Westmount Partners, Llc Portfolio Stock Holdings
Westmount Partners, Llc disclosed 262 stock positions valued at approximately $405.9 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 March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 262
- Portfolio Value
- $405.9M
Holdings by Sector
Westmount Partners, Llc Portfolio Holdings in Q1 2026
257 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 10.80% | 172,733 | +2,688 | +1.58% | $43,838,017 |
| NVIDIA CORPORATION | NVDA | Technology | 3.85% | 89,548 | -236 | -0.26% | $15,617,111 |
| BROADCOM INC | AVGO | Technology | 3.68% | 48,228 | +4 | +0.01% | $14,927,090 |
| VANGUARD INDEX FDS | VOO | Other | 3.55% | 24,098 | +444 | +1.88% | $14,399,924 |
| MICROSOFT CORP | MSFT | Technology | 3.46% | 37,984 | +2,211 | +6.18% | $14,060,356 |
| CACI INTL INC | CACI | Technology | 2.86% | 21,316 | - | - | $11,593,133 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.46% | 47,993 | +6,175 | +14.77% | $9,995,496 |
| ALPHABET INC | GOOGL | Communication Services | 2.32% | 32,765 | +4,121 | +14.39% | $9,421,835 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.16% | 18,321 | +1,272 | +7.46% | $8,779,423 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.14% | 13,375 | -366 | -2.66% | $8,698,589 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.90% | 55,810 | +1,280 | +2.35% | $7,719,690 |
| ISHARES TR | IVV | Other | 1.88% | 11,662 | +85 | +0.73% | $7,617,584 |
| WALMART INC | WMT | Consumer Defensive | 1.75% | 57,101 | +2,133 | +3.88% | $7,096,492 |
| VANGUARD INDEX FDS | VTI | Other | 1.61% | 20,402 | -703 | -3.33% | $6,545,286 |
| INVESCO QQQ TR | QQQ | Other | 1.34% | 9,411 | +1,492 | +18.84% | $5,431,882 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.16% | 19,355 | +67 | +0.35% | $4,691,576 |
| ALPHABET INC | GOOG | Communication Services | 1.13% | 16,036 | +2,683 | +20.09% | $4,599,994 |
| ILLUMINA INC | ILMN | Healthcare | 1.07% | 35,119 | -4,984 | -12.43% | $4,328,768 |
| MASIMO CORP | MASI | Healthcare | 1.06% | 24,232 | - | - | $4,310,146 |
| VANGUARD INDEX FDS | VUG | Other | 0.90% | 8,353 | +4,764 | +132.74% | $3,648,504 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.90% | 3,647 | +180 | +5.19% | $3,633,513 |
| ISHARES TR | AOA | Other | 0.81% | 37,232 | +872 | +2.40% | $3,294,629 |
| ISHARES TR | IJR | Other | 0.81% | 26,302 | +250 | +0.96% | $3,269,664 |
| EXXON MOBIL CORP | XOM | Energy | 0.77% | 18,399 | +4,516 | +32.53% | $3,121,589 |
| META PLATFORMS INC | META | Communication Services | 0.76% | 5,381 | -128 | -2.32% | $3,078,864 |
| BANK OF MARIN BANCORP | BMRC | Financial Services | 0.73% | 115,484 | +925 | +0.81% | $2,959,855 |
| NETFLIX INC. | NFLX | Communication Services | 0.72% | 30,394 | +259 | +0.86% | $2,922,391 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.72% | 60,240 | - | - | $2,919,230 |
| ORACLE CORP | ORCL | Technology | 0.70% | 19,365 | +456 | +2.41% | $2,848,841 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.68% | 11,315 | +1,272 | +12.67% | $2,765,858 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.67% | 105,342 | - | - | $2,700,968 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.66% | 9,124 | +399 | +4.57% | $2,683,978 |
| ABBVIE INC | ABBV | Healthcare | 0.65% | 12,184 | +7,178 | +143.39% | $2,649,888 |
| TESLA INC | TSLA | Consumer Cyclical | 0.65% | 7,110 | +2,719 | +61.92% | $2,643,090 |
| KORN FERRY | KFY | Industrials | 0.64% | 41,518 | - | - | $2,613,558 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.62% | 17,399 | +2,497 | +16.76% | $2,513,158 |
| ISHARES TR | IVE | Other | 0.61% | 11,689 | +5,207 | +80.33% | $2,468,231 |
| WELLS FARGO & CO | WFC | Financial Services | 0.60% | 30,699 | +104 | +0.34% | $2,443,930 |
| ISHARES TR | EFA | Other | 0.60% | 25,057 | -6 | -0.02% | $2,433,798 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.55% | 79,721 | - | - | $2,220,230 |
| INVESCO EXCH TRADED FD TR II | XSHQ | Other | 0.54% | 40,000 | +40,000 | +100.00% | $2,193,600 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.53% | 6,501 | -34 | -0.52% | $2,138,267 |
| ELI LILLY & CO | LLY | Healthcare | 0.52% | 2,307 | +249 | +12.10% | $2,122,267 |
| WISDOMTREE TR | USFR | Other | 0.52% | 42,126 | +50 | +0.12% | $2,120,610 |
| ISHARES TR | IWM | Other | 0.50% | 8,182 | +250 | +3.15% | $2,029,117 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.48% | 27,995 | -625 | -2.18% | $1,940,054 |
| VISA INC | V | Financial Services | 0.48% | 6,404 | -48 | -0.74% | $1,935,677 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.47% | 65,555 | -892 | -1.34% | $1,909,621 |
| ASTRANA HEALTH INC | ASTH | Healthcare | 0.47% | 77,755 | -1,668 | -2.10% | $1,906,553 |
| ISHARES TR | IVW | Other | 0.46% | 16,634 | +1,914 | +13.00% | $1,881,431 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.45% | 37,577 | - | - | $1,838,622 |
| ISHARES TR | IWB | Other | 0.42% | 4,819 | - | - | $1,718,165 |
| DISNEY WALT CO | DIS | Communication Services | 0.42% | 17,631 | +4 | +0.02% | $1,699,254 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.41% | 23,616 | -290 | -1.21% | $1,679,788 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.40% | 3,543 | -38 | -1.06% | $1,633,288 |
| ISHARES TR | ITOT | Other | 0.38% | 10,935 | +21 | +0.19% | $1,557,426 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.37% | 60,797 | +386 | +0.64% | $1,504,726 |
| PHILLIPS 66 | PSX | Energy | 0.36% | 7,936 | +2 | +0.03% | $1,445,753 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.35% | 2 | - | - | $1,436,280 |
| ISHARES TR | IEFA | Other | 0.34% | 15,037 | +392 | +2.68% | $1,361,282 |
| ISHARES TR | IWF | Other | 0.33% | 3,180 | -21 | -0.66% | $1,355,869 |
| BOEING CO | BA | Industrials | 0.33% | 6,810 | +4,077 | +149.18% | $1,355,377 |
| AMGEN INC | AMGN | Healthcare | 0.33% | 3,796 | +112 | +3.04% | $1,335,516 |
| QUALCOMM INC | QCOM | Technology | 0.33% | 10,363 | +195 | +1.92% | $1,334,560 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.33% | 13,354 | +13,354 | +100.00% | $1,322,680 |
| GE AEROSPACE | GE | Industrials | 0.33% | 4,658 | +2,066 | +79.71% | $1,321,772 |
| CATERPILLAR INC | CAT | Industrials | 0.32% | 1,855 | +15 | +0.82% | $1,314,523 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.32% | 40,438 | - | - | $1,311,404 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.32% | 44,716 | - | - | $1,300,343 |
| INTEL CORP | INTC | Technology | 0.31% | 28,938 | +18,573 | +179.19% | $1,277,018 |
| SPDR SERIES TRUST | SDY | Other | 0.31% | 8,640 | +14 | +0.16% | $1,260,905 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.30% | 36,105 | - | - | $1,226,487 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.30% | 9,200 | -38 | -0.41% | $1,222,680 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 0.30% | 6,598 | +269 | +4.25% | $1,202,996 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.29% | 18,478 | +310 | +1.71% | $1,184,046 |
| RADNET INC | RDNT | Healthcare | 0.28% | 20,000 | - | - | $1,117,800 |
| ISHARES TR | AOR | Other | 0.27% | 17,285 | +1,466 | +9.27% | $1,112,270 |
| ISHARES TR | EEM | Other | 0.27% | 19,505 | +8,866 | +83.33% | $1,107,674 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.27% | 3,562 | +1,377 | +63.02% | $1,077,455 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.26% | 13,508 | +364 | +2.77% | $1,070,797 |
| VANGUARD WORLD FD | VGT | Other | 0.26% | 1,500 | +150 | +11.11% | $1,046,777 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.24% | 25,957 | - | - | $993,115 |
| ISHARES TR | SCZ | Other | 0.24% | 12,566 | +492 | +4.07% | $985,284 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 0.24% | 12,961 | - | - | $973,241 |
| BANK AMERICA CORP | BAC | Financial Services | 0.24% | 19,782 | -2,506 | -11.24% | $964,371 |
| HONEYWELL INTL INC | HON | Industrials | 0.23% | 4,150 | +3 | +0.07% | $938,084 |
| CONOCOPHILLIPS | COP | Energy | 0.23% | 7,078 | +1 | +0.01% | $934,277 |
| COCA COLA CO | KO | Consumer Defensive | 0.23% | 12,283 | -203 | -1.63% | $934,108 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.23% | 4,313 | -113 | -2.55% | $927,612 |
| ISHARES TR | CRBN | Other | 0.23% | 4,127 | -81 | -1.92% | $919,531 |
| SEMPRA | SRE | Utilities | 0.23% | 9,449 | -421 | -4.27% | $918,159 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.23% | 36,526 | +3,692 | +11.24% | $916,791 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.22% | 27,508 | - | - | $906,389 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.21% | 2,481 | +305 | +14.02% | $838,355 |
| PROSHARES TR | UPRO | Other | 0.20% | 8,486 | +109 | +1.30% | $822,965 |
| ISHARES TR | IYW | Other | 0.20% | 4,530 | +4,530 | +100.00% | $821,833 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.19% | 922 | +460 | +99.57% | $779,862 |
| ISHARES TR | IJH | Other | 0.19% | 11,505 | -658 | -5.41% | $776,961 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.19% | 1,276 | +21 | +1.67% | $771,244 |
| RUSH STREET INTERACTIVE INC | RSI | Consumer Cyclical | 0.19% | 35,100 | - | - | $763,425 |
Westmount Partners, Llc Options Holdings in Q1 2026