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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) |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 964 shares | $864,474 |
| GE VERNOVA INC | COM | 36828A101 | — | 872 shares | $861,389 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 11,690 shares | $849,865 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 8,906 shares | $826,121 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 3,262 shares | $809,643 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,803 shares | $803,263 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 11,656 shares | $782,455 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $751,745 |
| UNION PAC CORP | COM | 907818108 | — | 2,759 shares | $751,725 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 11,051 shares | $738,303 |
| CISCO SYS INC | COM | 17275R102 | — | 6,788 shares | $738,225 |
| SEMPRA | COM | 816851109 | — | 9,443 shares | $737,026 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 2,352 shares | $733,165 |
| MERCK & CO INC | COM | 58933Y105 | — | 5,067 shares | $728,717 |
| BOEING CO | COM | 097023105 | — | 3,737 shares | $718,533 |
| CHEVRON CORPORATION | COM | 166764100 | — | 3,425 shares | $709,371 |
| RUSH STREET INTERACTIVE INC | COM | 782011100 | — | 35,100 shares | $700,245 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 3,657 shares | $688,192 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 1,032 shares | $673,494 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 8,563 shares | $653,770 |
| DEERE & CO | COM | 244199105 | — | 978 shares | $652,607 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 2,159 shares | $652,173 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,276 shares | $645,175 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 10,174 shares | $625,314 |
| BLACKSTONE INC | COM | 09260D107 | — | 5,491 shares | $616,363 |
| PEPSICO INC | COM | 713448108 | — | 4,850 shares | $609,194 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 6,828 shares | $605,439 |
| NEONC TECHNOLOGIES HLDGS INC | COM | 64051A101 | — | 197,178 shares | $603,365 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 7,295 shares | $601,728 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 6,909 shares | $599,220 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 5,541 shares | $596,156 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 6,307 shares | $596,112 |
| GARMIN LTD | SHS | H2906T109 | — | 2,110 shares | $595,991 |
| SSGA ACTIVE ETF TR | ST STR TOTAL ETF | 78467V848 | — | 15,782 shares | $588,990 |
| ISHARES TR | US OIL GS EX ETF | 464288851 | — | 4,278 shares | $583,503 |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | — | 20,107 shares | $581,494 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 5,702 shares | $572,509 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 5,000 shares | $571,700 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 | — | 12,961 shares | $570,284 |
| CELESTICA INC | COM | 15101Q207 | — | 1,528 shares | $570,082 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 3,803 shares | $563,055 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 8,374 shares | $560,656 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 6,536 shares | $544,227 |
| UNITED RENTALS INC | COM | 911363109 | — | 523 shares | $541,033 |
| CSX CORP | COM | 126408103 | — | 11,538 shares | $536,958 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 7,100 shares | $535,624 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 8,183 shares | $535,496 |
| MCDONALDS CORP | COM | 580135101 | — | 2,304 shares | $534,220 |
| NUCOR CORP | COM | 670346105 | — | 2,223 shares | $524,584 |
| DIREXION SHARES ETF TRUST | DA TE BU 3X ETF | 25459W102 | — | 2,189 shares | $523,846 |
| RTX CORPORATION | COM | 75513E101 | — | 2,831 shares | $523,845 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,347 shares | $515,578 |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | 38149W630 | — | 8,572 shares | $493,833 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 7,867 shares | $493,261 |
| LOWES COS INC | COM | 548661107 | — | 2,617 shares | $477,327 |
| HONEYWELL INTL INC | COM | 438516205 | — | 2,229 shares | $476,588 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 3,049 shares | $473,634 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 4,971 shares | $469,624 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 2,163 shares | $468,774 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 4,748 shares | $467,045 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 4,078 shares | $463,869 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 2,367 shares | $459,614 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 8,272 shares | $455,870 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,396 shares | $455,336 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 4,646 shares | $449,222 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 13,277 shares | $443,174 |
| EATON CORP PLC | SHS | G29183103 | — | 1,012 shares | $442,584 |
| MICRON TECHNOLOGY INC | COM | 595112103 | CALL | 400 shares | $438,956 |
| AT&T INC | COM | 00206R102 | — | 17,924 shares | $435,543 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,920 shares | $430,674 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 5,386 shares | $424,075 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,232 shares | $419,587 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 8,729 shares | $418,643 |
| FORTINET INC | COM | 34959E109 | — | 2,321 shares | $414,809 |
| ALLSTATE CORP | COM | 020002101 | — | 1,818 shares | $408,062 |
| SHELL PLC | SPON ADS | 780259305 | — | 4,214 shares | $402,909 |
| SPDR SERIES TRUST | ST STR NYSE TECH | 78464A102 | — | 1,033 shares | $398,129 |
| GOLAR LNG LTD | SHS | G9456A100 | — | 8,074 shares | $389,979 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 2,527 shares | $389,411 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 210 shares | $379,783 |
| STARBUCKS CORP | COM | 855244109 | — | 3,971 shares | $376,731 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 1,035 shares | $374,203 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | — | 9,083 shares | $359,330 |
| APPLIED MATLS INC | COM | 038222105 | — | 676 shares | $357,807 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 4,469 shares | $353,616 |
| ISHARES TR | CORE 40 MODE ETF | 464289875 | — | 7,224 shares | $352,310 |
| CARVANA CO | CL A | 146869102 | — | 5,580 shares | $351,763 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1,000 shares | $350,730 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 1,476 shares | $344,070 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 2,204 shares | $339,570 |
| COMFORT SYS USA INC | COM | 199908104 | — | 201 shares | $337,983 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 3,240 shares | $337,964 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,196 shares | $336,455 |
| MODERNA INC | COM | 60770K107 | — | 1,767 shares | $333,857 |
| V F CORP | COM | 918204108 | — | 22,461 shares | $323,657 |
| MESABI TR | CTF BEN INT | 590672101 | — | 16,856 shares | $321,948 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 1,580 shares | $318,920 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 12,467 shares | $315,041 |
| TJX COS INC NEW | COM | 872540109 | — | 2,337 shares | $312,142 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 2,776 shares | $307,720 |