Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westmount Partners, LLC (CIK 2051491) reported $406.3M across 261 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($43.8M, 10.79%), NVDA ($15.6M, 3.84%), AVGO ($14.9M, 3.67%), VOO ($14.4M, 3.54%), MSFT ($14.1M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $43.8M | 10.79% | 172,733 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $15.6M | 3.84% | 89,548 | Trimmed |
| 3 | AVGO | BROADCOM INC | $14.9M | 3.67% | 48,228 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $14.4M | 3.54% | 24,098 | Added |
| 5 | MSFT | MICROSOFT CORP | $14.1M | 3.46% | 37,984 | Added |
| 6 | CACI | CACI INTL INC | $11.6M | 2.85% | 21,316 | Hold |
| 7 | AMZN | AMAZON COM INC | $10.0M | 2.46% | 47,993 | Added |
| 8 | GOOGL | ALPHABET INC | $9.4M | 2.32% | 32,765 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.8M | 2.16% | 18,321 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $8.7M | 2.14% | 13,375 | Trimmed |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | $7.7M | 1.90% | 55,810 | Added |
| 12 | IVV | ISHARES TR | $7.6M | 1.88% | 11,662 | Added |
| 13 | WMT | WALMART INC | $7.1M | 1.75% | 57,101 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $6.5M | 1.61% | 20,402 | Trimmed |
| 15 | QQQ | INVESCO QQQ TR | $5.4M | 1.34% | 9,411 | Added |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $4.7M | 1.15% | 19,355 | Added |
| 17 | GOOG | ALPHABET INC | $4.6M | 1.13% | 16,036 | Added |
| 18 | ILMN | ILLUMINA INC | $4.3M | 1.07% | 35,119 | Trimmed |
| 19 | MASI | MASIMO CORP | $4.3M | 1.06% | 24,232 | Hold |
| 20 | VUG | VANGUARD INDEX FDS | $3.6M | 0.90% | 8,353 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $3.6M | 0.89% | 3,647 | Added |
| 22 | AOA | ISHARES TR | $3.3M | 0.81% | 37,232 | Added |
| 23 | IJR | ISHARES TR | $3.3M | 0.80% | 26,302 | Added |
| 24 | XOM | EXXON MOBIL CORP | $3.1M | 0.77% | 18,399 | Added |
| 25 | META | META PLATFORMS INC | $3.1M | 0.76% | 5,381 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31