Filed: 7/7/2026ACC: 0002051491-26-000004
📋 What this filing means
WESTMOUNT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 260 equity positions with a total reported market value of $457.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
260
Positions
$457.09M
Total AUM (reported)
3.74M
Total Shares
Allocation by class
COM$228.12M49.9%
S&P 500 ETF SHS$18.27M4.0%
CL A$16.33M3.6%
COM NEW$12.48M2.7%
TR UNIT$11.02M2.4%
CAP STK CL A$10.97M2.4%
TT WRLD ST ETF$9.27M2.0%
Portfolio Concentration
Top 3$90.79M19.9%
4–10$84.82M18.6%
11–25$79.05M17.3%
Rest$202.44M44.3%
Top 3 weight
19.9%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 3.74M
Sole
Full voting authority
3.59M
shares
% of voting shares96.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
144.21K
shares
% of voting shares3.9%
Investment Discretion (by position count)
Sole260
Shared0
Other0
Dominant voting typeSole · 96.1% of voting shares
Institutional Holdings260
Rows:
APPLE INC
SOLEShares185.01K
TypeSH
Market value$53.53M
11.71%
Sole
173.82K
Shared
0.00
None
11.18K
NVIDIA CORPORATION
SOLEShares94.48K
TypeSH
Market value$18.90M
4.14%
Sole
80.30K
Shared
0.00
None
14.18K
BROADCOM INC
SOLEShares48.58K
TypeSH
Market value$18.35M
4.01%
Sole
48.44K
Shared
0.00
None
134.00
VANGUARD INDEX FDS
SOLEShares26.59K
TypeSH
Market value$18.27M
4.00%
Sole
26.20K
Shared
0.00
None
398.00
MICROSOFT CORP
SOLEShares38.73K
TypeSH
Market value$14.45M
3.16%
Sole
33.63K
Shared
0.00
None
5.10K
AMAZON COM INC
SOLEShares49.40K
TypeSH
Market value$11.77M
2.58%
Sole
44.33K
Shared
0.00
None
5.07K
STATE STR SPDR S&P 500 ETF T
SOLEShares14.76K
TypeSH
Market value$11.02M
2.41%
Sole
14.76K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares30.70K
TypeSH
Market value$10.97M
2.40%
Sole
22.16K
Shared
0.00
None
8.54K
VANGUARD INTL EQUITY INDEX F
SOLEShares59.06K
TypeSH
Market value$9.27M
2.03%
Sole
58.19K
Shared
0.00
None
870.00
ISHARES TR
SOLEShares12.11K
TypeSH
Market value$9.07M
1.98%
Sole
10.77K
Shared
0.00
None
1.34K
CACI INTL INC
SOLEShares19.47K
TypeSH
Market value$9.02M
1.97%
Sole
19.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.15K
TypeSH
Market value$8.58M
1.88%
Sole
16.84K
Shared
0.00
None
310.00
VANGUARD INDEX FDS
SOLEShares20.92K
TypeSH
Market value$7.74M
1.69%
Sole
20.67K
Shared
0.00
None
251.00
WALMART INC
SOLEShares57.31K
TypeSH
Market value$6.49M
1.42%
Sole
57.31K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares8.13K
TypeSH
Market value$5.99M
1.31%
Sole
7.68K
Shared
0.00
None
452.00
ALPHABET INC
SOLEShares16.45K
TypeSH
Market value$5.81M
1.27%
Sole
15.13K
Shared
0.00
None
1.32K
INTERNATIONAL BUSINESS MACHS
SOLEShares19.64K
TypeSH
Market value$5.52M
1.21%
Sole
19.64K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares13.81K
TypeSH
Market value$4.11M
0.90%
Sole
13.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.15K
TypeSH
Market value$4.03M
0.88%
Sole
22.43K
Shared
0.00
None
4.72K
ILLUMINA INC
SOLEShares22.73K
TypeSH
Market value$4.00M
0.87%
Sole
22.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.15K
TypeSH
Market value$3.72M
0.81%
Sole
36.10K
Shared
0.00
None
2.04K
VANGUARD INDEX FDS
SOLEShares43.13K
TypeSH
Market value$3.72M
0.81%
Sole
41.42K
Shared
0.00
None
1.71K
ASTRANA HEALTH INC
SOLEShares77.75K
TypeSH
Market value$3.61M
0.79%
Sole
77.75K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares3.67K
TypeSH
Market value$3.44M
0.75%
Sole
3.67K
Shared
0.00
None
1.00
DIMENSIONAL ETF TRUST
SOLEShares59.58K
TypeSH
Market value$3.28M
0.72%
Sole
59.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 185.01K | SH | $53.53M 11.71% | 173.82K | 0.00 | 11.18K |
NVIDIA CORPORATIONSOLE | COM | 94.48K | SH | $18.90M 4.14% | 80.30K | 0.00 | 14.18K |
BROADCOM INCSOLE | COM | 48.58K | SH | $18.35M 4.01% | 48.44K | 0.00 | 134.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 26.59K | SH | $18.27M 4.00% | 26.20K | 0.00 | 398.00 |
MICROSOFT CORPSOLE | COM | 38.73K | SH | $14.45M 3.16% | 33.63K | 0.00 | 5.10K |
AMAZON COM INCSOLE | COM | 49.40K | SH | $11.77M 2.58% | 44.33K | 0.00 | 5.07K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.76K | SH | $11.02M 2.41% | 14.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.70K | SH | $10.97M 2.40% | 22.16K | 0.00 | 8.54K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 59.06K | SH | $9.27M 2.03% | 58.19K | 0.00 | 870.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.11K | SH | $9.07M 1.98% | 10.77K | 0.00 | 1.34K |
CACI INTL INCSOLE | CL A | 19.47K | SH | $9.02M 1.97% | 19.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.15K | SH | $8.58M 1.88% | 16.84K | 0.00 | 310.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.92K | SH | $7.74M 1.69% | 20.67K | 0.00 | 251.00 |
WALMART INCSOLE | COM | 57.31K | SH | $6.49M 1.42% | 57.31K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.13K | SH | $5.99M 1.31% | 7.68K | 0.00 | 452.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.45K | SH | $5.81M 1.27% | 15.13K | 0.00 | 1.32K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 19.64K | SH | $5.52M 1.21% | 19.64K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 13.81K | SH | $4.11M 0.90% | 13.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 27.15K | SH | $4.03M 0.88% | 22.43K | 0.00 | 4.72K |
ILLUMINA INCSOLE | COM | 22.73K | SH | $4.00M 0.87% | 22.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 80 20 ETF | 38.15K | SH | $3.72M 0.81% | 36.10K | 0.00 | 2.04K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 43.13K | SH | $3.72M 0.81% | 41.42K | 0.00 | 1.71K |
ASTRANA HEALTH INCSOLE | COM NEW | 77.75K | SH | $3.61M 0.79% | 77.75K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.67K | SH | $3.44M 0.75% | 3.67K | 0.00 | 1.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 59.58K | SH | $3.28M 0.72% | 59.58K | 0.00 | 0.00 |
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