WESTMOUNT PARTNERS, LLC

Filed: 1/29/2025ACC: 0002051491-25-000009

📋 What this filing means

WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $216.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

184

Positions

$216.34M

Total AUM (reported)

2.48M

Total Shares

Allocation by class

COM$120.46M55.7%

CL A$11.73M5.4%

COM NEW$8.71M4.0%

S&P 500 ETF SHS$7.87M3.6%

FLOATNG RAT TREA$5.18M2.4%

TR UNIT$4.89M2.3%

CL B NEW$4.63M2.1%

Portfolio Concentration

Top 3$49.95M23.1%

4–10$41.35M19.1%

11–25$37.60M17.4%

Rest$87.45M40.4%

Top 3 weight

23.1%

Top 10 weight

42.2%

Voting Authority Distribution

Total shares with voting rights: 2.48M

Sole

Full voting authority

2.42M

% of voting shares97.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

57.44K

% of voting shares2.3%

Investment Discretion (by position count)

Sole184

Shared0

Other0

Dominant voting typeSole · 97.7% of voting shares

Institutional Holdings184

Rows:

APPLE INC

SOLE

COM

Shares176.30K

TypeSH

Market value$29.07M

13.44%

Sole

174.57K

Shared

0.00

None

1.73K

ILLUMINA INC

SOLE

COM

Shares47.61K

TypeSH

Market value$11.07M

5.12%

Sole

47.61K

Shared

0.00

None

6.00

MICROSOFT CORP

SOLE

COM

Shares34.02K

TypeSH

Market value$9.81M

4.53%

Sole

32.77K

Shared

0.00

None

1.25K

CACI INTL INC

SOLE

CL A

Shares32.59K

TypeSH

Market value$9.66M

4.46%

Sole

32.59K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares20.93K

TypeSH

Market value$7.87M

3.64%

Sole

20.93K

Shared

0.00

None

0.00

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares102.95K

TypeSH

Market value$5.18M

2.39%

Sole

84.58K

Shared

0.00

None

18.37K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.95K

TypeSH

Market value$4.89M

2.26%

Sole

11.95K

Shared

0.00

None

0.00

MASIMO CORP

SOLE

COM

Shares26.42K

TypeSH

Market value$4.88M

2.25%

Sole

26.42K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.99K

TypeSH

Market value$4.63M

2.14%

Sole

14.60K

Shared

0.00

None

386.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.33K

TypeSH

Market value$4.25M

1.96%

Sole

8.93K

Shared

0.00

None

1.40K

APOLLO MED HLDGS INC

SOLE

COM NEW

Shares103.31K

TypeSH

Market value$3.77M

1.74%

Sole

103.31K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares30.13K

TypeSH

Market value$3.11M

1.44%

Sole

28.89K

Shared

0.00

None

1.24K

BROADCOM INC

SOLE

COM

Shares4.36K

TypeSH

Market value$2.80M

1.29%

Sole

4.36K

Shared

0.00

None

8.00

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares29.63K

TypeSH

Market value$2.73M

1.26%

Sole

29.63K

Shared

0.00

None

0.00

WALMART INC

SOLE

COM

Shares18.38K

TypeSH

Market value$2.71M

1.25%

Sole

18.38K

Shared

0.00

None

0.00

TESLA INC

SOLE

COM

Shares12.75K

TypeSH

Market value$2.64M

1.22%

Sole

12.73K

Shared

0.00

None

15.00

PROCTER AND GAMBLE CO

SOLE

COM

Shares17.72K

TypeSH

Market value$2.64M

1.22%

Sole

17.52K

Shared

0.00

None

200.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares19.82K

TypeSH

Market value$2.60M

1.20%

Sole

19.82K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares7.88K

TypeSH

Market value$2.53M

1.17%

Sole

7.47K

Shared

0.00

None

405.00

KORN FERRY

SOLE

COM NEW

Shares43.87K

TypeSH

Market value$2.27M

1.05%

Sole

43.87K

Shared

0.00

None

0.00

HOME DEPOT INC

SOLE

COM

Shares7.16K

TypeSH

Market value$2.11M

0.98%

Sole

7.09K

Shared

0.00

None

68.00

JOHNSON & JOHNSON

SOLE

COM

Shares13.27K

TypeSH

Market value$2.06M

0.95%

Sole

12.15K

Shared

0.00

None

1.12K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares60.24K

TypeSH

Market value$2.02M

0.93%

Sole

60.24K

Shared

0.00

None

0.00

DISNEY WALT CO

SOLE

COM

Shares18.48K

TypeSH

Market value$1.85M

0.86%

Sole

16.38K

Shared

0.00

None

2.10K

ORACLE CORP

SOLE

COM

Shares19K

TypeSH

Market value$1.77M

0.82%

Sole

18.97K

Shared

0.00

None

35.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	176.30K	SH	$29.07M 13.44%	174.57K	1.73K
ILLUMINA INCSOLE	COM	47.61K	SH	$11.07M 5.12%	47.61K	6.00
MICROSOFT CORPSOLE	COM	34.02K	SH	$9.81M 4.53%	32.77K	1.25K
CACI INTL INCSOLE	CL A	32.59K	SH	$9.66M 4.46%	32.59K	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	20.93K	SH	$7.87M 3.64%	20.93K	0.00
WISDOMTREE TRSOLE	FLOATNG RAT TREA	102.95K	SH	$5.18M 2.39%	84.58K	18.37K
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.95K	SH	$4.89M 2.26%	11.95K	0.00
MASIMO CORPSOLE	COM	26.42K	SH	$4.88M 2.25%	26.42K	0.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.99K	SH	$4.63M 2.14%	14.60K	386.00
ISHARES TRSOLE	CORE S&P500 ETF	10.33K	SH	$4.25M 1.96%	8.93K	1.40K
APOLLO MED HLDGS INCSOLE	COM NEW	103.31K	SH	$3.77M 1.74%	103.31K	0.00
AMAZON COM INCSOLE	COM	30.13K	SH	$3.11M 1.44%	28.89K	1.24K
BROADCOM INCSOLE	COM	4.36K	SH	$2.80M 1.29%	4.36K	8.00
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	29.63K	SH	$2.73M 1.26%	29.63K	0.00
WALMART INCSOLE	COM	18.38K	SH	$2.71M 1.25%	18.38K	0.00
TESLA INCSOLE	COM	12.75K	SH	$2.64M 1.22%	12.73K	15.00
PROCTER AND GAMBLE COSOLE	COM	17.72K	SH	$2.64M 1.22%	17.52K	200.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	19.82K	SH	$2.60M 1.20%	19.82K	0.00
INVESCO QQQ TRSOLE	UNIT SER 1	7.88K	SH	$2.53M 1.17%	7.47K	405.00
KORN FERRYSOLE	COM NEW	43.87K	SH	$2.27M 1.05%	43.87K	0.00
HOME DEPOT INCSOLE	COM	7.16K	SH	$2.11M 0.98%	7.09K	68.00
JOHNSON & JOHNSONSOLE	COM	13.27K	SH	$2.06M 0.95%	12.15K	1.12K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	60.24K	SH	$2.02M 0.93%	60.24K	0.00
DISNEY WALT COSOLE	COM	18.48K	SH	$1.85M 0.86%	16.38K	2.10K
ORACLE CORPSOLE	COM	19K	SH	$1.77M 0.82%	18.97K	35.00

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