Institutional Manager · CIK 0002051491

Westmount Partners, LLC

LOS ANGELES, CA · File #028-24542

Latest AUM

$401.1M

Positions

246

Top-10 Concentration

55.1%

Filings

Portfolio Value Over Time

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	NVIDIA CORPORATION	NVDA	+21,618	+$4.0M	-$50,569
NEW	BANK MARIN BANCORP	063425102	+114,559	+$3.0M	$0
ADD	APPLE INC	AAPL	+10,392	+$2.8M	+$2.6M
ADD	NETFLIX INC	NFLX	+27,165	+$2.5M	-$3.2M
REDUCE	SPDR SERIES TRUST	78468R663	-27,224	-$2.5M	-$4,594
ADD	ALPHABET INC	GOOG	+3,821	+$1.2M	+$1.7M
ADD	AMAZON COM INC	AMZN	+4,307	+$994,132	+$382,078
REDUCE	TRUST FOR PROFESSIONAL MANAG	89834G778	-51,850	-$985,423	-$204,589
REDUCE	ILLUMINA INC	ILMN	-7,506	-$984,487	+$1.4M
ADD	SELECT SECTOR SPDR TR	81369Y803	+4,597	+$661,840	-$652,771

Sector Allocation

Technology

26.4%$106.1M

Healthcare

6.5%$26.1M

Financials

5.6%$22.6M

Consumer Discretionary

4.7%$18.8M

Consumer Staples

2.0%$8.0M

Communication Services

2.0%$7.9M

1.8%$7.4M

1.1%$4.3M

0.4%$1.5M

0.1%$273,832

0.1%$246,291

Filing History

Jan 15, 202613F HOLDINGS REPORTQ/E Dec 2025246 pos · $401.1M
Oct 14, 202513F HOLDINGS REPORTQ/E Sep 2025244 pos · $387.2M
Jul 9, 202513F HOLDINGS REPORTQ/E Jun 2025246 pos · $364.1M
May 1, 202513F HOLDINGS REPORTQ/E Mar 2025239 pos · $327.9M
Jan 29, 202513F HOLDINGS REPORTQ/E Dec 2024184 pos · $216.3M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 2024172 pos · $192.5M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 2024202 pos · $244.9M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 2024188 pos · $229.7M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 2024195 pos · $227.0M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 2024213 pos · $278.0M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 2024219 pos · $303.0M
Jan 13, 202513F HOLDINGS REPORTQ/E Dec 2024230 pos · $332.5M
Jan 13, 202513F HOLDINGS REPORTQ/E Dec 2024218 pos · $329.2M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC	AAPL	170,045	$46.2M	15.95%
2	MICROSOFT CORP	MSFT	35,773	$17.3M	5.97%
3	NVIDIA CORPORATION	NVDA	89,784	$16.7M	5.78%
4	BROADCOM INC	AVGO	48,224	$16.7M	5.76%
5	VANGUARD INDEX FDS	922908363	23,654	$14.8M	5.12%
6	CACI INTL INC	127190304	21,316	$11.4M	3.92%
7	AMAZON COM INC	AMZN	41,818	$9.7M	3.33%
8	SPDR S&P 500 ETF TR	SPY	13,741	$9.4M	3.23%
9	ALPHABET INC	GOOG	28,644	$9.0M	3.09%
10	BERKSHIRE HATHAWAY INC DEL	BRK-A	17,049	$8.6M	2.96%
11	ISHARES TR	464287200	11,577	$7.9M	2.74%
12	VANGUARD INTL EQUITY INDEX F	922042742	54,530	$7.7M	2.65%
13	VANGUARD INDEX FDS	922908769	21,105	$7.1M	2.44%
14	WALMART INC	WMT	54,968	$6.1M	2.11%
15	INTERNATIONAL BUSINESS MACHS	INTR	19,288	$5.7M	1.97%
16	ILLUMINA INC	ILMN	40,103	$5.3M	1.81%
17	INVESCO QQQ TR	IVZ	7,919	$4.9M	1.68%
18	ALPHABET INC	GOOG	13,353	$4.2M	1.45%
19	ORACLE CORP	ORCL-PD	18,909	$3.7M	1.27%
20	META PLATFORMS INC	META	5,509	$3.6M	1.25%