Westmount Partners, LLC
264 holdingsFiling period: 2026-03-31Current AUM: $464.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 172.7K | $43.8M | $53.4M | 11.49% | +2.7K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 89.5K | $15.6M | $18.0M | 3.87% | -236 | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 48.2K | $14.9M | $18.8M | 4.04% | +4 | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 24.1K | $14.4M | $16.5M | 3.56% | +444 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 38.0K | $14.1M | $17.7M | 3.80% | +2.2K | 2026-03-31 |
| 6 | CACI | CACI INTL INC | 21.3K | $11.6M | $10.6M | 2.28% | -- | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 48.0K | $10.0M | $13.0M | 2.81% | +6.2K | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 32.8K | $9.4M | $11.7M | 2.51% | +4.1K | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 18.3K | $8.8M | $8.8M | 1.89% | +1.3K | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 13.4K | $8.7M | $10.0M | 2.15% | -366 | 2026-03-31 |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | 55.8K | $7.7M | $8.7M | 1.87% | +1.3K | 2026-03-31 |
| 12 | IVV | ISHARES TR | 11.7K | $7.6M | $8.7M | 1.88% | +85 | 2026-03-31 |
| 13 | WMT | WALMART INC | 57.1K | $7.1M | $6.3M | 1.37% | +2.1K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 20.4K | $6.5M | $7.5M | 1.62% | -703 | 2026-03-31 |
| 15 | QQQ | INVESCO QQQ TR | 9.4K | $5.4M | $6.5M | 1.39% | +1.5K | 2026-03-31 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | 19.4K | $4.7M | $4.3M | 0.93% | +67 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 16.0K | $4.6M | $5.7M | 1.23% | +2.7K | 2026-03-31 |
| 18 | ILMN | ILLUMINA INC | 35.1K | $4.3M | $7.2M | 1.55% | -4,984 | 2026-03-31 |
| 19 | MASI | MASIMO CORP | 24.2K | $4.3M | $4.3M | 0.93% | -- | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 8.4K | $3.6M | $4.3M | 0.92% | +4.8K | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 3.6K | $3.6M | $3.5M | 0.75% | +180 | 2026-03-31 |
| 22 | AOA | ISHARES TR | 37.2K | $3.3M | $3.6M | 0.78% | +872 | 2026-03-31 |
| 23 | IJR | ISHARES TR | 26.3K | $3.3M | $3.8M | 0.82% | +250 | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 18.4K | $3.1M | $2.9M | 0.62% | +4.5K | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 18.4K | $3.1M | $2.9M | 0.62% | +4.5K | 2026-03-31 |
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