WESTMOUNT PARTNERS, LLC

Filed: 1/28/2025ACC: 0002051491-25-000005

📋 What this filing means

WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $244.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

202

Positions

$244.90M

Total AUM (reported)

2.36M

Total Shares

Allocation by class

COM$131.18M53.6%

CL A$13.42M5.5%

S&P 500 ETF SHS$10.39M4.2%

COM NEW$8.45M3.4%

TR UNIT$6.41M2.6%

CL B NEW$5.22M2.1%

CORE S&P500 ETF$4.98M2.0%

Portfolio Concentration

Top 3$55.39M22.6%

4–10$43.38M17.7%

11–25$42.02M17.2%

Rest$104.11M42.5%

Top 3 weight

22.6%

Top 10 weight

40.3%

Voting Authority Distribution

Total shares with voting rights: 2.36M

Sole

Full voting authority

2.30M

% of voting shares97.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

64.30K

% of voting shares2.7%

Investment Discretion (by position count)

Sole202

Shared0

Other0

Dominant voting typeSole · 97.3% of voting shares

Institutional Holdings202

Rows:

APPLE INC

SOLE

COM

Shares168.11K

TypeSH

Market value$32.37M

13.22%

Sole

166.38K

Shared

0.00

None

1.73K

MICROSOFT CORP

SOLE

COM

Shares33.62K

TypeSH

Market value$12.64M

5.16%

Sole

32.70K

Shared

0.00

None

913.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares23.78K

TypeSH

Market value$10.39M

4.24%

Sole

23.51K

Shared

0.00

None

273.00

CACI INTL INC

SOLE

CL A

Shares31.33K

TypeSH

Market value$10.15M

4.14%

Sole

31.33K

Shared

0.00

None

0.00

ILLUMINA INC

SOLE

COM

Shares47.61K

TypeSH

Market value$6.63M

2.71%

Sole

47.61K

Shared

0.00

None

6.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares13.49K

TypeSH

Market value$6.41M

2.62%

Sole

13.49K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.64K

TypeSH

Market value$5.22M

2.13%

Sole

14.39K

Shared

0.00

None

253.00

AMAZON COM INC

SOLE

COM

Shares33.10K

TypeSH

Market value$5.03M

2.05%

Sole

32.52K

Shared

0.00

None

580.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.43K

TypeSH

Market value$4.98M

2.03%

Sole

9.03K

Shared

0.00

None

1.40K

BROADCOM INC

SOLE

COM

Shares4.44K

TypeSH

Market value$4.96M

2.02%

Sole

4.43K

Shared

0.00

None

10.00

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares36.95K

TypeSH

Market value$3.80M

1.55%

Sole

36.85K

Shared

0.00

None

100.00

APOLLO MED HLDGS INC

SOLE

COM NEW

Shares97.53K

TypeSH

Market value$3.74M

1.53%

Sole

97.53K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares8.12K

TypeSH

Market value$3.32M

1.36%

Sole

7.71K

Shared

0.00

None

405.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares19.69K

TypeSH

Market value$3.22M

1.31%

Sole

19.69K

Shared

0.00

None

0.00

MASIMO CORP

SOLE

COM

Shares26.42K

TypeSH

Market value$3.10M

1.26%

Sole

26.42K

Shared

0.00

None

0.00

WALMART INC

SOLE

COM

Shares18.28K

TypeSH

Market value$2.88M

1.18%

Sole

18.28K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares5.65K

TypeSH

Market value$2.80M

1.14%

Sole

5.34K

Shared

0.00

None

316.00

PROCTER AND GAMBLE CO

SOLE

COM

Shares19.08K

TypeSH

Market value$2.80M

1.14%

Sole

18.88K

Shared

0.00

None

200.00

HOME DEPOT INC

SOLE

COM

Shares7.66K

TypeSH

Market value$2.65M

1.08%

Sole

7.59K

Shared

0.00

None

68.00

KORN FERRY

SOLE

COM NEW

Shares43.72K

TypeSH

Market value$2.59M

1.06%

Sole

43.72K

Shared

0.00

None

0.00

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares50.97K

TypeSH

Market value$2.56M

1.05%

Sole

50.97K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

COM

Shares14.36K

TypeSH

Market value$2.25M

0.92%

Sole

13.37K

Shared

0.00

None

986.00

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares60.24K

TypeSH

Market value$2.24M

0.92%

Sole

60.24K

Shared

0.00

None

0.00

ORACLE CORP

SOLE

COM

Shares19.38K

TypeSH

Market value$2.04M

0.83%

Sole

19.34K

Shared

0.00

None

35.00

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares10.07K

TypeSH

Market value$2.02M

0.83%

Sole

9.32K

Shared

0.00

None

754.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	168.11K	SH	$32.37M 13.22%	166.38K	1.73K
MICROSOFT CORPSOLE	COM	33.62K	SH	$12.64M 5.16%	32.70K	913.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	23.78K	SH	$10.39M 4.24%	23.51K	273.00
CACI INTL INCSOLE	CL A	31.33K	SH	$10.15M 4.14%	31.33K	0.00
ILLUMINA INCSOLE	COM	47.61K	SH	$6.63M 2.71%	47.61K	6.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	13.49K	SH	$6.41M 2.62%	13.49K	0.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.64K	SH	$5.22M 2.13%	14.39K	253.00
AMAZON COM INCSOLE	COM	33.10K	SH	$5.03M 2.05%	32.52K	580.00
ISHARES TRSOLE	CORE S&P500 ETF	10.43K	SH	$4.98M 2.03%	9.03K	1.40K
BROADCOM INCSOLE	COM	4.44K	SH	$4.96M 2.02%	4.43K	10.00
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	36.95K	SH	$3.80M 1.55%	36.85K	100.00
APOLLO MED HLDGS INCSOLE	COM NEW	97.53K	SH	$3.74M 1.53%	97.53K	0.00
INVESCO QQQ TRSOLE	UNIT SER 1	8.12K	SH	$3.32M 1.36%	7.71K	405.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	19.69K	SH	$3.22M 1.31%	19.69K	0.00
MASIMO CORPSOLE	COM	26.42K	SH	$3.10M 1.26%	26.42K	0.00
WALMART INCSOLE	COM	18.28K	SH	$2.88M 1.18%	18.28K	0.00
NVIDIA CORPORATIONSOLE	COM	5.65K	SH	$2.80M 1.14%	5.34K	316.00
PROCTER AND GAMBLE COSOLE	COM	19.08K	SH	$2.80M 1.14%	18.88K	200.00
HOME DEPOT INCSOLE	COM	7.66K	SH	$2.65M 1.08%	7.59K	68.00
KORN FERRYSOLE	COM NEW	43.72K	SH	$2.59M 1.06%	43.72K	0.00
WISDOMTREE TRSOLE	FLOATNG RAT TREA	50.97K	SH	$2.56M 1.05%	50.97K	0.00
JOHNSON & JOHNSONSOLE	COM	14.36K	SH	$2.25M 0.92%	13.37K	986.00
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	60.24K	SH	$2.24M 0.92%	60.24K	0.00
ORACLE CORPSOLE	COM	19.38K	SH	$2.04M 0.83%	19.34K	35.00
ISHARES TRSOLE	RUSSELL 2000 ETF	10.07K	SH	$2.02M 0.83%	9.32K	754.00

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