Filed: 10/14/2025ACC: 0002051491-25-000017
📋 What this filing means
WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 244 equity positions with a total reported market value of $387.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
244
Positions
$387.25M
Total AUM (reported)
3.12M
Total Shares
Allocation by class
COM$189.94M49.0%
CL A$19.51M5.0%
S&P 500 ETF SHS$14.73M3.8%
TR UNIT$9.19M2.4%
COM NEW$8.90M2.3%
CL B NEW$8.42M2.2%
CORE S&P500 ETF$7.81M2.0%
Portfolio Concentration
Top 3$75.18M19.4%
4–10$72.18M18.6%
11–25$72.94M18.8%
Rest$166.95M43.1%
Top 3 weight
19.4%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 3.12M
Sole
Full voting authority
3M
shares
% of voting shares96.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
120.96K
shares
% of voting shares3.9%
Investment Discretion (by position count)
Sole244
Shared0
Other0
Dominant voting typeSole · 96.1% of voting shares
Institutional Holdings244
Rows:
APPLE INC
SOLEShares159.65K
TypeSH
Market value$40.78M
10.53%
Sole
148.90K
Shared
0.00
None
10.75K
MICROSOFT CORP
SOLEShares35.34K
TypeSH
Market value$18.37M
4.74%
Sole
30.37K
Shared
0.00
None
4.97K
BROADCOM INC
SOLEShares48.09K
TypeSH
Market value$16.03M
4.14%
Sole
47.98K
Shared
0.00
None
100.00
VANGUARD INDEX FDS
SOLEShares23.97K
TypeSH
Market value$14.73M
3.80%
Sole
23.65K
Shared
0.00
None
321.00
NVIDIA CORPORATION
SOLEShares68.17K
TypeSH
Market value$12.76M
3.30%
Sole
53.98K
Shared
0.00
None
14.19K
CACI INTL INC
SOLEShares21.32K
TypeSH
Market value$10.98M
2.84%
Sole
21.32K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares13.75K
TypeSH
Market value$9.19M
2.37%
Sole
13.75K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.91K
TypeSH
Market value$8.42M
2.17%
Sole
16.64K
Shared
0.00
None
260.00
AMAZON COM INC
SOLEShares37.51K
TypeSH
Market value$8.28M
2.14%
Sole
32.46K
Shared
0.00
None
5.05K
ISHARES TR
SOLEShares11.63K
TypeSH
Market value$7.81M
2.02%
Sole
10.47K
Shared
0.00
None
1.16K
VANGUARD INTL EQUITY INDEX F
SOLEShares53.75K
TypeSH
Market value$7.45M
1.92%
Sole
53.54K
Shared
0.00
None
208.00
VANGUARD INDEX FDS
SOLEShares19.58K
TypeSH
Market value$6.45M
1.67%
Sole
19.57K
Shared
0.00
None
13.00
ALPHABET INC
SOLEShares24.82K
TypeSH
Market value$6.08M
1.57%
Sole
16.30K
Shared
0.00
None
8.52K
WALMART INC
SOLEShares55.12K
TypeSH
Market value$5.62M
1.45%
Sole
55.12K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares19.26K
TypeSH
Market value$5.52M
1.42%
Sole
19.26K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares19.05K
TypeSH
Market value$5.50M
1.42%
Sole
19.01K
Shared
0.00
None
35.00
SPDR SERIES TRUST
SOLEShares58.21K
TypeSH
Market value$5.32M
1.37%
Sole
55.65K
Shared
0.00
None
2.56K
ILLUMINA INC
SOLEShares47.61K
TypeSH
Market value$4.87M
1.26%
Sole
47.60K
Shared
0.00
None
6.00
INVESCO QQQ TR
SOLEShares8.01K
TypeSH
Market value$4.83M
1.25%
Sole
7.58K
Shared
0.00
None
420.00
ROBINHOOD MKTS INC
SOLEShares28.62K
TypeSH
Market value$3.98M
1.03%
Sole
28.62K
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares25.87K
TypeSH
Market value$3.69M
0.95%
Sole
25.87K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.90K
TypeSH
Market value$3.51M
0.91%
Sole
4.63K
Shared
0.00
None
266.00
NETFLIX INC
SOLEShares2.97K
TypeSH
Market value$3.48M
0.90%
Sole
1.73K
Shared
0.00
None
1.25K
ISHARES TR
SOLEShares38.38K
TypeSH
Market value$3.39M
0.88%
Sole
36.43K
Shared
0.00
None
1.94K
ALPHABET INC
SOLEShares13.25K
TypeSH
Market value$3.25M
0.84%
Sole
11.93K
Shared
0.00
None
1.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 159.65K | SH | $40.78M 10.53% | 148.90K | 0.00 | 10.75K |
MICROSOFT CORPSOLE | COM | 35.34K | SH | $18.37M 4.74% | 30.37K | 0.00 | 4.97K |
BROADCOM INCSOLE | COM | 48.09K | SH | $16.03M 4.14% | 47.98K | 0.00 | 100.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.97K | SH | $14.73M 3.80% | 23.65K | 0.00 | 321.00 |
NVIDIA CORPORATIONSOLE | COM | 68.17K | SH | $12.76M 3.30% | 53.98K | 0.00 | 14.19K |
CACI INTL INCSOLE | CL A | 21.32K | SH | $10.98M 2.84% | 21.32K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.75K | SH | $9.19M 2.37% | 13.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.91K | SH | $8.42M 2.17% | 16.64K | 0.00 | 260.00 |
AMAZON COM INCSOLE | COM | 37.51K | SH | $8.28M 2.14% | 32.46K | 0.00 | 5.05K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.63K | SH | $7.81M 2.02% | 10.47K | 0.00 | 1.16K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 53.75K | SH | $7.45M 1.92% | 53.54K | 0.00 | 208.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 19.58K | SH | $6.45M 1.67% | 19.57K | 0.00 | 13.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.82K | SH | $6.08M 1.57% | 16.30K | 0.00 | 8.52K |
WALMART INCSOLE | COM | 55.12K | SH | $5.62M 1.45% | 55.12K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 19.26K | SH | $5.52M 1.42% | 19.26K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 19.05K | SH | $5.50M 1.42% | 19.01K | 0.00 | 35.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 58.21K | SH | $5.32M 1.37% | 55.65K | 0.00 | 2.56K |
ILLUMINA INCSOLE | COM | 47.61K | SH | $4.87M 1.26% | 47.60K | 0.00 | 6.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.01K | SH | $4.83M 1.25% | 7.58K | 0.00 | 420.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 28.62K | SH | $3.98M 1.03% | 28.62K | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 25.87K | SH | $3.69M 0.95% | 25.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.90K | SH | $3.51M 0.91% | 4.63K | 0.00 | 266.00 |
NETFLIX INCSOLE | COM | 2.97K | SH | $3.48M 0.90% | 1.73K | 0.00 | 1.25K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 38.38K | SH | $3.39M 0.88% | 36.43K | 0.00 | 1.94K |
ALPHABET INCSOLE | CAP STK CL C | 13.25K | SH | $3.25M 0.84% | 11.93K | 0.00 | 1.32K |
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