Westmount Partners, LLC

All 13F Filings

Location
Los Angeles, CA
Most recent 13F
Q2 2026
Holdings value ($000)
457,093
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/7/2026 275 457,093 13F-HR Westmount Partners, LLC
Q1 2026 4/16/2026 264 406,263 13F-HR Westmount Partners, LLC
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)
Derivatives reported exposure ($000): 2.625 K (0.6% of total reported value) · QoQ Δ: +2.235 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 296.7 K 65.3% 25.65 K 0 25.65 K
ETFs 157.8 K 34.7% 23.53 K 0 23.53 K
Debt 0 0.0% 0 591 -591
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
457,093
Holdings
275
QoQ value change ($000)
50,830 (12.5%)
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.