Filed: 1/15/2026ACC: 0002051491-26-000001
📋 What this filing means
WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 246 equity positions with a total reported market value of $401.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
246
Positions
$401.11M
Total AUM (reported)
3.23M
Total Shares
Allocation by class
COM$202.14M50.4%
CL A$20.03M5.0%
S&P 500 ETF SHS$14.83M3.7%
TR UNIT$9.37M2.3%
CAP STK CL A$8.97M2.2%
COM NEW$8.90M2.2%
CL B NEW$8.57M2.1%
Portfolio Concentration
Top 3$80.27M20.0%
4–10$79.44M19.8%
11–25$71.94M17.9%
Rest$169.45M42.2%
Top 3 weight
20.0%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 3.23M
Sole
Full voting authority
3.10M
shares
% of voting shares95.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
132.60K
shares
% of voting shares4.1%
Investment Discretion (by position count)
Sole246
Shared0
Other0
Dominant voting typeSole · 95.9% of voting shares
Institutional Holdings246
Rows:
APPLE INC
SOLEShares170.04K
TypeSH
Market value$46.23M
11.53%
Sole
158.86K
Shared
0.00
None
11.18K
MICROSOFT CORP
SOLEShares35.77K
TypeSH
Market value$17.30M
4.31%
Sole
30.68K
Shared
0.00
None
5.09K
NVIDIA CORPORATION
SOLEShares89.78K
TypeSH
Market value$16.74M
4.17%
Sole
75.60K
Shared
0.00
None
14.18K
BROADCOM INC
SOLEShares48.22K
TypeSH
Market value$16.69M
4.16%
Sole
48.09K
Shared
0.00
None
134.00
VANGUARD INDEX FDS
SOLEShares23.65K
TypeSH
Market value$14.83M
3.70%
Sole
23.28K
Shared
0.00
None
378.00
CACI INTL INC
SOLEShares21.32K
TypeSH
Market value$11.36M
2.83%
Sole
21.32K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.82K
TypeSH
Market value$9.65M
2.41%
Sole
36.75K
Shared
0.00
None
5.07K
SPDR S&P 500 ETF TR
SOLEShares13.74K
TypeSH
Market value$9.37M
2.34%
Sole
13.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares28.64K
TypeSH
Market value$8.97M
2.24%
Sole
20.11K
Shared
0.00
None
8.54K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.05K
TypeSH
Market value$8.57M
2.14%
Sole
16.74K
Shared
0.00
None
310.00
ISHARES TR
SOLEShares11.58K
TypeSH
Market value$7.93M
1.98%
Sole
10.34K
Shared
0.00
None
1.24K
VANGUARD INTL EQUITY INDEX F
SOLEShares54.53K
TypeSH
Market value$7.69M
1.92%
Sole
54.02K
Shared
0.00
None
507.00
VANGUARD INDEX FDS
SOLEShares21.11K
TypeSH
Market value$7.08M
1.76%
Sole
21.09K
Shared
0.00
None
13.00
WALMART INC
SOLEShares54.97K
TypeSH
Market value$6.12M
1.53%
Sole
54.97K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares19.29K
TypeSH
Market value$5.71M
1.42%
Sole
19.29K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares40.10K
TypeSH
Market value$5.26M
1.31%
Sole
40.10K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares7.92K
TypeSH
Market value$4.86M
1.21%
Sole
7.47K
Shared
0.00
None
451.00
ALPHABET INC
SOLEShares13.35K
TypeSH
Market value$4.19M
1.04%
Sole
12.03K
Shared
0.00
None
1.32K
ORACLE CORP
SOLEShares18.91K
TypeSH
Market value$3.69M
0.92%
Sole
18.87K
Shared
0.00
None
35.00
META PLATFORMS INC
SOLEShares5.51K
TypeSH
Market value$3.64M
0.91%
Sole
5.24K
Shared
0.00
None
266.00
ISHARES TR
SOLEShares36.36K
TypeSH
Market value$3.26M
0.81%
Sole
34.39K
Shared
0.00
None
1.97K
ROBINHOOD MKTS INC
SOLEShares28.62K
TypeSH
Market value$3.24M
0.81%
Sole
28.62K
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares24.23K
TypeSH
Market value$3.15M
0.79%
Sole
24.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.05K
TypeSH
Market value$3.13M
0.78%
Sole
21.41K
Shared
0.00
None
4.64K
COSTCO WHSL CORP NEW
SOLEShares3.47K
TypeSH
Market value$2.99M
0.75%
Sole
3.47K
Shared
0.00
None
1.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 170.04K | SH | $46.23M 11.53% | 158.86K | 0.00 | 11.18K |
MICROSOFT CORPSOLE | COM | 35.77K | SH | $17.30M 4.31% | 30.68K | 0.00 | 5.09K |
NVIDIA CORPORATIONSOLE | COM | 89.78K | SH | $16.74M 4.17% | 75.60K | 0.00 | 14.18K |
BROADCOM INCSOLE | COM | 48.22K | SH | $16.69M 4.16% | 48.09K | 0.00 | 134.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.65K | SH | $14.83M 3.70% | 23.28K | 0.00 | 378.00 |
CACI INTL INCSOLE | CL A | 21.32K | SH | $11.36M 2.83% | 21.32K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.82K | SH | $9.65M 2.41% | 36.75K | 0.00 | 5.07K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.74K | SH | $9.37M 2.34% | 13.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 28.64K | SH | $8.97M 2.24% | 20.11K | 0.00 | 8.54K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.05K | SH | $8.57M 2.14% | 16.74K | 0.00 | 310.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.58K | SH | $7.93M 1.98% | 10.34K | 0.00 | 1.24K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 54.53K | SH | $7.69M 1.92% | 54.02K | 0.00 | 507.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.11K | SH | $7.08M 1.76% | 21.09K | 0.00 | 13.00 |
WALMART INCSOLE | COM | 54.97K | SH | $6.12M 1.53% | 54.97K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 19.29K | SH | $5.71M 1.42% | 19.29K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 40.10K | SH | $5.26M 1.31% | 40.10K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.92K | SH | $4.86M 1.21% | 7.47K | 0.00 | 451.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.35K | SH | $4.19M 1.04% | 12.03K | 0.00 | 1.32K |
ORACLE CORPSOLE | COM | 18.91K | SH | $3.69M 0.92% | 18.87K | 0.00 | 35.00 |
META PLATFORMS INCSOLE | CL A | 5.51K | SH | $3.64M 0.91% | 5.24K | 0.00 | 266.00 |
ISHARES TRSOLE | CORE 80/20 AGGRE | 36.36K | SH | $3.26M 0.81% | 34.39K | 0.00 | 1.97K |
ROBINHOOD MKTS INCSOLE | COM CL A | 28.62K | SH | $3.24M 0.81% | 28.62K | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 24.23K | SH | $3.15M 0.79% | 24.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 26.05K | SH | $3.13M 0.78% | 21.41K | 0.00 | 4.64K |
COSTCO WHSL CORP NEWSOLE | COM | 3.47K | SH | $2.99M 0.75% | 3.47K | 0.00 | 1.00 |
Page 1 of 10
…