Westmount Partners, LLC

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
275
Total value ($000)
$457,093
Net value change ($000)
+50,830 (12.5%)
New positions
25
Sold out positions
26
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,551 21.8%
VOO 3,866 26.8%
AVGO 3,386 22.7%
NVDA 3,227 20.7%
MRVL 2,790 210.9%
IDMO 2,412 NEW
SPY 2,323 26.7%
AMZN 1,778 17.8%
INTC 1,776 139.1%
ASTH 1,702 89.3%
Top Reduces (Value $000, Stocks/ETFs)
MASI -4,310 -100.0%
CACI -2,574 -22.2%
XSHQ -2,194 -100.0%
ABBV -1,209 -45.6%
XOM -1,006 -32.2%
HON -938 -100.0%
NFLX -822 -28.1%
VCIT -697 -100.0%
VTES -687 -100.0%
CRWD -650 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,626 (0.6% 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