Westmount Partners, LLC
261 holdingsFiling period: 2026-06-30Current AUM: $482.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 185.0K | $53.5M | $63.6M | 13.18% | +12.3K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 94.5K | $18.9M | $20.3M | 4.22% | +4.9K | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 48.6K | $18.3M | $17.1M | 3.54% | +350 | 2026-06-30 |
| 4 | VOO | Vanguard Index Fds | 26.6K | $18.3M | $18.9M | 3.91% | +2.5K | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 38.7K | $14.4M | $20.6M | 4.26% | +744 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 49.4K | $11.8M | $12.6M | 2.61% | +1.4K | 2026-06-30 |
| 7 | SPY | State Str Spdr S&P 500 ETF T | 14.8K | $11.0M | $11.4M | 2.36% | +1.4K | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 30.7K | $11.0M | $10.0M | 2.07% | -2,066 | 2026-06-30 |
| 9 | VT | Vanguard Intl Equity Index F | 59.1K | $9.3M | $9.3M | 1.94% | +3.2K | 2026-06-30 |
| 10 | IVV | iShares TR | 12.1K | $9.1M | $9.4M | 1.95% | +447 | 2026-06-30 |
| 11 | CACI | Caci Intl Inc | 19.5K | $9.0M | $13.0M | 2.69% | -1,847 | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc Del | 17.1K | $8.6M | $8.6M | 1.78% | -1,172 | 2026-06-30 |
| 13 | VTI | Vanguard Index Fds | 20.9K | $7.7M | $7.9M | 1.64% | +519 | 2026-06-30 |
| 14 | WMT | Walmart Inc | 57.3K | $6.5M | $6.8M | 1.41% | +206 | 2026-06-30 |
| 15 | QQQ | Invesco Qqq TR | 8.1K | $6.0M | $5.9M | 1.22% | -1,283 | 2026-06-30 |
| 16 | GOOG | Alphabet Inc | 16.5K | $5.8M | $5.3M | 1.10% | +417 | 2026-06-30 |
| 17 | IBM | International Business Machs | 19.6K | $5.5M | $5.0M | 1.03% | +284 | 2026-06-30 |
| 18 | MRVL | Marvell Technology Inc | 13.8K | $4.1M | $3.5M | 0.72% | +453 | 2026-06-30 |
| 19 | IJR | iShares TR | 27.1K | $4.0M | $3.8M | 0.79% | +844 | 2026-06-30 |
| 20 | ILMN | Illumina Inc | 22.7K | $4.0M | $6.6M | 1.36% | -12,393 | 2026-06-30 |
| 21 | AOA | iShares TR | 38.1K | $3.7M | $3.7M | 0.77% | +915 | 2026-06-30 |
| 22 | VUG | Vanguard Index Fds | 43.1K | $3.7M | $3.8M | 0.79% | +34.8K | 2026-06-30 |
| 23 | ASTH | Astrana Health Inc | 77.8K | $3.6M | $2.9M | 0.59% | -- | 2026-06-30 |
| 24 | COST | Costco Wholesale Corporation | 3.7K | $3.4M | $3.6M | 0.75% | +25 | 2026-06-30 |
| 25 | DFUV | Dimensional ETF Trust | 59.6K | $3.3M | $3.4M | 0.70% | -658 | 2026-06-30 |
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