Westmount Partners, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
264
Total value ($000)
$406,263
Net value change ($000)
+5,158 (1.3%)
New positions
33
Sold out positions
18
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XSHQ 2,194 NEW
VUG 1,898 108.4%
ABBV 1,506 131.6%
XOM 1,451 86.8%
MRVL 1,323 NEW
MASI 1,158 36.7%
IVE 1,093 79.5%
WMT 972 15.9%
INTC 895 234.3%
IYW 822 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,240 -18.7%
BIL -2,831 -100.0%
AAPL -2,390 -5.2%
GOVI -2,223 -100.0%
AVGO -1,763 -10.6%
HOOD -1,297 -40.1%
NVDA -1,128 -6.7%
IBM -1,021 -17.9%
ILMN -931 -17.7%
ORCL -837 -22.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 390 (0.1% of total reported value)
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