Holders — by stockHoldings — by fund
Westmount Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002051491
$457.1M
disclosed book value
260
positions
11.7%
largest position share
Positions, as of 2026-06-30
top 100 of 260 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 184,506 | $53.4M | 11.7% |
| 2 | NVDANVIDIA CORPORATION | 94,179 | $18.8M | 4.1% |
| 3 | AVGOBROADCOM INC | 48,478 | $18.3M | 4% |
| 4 | VOOVANGUARD INDEX FDS | 26,595 | $18.3M | 4% |
| 5 | MSFTMICROSOFT CORP | 38,728 | $14.4M | 3.2% |
| 6 | AMZNAMAZON COM INC | 49,396 | $11.8M | 2.6% |
| 7 | SPYSTATE STR SPDR S&P 500 ETF T | 14,760 | $11.0M | 2.4% |
| 8 | GOOGLALPHABET INC | 30,699 | $11.0M | 2.4% |
| 9 | VTVANGUARD INTL EQUITY INDEX F | 59,056 | $9.3M | 2% |
| 10 | IVVISHARES TR | 12,109 | $9.1M | 2% |
| 11 | CACICACI INTL INC | 19,469 | $9.0M | 2% |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,149 | $8.6M | 1.9% |
| 13 | VTIVANGUARD INDEX FDS | 20,921 | $7.7M | 1.7% |
| 14 | WMTWALMART INC | 57,307 | $6.5M | 1.4% |
| 15 | QQQINVESCO QQQ TR | 8,128 | $6.0M | 1.3% |
| 16 | GOOGALPHABET INC | 16,453 | $5.8M | 1.3% |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 19,639 | $5.5M | 1.2% |
| 18 | MRVLMARVELL TECHNOLOGY INC | 13,807 | $4.1M | 0.9% |
| 19 | IJRISHARES TR | 27,146 | $4.0M | 0.9% |
| 20 | ILMNILLUMINA INC | 22,726 | $4.0M | 0.9% |
| 21 | AOAISHARES TR | 38,147 | $3.7M | 0.8% |
| 22 | VUGVANGUARD INDEX FDS | 43,134 | $3.7M | 0.8% |
| 23 | ASTHASTRANA HEALTH INC | 77,755 | $3.6M | 0.8% |
| 24 | COSTCOSTCO WHOLESALE CORPORATION | 3,672 | $3.4M | 0.8% |
| 25 | DFUVDIMENSIONAL ETF TRUST | 59,582 | $3.3M | 0.7% |
| 26 | METAMETA PLATFORMS INC | 5,794 | $3.3M | 0.7% |
| 27 | BMRCBANK OF MARIN BANCORP | 115,484 | $3.2M | 0.7% |
| 28 | TSLATESLA INC | 7,531 | $3.2M | 0.7% |
| 29 | SCHXSCHWAB STRATEGIC TR | 105,342 | $3.1M | 0.7% |
| 30 | INTCINTEL CORP | 21,865 | $3.1M | 0.7% |
| 31 | JPMJPMORGAN CHASE & CO | 9,237 | $3.0M | 0.7% |
| 32 | ORCLORACLE CORP | 19,689 | $2.9M | 0.6% |
| 33 | HOODROBINHOOD MKTS INC | 27,945 | $2.8M | 0.6% |
| 34 | KFYKORN FERRY | 41,518 | $2.8M | 0.6% |
| 35 | LLYELI LILLY & CO | 2,289 | $2.7M | 0.6% |
| 36 | IVEISHARES TR | 11,704 | $2.7M | 0.6% |
| 37 | EFAISHARES TR | 25,091 | $2.6M | 0.6% |
| 38 | WFCWELLS FARGO & CO | 31,225 | $2.6M | 0.6% |
| 39 | FNDXSCHWAB STRATEGIC TR | 79,721 | $2.5M | 0.5% |
| 40 | IWMISHARES TR | 8,232 | $2.5M | 0.5% |
| 41 | JNJJOHNSON & JOHNSON | 9,734 | $2.5M | 0.5% |
| 42 | IDMOINVESCO EXCH TRADED FD TR II | 40,000 | $2.4M | 0.5% |
| 43 | HDHOME DEPOT INC | 6,536 | $2.3M | 0.5% |
| 44 | IVWISHARES TR | 16,637 | $2.3M | 0.5% |
| 45 | PGPROCTER & GAMBLE CO | 15,517 | $2.3M | 0.5% |
| 46 | VVISA INC | 6,515 | $2.2M | 0.5% |
| 47 | SCHGSCHWAB STRATEGIC TR | 64,114 | $2.2M | 0.5% |
| 48 | USFRWISDOMTREE TR | 42,208 | $2.1M | 0.5% |
| 49 | EXMOCEXXON MOBIL CORP | 15,474 | $2.1M | 0.5% |
| 50 | NFLXNETFLIX INC. | 29,412 | $2.1M | 0.5% |
| 51 | FNDFSCHWAB STRATEGIC TR | 37,598 | $2.0M | 0.4% |
| 52 | CATCATERPILLAR INC | 1,859 | $2.0M | 0.4% |
| 53 | IWBISHARES TR | 4,776 | $2.0M | 0.4% |
| 54 | VEAVANGUARD TAX-MANAGED FDS | 27,333 | $1.9M | 0.4% |
| 55 | QCOMQUALCOMM INC | 10,465 | $1.9M | 0.4% |
| 56 | DISDISNEY WALT CO | 20,032 | $1.9M | 0.4% |
| 57 | ITOTISHARES TR | 11,350 | $1.9M | 0.4% |
| 58 | XLKSELECT SECTOR SPDR TR | 9,200 | $1.8M | 0.4% |
| 59 | PANWPALO ALTO NETWORKS INC | 5,100 | $1.7M | 0.4% |
| 60 | SCHFSCHWAB STRATEGIC TR | 61,034 | $1.7M | 0.4% |
| 61 | DFASDIMENSIONAL ETF TRUST | 20,516 | $1.7M | 0.4% |
| 62 | AORISHARES TR | 24,291 | $1.7M | 0.4% |
| 63 | SCHASCHWAB STRATEGIC TR | 44,124 | $1.6M | 0.3% |
| 64 | IWFISHARES TR | 12,819 | $1.6M | 0.3% |
| 65 | WSMWILLIAMS SONOMA INC | 6,623 | $1.5M | 0.3% |
| 66 | FNDASCHWAB STRATEGIC TR | 40,438 | $1.5M | 0.3% |
| 67 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.3% |
| 68 | ISRGINTUITIVE SURGICAL INC | 3,764 | $1.5M | 0.3% |
| 69 | IEFAISHARES TR | 15,063 | $1.5M | 0.3% |
| 70 | ABBVABBVIE INC | 5,727 | $1.4M | 0.3% |
| 71 | AMDADVANCED MICRO DEVICES INC | 2,473 | $1.4M | 0.3% |
| 72 | LRCXLAM RESEARCH CORP | 3,263 | $1.4M | 0.3% |
| 73 | GEGE AEROSPACE | 3,778 | $1.4M | 0.3% |
| 74 | VOVANGUARD INDEX FDS | 17,215 | $1.4M | 0.3% |
| 75 | AMGNAMGEN INC | 3,735 | $1.4M | 0.3% |
| 76 | PSXPHILLIPS 66 | 7,987 | $1.4M | 0.3% |
| 77 | UPROPROSHARES TR | 9,370 | $1.3M | 0.3% |
| 78 | DFAXDIMENSIONAL ETF TRUST | 35,355 | $1.3M | 0.3% |
| 79 | SDYSPDR SERIES TRUST | 8,526 | $1.3M | 0.3% |
| 80 | RDNTRADNET INC | 20,000 | $1.2M | 0.3% |
| 81 | VGTVANGUARD WORLD FD | 10,197 | $1.2M | 0.3% |
| 82 | BACBANK OF AMER CORP | 20,783 | $1.2M | 0.3% |
| 83 | IYWISHARES TR | 4,530 | $1.1M | 0.2% |
| 84 | ABNBAIRBNB INC | 7,661 | $1.1M | 0.2% |
| 85 | KOCOCA COLA CO | 13,166 | $1.1M | 0.2% |
| 86 | VCSHVANGUARD SCOTTSDALE FDS | 13,485 | $1.1M | 0.2% |
| 87 | SCZISHARES TR | 12,829 | $1.1M | 0.2% |
| 88 | VWOVANGUARD INTL EQUITY INDEX F | 17,655 | $1.1M | 0.2% |
| 89 | RSIRUSH STREET INTERACTIVE INC | 35,100 | $1.0M | 0.2% |
| 90 | SCHBSCHWAB STRATEGIC TR | 35,593 | $1.0M | 0.2% |
| 91 | FNDESCHWAB STRATEGIC TR | 25,957 | $1.0M | 0.2% |
| 92 | CRBNISHARES TR | 4,067 | $1.0M | 0.2% |
| 93 | IONSIONIS PHARMACEUTICALS INC | 12,961 | $1.0M | 0.2% |
| 94 | VIGVANGUARD SPECIALIZED FUNDS | 4,314 | $1.0M | 0.2% |
| 95 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,104 | $1.0M | 0.2% |
| 96 | GSGOLDMAN SACHS GROUP INC | 992 | $1.0M | 0.2% |
| 97 | GEVGE VERNOVA INC | 851 | $1.0M | 0.2% |
| 98 | SCHESCHWAB STRATEGIC TR | 27,508 | $997,440 | 0.2% |
| 99 | IEMGISHARES INC | 11,308 | $936,780 | 0.2% |
| 100 | IJHISHARES TR | 11,964 | $922,568 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.