WESTMOUNT PARTNERS, LLC

Filed: 1/28/2025ACC: 0002051491-25-000007

📋 What this filing means

WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $229.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

188

Positions

$229.74M

Total AUM (reported)

3.22M

Total Shares

Allocation by class

COM$126.08M54.9%

CL A$13.31M5.8%

S&P 500 ETF SHS$8.34M3.6%

COM NEW$7.44M3.2%

TR UNIT$5.31M2.3%

CL B NEW$4.87M2.1%

CORE S&P500 ETF$4.61M2.0%

Portfolio Concentration

Top 3$54.35M23.7%

4–10$40.79M17.8%

11–25$41.75M18.2%

Rest$92.86M40.4%

Top 3 weight

23.7%

Top 10 weight

41.4%

Voting Authority Distribution

Total shares with voting rights: 3.22M

Sole

Full voting authority

2.29M

% of voting shares71.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

927.11K

% of voting shares28.8%

Investment Discretion (by position count)

Sole188

Shared0

Other0

Dominant voting typeSole · 71.2% of voting shares

Institutional Holdings188

Rows:

APPLE INC

SOLE

COM

Shares165.24K

TypeSH

Market value$32.05M

13.95%

Sole

163.51K

Shared

0.00

None

1.73K

MICROSOFT CORP

SOLE

COM

Shares34.11K

TypeSH

Market value$11.62M

5.06%

Sole

32.84K

Shared

0.00

None

1.27K

CACI INTL INC

SOLE

CL A

Shares31.33K

TypeSH

Market value$10.68M

4.65%

Sole

31.33K

Shared

0.00

None

0.00

ILLUMINA INC

SOLE

COM

Shares47.61K

TypeSH

Market value$8.93M

3.89%

Sole

47.61K

Shared

0.00

None

6.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares20.48K

TypeSH

Market value$8.34M

3.63%

Sole

20.23K

Shared

0.00

None

246.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.98K

TypeSH

Market value$5.31M

2.31%

Sole

11.75K

Shared

0.00

None

225.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.30K

TypeSH

Market value$4.87M

2.12%

Sole

13.91K

Shared

0.00

None

386.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.35K

TypeSH

Market value$4.61M

2.01%

Sole

8.95K

Shared

0.00

None

1.40K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares86.89K

TypeSH

Market value$4.37M

1.90%

Sole

68.51K

Shared

0.00

None

18.37K

MASIMO CORP

SOLE

COM

Shares26.42K

TypeSH

Market value$4.35M

1.89%

Sole

26.42K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares31.64K

TypeSH

Market value$4.13M

1.80%

Sole

30.46K

Shared

0.00

None

1.18K

BROADCOM INC

SOLE

COM

Shares4.40K

TypeSH

Market value$3.81M

1.66%

Sole

4.39K

Shared

0.00

None

8.00

ARDAGH METAL PACKAGING S A

SOLE

SHS

Shares865.13K

TypeSH

Market value$3.25M

1.42%

Sole

0.00

Shared

0.00

None

865.13K

APOLLO MED HLDGS INC

SOLE

COM NEW

Shares101.58K

TypeSH

Market value$3.21M

1.40%

Sole

101.58K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares31.50K

TypeSH

Market value$3.05M

1.33%

Sole

31.49K

Shared

0.00

None

10.00

WALMART INC

SOLE

COM

Shares18.23K

TypeSH

Market value$2.86M

1.25%

Sole

18.23K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares7.74K

TypeSH

Market value$2.86M

1.24%

Sole

7.33K

Shared

0.00

None

405.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares20.76K

TypeSH

Market value$2.78M

1.21%

Sole

20.76K

Shared

0.00

None

0.00

PROCTER AND GAMBLE CO

SOLE

COM

Shares17.79K

TypeSH

Market value$2.70M

1.17%

Sole

17.59K

Shared

0.00

None

200.00

HOME DEPOT INC

SOLE

COM

Shares7.57K

TypeSH

Market value$2.35M

1.02%

Sole

7.50K

Shared

0.00

None

68.00

ORACLE CORP

SOLE

COM

Shares19.12K

TypeSH

Market value$2.28M

0.99%

Sole

19.08K

Shared

0.00

None

35.00

JOHNSON & JOHNSON

SOLE

COM

Shares13.41K

TypeSH

Market value$2.22M

0.97%

Sole

12.41K

Shared

0.00

None

996.00

KORN FERRY

SOLE

COM NEW

Shares43.87K

TypeSH

Market value$2.17M

0.95%

Sole

43.87K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares60.24K

TypeSH

Market value$2.08M

0.90%

Sole

60.24K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares4.72K

TypeSH

Market value$2.00M

0.87%

Sole

4.41K

Shared

0.00

None

316.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	165.24K	SH	$32.05M 13.95%	163.51K	1.73K
MICROSOFT CORPSOLE	COM	34.11K	SH	$11.62M 5.06%	32.84K	1.27K
CACI INTL INCSOLE	CL A	31.33K	SH	$10.68M 4.65%	31.33K	0.00
ILLUMINA INCSOLE	COM	47.61K	SH	$8.93M 3.89%	47.61K	6.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	20.48K	SH	$8.34M 3.63%	20.23K	246.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.98K	SH	$5.31M 2.31%	11.75K	225.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.30K	SH	$4.87M 2.12%	13.91K	386.00
ISHARES TRSOLE	CORE S&P500 ETF	10.35K	SH	$4.61M 2.01%	8.95K	1.40K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	86.89K	SH	$4.37M 1.90%	68.51K	18.37K
MASIMO CORPSOLE	COM	26.42K	SH	$4.35M 1.89%	26.42K	0.00
AMAZON COM INCSOLE	COM	31.64K	SH	$4.13M 1.80%	30.46K	1.18K
BROADCOM INCSOLE	COM	4.40K	SH	$3.81M 1.66%	4.39K	8.00
ARDAGH METAL PACKAGING S ASOLE	SHS	865.13K	SH	$3.25M 1.42%	0.00	865.13K
APOLLO MED HLDGS INCSOLE	COM NEW	101.58K	SH	$3.21M 1.40%	101.58K	0.00
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	31.50K	SH	$3.05M 1.33%	31.49K	10.00
WALMART INCSOLE	COM	18.23K	SH	$2.86M 1.25%	18.23K	0.00
INVESCO QQQ TRSOLE	UNIT SER 1	7.74K	SH	$2.86M 1.24%	7.33K	405.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	20.76K	SH	$2.78M 1.21%	20.76K	0.00
PROCTER AND GAMBLE COSOLE	COM	17.79K	SH	$2.70M 1.17%	17.59K	200.00
HOME DEPOT INCSOLE	COM	7.57K	SH	$2.35M 1.02%	7.50K	68.00
ORACLE CORPSOLE	COM	19.12K	SH	$2.28M 0.99%	19.08K	35.00
JOHNSON & JOHNSONSOLE	COM	13.41K	SH	$2.22M 0.97%	12.41K	996.00
KORN FERRYSOLE	COM NEW	43.87K	SH	$2.17M 0.95%	43.87K	0.00
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	60.24K	SH	$2.08M 0.90%	60.24K	0.00
NVIDIA CORPORATIONSOLE	COM	4.72K	SH	$2.00M 0.87%	4.41K	316.00

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