Westmount Partners, Llc Portfolio Stock Holdings
Westmount Partners, Llc disclosed 260 stock positions valued at approximately $454.5 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and BROADCOM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 7, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 260
- Portfolio Value
- $454.5M
Holdings by Sector
Westmount Partners, Llc Portfolio Holdings in Q2 2026
255 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 11.75% | 184,506 | +11,773 | +6.82% | $53,388,523 |
| NVIDIA CORPORATION | NVDA | Technology | 4.15% | 94,179 | +4,631 | +5.17% | $18,844,198 |
| BROADCOM INC | AVGO | Technology | 4.03% | 48,478 | +250 | +0.52% | $18,312,625 |
| VANGUARD INDEX FDS | VOO | Other | 4.02% | 26,595 | +2,497 | +10.36% | $18,265,920 |
| MICROSOFT CORP | MSFT | Technology | 3.18% | 38,728 | +744 | +1.96% | $14,446,351 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.59% | 49,396 | +1,403 | +2.92% | $11,773,018 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.43% | 14,760 | +1,385 | +10.36% | $11,022,340 |
| ALPHABET INC | GOOGL | Communication Services | 2.41% | 30,699 | -2,066 | -6.31% | $10,970,921 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.04% | 59,056 | +3,246 | +5.82% | $9,268,819 |
| ISHARES TR | IVV | Other | 2.00% | 12,109 | +447 | +3.83% | $9,068,560 |
| CACI INTL INC | CACI | Technology | 1.98% | 19,469 | -1,847 | -8.66% | $9,019,209 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.89% | 17,149 | -1,172 | -6.40% | $8,581,188 |
| VANGUARD INDEX FDS | VTI | Other | 1.70% | 20,921 | +519 | +2.54% | $7,741,766 |
| WALMART INC | WMT | Consumer Defensive | 1.43% | 57,307 | +206 | +0.36% | $6,490,550 |
| INVESCO QQQ TR | QQQ | Other | 1.32% | 8,128 | -1,283 | -13.63% | $5,985,636 |
| ALPHABET INC | GOOG | Communication Services | 1.28% | 16,453 | +417 | +2.60% | $5,813,235 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.22% | 19,639 | +284 | +1.47% | $5,522,731 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.90% | 13,807 | +453 | +3.39% | $4,112,884 |
| ISHARES TR | IJR | Other | 0.89% | 27,146 | +844 | +3.21% | $4,025,992 |
| ILLUMINA INC | ILMN | Healthcare | 0.88% | 22,726 | -12,393 | -35.29% | $3,995,913 |
| ISHARES TR | AOA | Other | 0.82% | 38,147 | +915 | +2.46% | $3,723,111 |
| VANGUARD INDEX FDS | VUG | Other | 0.82% | 43,134 | +34,781 | +416.39% | $3,715,589 |
| ASTRANA HEALTH INC | ASTH | Healthcare | 0.79% | 77,755 | - | - | $3,608,610 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.76% | 3,672 | +25 | +0.69% | $3,435,045 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.72% | 59,582 | -658 | -1.09% | $3,277,606 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 5,794 | +413 | +7.68% | $3,263,617 |
| BANK OF MARIN BANCORP | BMRC | Financial Services | 0.70% | 115,484 | - | - | $3,198,907 |
| TESLA INC | TSLA | Consumer Cyclical | 0.70% | 7,531 | +421 | +5.92% | $3,167,479 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.68% | 105,342 | - | - | $3,100,221 |
| INTEL CORP | INTC | Technology | 0.67% | 21,865 | -7,073 | -24.44% | $3,052,941 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.67% | 9,237 | +113 | +1.24% | $3,023,630 |
| ORACLE CORP | ORCL | Technology | 0.63% | 19,689 | +324 | +1.67% | $2,885,458 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.62% | 27,945 | -50 | -0.18% | $2,802,325 |
| KORN FERRY | KFY | Industrials | 0.61% | 41,518 | - | - | $2,764,268 |
| ELI LILLY & CO | LLY | Healthcare | 0.60% | 2,289 | -18 | -0.78% | $2,745,754 |
| ISHARES TR | IVE | Other | 0.58% | 11,704 | +15 | +0.13% | $2,657,565 |
| ISHARES TR | EFA | Other | 0.57% | 25,091 | +34 | +0.14% | $2,606,402 |
| WELLS FARGO & CO | WFC | Financial Services | 0.57% | 31,225 | +526 | +1.71% | $2,580,470 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.55% | 79,721 | - | - | $2,479,323 |
| ISHARES TR | IWM | Other | 0.54% | 8,232 | +50 | +0.61% | $2,473,161 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.54% | 9,734 | -1,581 | -13.97% | $2,472,026 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.53% | 40,000 | +40,000 | +100.00% | $2,411,600 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.51% | 6,536 | +35 | +0.54% | $2,305,142 |
| ISHARES TR | IVW | Other | 0.50% | 16,637 | +3 | +0.02% | $2,288,043 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.50% | 15,517 | -1,882 | -10.82% | $2,275,344 |
| VISA INC | V | Financial Services | 0.49% | 6,515 | +111 | +1.73% | $2,235,211 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.48% | 64,114 | -1,441 | -2.20% | $2,169,629 |
| WISDOMTREE TR | USFR | Other | 0.47% | 42,208 | +82 | +0.19% | $2,125,154 |
| EXXON MOBIL CORP | XOM | Energy | 0.47% | 15,474 | -2,925 | -15.90% | $2,115,624 |
| NETFLIX INC. | NFLX | Communication Services | 0.46% | 29,412 | -982 | -3.23% | $2,099,992 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.44% | 37,598 | +21 | +0.06% | $1,983,669 |
| CATERPILLAR INC | CAT | Industrials | 0.44% | 1,859 | +4 | +0.22% | $1,980,036 |
| ISHARES TR | IWB | Other | 0.43% | 4,776 | -43 | -0.89% | $1,955,660 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.43% | 27,333 | +8,855 | +47.92% | $1,947,499 |
| QUALCOMM INC | QCOM | Technology | 0.43% | 10,465 | +102 | +0.98% | $1,933,840 |
| DISNEY WALT CO | DIS | Communication Services | 0.42% | 20,032 | +2,401 | +13.62% | $1,928,115 |
| ISHARES TR | ITOT | Other | 0.41% | 11,350 | +415 | +3.80% | $1,864,490 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.39% | 9,200 | - | - | $1,752,784 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.38% | 5,100 | +500 | +10.87% | $1,739,202 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.37% | 61,034 | +237 | +0.39% | $1,690,632 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.37% | 20,516 | -3,100 | -13.13% | $1,689,266 |
| ISHARES TR | AOR | Other | 0.37% | 24,291 | +7,006 | +40.53% | $1,688,258 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.35% | 44,124 | -592 | -1.32% | $1,594,211 |
| ISHARES TR | IWF | Other | 0.35% | 12,819 | +9,639 | +303.11% | $1,591,699 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 0.34% | 6,623 | +25 | +0.38% | $1,543,747 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.34% | 40,438 | - | - | $1,539,070 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.33% | 2 | - | - | $1,497,700 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.33% | 3,764 | +221 | +6.24% | $1,496,868 |
| ISHARES TR | IEFA | Other | 0.32% | 15,063 | +26 | +0.17% | $1,454,785 |
| ABBVIE INC | ABBV | Healthcare | 0.32% | 5,727 | -6,457 | -53.00% | $1,441,133 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.32% | 2,473 | +655 | +36.03% | $1,436,465 |
| LAM RESEARCH CORP | LRCX | Other | 0.31% | 3,263 | +133 | +4.25% | $1,414,077 |
| GE AEROSPACE | GE | Industrials | 0.31% | 3,778 | -880 | -18.89% | $1,411,860 |
| VANGUARD INDEX FDS | VO | Other | 0.31% | 17,215 | +15,404 | +850.58% | $1,386,991 |
| AMGEN INC | AMGN | Healthcare | 0.30% | 3,735 | -61 | -1.61% | $1,352,614 |
| PHILLIPS 66 | PSX | Energy | 0.30% | 7,987 | +51 | +0.64% | $1,350,169 |
| PROSHARES TR | UPRO | Other | 0.29% | 9,370 | +884 | +10.42% | $1,328,558 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.29% | 35,355 | -750 | -2.08% | $1,302,478 |
| SPDR SERIES TRUST | SDY | Other | 0.29% | 8,526 | -114 | -1.32% | $1,297,552 |
| RADNET INC | RDNT | Healthcare | 0.27% | 20,000 | - | - | $1,233,400 |
| VANGUARD WORLD FD | VGT | Other | 0.27% | 10,197 | +8,697 | +579.80% | $1,218,768 |
| BANK OF AMER CORP | BAC | Financial Services | 0.26% | 20,783 | +1,001 | +5.06% | $1,184,243 |
| ISHARES TR | IYW | Other | 0.25% | 4,530 | - | - | $1,142,602 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.24% | 7,661 | +7,661 | +100.00% | $1,096,237 |
| COCA COLA CO | KO | Consumer Defensive | 0.24% | 13,166 | +883 | +7.19% | $1,070,005 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.23% | 13,485 | -23 | -0.17% | $1,065,700 |
| ISHARES TR | SCZ | Other | 0.23% | 12,829 | +263 | +2.09% | $1,055,416 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.23% | 17,655 | +4,495 | +34.16% | $1,053,799 |
| RUSH STREET INTERACTIVE INC | RSI | Consumer Cyclical | 0.23% | 35,100 | - | - | $1,043,874 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.23% | 35,593 | -933 | -2.55% | $1,030,767 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.23% | 25,957 | - | - | $1,029,974 |
| ISHARES TR | CRBN | Other | 0.23% | 4,067 | -60 | -1.45% | $1,028,770 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 0.23% | 12,961 | - | - | $1,027,678 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.22% | 4,314 | +1 | +0.02% | $1,020,735 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.22% | 2,104 | -377 | -15.20% | $1,004,667 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.22% | 992 | +70 | +7.59% | $1,003,340 |
| GE VERNOVA INC | GEV | Utilities | 0.22% | 851 | +101 | +13.47% | $1,000,197 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.22% | 27,508 | - | - | $997,440 |
| ISHARES INC | IEMG | Other | 0.21% | 11,308 | +3,683 | +48.30% | $936,780 |
| ISHARES TR | IJH | Other | 0.20% | 11,964 | +459 | +3.99% | $922,568 |
Westmount Partners, Llc Options Holdings in Q2 2026
15 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | MU | Micron Technology, Inc. | CALL | 400 | $461,716 |
| Q2 2026 | SNDK | SanDisk | CALL | 200 | $454,746 |
| Q2 2026 | SOXL | Direxion Daily Semiconductor Bu | CALL | 1,400 | $373,394 |
| Q2 2026 | LRCX | Lam Research | CALL | 500 | $216,665 |
| Q2 2026 | WDC | Western Digital Corporation | CALL | 300 | $191,616 |
| Q2 2026 | CLS | Celestica, Inc. | CALL | 400 | $145,920 |
| Q2 2026 | AAPL | Apple Inc. | CALL | 500 | $144,680 |
| Q2 2026 | LLY | Eli Lilly and Company | CALL | 100 | $119,943 |
| Q2 2026 | GEV | GE Vernova Inc. | CALL | 100 | $117,486 |
| Q2 2026 | STX | Seagate Technology | CALL | 100 | $96,500 |
| Q2 2026 | TSLA | Tesla, Inc. | CALL | 200 | $84,120 |
| Q2 2026 | AMAT | Applied Materials, Inc. | CALL | 100 | $72,300 |
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 300 | $60,027 |
| Q2 2026 | TSM | Taiwan Semiconductor Manufactur | CALL | 100 | $47,757 |
| Q2 2026 | AVGO | Broadcom Inc. | CALL | 100 | $37,775 |
Notional value represents the total exposure of the options position.