WESTMOUNT PARTNERS, LLC

Filed: 1/28/2025ACC: 0002051491-25-000004

📋 What this filing means

WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $277.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

213

Positions

$277.97M

Total AUM (reported)

2.48M

Total Shares

Allocation by class

COM$141.61M50.9%

CL A$15.52M5.6%

S&P 500 ETF SHS$12.05M4.3%

COM NEW$9.42M3.4%

TR UNIT$8.09M2.9%

SHORT TREAS BD$6.54M2.4%

CL B NEW$6.10M2.2%

Portfolio Concentration

Top 3$54.36M19.6%

4–10$51.27M18.4%

11–25$53.36M19.2%

Rest$118.97M42.8%

Top 3 weight

19.6%

Top 10 weight

38.0%

Voting Authority Distribution

Total shares with voting rights: 2.48M

Sole

Full voting authority

2.41M

% of voting shares97.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

66.58K

% of voting shares2.7%

Investment Discretion (by position count)

Sole213

Shared0

Other0

Dominant voting typeSole · 97.3% of voting shares

Institutional Holdings213

Rows:

APPLE INC

SOLE

COM

Shares167.36K

TypeSH

Market value$28.70M

10.32%

Sole

165.64K

Shared

0.00

None

1.73K

MICROSOFT CORP

SOLE

COM

Shares32.35K

TypeSH

Market value$13.61M

4.90%

Sole

31.42K

Shared

0.00

None

926.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares25.07K

TypeSH

Market value$12.05M

4.34%

Sole

24.79K

Shared

0.00

None

288.00

CACI INTL INC

SOLE

CL A

Shares31.11K

TypeSH

Market value$11.79M

4.24%

Sole

31.11K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares15.47K

TypeSH

Market value$8.09M

2.91%

Sole

15.47K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SHORT TREAS BD

Shares59.21K

TypeSH

Market value$6.54M

2.35%

Sole

58.91K

Shared

0.00

None

302.00

ILLUMINA INC

SOLE

COM

Shares47.61K

TypeSH

Market value$6.54M

2.35%

Sole

47.60K

Shared

0.00

None

6.00

AMAZON COM INC

SOLE

COM

Shares34.45K

TypeSH

Market value$6.21M

2.24%

Sole

33.53K

Shared

0.00

None

925.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.50K

TypeSH

Market value$6.10M

2.19%

Sole

14.25K

Shared

0.00

None

253.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.41K

TypeSH

Market value$6.00M

2.16%

Sole

10.25K

Shared

0.00

None

1.16K

BROADCOM INC

SOLE

COM

Shares4.44K

TypeSH

Market value$5.88M

2.12%

Sole

4.43K

Shared

0.00

None

10.00

NVIDIA CORPORATION

SOLE

COM

Shares6.15K

TypeSH

Market value$5.56M

2.00%

Sole

5.84K

Shared

0.00

None

316.00

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares39.11K

TypeSH

Market value$4.32M

1.55%

Sole

39.01K

Shared

0.00

None

100.00

ASTRANA HEALTH INC

SOLE

COM NEW

Shares95.69K

TypeSH

Market value$4.02M

1.45%

Sole

95.69K

Shared

0.00

None

0.00

MASIMO CORP

SOLE

COM

Shares26.42K

TypeSH

Market value$3.88M

1.40%

Sole

26.42K

Shared

0.00

None

0.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares19.76K

TypeSH

Market value$3.77M

1.36%

Sole

19.76K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares8.38K

TypeSH

Market value$3.72M

1.34%

Sole

7.98K

Shared

0.00

None

405.00

WALMART INC

SOLE

COM

Shares55.01K

TypeSH

Market value$3.31M

1.19%

Sole

55.01K

Shared

0.00

None

0.00

PROCTER AND GAMBLE CO

SOLE

COM

Shares18.96K

TypeSH

Market value$3.08M

1.11%

Sole

18.76K

Shared

0.00

None

200.00

HOME DEPOT INC

SOLE

COM

Shares7.61K

TypeSH

Market value$2.92M

1.05%

Sole

7.54K

Shared

0.00

None

68.00

KORN FERRY

SOLE

COM NEW

Shares43.72K

TypeSH

Market value$2.88M

1.03%

Sole

43.72K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares10.63K

TypeSH

Market value$2.76M

0.99%

Sole

10.62K

Shared

0.00

None

13.00

ORACLE CORP

SOLE

COM

Shares19.73K

TypeSH

Market value$2.48M

0.89%

Sole

19.70K

Shared

0.00

None

35.00

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares60.24K

TypeSH

Market value$2.46M

0.89%

Sole

60.24K

Shared

0.00

None

0.00

DISNEY WALT CO

SOLE

COM

Shares18.95K

TypeSH

Market value$2.32M

0.83%

Sole

16.85K

Shared

0.00

None

2.10K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	167.36K	SH	$28.70M 10.32%	165.64K	1.73K
MICROSOFT CORPSOLE	COM	32.35K	SH	$13.61M 4.90%	31.42K	926.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	25.07K	SH	$12.05M 4.34%	24.79K	288.00
CACI INTL INCSOLE	CL A	31.11K	SH	$11.79M 4.24%	31.11K	0.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	15.47K	SH	$8.09M 2.91%	15.47K	0.00
ISHARES TRSOLE	SHORT TREAS BD	59.21K	SH	$6.54M 2.35%	58.91K	302.00
ILLUMINA INCSOLE	COM	47.61K	SH	$6.54M 2.35%	47.60K	6.00
AMAZON COM INCSOLE	COM	34.45K	SH	$6.21M 2.24%	33.53K	925.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.50K	SH	$6.10M 2.19%	14.25K	253.00
ISHARES TRSOLE	CORE S&P500 ETF	11.41K	SH	$6.00M 2.16%	10.25K	1.16K
BROADCOM INCSOLE	COM	4.44K	SH	$5.88M 2.12%	4.43K	10.00
NVIDIA CORPORATIONSOLE	COM	6.15K	SH	$5.56M 2.00%	5.84K	316.00
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	39.11K	SH	$4.32M 1.55%	39.01K	100.00
ASTRANA HEALTH INCSOLE	COM NEW	95.69K	SH	$4.02M 1.45%	95.69K	0.00
MASIMO CORPSOLE	COM	26.42K	SH	$3.88M 1.40%	26.42K	0.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	19.76K	SH	$3.77M 1.36%	19.76K	0.00
INVESCO QQQ TRSOLE	UNIT SER 1	8.38K	SH	$3.72M 1.34%	7.98K	405.00
WALMART INCSOLE	COM	55.01K	SH	$3.31M 1.19%	55.01K	0.00
PROCTER AND GAMBLE COSOLE	COM	18.96K	SH	$3.08M 1.11%	18.76K	200.00
HOME DEPOT INCSOLE	COM	7.61K	SH	$2.92M 1.05%	7.54K	68.00
KORN FERRYSOLE	COM NEW	43.72K	SH	$2.88M 1.03%	43.72K	0.00
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	10.63K	SH	$2.76M 0.99%	10.62K	13.00
ORACLE CORPSOLE	COM	19.73K	SH	$2.48M 0.89%	19.70K	35.00
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	60.24K	SH	$2.46M 0.89%	60.24K	0.00
DISNEY WALT COSOLE	COM	18.95K	SH	$2.32M 0.83%	16.85K	2.10K

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