Westmount Partners, LLC

Q3 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
244
Total value ($000)
$387,249
Net value change ($000)
+23,119 (6.3%)
New positions
12
Sold out positions
14
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 7,167 21.3%
AVGO 2,777 21.0%
GOOGL 1,569 34.8%
ORCL 1,413 34.5%
AOA 1,365 67.3%
HOOD 1,274 47.0%
NVDA 999 8.5%
VOO 820 5.9%
GOOGL 803 32.8%
VT 762 11.4%
Top Reduces (Value $000, Stocks/ETFs)
BIL -2,430 -31.3%
SPGI -1,301 -100.0%
MGV -870 -100.0%
MASI -664 -15.3%
IWP -565 -100.0%
META -542 -13.4%
NFLX -503 -12.6%
VOOG -474 -100.0%
IWS -431 -100.0%
ISRG -405 -19.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type