Filed: 7/9/2025ACC: 0002051491-25-000015
📋 What this filing means
WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 246 equity positions with a total reported market value of $364.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
246
Positions
$364.13M
Total AUM (reported)
3.17M
Total Shares
Allocation by class
COM$178.38M49.0%
CL A$19.06M5.2%
S&P 500 ETF SHS$13.91M3.8%
COM NEW$9.16M2.5%
TR UNIT$9.14M2.5%
CL B NEW$8.31M2.3%
BLOOMBERG 1-3 MO$7.75M2.1%
Portfolio Concentration
Top 3$65.20M17.9%
4–10$69.25M19.0%
11–25$70.48M19.4%
Rest$159.20M43.7%
Top 3 weight
17.9%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 3.17M
Sole
Full voting authority
3.06M
shares
% of voting shares96.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
118.32K
shares
% of voting shares3.7%
Investment Discretion (by position count)
Sole246
Shared0
Other0
Dominant voting typeSole · 96.3% of voting shares
Institutional Holdings246
Rows:
APPLE INC
SOLEShares163.84K
TypeSH
Market value$33.62M
9.23%
Sole
152.96K
Shared
0.00
None
10.88K
MICROSOFT CORP
SOLEShares35.54K
TypeSH
Market value$17.68M
4.85%
Sole
30.59K
Shared
0.00
None
4.95K
VANGUARD INDEX FDS
SOLEShares24.49K
TypeSH
Market value$13.91M
3.82%
Sole
24.16K
Shared
0.00
None
324.00
BROADCOM INC
SOLEShares48.08K
TypeSH
Market value$13.25M
3.64%
Sole
47.98K
Shared
0.00
None
100.00
NVIDIA CORPORATION
SOLEShares74.46K
TypeSH
Market value$11.76M
3.23%
Sole
60.27K
Shared
0.00
None
14.19K
CACI INTL INC
SOLEShares21.73K
TypeSH
Market value$10.36M
2.85%
Sole
21.73K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares14.79K
TypeSH
Market value$9.14M
2.51%
Sole
14.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares39.50K
TypeSH
Market value$8.67M
2.38%
Sole
34.46K
Shared
0.00
None
5.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.11K
TypeSH
Market value$8.31M
2.28%
Sole
16.85K
Shared
0.00
None
260.00
SPDR SERIES TRUST
SOLEShares84.53K
TypeSH
Market value$7.75M
2.13%
Sole
81.93K
Shared
0.00
None
2.60K
ISHARES TR
SOLEShares11.68K
TypeSH
Market value$7.25M
1.99%
Sole
10.52K
Shared
0.00
None
1.16K
VANGUARD INTL EQUITY INDEX F
SOLEShares52K
TypeSH
Market value$6.68M
1.84%
Sole
51.79K
Shared
0.00
None
208.00
VANGUARD INDEX FDS
SOLEShares19.76K
TypeSH
Market value$6.01M
1.65%
Sole
19.75K
Shared
0.00
None
13.00
INTERNATIONAL BUSINESS MACHS
SOLEShares19.19K
TypeSH
Market value$5.66M
1.55%
Sole
19.19K
Shared
0.00
None
0.00
WALMART INC
SOLEShares55.10K
TypeSH
Market value$5.39M
1.48%
Sole
55.10K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares8.40K
TypeSH
Market value$4.63M
1.27%
Sole
7.98K
Shared
0.00
None
420.00
ILLUMINA INC
SOLEShares47.61K
TypeSH
Market value$4.54M
1.25%
Sole
47.60K
Shared
0.00
None
6.00
ALPHABET INC
SOLEShares25.59K
TypeSH
Market value$4.51M
1.24%
Sole
17.07K
Shared
0.00
None
8.52K
MASIMO CORP
SOLEShares25.87K
TypeSH
Market value$4.35M
1.19%
Sole
25.87K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares18.71K
TypeSH
Market value$4.09M
1.12%
Sole
18.68K
Shared
0.00
None
35.00
META PLATFORMS INC
SOLEShares5.50K
TypeSH
Market value$4.06M
1.11%
Sole
5.23K
Shared
0.00
None
266.00
NETFLIX INC
SOLEShares2.97K
TypeSH
Market value$3.98M
1.09%
Sole
1.73K
Shared
0.00
None
1.25K
COSTCO WHSL CORP NEW
SOLEShares3.47K
TypeSH
Market value$3.44M
0.94%
Sole
3.47K
Shared
0.00
None
0.00
KORN FERRY
SOLEShares41.66K
TypeSH
Market value$3.05M
0.84%
Sole
41.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.96K
TypeSH
Market value$2.84M
0.78%
Sole
21.33K
Shared
0.00
None
4.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 163.84K | SH | $33.62M 9.23% | 152.96K | 0.00 | 10.88K |
MICROSOFT CORPSOLE | COM | 35.54K | SH | $17.68M 4.85% | 30.59K | 0.00 | 4.95K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.49K | SH | $13.91M 3.82% | 24.16K | 0.00 | 324.00 |
BROADCOM INCSOLE | COM | 48.08K | SH | $13.25M 3.64% | 47.98K | 0.00 | 100.00 |
NVIDIA CORPORATIONSOLE | COM | 74.46K | SH | $11.76M 3.23% | 60.27K | 0.00 | 14.19K |
CACI INTL INCSOLE | CL A | 21.73K | SH | $10.36M 2.85% | 21.73K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 14.79K | SH | $9.14M 2.51% | 14.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 39.50K | SH | $8.67M 2.38% | 34.46K | 0.00 | 5.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.11K | SH | $8.31M 2.28% | 16.85K | 0.00 | 260.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 84.53K | SH | $7.75M 2.13% | 81.93K | 0.00 | 2.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.68K | SH | $7.25M 1.99% | 10.52K | 0.00 | 1.16K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 52K | SH | $6.68M 1.84% | 51.79K | 0.00 | 208.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 19.76K | SH | $6.01M 1.65% | 19.75K | 0.00 | 13.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 19.19K | SH | $5.66M 1.55% | 19.19K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 55.10K | SH | $5.39M 1.48% | 55.10K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.40K | SH | $4.63M 1.27% | 7.98K | 0.00 | 420.00 |
ILLUMINA INCSOLE | COM | 47.61K | SH | $4.54M 1.25% | 47.60K | 0.00 | 6.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.59K | SH | $4.51M 1.24% | 17.07K | 0.00 | 8.52K |
MASIMO CORPSOLE | COM | 25.87K | SH | $4.35M 1.19% | 25.87K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 18.71K | SH | $4.09M 1.12% | 18.68K | 0.00 | 35.00 |
META PLATFORMS INCSOLE | CL A | 5.50K | SH | $4.06M 1.11% | 5.23K | 0.00 | 266.00 |
NETFLIX INCSOLE | COM | 2.97K | SH | $3.98M 1.09% | 1.73K | 0.00 | 1.25K |
COSTCO WHSL CORP NEWSOLE | COM | 3.47K | SH | $3.44M 0.94% | 3.47K | 0.00 | 0.00 |
KORN FERRYSOLE | COM NEW | 41.66K | SH | $3.05M 0.84% | 41.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 25.96K | SH | $2.84M 0.78% | 21.33K | 0.00 | 4.63K |
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