CIK 2051491
Westmount Partners, LLC
Institutional 13F holdings & portfolio
Holdings
246
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
13
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 246
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 170K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 36K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 90K | $1M+ | SH |
| AVGO | BROADCOM INC | 48K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| CACI | CACI INTL INC | 21K | $1M+ | SH |
| AMZN | AMAZON COM INC | 42K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| GOOGL | ALPHABET INC | 29K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17K | $1M+ | SH |
| IVV | ISHARES TR | 12K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 55K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| WMT | WALMART INC | 55K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 19K | $1M+ | SH |
| ILMN | ILLUMINA INC | 40K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| GOOG | ALPHABET INC | 13K | $1M+ | SH |
| ORCL | ORACLE CORP | 19K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| AOA | ISHARES TR | 36K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 29K | $1M+ | SH |
| MASI | MASIMO CORP | 24K | $1M+ | SH |
| IJR | ISHARES TR | 26K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| BMRC | BANK MARIN BANCORP | 115K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 31K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 105K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 31K | $1M+ | SH |
| NFLX | NETFLIX INC | 30K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 60K | $1M+ | SH |
| KFY | KORN FERRY | 42K | $1M+ | SH |
| EFA | ISHARES TR | 25K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 40K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 80K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 66K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 15K | $1M+ | SH |
| USFR | WISDOMTREE TR | 42K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 4K | $1M+ | SH |
| DIS | DISNEY WALT CO | 18K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| ASTH | ASTRANA HEALTH INC | 79K | $1M+ | SH |
| IWM | ISHARES TR | 8K | $1M+ | SH |
| IVW | ISHARES TR | 15K | $1M+ | SH |
| IWB | ISHARES TR | 5K | $1M+ | SH |