Filed: 5/1/2025ACC: 0002051491-25-000013
📋 What this filing means
WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 239 equity positions with a total reported market value of $327.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
239
Positions
$327.86M
Total AUM (reported)
3.11M
Total Shares
Allocation by class
COM$160.32M48.9%
CL A$15.98M4.9%
S&P 500 ETF SHS$15.95M4.9%
CL B NEW$9.09M2.8%
COM NEW$8.84M2.7%
TR UNIT$8.20M2.5%
CORE S&P500 ETF$6.59M2.0%
Portfolio Concentration
Top 3$65.59M20.0%
4–10$56.54M17.2%
11–25$57.35M17.5%
Rest$148.38M45.3%
Top 3 weight
20.0%
Top 10 weight
37.3%
Voting Authority Distribution
Total shares with voting rights: 3.11M
Sole
Full voting authority
2.99M
shares
% of voting shares96.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
122.88K
shares
% of voting shares3.9%
Investment Discretion (by position count)
Sole239
Shared0
Other0
Dominant voting typeSole · 96.1% of voting shares
Institutional Holdings239
Rows:
APPLE INC
SOLEShares163.99K
TypeSH
Market value$36.43M
11.11%
Sole
152.80K
Shared
0.00
None
11.19K
VANGUARD INDEX FDS
SOLEShares31.03K
TypeSH
Market value$15.95M
4.86%
Sole
30.75K
Shared
0.00
None
276.00
MICROSOFT CORP
SOLEShares35.20K
TypeSH
Market value$13.21M
4.03%
Sole
30.25K
Shared
0.00
None
4.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.06K
TypeSH
Market value$9.09M
2.77%
Sole
16.80K
Shared
0.00
None
260.00
NVIDIA CORPORATION
SOLEShares83.40K
TypeSH
Market value$9.04M
2.76%
Sole
65.65K
Shared
0.00
None
17.75K
CACI INTL INC
SOLEShares22.39K
TypeSH
Market value$8.22M
2.51%
Sole
22.39K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares14.66K
TypeSH
Market value$8.20M
2.50%
Sole
14.66K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares48.19K
TypeSH
Market value$8.07M
2.46%
Sole
48.09K
Shared
0.00
None
100.00
AMAZON COM INC
SOLEShares38.58K
TypeSH
Market value$7.34M
2.24%
Sole
33.54K
Shared
0.00
None
5.05K
ISHARES TR
SOLEShares11.73K
TypeSH
Market value$6.59M
2.01%
Sole
10.57K
Shared
0.00
None
1.16K
VANGUARD INTL EQUITY INDEX F
SOLEShares48.85K
TypeSH
Market value$5.66M
1.73%
Sole
48.75K
Shared
0.00
None
93.00
SPDR SER TR
SOLEShares59.10K
TypeSH
Market value$5.42M
1.65%
Sole
56.69K
Shared
0.00
None
2.41K
WALMART INC
SOLEShares55.08K
TypeSH
Market value$4.84M
1.47%
Sole
55.08K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares19.12K
TypeSH
Market value$4.75M
1.45%
Sole
19.12K
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares25.99K
TypeSH
Market value$4.33M
1.32%
Sole
25.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares25.74K
TypeSH
Market value$3.98M
1.21%
Sole
17.22K
Shared
0.00
None
8.52K
INVESCO QQQ TR
SOLEShares8.31K
TypeSH
Market value$3.89M
1.19%
Sole
7.90K
Shared
0.00
None
405.00
ILLUMINA INC
SOLEShares47.61K
TypeSH
Market value$3.78M
1.15%
Sole
47.60K
Shared
0.00
None
6.00
COSTCO WHSL CORP NEW
SOLEShares3.45K
TypeSH
Market value$3.27M
1.00%
Sole
3.45K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.29K
TypeSH
Market value$3.05M
0.93%
Sole
5.02K
Shared
0.00
None
266.00
VANGUARD INDEX FDS
SOLEShares10.88K
TypeSH
Market value$2.99M
0.91%
Sole
10.87K
Shared
0.00
None
13.00
NETFLIX INC
SOLEShares3.18K
TypeSH
Market value$2.97M
0.91%
Sole
1.90K
Shared
0.00
None
1.28K
PROCTER AND GAMBLE CO
SOLEShares16.83K
TypeSH
Market value$2.87M
0.87%
Sole
16.63K
Shared
0.00
None
200.00
KORN FERRY
SOLEShares41.66K
TypeSH
Market value$2.83M
0.86%
Sole
41.66K
Shared
0.00
None
0.00
ASTRANA HEALTH INC
SOLEShares87.89K
TypeSH
Market value$2.73M
0.83%
Sole
87.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 163.99K | SH | $36.43M 11.11% | 152.80K | 0.00 | 11.19K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 31.03K | SH | $15.95M 4.86% | 30.75K | 0.00 | 276.00 |
MICROSOFT CORPSOLE | COM | 35.20K | SH | $13.21M 4.03% | 30.25K | 0.00 | 4.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.06K | SH | $9.09M 2.77% | 16.80K | 0.00 | 260.00 |
NVIDIA CORPORATIONSOLE | COM | 83.40K | SH | $9.04M 2.76% | 65.65K | 0.00 | 17.75K |
CACI INTL INCSOLE | CL A | 22.39K | SH | $8.22M 2.51% | 22.39K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 14.66K | SH | $8.20M 2.50% | 14.66K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 48.19K | SH | $8.07M 2.46% | 48.09K | 0.00 | 100.00 |
AMAZON COM INCSOLE | COM | 38.58K | SH | $7.34M 2.24% | 33.54K | 0.00 | 5.05K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.73K | SH | $6.59M 2.01% | 10.57K | 0.00 | 1.16K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 48.85K | SH | $5.66M 1.73% | 48.75K | 0.00 | 93.00 |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 59.10K | SH | $5.42M 1.65% | 56.69K | 0.00 | 2.41K |
WALMART INCSOLE | COM | 55.08K | SH | $4.84M 1.47% | 55.08K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 19.12K | SH | $4.75M 1.45% | 19.12K | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 25.99K | SH | $4.33M 1.32% | 25.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.74K | SH | $3.98M 1.21% | 17.22K | 0.00 | 8.52K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.31K | SH | $3.89M 1.19% | 7.90K | 0.00 | 405.00 |
ILLUMINA INCSOLE | COM | 47.61K | SH | $3.78M 1.15% | 47.60K | 0.00 | 6.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.45K | SH | $3.27M 1.00% | 3.45K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.29K | SH | $3.05M 0.93% | 5.02K | 0.00 | 266.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.88K | SH | $2.99M 0.91% | 10.87K | 0.00 | 13.00 |
NETFLIX INCSOLE | COM | 3.18K | SH | $2.97M 0.91% | 1.90K | 0.00 | 1.28K |
PROCTER AND GAMBLE COSOLE | COM | 16.83K | SH | $2.87M 0.87% | 16.63K | 0.00 | 200.00 |
KORN FERRYSOLE | COM NEW | 41.66K | SH | $2.83M 0.86% | 41.66K | 0.00 | 0.00 |
ASTRANA HEALTH INCSOLE | COM NEW | 87.89K | SH | $2.73M 0.83% | 87.89K | 0.00 | 0.00 |
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