2026 Q2 Portfolio Activity
In 2026 Q2, Westmount Partners, LLC maintained a portfolio of 303 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 0.53% of the total fund value. They heavily accumulated shares in APPLE INC, increasing the position by 6.8%. Conversely, Westmount Partners, LLC completely exited their position in APPLE INC.
Position History
hover any row below to update
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Westmount Partners, LLC
AUM $443M
Total Positions
303
Quarter
2026 Q2
Top Holding
AAPL (11.7%)
Top 10 Concentration
38.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 303
Westmount Partners, LLC Full Holdings List — 2026 Q2
| 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 | 11.68% | 10.79% |
#1
Prev: #1
|
8.0 |
—
|
11,773 | 6.8% |
P
S
|
184,506 | $53,388,523 |
$270.14
+23.5%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.12% | 3.84% |
#2
Prev: #2
|
5.1 |
—
|
4,631 | 5.2% |
P
S
|
94,179 | $18,844,198 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 4.01% | 3.67% |
#3
Prev: #3
|
3.1 |
—
|
250 | 0.5% |
P
S
|
48,478 | $18,312,625 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 4.00% | 3.54% |
#4
Prev: #4
|
4.1 |
—
|
2,497 | 10.4% |
P
S
|
26,595 | $18,265,920 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.16% | 3.46% |
#5
Prev: #5
|
2.3 |
—
|
744 | 2.0% |
P
S
|
38,728 | $14,446,351 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.58% | 2.46% |
#6
1
Prev: #7
|
1.5 |
—
|
1,403 | 2.9% |
P
S
|
49,396 | $11,773,018 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.41% | 2.14% |
#7
3
Prev: #10
|
3.0 |
—
|
1,385 | 10.4% |
P
S
|
14,760 | $11,022,340 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.40% | 2.32% |
#8
Prev: #8
|
1.5 |
—
|
-2,066 | -6.3% |
P
S
|
30,699 | $10,970,921 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VT
VANGUARD INTL E...
|
ETF | 2.03% | 1.90% |
#9
2
Prev: #11
|
2.8 |
—
|
3,246 | 5.8% |
P
S
|
59,056 | $9,268,819 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IVV
ISHARES TR
|
ETF | 1.98% | 1.88% |
#10
2
Prev: #12
|
1.3 |
—
|
447 | 3.8% |
P
S
|
12,109 | $9,068,560 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
CACI
CACI INTL INC
|
Technology | 1.97% | 2.85% |
#11
5
Prev: #6
|
1.3 |
—
|
-1,847 | -8.7% |
P
S
|
19,469 | $9,019,209 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.88% | 2.16% |
#12
3
Prev: #9
|
1.3 |
—
|
-1,172 | -6.4% |
P
S
|
17,149 | $8,581,188 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.69% | 1.61% |
#13
1
Prev: #14
|
1.2 |
—
|
519 | 2.5% |
P
S
|
20,921 | $7,741,766 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.42% | 1.75% |
#14
1
Prev: #13
|
1.1 |
—
|
206 | 0.4% |
P
S
|
57,307 | $6,490,550 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.31% | 1.34% |
#15
Prev: #15
|
1.0 |
—
|
-1,283 | -13.6% |
P
S
|
8,128 | $5,985,636 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.27% | 1.13% |
#16
1
Prev: #17
|
1.0 |
—
|
417 | 2.6% |
P
S
|
16,453 | $5,813,235 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.21% | 1.15% |
#17
1
Prev: #16
|
1.0 |
—
|
284 | 1.5% |
P
S
|
19,639 | $5,522,731 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.90% | 0.33% |
#18
47
Prev: #65
|
0.9 |
—
|
453 | 3.4% |
P
S
|
13,807 | $4,112,884 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IJR
ISHARES TR
|
ETF | 0.88% | 0.80% |
#19
4
Prev: #23
|
0.9 |
—
|
844 | 3.2% |
P
S
|
27,146 | $4,025,992 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 0.87% | 1.07% |
#20
2
Prev: #18
|
0.3 |
—
|
-12,393 | -35.3% |
P
S
|
22,726 | $3,995,913 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AOA
ISHARES TR
|
ETF | 0.81% | 0.81% |
#21
1
Prev: #22
|
0.8 |
—
|
915 | 2.5% |
P
S
|
38,147 | $3,723,111 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.81% | 0.90% |
#22
2
Prev: #20
|
3.3 |
—
|
34,781 | 416.4% |
P
S
|
43,134 | $3,715,589 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ASTH
ASTRANA HEALTH ...
|
Healthcare | 0.79% | 0.47% |
#23
26
Prev: #49
|
1.3 |
—
|
no change | no change |
P
S
|
77,755 | $3,608,610 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.75% | 0.89% |
#24
3
Prev: #21
|
0.8 |
—
|
25 | 0.7% |
P
S
|
3,672 | $3,435,045 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.72% | 0.72% |
#25
3
Prev: #28
|
0.8 |
—
|
-658 | -1.1% |
P
S
|
59,582 | $3,277,606 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.71% | 0.76% |
#26
1
Prev: #25
|
2.3 |
—
|
413 | 7.7% |
P
S
|
5,794 | $3,263,617 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
BMRC
BANK OF MARIN B...
|
Financial Services | 0.70% | 0.73% |
#27
1
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
115,484 | $3,198,907 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.69% | 0.65% |
#28
6
Prev: #34
|
2.3 |
—
|
421 | 5.9% |
P
S
|
7,531 | $3,167,479 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.68% | 0.66% |
#29
2
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
105,342 | $3,100,221 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
INTC
INTEL CORP
|
Technology | 0.67% | 0.31% |
#30
40
Prev: #70
|
0.3 |
—
|
-7,073 | -24.4% |
P
S
|
21,865 | $3,052,941 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.66% | 0.66% |
#31
1
Prev: #32
|
0.8 |
—
|
113 | 1.2% |
P
S
|
9,237 | $3,023,630 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.63% | 0.70% |
#32
3
Prev: #29
|
0.8 |
—
|
324 | 1.7% |
P
S
|
19,689 | $2,885,458 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.61% | 0.48% |
#33
13
Prev: #46
|
0.7 |
—
|
-50 | -0.2% |
P
S
|
27,945 | $2,802,325 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
KFY
KORN FERRY
|
Industrials | 0.60% | 0.64% |
#34
1
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
41,518 | $2,764,268 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.60% | 0.52% |
#35
8
Prev: #43
|
0.7 |
—
|
-18 | -0.8% |
P
S
|
2,289 | $2,745,754 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IVE
ISHARES TR
|
ETF | 0.58% | 0.61% |
#36
1
Prev: #37
|
0.7 |
—
|
15 | 0.1% |
P
S
|
11,704 | $2,657,565 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EFA
ISHARES TR
|
ETF | 0.57% | 0.60% |
#37
2
Prev: #39
|
0.7 |
—
|
34 | 0.1% |
P
S
|
25,091 | $2,606,402 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.56% | 0.60% |
#38
Prev: #38
|
0.7 |
—
|
526 | 1.7% |
P
S
|
31,225 | $2,580,470 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 0.54% | 0.55% |
#39
1
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
79,721 | $2,479,323 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IWM
ISHARES TR
|
ETF | 0.54% | 0.50% |
#40
5
Prev: #45
|
0.7 |
—
|
50 | 0.6% |
P
S
|
8,232 | $2,473,161 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.54% | 0.68% |
#41
11
Prev: #30
|
0.7 |
—
|
-1,581 | -14.0% |
P
S
|
9,734 | $2,472,026 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 0.53% | — |
#42
Prev: #—
|
3.7 |
—
|
40,000 | — |
NEW
|
40,000 | $2,411,600 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.50% | 0.53% |
#43
1
Prev: #42
|
0.7 |
—
|
35 | 0.5% |
P
S
|
6,536 | $2,305,142 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IVW
ISHARES TR
|
Warrant | 0.50% | 0.46% |
#44
6
Prev: #50
|
0.7 |
—
|
3 | 0.0% |
P
S
|
16,637 | $2,288,043 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.50% | 0.62% |
#45
9
Prev: #36
|
0.7 |
—
|
-1,882 | -10.8% |
P
S
|
15,517 | $2,275,344 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
V
VISA INC
|
Financial Services | 0.49% | 0.48% |
#46
1
Prev: #47
|
0.7 |
—
|
111 | 1.7% |
P
S
|
6,515 | $2,235,211 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.47% | 0.47% |
#47
1
Prev: #48
|
0.7 |
—
|
-1,441 | -2.2% |
P
S
|
64,114 | $2,169,629 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
USFR
WISDOMTREE TR
|
ETF | 0.46% | 0.52% |
#48
4
Prev: #44
|
0.7 |
—
|
82 | 0.2% |
P
S
|
42,208 | $2,125,154 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.46% | 0.77% |
#49
25
Prev: #24
|
0.7 |
—
|
-2,925 | -15.9% |
P
S
|
15,474 | $2,115,624 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.46% | 0.72% |
#50
23
Prev: #27
|
0.7 |
—
|
-982 | -3.2% |
P
S
|
29,412 | $2,099,992 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 |
Showing 1-50 of 303 holdings