Westmount Partners, LLC

Q4 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
246
Total value ($000)
$401,105
Net value change ($000)
+13,856 (3.6%)
New positions
8
Sold out positions
6
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,445 13.4%
NVDA 3,982 31.2%
BMRC 2,980 NEW
GOOGL 2,887 47.5%
AMZN 1,376 16.6%
GOOGL 937 28.8%
AVGO 659 4.1%
VTI 628 9.7%
LLY 520 30.7%
WMT 504 9.0%
Top Reduces (Value $000, Stocks/ETFs)
BIL -2,493 -46.8%
ORCL -1,818 -33.0%
TRUST FOR PROFESSIONAL MANAGERS -1,190 -71.5%
MSFT -1,066 -5.8%
HOOD -745 -18.7%
NFLX -653 -18.8%
IWM -589 -23.2%
MASI -535 -14.5%
MSTR -497 -100.0%
FICO -433 -36.5%
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