Westmount Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Westmount Partners, Llc disclosed 255 stock positions valued at approximately $454.47M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 255
- Portfolio Value
- $454.47M
Holdings by Sector
Westmount Partners, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 255 holdings in the latest reporting period.
Westmount Partners, Llc Options Holdings in Q2 2026
| 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 |
Showing 15 of 15 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.