Westmount Partners, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 401,105
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 246 | 401,105 | 13F-HR | Westmount Partners, LLC |
| Q3 2025 | 10/14/2025 | 244 | 387,249 | 13F-HR | Westmount Partners, LLC |
| Q2 2025 | 7/9/2025 | 246 | 364,130 | 13F-HR | Westmount Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 329.9 K | 82.2% | 16.03 K | 0 | 16.03 K |
| ETFs | 71.02 K | 17.7% | 0 | 2.184 K | -2.184 K |
| Other | 231 | 0.1% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
401,105
Holdings
246
QoQ value change ($000)
13,856
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.