WESTMOUNT PARTNERS, LLC

Filed: 4/16/2026ACC: 0002051491-26-000003

📋 What this filing means

WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $406.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

263

Positions

$406.26M

Total AUM (reported)

3.63M

Total Shares

Allocation by class

COM$204.78M50.4%

CL A$19.34M4.8%

S&P 500 ETF SHS$14.40M3.5%

COM NEW$9.77M2.4%

CAP STK CL A$9.42M2.3%

CL B NEW$8.78M2.2%

TR UNIT$8.70M2.1%

Portfolio Concentration

Top 3$74.38M18.3%

4–10$76.95M18.9%

11–25$72.39M17.8%

Rest$182.54M44.9%

Top 3 weight

18.3%

Top 10 weight

37.2%

Voting Authority Distribution

Total shares with voting rights: 3.63M

Sole

Full voting authority

3.50M

% of voting shares96.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

134.24K

% of voting shares3.7%

Investment Discretion (by position count)

Sole263

Shared0

Other0

Dominant voting typeSole · 96.3% of voting shares

Institutional Holdings263

Rows:

APPLE INC

SOLE

COM

Shares172.73K

TypeSH

Market value$43.84M

10.79%

Sole

161.55K

Shared

0.00

None

11.18K

NVIDIA CORPORATION

SOLE

COM

Shares89.55K

TypeSH

Market value$15.62M

3.84%

Sole

75.37K

Shared

0.00

None

14.18K

BROADCOM INC

SOLE

COM

Shares48.23K

TypeSH

Market value$14.93M

3.67%

Sole

48.09K

Shared

0.00

None

134.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares24.10K

TypeSH

Market value$14.40M

3.54%

Sole

23.68K

Shared

0.00

None

421.00

MICROSOFT CORP

SOLE

COM

Shares37.98K

TypeSH

Market value$14.06M

3.46%

Sole

32.89K

Shared

0.00

None

5.10K

CACI INTL INC

SOLE

CL A

Shares21.32K

TypeSH

Market value$11.59M

2.85%

Sole

21.32K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares47.99K

TypeSH

Market value$10.00M

2.46%

Sole

42.92K

Shared

0.00

None

5.07K

ALPHABET INC

SOLE

CAP STK CL A

Shares32.77K

TypeSH

Market value$9.42M

2.32%

Sole

24.23K

Shared

0.00

None

8.54K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares18.32K

TypeSH

Market value$8.78M

2.16%

Sole

18.01K

Shared

0.00

None

310.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares13.38K

TypeSH

Market value$8.70M

2.14%

Sole

13.38K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares55.81K

TypeSH

Market value$7.72M

1.90%

Sole

55.20K

Shared

0.00

None

608.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.66K

TypeSH

Market value$7.62M

1.88%

Sole

10.42K

Shared

0.00

None

1.24K

WALMART INC

SOLE

COM

Shares57.10K

TypeSH

Market value$7.10M

1.75%

Sole

57.10K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares20.40K

TypeSH

Market value$6.55M

1.61%

Sole

20.39K

Shared

0.00

None

13.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares9.41K

TypeSH

Market value$5.43M

1.34%

Sole

8.96K

Shared

0.00

None

452.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares19.36K

TypeSH

Market value$4.69M

1.15%

Sole

19.36K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares16.04K

TypeSH

Market value$4.60M

1.13%

Sole

14.72K

Shared

0.00

None

1.32K

ILLUMINA INC

SOLE

COM

Shares35.12K

TypeSH

Market value$4.33M

1.07%

Sole

35.12K

Shared

0.00

None

0.00

MASIMO CORP

SOLE

COM

Shares24.23K

TypeSH

Market value$4.31M

1.06%

Sole

24.23K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares8.35K

TypeSH

Market value$3.65M

0.90%

Sole

8.07K

Shared

0.00

None

285.00

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares3.65K

TypeSH

Market value$3.63M

0.89%

Sole

3.65K

Shared

0.00

None

1.00

ISHARES TR

SOLE

CORE 80/20 AGGRE

Shares37.23K

TypeSH

Market value$3.29M

0.81%

Sole

35.20K

Shared

0.00

None

2.03K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares26.30K

TypeSH

Market value$3.27M

0.80%

Sole

21.66K

Shared

0.00

None

4.64K

EXXON MOBIL CORP

SOLE

COM

Shares18.40K

TypeSH

Market value$3.12M

0.77%

Sole

17.75K

Shared

0.00

None

647.00

META PLATFORMS INC

SOLE

CL A

Shares5.38K

TypeSH

Market value$3.08M

0.76%

Sole

5.12K

Shared

0.00

None

266.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	172.73K	SH	$43.84M 10.79%	161.55K	11.18K
NVIDIA CORPORATIONSOLE	COM	89.55K	SH	$15.62M 3.84%	75.37K	14.18K
BROADCOM INCSOLE	COM	48.23K	SH	$14.93M 3.67%	48.09K	134.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	24.10K	SH	$14.40M 3.54%	23.68K	421.00
MICROSOFT CORPSOLE	COM	37.98K	SH	$14.06M 3.46%	32.89K	5.10K
CACI INTL INCSOLE	CL A	21.32K	SH	$11.59M 2.85%	21.32K	0.00
AMAZON COM INCSOLE	COM	47.99K	SH	$10.00M 2.46%	42.92K	5.07K
ALPHABET INCSOLE	CAP STK CL A	32.77K	SH	$9.42M 2.32%	24.23K	8.54K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	18.32K	SH	$8.78M 2.16%	18.01K	310.00
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	13.38K	SH	$8.70M 2.14%	13.38K	0.00
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	55.81K	SH	$7.72M 1.90%	55.20K	608.00
ISHARES TRSOLE	CORE S&P500 ETF	11.66K	SH	$7.62M 1.88%	10.42K	1.24K
WALMART INCSOLE	COM	57.10K	SH	$7.10M 1.75%	57.10K	0.00
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	20.40K	SH	$6.55M 1.61%	20.39K	13.00
INVESCO QQQ TRSOLE	UNIT SER 1	9.41K	SH	$5.43M 1.34%	8.96K	452.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	19.36K	SH	$4.69M 1.15%	19.36K	0.00
ALPHABET INCSOLE	CAP STK CL C	16.04K	SH	$4.60M 1.13%	14.72K	1.32K
ILLUMINA INCSOLE	COM	35.12K	SH	$4.33M 1.07%	35.12K	0.00
MASIMO CORPSOLE	COM	24.23K	SH	$4.31M 1.06%	24.23K	0.00
VANGUARD INDEX FDSSOLE	GROWTH ETF	8.35K	SH	$3.65M 0.90%	8.07K	285.00
COSTCO WHOLESALE CORPORATIONSOLE	COM	3.65K	SH	$3.63M 0.89%	3.65K	1.00
ISHARES TRSOLE	CORE 80/20 AGGRE	37.23K	SH	$3.29M 0.81%	35.20K	2.03K
ISHARES TRSOLE	CORE S&P SCP ETF	26.30K	SH	$3.27M 0.80%	21.66K	4.64K
EXXON MOBIL CORPSOLE	COM	18.40K	SH	$3.12M 0.77%	17.75K	647.00
META PLATFORMS INCSOLE	CL A	5.38K	SH	$3.08M 0.76%	5.12K	266.00

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