2026 Q1 Portfolio Activity
In 2026 Q1, Westmount Partners, LLC maintained a portfolio of 282 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 0.54% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 132.7%. Conversely, Westmount Partners, LLC completely exited their position in SPDR SERIES TRUST.
Position History
hover any row below to update
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Westmount Partners, LLC
AUM $397M
Total Positions
282
Quarter
2026 Q1
Top Holding
AAPL (10.8%)
Top 10 Concentration
37.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 282
Westmount Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 10.79% | 11.53% |
#1
Prev: #1
|
6.5 |
—
|
2,688 | 1.6% |
P
S
|
172,733 | $43,838,017 |
$250.22
+23.9%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.84% | 4.17% |
#2
1
Prev: #3
|
3.5 |
—
|
-236 | -0.3% |
P
S
|
89,548 | $15,617,111 |
$144.95
+53.7%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | ||
|
AVGO
BROADCOM INC
|
Technology | 3.67% | 4.16% |
#3
1
Prev: #4
|
3.0 |
—
|
4 | 0.0% |
P
S
|
48,228 | $14,927,090 |
$229.63
+108.7%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.54% | 3.70% |
#4
1
Prev: #5
|
2.4 |
—
|
444 | 1.9% |
P
S
|
24,098 | $14,399,924 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.46% | 4.31% |
#5
3
Prev: #2
|
3.9 |
—
|
2,211 | 6.2% |
P
S
|
37,984 | $14,060,356 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CACI
CACI INTL INC
|
Technology | 2.85% | 2.83% |
#6
Prev: #6
|
2.1 |
—
|
no change | no change |
P
S
|
21,316 | $11,593,133 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.46% | 2.41% |
#7
Prev: #7
|
3.0 |
—
|
6,175 | 14.8% |
P
S
|
47,993 | $9,995,496 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.32% | 2.24% |
#8
1
Prev: #9
|
2.9 |
—
|
4,121 | 14.4% |
P
S
|
32,765 | $9,421,835 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.16% | 2.14% |
#9
1
Prev: #10
|
2.9 |
—
|
1,272 | 7.5% |
P
S
|
18,321 | $8,779,423 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.14% | 2.34% |
#10
2
Prev: #8
|
1.4 |
—
|
-366 | -2.7% |
P
S
|
13,375 | $8,698,589 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VT
VANGUARD INTL E...
|
ETF | 1.90% | 1.92% |
#11
1
Prev: #12
|
1.3 |
—
|
1,280 | 2.3% |
P
S
|
55,810 | $7,719,690 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVV
ISHARES TR
|
ETF | 1.88% | 1.98% |
#12
1
Prev: #11
|
1.3 |
—
|
85 | 0.7% |
P
S
|
11,662 | $7,617,584 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.75% | 1.53% |
#13
1
Prev: #14
|
1.2 |
—
|
2,133 | 3.9% |
P
S
|
57,101 | $7,096,492 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.61% | 1.76% |
#14
1
Prev: #13
|
1.1 |
—
|
-703 | -3.3% |
P
S
|
20,402 | $6,545,286 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.34% | 1.21% |
#15
2
Prev: #17
|
2.5 |
—
|
1,492 | 18.8% |
P
S
|
9,411 | $5,431,882 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.15% | 1.42% |
#16
1
Prev: #15
|
1.0 |
—
|
67 | 0.3% |
P
S
|
19,355 | $4,691,576 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.13% | 1.04% |
#17
1
Prev: #18
|
3.0 |
—
|
2,683 | 20.1% |
P
S
|
16,036 | $4,599,994 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 1.07% | 1.31% |
#18
2
Prev: #16
|
0.9 |
—
|
-4,984 | -12.4% |
P
S
|
35,119 | $4,328,768 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MASI
MASIMO CORP
|
Healthcare | 1.06% | 0.79% |
#19
4
Prev: #23
|
1.4 |
—
|
no change | no change |
P
S
|
24,232 | $4,310,146 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.90% | 0.44% |
#20
31
Prev: #51
|
3.4 |
—
|
4,764 | 132.7% |
P
S
|
8,353 | $3,648,504 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.89% | 0.75% |
#21
4
Prev: #25
|
2.4 |
—
|
180 | 5.2% |
P
S
|
3,647 | $3,633,513 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AOA
ISHARES TR
|
ETF | 0.81% | 0.81% |
#22
1
Prev: #21
|
0.8 |
—
|
872 | 2.4% |
P
S
|
37,232 | $3,294,629 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IJR
ISHARES TR
|
ETF | 0.80% | 0.78% |
#23
1
Prev: #24
|
0.8 |
—
|
250 | 1.0% |
P
S
|
26,302 | $3,269,664 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.77% | 0.42% |
#24
30
Prev: #54
|
2.8 |
—
|
4,516 | 32.5% |
P
S
|
18,399 | $3,121,589 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.76% | 0.91% |
#25
5
Prev: #20
|
0.8 |
—
|
-128 | -2.3% |
P
S
|
5,381 | $3,078,864 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BMRC
BANK OF MARIN B...
|
Financial Services | 0.73% | 0.74% |
#26
Prev: #26
|
0.8 |
—
|
925 | 0.8% |
P
S
|
115,484 | $2,959,855 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.72% | 0.70% |
#27
3
Prev: #30
|
0.8 |
—
|
259 | 0.9% |
P
S
|
30,394 | $2,922,391 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.72% | 0.70% |
#28
4
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
60,240 | $2,919,230 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.70% | 0.92% |
#29
10
Prev: #19
|
0.8 |
—
|
456 | 2.4% |
P
S
|
19,365 | $2,848,841 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.68% | 0.52% |
#30
13
Prev: #43
|
2.3 |
—
|
1,272 | 12.7% |
P
S
|
11,315 | $2,765,858 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.66% | 0.71% |
#31
3
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
105,342 | $2,700,968 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.66% | 0.70% |
#32
1
Prev: #31
|
0.8 |
—
|
399 | 4.6% |
P
S
|
9,124 | $2,683,978 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.65% | 0.29% |
#33
37
Prev: #70
|
3.3 |
—
|
7,178 | 143.4% |
P
S
|
12,184 | $2,649,888 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.65% | 0.49% |
#34
12
Prev: #46
|
3.3 |
—
|
2,719 | 61.9% |
P
S
|
7,110 | $2,643,090 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
KFY
KORN FERRY
|
Industrials | 0.64% | 0.68% |
#35
2
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
41,518 | $2,613,558 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.62% | 0.53% |
#36
5
Prev: #41
|
2.2 |
—
|
2,497 | 16.8% |
P
S
|
17,399 | $2,513,158 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVE
ISHARES TR
|
ETF | 0.61% | 0.34% |
#37
24
Prev: #61
|
3.2 |
—
|
5,207 | 80.3% |
P
S
|
11,689 | $2,468,231 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.60% | 0.71% |
#38
11
Prev: #27
|
0.7 |
—
|
104 | 0.3% |
P
S
|
30,699 | $2,443,930 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
EFA
ISHARES TR
|
ETF | 0.60% | 0.60% |
#39
5
Prev: #34
|
0.7 |
—
|
-6 | -0.0% |
P
S
|
25,057 | $2,433,798 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 0.55% | 0.54% |
#40
1
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
79,721 | $2,220,230 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
XSHQ
INVESCO EXCH TR...
|
ETF | 0.54% | — |
#41
Prev: #—
|
3.7 |
—
|
40,000 | — |
NEW
|
40,000 | $2,193,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.53% | 0.56% |
#42
6
Prev: #36
|
0.7 |
—
|
-34 | -0.5% |
P
S
|
6,501 | $2,138,267 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.52% | 0.55% |
#43
5
Prev: #38
|
2.2 |
—
|
249 | 12.1% |
P
S
|
2,307 | $2,122,267 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
USFR
WISDOMTREE TR
|
ETF | 0.52% | 0.53% |
#44
2
Prev: #42
|
0.7 |
—
|
50 | 0.1% |
P
S
|
42,126 | $2,120,610 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IWM
ISHARES TR
|
ETF | 0.50% | 0.49% |
#45
3
Prev: #48
|
0.7 |
—
|
250 | 3.2% |
P
S
|
8,182 | $2,029,117 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.48% | 0.81% |
#46
24
Prev: #22
|
0.7 |
—
|
-625 | -2.2% |
P
S
|
27,995 | $1,940,054 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
V
VISA INC
|
Financial Services | 0.48% | 0.56% |
#47
12
Prev: #35
|
0.7 |
—
|
-48 | -0.7% |
P
S
|
6,404 | $1,935,677 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.47% | 0.54% |
#48
8
Prev: #40
|
0.7 |
—
|
-892 | -1.3% |
P
S
|
65,555 | $1,909,621 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ASTH
ASTRANA HEALTH ...
|
Healthcare | 0.47% | 0.49% |
#49
2
Prev: #47
|
0.7 |
—
|
-1,668 | -2.1% |
P
S
|
77,755 | $1,906,553 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVW
ISHARES TR
|
Warrant | 0.46% | 0.45% |
#50
1
Prev: #49
|
2.2 |
—
|
1,914 | 13.0% |
P
S
|
16,634 | $1,881,431 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-50 of 282 holdings