEALTH INC | $3.6M | 0.79% | 77,755 | Hold |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 0.75% | 3,672 | Added |
| 25 | DFUV | DIMENSIONAL ETF TRUST | $3.3M | 0.72% | 59,582 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR