Westmount Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Westmount Partners, LLC held in its portfolio 243 assets valued at $401,105,248 (i.e. $401.11M).
The most valuable assets in the portfolio included: APPLE INC ($46.23M), MICROSOFT CORP ($17.30M), and NVIDIA CORPORATION ($16.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 243 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Westmount Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 170045 | 46228364 | COM |
| MICROSOFT CORP | 35773 | 17300476 | COM |
| NVIDIA CORPORATION | 89784 | 16744651 | COM |
| BROADCOM INC | 48224 | 16690203 | COM |
| VANGUARD INDEX FDS | 23654 | 14834340 | S&P 500 ETF SHS |
| CACI INTL INC | 21316 | 11357378 | CL A |
| AMAZON COM INC | 41818 | 9652336 | COM |
| SPDR S&P 500 ETF TR | 13741 | 9370285 | TR UNIT |
| ALPHABET INC | 28644 | 8965640 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 17049 | 8569680 | CL B NEW |
| ISHARES TR | 11577 | 7929525 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 54530 | 7692028 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 21105 | 7075949 | TOTAL STK MKT |
| WALMART INC | 54968 | 6123987 | COM |
| INTERNATIONAL BUSINESS MACHS | 19288 | 5713160 | COM |
| ILLUMINA INC | 40103 | 5259909 | COM |
| INVESCO QQQ TR | 7919 | 4864468 | UNIT SER 1 |
| SPDR SERIES TRUST | 43593 | 4582015 | STATE STREET SPD |
| ALPHABET INC | 13353 | 4190237 | CAP STK CL C |
| ORACLE CORP | 18909 | 3685637 | COM |
| META PLATFORMS INC | 5509 | 3636415 | CL A |
| ISHARES TR | 36360 | 3256378 | CORE 80/20 AGGRE |
| ROBINHOOD MKTS INC | 28620 | 3236922 | COM CL A |
| MASIMO CORP | 24232 | 3151614 | COM |
| ISHARES TR | 26052 | 3130913 | CORE S&P SCP ETF |
| COSTCO WHSL CORP NEW | 3467 | 2989960 | COM |
| BANK MARIN BANCORP | 114559 | 2979680 | COM |
| WELLS FARGO CO NEW | 30595 | 2851468 | COM |
| SCHWAB STRATEGIC TR | 105342 | 2834745 | US LRG CAP ETF |
| NETFLIX INC | 30135 | 2825466 | COM |
| JPMORGAN CHASE & CO. | 8725 | 2811374 | COM |
| DIMENSIONAL ETF TRUST | 60240 | 2806582 | US MKTWIDE VALUE |
| KORN FERRY | 41518 | 2741018 | COM NEW |
| ISHARES TR | 25063 | 2406811 | MSCI EAFE ETF |
| VISA INC | 6452 | 2262905 | COM CL A |
| HOME DEPOT INC | 6535 | 2248616 | COM |
| INVESCO EXCH TRADED FD TR II | 40000 | 2222800 | EQUAL WEGT 0-30 |
| ELI LILLY & CO | 2058 | 2212031 | COM |
| SCHWAB STRATEGIC TR | 79721 | 2169208 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 66447 | 2167499 | US LCAP GR ETF |
| PROCTER AND GAMBLE CO | 14902 | 2135565 | COM |
| WISDOMTREE TR | 42076 | 2117268 | FLOATNG RAT TREA |
| JOHNSON & JOHNSON | 10043 | 2078353 | COM |
| INTUITIVE SURGICAL INC | 3581 | 2028135 | COM NEW |
| DISNEY WALT CO | 17627 | 2005370 | COM |
| TESLA INC | 4391 | 1974657 | COM |
| ASTRANA HEALTH INC | 79423 | 1970485 | COM NEW |
| ISHARES TR | 7932 | 1952567 | RUSSELL 2000 ETF |
| ISHARES TR | 14720 | 1814356 | S&P 500 GRWT ETF |
| ISHARES TR | 4819 | 1799505 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 3589 | 1750725 | GROWTH ETF |
| QUALCOMM INC | 10168 | 1739231 | COM |
| SCHWAB STRATEGIC TR | 37577 | 1698837 | FUNDAMENTAL INTL |
| EXXON MOBIL CORP | 13883 | 1670686 | COM |
| DIMENSIONAL ETF TRUST | 23906 | 1665531 | US SMALL CAP ETF |
| ISHARES TR | 10914 | 1622738 | CORE S&P TTL STK |
| ISHARES TR | 3201 | 1514919 | RUS 1000 GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| SCHWAB STRATEGIC TR | 60411 | 1452280 | INTL EQTY ETF |
| RADNET INC | 20000 | 1427000 | COM |
| ISHARES TR | 6482 | 1374544 | S&P 500 VAL ETF |
| SELECT SECTOR SPDR TR | 9238 | 1330015 | STATE STREET TEC |
| ISHARES TR | 14645 | 1310125 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 40438 | 1274201 | FUNDAMENTAL US S |
| SCHWAB STRATEGIC TR | 44716 | 1273510 | US SML CAP ETF |
| BANK AMERICA CORP | 22288 | 1225824 | COM |
| AMGEN INC | 3684 | 1205811 | COM |
| DIMENSIONAL ETF TRUST | 36105 | 1181717 | WORLD EX US CORE |
| ABBVIE INC | 5006 | 1143839 | COM |
| VANGUARD TAX-MANAGED FDS | 18168 | 1134936 | VAN FTSE DEV MKT |
| WILLIAMS SONOMA INC | 6329 | 1130227 | COM |
| CATERPILLAR INC | 1840 | 1054267 | COM |
| VANGUARD SCOTTSDALE FDS | 13144 | 1047937 | SHRT TRM CORP BD |
| ISHARES TR | 15819 | 1028373 | CORE 60/40 BALAN |
| IONIS PHARMACEUTICALS INC | 12961 | 1025345 | COM |
| PHILLIPS 66 | 7934 | 1023746 | COM |
| VANGUARD WORLD FD | 1350 | 1017740 | INF TECH ETF |
| VANGUARD SPECIALIZED FUNDS | 4426 | 972695 | DIV APP ETF |
| ISHARES TR | 4208 | 970072 | LOW CARBON OPTIM |
| PROSHARES TR | 8377 | 969693 | ULTRPRO S&P500 |
| ISHARES TR | 12074 | 936082 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 25957 | 936009 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 27508 | 900887 | EMRG MKTEQ ETF |
| COCA COLA CO | 12486 | 872925 | COM |
| SEMPRA | 9870 | 871407 | COM |
| SHOPIFY INC | 5377 | 865536 | CL A SUB VTG SHS |
| SCHWAB STRATEGIC TR | 32834 | 861248 | US BRD MKT ETF |
| BLACKSTONE INC | 5440 | 838449 | COM |
| HONEYWELL INTL INC | 4147 | 809135 | COM |
| AMERICAN EXPRESS CO | 2185 | 808357 | COM |
| MESABI TR | 20856 | 803162 | CTF BEN INT |
| VANGUARD INDEX FDS | 3112 | 802864 | SMALL CP ETF |
| ISHARES TR | 12163 | 802727 | CORE S&P MCP ETF |
| GE AEROSPACE | 2592 | 798534 | COM NEW |
| MASTERCARD INCORPORATED | 1363 | 778353 | CL A |
| ISHARES SILVER TR | 11764 | 757837 | ISHARES |
| FAIR ISAAC CORP | 446 | 754017 | COM |
| VANGUARD WORLD FD | 1793 | 740097 | MEGA GRWTH IND |
| CELESTICA INC | 2500 | 739025 | COM |
| APOLLO GLOBAL MGMT INC | 5000 | 723800 | COM |
| THERMO FISHER SCIENTIFIC INC | 1247 | 722667 | COM |
| ISHARES TR | 3388 | 712656 | RUS 1000 VAL ETF |
| GRAIL INC | 8279 | 708600 | COM |
| VANGUARD INTL EQUITY INDEX F | 13032 | 700603 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 3662 | 699457 | VALUE ETF |
| RUSH STREET INTERACTIVE INC | 35100 | 681993 | COM |
| VANGUARD WORLD FD | 2352 | 677023 | HEALTH CAR ETF |
| CYBERARK SOFTWARE LTD | 1500 | 669090 | SHS |
| MCDONALDS CORP | 2173 | 664284 | COM |
| CONOCOPHILLIPS | 7077 | 662502 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 9686 | 662135 | SHS REP COM UT |
| TAIWAN SEMICONDUCTOR MFG LTD | 2176 | 661176 | SPONSORED ADS |
| LOCKHEED MARTIN CORP | 1255 | 606992 | COM |
| BOEING CO | 2733 | 593370 | COM |
| LOWES COS INC | 2426 | 584976 | COM |
| ISHARES TR | 10639 | 582045 | MSCI EMG MKT ETF |
| REDDIT INC | 2514 | 577893 | CL A |
| PEPSICO INC | 4012 | 575841 | COM |
| CHEVRON CORP NEW | 3712 | 565743 | COM |
| PHILIP MORRIS INTL INC | 3502 | 561713 | COM |
| BRISTOL-MYERS SQUIBB CO | 10356 | 558601 | COM |
| ABBOTT LABS | 4445 | 556914 | COM |
| ISHARES TR | 5706 | 549317 | RUS MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 7360 | 541434 | ALLWRLD EX US |
| NEXTERA ENERGY INC | 6660 | 534684 | COM |
| LAM RESEARCH CORP | 3096 | 529943 | COM NEW |
| SPDR GOLD TR | 1334 | 528678 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 8876 | 528477 | US TARGETED VLU |
| VANGUARD INDEX FDS | 1806 | 524092 | MID CAP ETF |
| INVESCO EXCH TRADED FD TR II | 20107 | 518962 | RAFI EMRGNG MRKT |
| ISHARES INC | 7472 | 502257 | CORE MSCI EMKT |
| AT&T INC | 19539 | 485348 | COM |
| SSGA ACTIVE ETF TR | 12041 | 484631 | STATE STREET DOU |
| MERCK & CO INC | 4571 | 481160 | COM |
| DUKE ENERGY CORP NEW | 4100 | 480589 | COM NEW |
| NUCOR CORP | 2929 | 477749 | COM |
| INVESCO EXCH TRADED FD TR II | 11296 | 476531 | RAFI DVLPD MRKTS |
| PIMCO ETF TR | 5096 | 474354 | ACTIVE BD ETF |
| TRUST FOR PROFESSIONAL MANAG | 24925 | 473706 | CROSSINGBRDG PRE |
| ISHARES TR | 5038 | 472995 | U.S. REAL ES ETF |
| CARVANA CO | 1117 | 471396 | CL A |
| SCHWAB CHARLES CORP | 4652 | 464795 | COM |
| ALTRIA GROUP INC | 8010 | 461848 | COM |
| ISHARES TR | 5449 | 461214 | CORE MSCI TOTAL |
| ISHARES TR | 4582 | 459968 | 0-3 MNTH TREASRY |
| ISHARES TR | 2692 | 452151 | CORE S&P US GWT |
| UNION PAC CORP | 1905 | 440604 | COM |
| GARMIN LTD | 2163 | 438765 | SHS |
| ADVANCED MICRO DEVICES INC | 2043 | 437451 | COM |
| GLOBAL X FDS | 24562 | 434011 | NASDAQ 100 COVER |
| PALANTIR TECHNOLOGIES INC | 2438 | 433355 | CL A |
| MERCADOLIBRE INC | 214 | 431052 | COM |
| DEERE & CO | 913 | 425065 | COM |
| UNITED RENTALS INC | 523 | 423395 | COM |
| CSX CORP | 11379 | 412507 | COM |
| VANGUARD WHITEHALL FDS | 2860 | 410411 | HIGH DIV YLD |
| GOLDMAN SACHS GROUP INC | 462 | 406112 | COM |
| ALNYLAM PHARMACEUTICALS INC | 1000 | 397650 | COM |
| COMCAST CORP NEW | 13271 | 396659 | CL A |
| ISHARES TR | 3597 | 396210 | TRUST ISHARE 0-1 |
| SCHWAB STRATEGIC TR | 13277 | 393121 | US LCAP VA ETF |
| CISCO SYS INC | 5085 | 391728 | COM |
| INTEL CORP | 10365 | 382455 | COM |
| PROSHARES TR | 7221 | 380705 | ULTRAPRO QQQ |
| ISHARES TR | 4224 | 377019 | US OIL GS EX ETF |
| BOOKING HOLDINGS INC | 70 | 374922 | COM |
| NU HLDGS LTD | 22351 | 374156 | ORD SHS CL A |
| EDISON INTL | 6183 | 371129 | COM |
| VANGUARD INTL EQUITY INDEX F | 2527 | 362195 | FTSE SMCAP ETF |
| COINBASE GLOBAL INC | 1596 | 360919 | COM CL A |
| RTX CORPORATION | 1965 | 360297 | COM |
| NEONC TECHNOLOGIES HLDGS INC | 43320 | 358256 | COM |
| ISHARES TR | 3240 | 356108 | TIPS BD ETF |
| EATON CORP PLC | 1118 | 356094 | SHS |
| GILEAD SCIENCES INC | 2834 | 347894 | COM |
| ISHARES TR | 3440 | 343580 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 4561 | 338289 | US EQUITY MARKET |
| ISHARES TR | 7080 | 337926 | CORE 40/60 MODER |
| GOLAR LNG LTD | 9070 | 337487 | SHS |
| PNC FINL SVCS GROUP INC | 1611 | 336293 | COM |
| BLACKROCK INC | 314 | 336154 | COM |
| ASML HOLDING N V | 314 | 335936 | N Y REGISTRY SHS |
| SALESFORCE INC | 1237 | 327774 | COM |
| FIDELITY COVINGTON TRUST | 8888 | 325136 | ENHANCED INTL |
| WASTE MGMT INC DEL | 1464 | 321741 | COM |
| MORGAN STANLEY | 1782 | 316375 | COM NEW |
| STARBUCKS CORP | 3730 | 314111 | COM |
| CADENCE DESIGN SYSTEM INC | 1000 | 312580 | COM |
| REXFORD INDL RLTY INC | 7990 | 309373 | COM |
| SHELL PLC | 4210 | 309365 | SPON ADS |
| VANGUARD INDEX FDS | 1476 | 308661 | EXTEND MKT ETF |
| NEW YORK TIMES CO | 4414 | 306420 | CL A |
| ACCENTURE PLC IRELAND | 1135 | 304521 | SHS CLASS A |
| VERIZON COMMUNICATIONS INC | 7180 | 292423 | COM |
| NIKE INC | 4577 | 291590 | CL B |
| PAYCHEX INC | 2589 | 290434 | COM |
| RALPH LAUREN CORP | 803 | 283949 | CL A |
| SIXTH STREET SPECIALTY LENDI | 13030 | 283012 | COM |
| GE VERNOVA INC | 429 | 280517 | COM |
| CVS HEALTH CORP | 3493 | 277232 | COM |
| BARRICK MNG CORP | 6338 | 276020 | COM SHS |
| CROWDSTRIKE HLDGS INC | 585 | 274231 | CL A |
| CONSOLIDATED EDISON INC | 2757 | 273832 | COM |
| DIMENSIONAL ETF TRUST | 5481 | 273502 | INTERNATNAL VAL |
| IDEXX LABS INC | 400 | 270612 | COM |
| MATTEL INC | 13637 | 270558 | COM |
| 3M CO | 1687 | 270139 | COM |
| ISHARES TR | 2776 | 268939 | S&P MC 400GR ETF |
| TJX COS INC NEW | 1740 | 267215 | COM |
| TENCENT MUSIC ENTMT GROUP | 15000 | 262950 | SPON ADS |
| FLEXSHARES TR | 3213 | 259643 | QUALT DIVD IDX |
| PFIZER INC | 10402 | 259002 | COM |
| DIREXION SHS ETF TR | 2199 | 258408 | DLY TECH BULL 3X |
| SELECT SECTOR SPDR TR | 5700 | 254847 | STATE STREET ENE |
| TRAVELERS COMPANIES INC | 868 | 251692 | COM |
| VANGUARD INDEX FDS | 2837 | 251017 | REAL ESTATE ETF |
| ISHARES TR | 1748 | 247299 | MSCI ACWI ETF |
| DANAHER CORPORATION | 1076 | 246318 | COM |
| STARWOOD PPTY TR INC | 13675 | 246291 | COM |
| INTERCONTINENTAL EXCHANGE IN | 1511 | 244722 | COM |
| BRIDGEBIO PHARMA INC | 3156 | 241402 | COM |
| ISHARES TR | 5735 | 237332 | ESG AWARE 80/20 |
| STRYKER CORPORATION | 675 | 237242 | COM |
| ISHARES BITCOIN TRUST ETF | 4736 | 235142 | SHS BEN INT |
| PRINCIPAL FINANCIAL GROUP IN | 2648 | 233580 | COM |
| ISHARES TR | 2402 | 231266 | JPMORGAN USD EMG |
| SERVICENOW INC | 1485 | 227487 | COM |
| INTUIT | 343 | 227210 | COM |
| ALLSTATE CORP | 1055 | 219502 | COM |
| VANGUARD INDEX FDS | 1024 | 216924 | SM CP VAL ETF |
| LINDE PLC | 500 | 213282 | SHS |
| ISHARES TR | 6017 | 212645 | ESG AWARE 60/40 |
| BOSTON SCIENTIFIC CORP | 2223 | 211963 | COM |
| PARSONS CORP DEL | 3376 | 208637 | COM |
| UNITEDHEALTH GROUP INC | 621 | 205047 | COM |
| ISHARES TR | 11827 | 194318 | GL CLEAN ENE ETF |
| GOLDMAN SACHS BDC INC | 14790 | 137251 | SHS |
| STARZ ENTERTAINMENT CORP. | 10000 | 117000 | COM |
| NANO X IMAGING LTD | 24200 | 67760 | ORD SHS |
| WESTERN ASSET GBL HIGH INC F | 10000 | 64100 | COM |
| PATRIOT NATL BANCORP INC | 20000 | 36400 | COM NEW |
| OPKO HEALTH INC | 18550 | 23373 | COM |
| FATE THERAPEUTICS INC | 10098 | 9922 | COM |
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