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Westmount Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $471,410,962
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $59,041,415
- NVIDIA CORPORATION · COM · 67066G104 · shares: $20,987,544
- MICROSOFT CORP · COM · 594918104 · shares: $20,503,103
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $18,732,451
- BROADCOM INC · COM · 11135F101 · shares: $16,638,093
- AMAZON COM INC · COM · 023135106 · shares: $12,460,839
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $11,581,651
- CACI INTL INC · CL A · 127190304 · shares: $11,540,412
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $10,711,688
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $9,329,850
Reported holdings
281 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 178,740 shares | $59,041,415 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 90,910 shares | $20,987,544 |
| MICROSOFT CORP | COM | 594918104 | — | 39,983 shares | $20,503,103 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 26,671 shares | $18,732,451 |
| BROADCOM INC | COM | 11135F101 | — | 48,417 shares | $16,638,093 |
| AMAZON COM INC | COM | 023135106 | — | 50,199 shares | $12,460,839 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 15,159 shares | $11,581,651 |
| CACI INTL INC | CL A | 127190304 | — | 18,404 shares | $11,540,412 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 31,669 shares | $10,711,688 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 12,158 shares | $9,329,850 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 59,114 shares | $9,328,156 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 17,400 shares | $8,708,700 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 19,235 shares | $7,216,473 |
| WALMART INC | COM | 931142103 | — | 59,205 shares | $6,172,672 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 7,843 shares | $5,819,811 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 16,508 shares | $5,528,962 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 20,700 shares | $4,670,428 |
| META PLATFORMS INC | CL A | 30303M102 | — | 5,808 shares | $4,216,181 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 41,332 shares | $4,017,931 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 43,156 shares | $3,893,926 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 26,988 shares | $3,696,534 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 13,532 shares | $3,627,602 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,837 shares | $3,510,737 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 59,582 shares | $3,288,331 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 9,608 shares | $3,201,061 |
| BANK OF MARIN BANCORP | COM | 063425102 | — | 116,333 shares | $3,171,238 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 105,342 shares | $3,169,754 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 27,895 shares | $3,100,529 |
| KORN FERRY | COM NEW | 500643200 | — | 41,518 shares | $3,004,658 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E735 | — | 51,296 shares | $2,938,457 |
| WELLS FARGO & CO | COM | 949746101 | — | 36,059 shares | $2,893,753 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 31,092 shares | $2,842,115 |
| TESLA INC | COM | 88160R101 | — | 7,753 shares | $2,745,336 |
| ORACLE CORP | COM | 68389X105 | — | 19,723 shares | $2,723,210 |
| ELI LILLY & CO | COM | 532457108 | — | 2,310 shares | $2,655,734 |
| ASTRANA HEALTH INC | COM NEW | 03763A207 | — | 75,818 shares | $2,646,806 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 15,895 shares | $2,603,968 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 11,369 shares | $2,599,130 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 79,721 shares | $2,515,995 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 9,564 shares | $2,473,759 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 24,016 shares | $2,469,287 |
| VISA INC | COM CL A | 92826C839 | — | 6,626 shares | $2,384,213 |
| ILLUMINA INC | COM | 452327109 | — | 8,726 shares | $2,318,673 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 8,196 shares | $2,286,934 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 62,749 shares | $2,258,979 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 15,043 shares | $2,165,416 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 15,076 shares | $2,148,742 |
| PHILLIPS 66 | COM | 718546104 | — | 7,988 shares | $2,110,754 |
| HOME DEPOT INC | COM | 437076102 | — | 7,285 shares | $2,057,664 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 40,677 shares | $2,049,736 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 5,112 shares | $2,025,630 |
| DISNEY WALT CO | COM | 254687106 | — | 19,956 shares | $2,022,184 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 37,598 shares | $2,005,100 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 4,751 shares | $1,980,910 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 11,863 shares | $1,977,232 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 28,819 shares | $1,974,946 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 27,450 shares | $1,927,295 |
| QUALCOMM INC | COM | 747525103 | — | 10,490 shares | $1,910,147 |
| NETFLIX INC. | COM | 64110L106 | — | 27,351 shares | $1,855,742 |
| CATERPILLAR INC | COM | 149123101 | — | 2,082 shares | $1,720,737 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 8,400 shares | $1,661,604 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,637 shares | $1,623,547 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 12,819 shares | $1,611,720 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 20,516 shares | $1,599,818 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 58,548 shares | $1,595,446 |
| PROSHARES TR | ULTRPRO S&P500 | 74347X864 | — | 10,792 shares | $1,594,448 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 6,643 shares | $1,550,391 |
| AMGEN INC | COM | 031162100 | — | 3,758 shares | $1,530,381 |
| INTEL CORP | COM | 458140100 | — | 12,681 shares | $1,521,682 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 3,748 shares | $1,503,848 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 44,265 shares | $1,450,550 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 15,047 shares | $1,443,760 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | — | 40,438 shares | $1,427,461 |
| ABBVIE INC | COM | 00287Y109 | — | 5,386 shares | $1,400,089 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 17,534 shares | $1,387,658 |
| RADNET INC | COM | 750491102 | — | 20,000 shares | $1,354,000 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 10,197 shares | $1,295,177 |
| BANK OF AMER CORP | COM | 060505104 | — | 23,508 shares | $1,263,079 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 8,446 shares | $1,245,745 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 33,297 shares | $1,225,996 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 4,530 shares | $1,208,740 |
| ISHARES TR | LOW CA OP MS ETF | 46434V464 | — | 4,705 shares | $1,202,799 |
| GE AEROSPACE | COM NEW | 369604301 | — | 3,778 shares | $1,180,260 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 15,114 shares | $1,165,710 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 3,355 shares | $1,140,969 |
| COCA COLA CO | COM | 191216100 | — | 13,073 shares | $1,125,604 |
| GRAIL INC | COM | 384747101 | — | 8,312 shares | $1,101,839 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 8,096 shares | $1,098,156 |
| AIRBNB INC | COM CL A | 009066101 | — | 6,834 shares | $1,096,594 |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | 808524730 | — | 25,957 shares | $1,081,369 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 12,885 shares | $1,076,000 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 35,420 shares | $1,040,998 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 27,508 shares | $997,715 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 4,171 shares | $974,054 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 16,066 shares | $948,391 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,016 shares | $925,613 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 11,299 shares | $917,729 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 7,156 shares | $909,237 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,631 shares | $897,292 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 5,806 shares | $865,617 |