Westmount Partners, LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
281
Total value ($000)
$471,411
Net value change ($000)
+14,318 (3.1%)
New positions
19
Sold out positions
14
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 6,057 41.9%
AAPL 5,652 10.6%
BIL 2,842 NEW
XOM 2,604 NEW
CACI 2,521 28.0%
PDN 2,430 478.3%
NVDA 2,144 11.4%
ESGV 1,098 NEW
META 952 29.2%
PSX 761 56.4%
Top Reduces (Value $000, Stocks/ETFs)
IDMO -2,412 -100.0%
XOM -2,116 -100.0%
ILMN -1,677 -42.0%
AVGO -1,675 -9.1%
INTC -1,531 -50.1%
ASTH -962 -26.7%
IBM -853 -15.4%
BRK-B -746 -49.8%
VTI -526 -6.8%
MRVL -485 -11.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,213 (0.5% 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