Westmount Partners, LLC holds a diversified book of 260 stocks worth $454.5M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P International De and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 12% of the equity book. They also disclosed $2.6M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2051491/holdings"
Use Arkolith to show Westmount Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $53.4M | 184.5K | 11.7% | ▲+6.8% Added · +12K sh | |
| 2 | Nvidia Corporation COM | $18.8M | 94.2K | 4.1% | ▲+5.2% Added · +5K sh | |
| 3 | Broadcom Inc COM | $18.3M | 48.5K | 4.0% | ▲+0.5% Added · +250 sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $18.3M | 26.6K | 4.0% | ▲+10% Added · +2K sh | |
| 5 | Microsoft Corp COM | $14.4M | 38.7K | 3.2% | ▲+1.9% Added · +744 sh | |
| 6 | Amazon Com Inc COM | $11.8M | 49.4K | 2.6% | ▲+2.9% Added · +1K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $11.0M | 14.8K | 2.4% | ▲+10% Added · +1K sh | |
| 8 | Alphabet Inc CAP STK CL A | $11.0M | 30.7K | 2.4% | ▼−6.3% Reduced · −2K sh | |
| 9 | Vanguard Intl Equity Index F TT WRLD ST ETF | $9.3M | 59.1K | 2.0% | ▲+5.8% Added · +3K sh | |
| 10 | Ishares TR CORE S&P500 ETF | $9.1M | 12.1K | 2.0% | ▲+3.8% Added · +447 sh | |
| 11 | Caci Intl Inc CL A | $9.0M | 19.5K | 2.0% | ▼−8.7% Reduced · −2K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $8.6M | 17.1K | 1.9% | ▼−6.4% Reduced · −1K sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $7.7M | 20.9K | 1.7% | ▲+2.5% Added · +519 sh | |
| 14 | Walmart Inc COM | $6.5M | 57.3K | 1.4% | ▲+0.4% Added · +206 sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $6.0M | 8.1K | 1.3% | ▼−14% Reduced · −1K sh | |
| 16 | Alphabet Inc CAP STK CL C | $5.8M | 16.5K | 1.3% | ▲+2.6% Added · +417 sh | |
| 17 | International Business Machs COM | $5.5M | 19.6K | 1.2% | ▲+1.5% Added · +284 sh | |
| 18 | Marvell Technology Inc COM | $4.1M | 13.8K | 0.9% | ▲+3.4% Added · +453 sh | |
| 19 | Ishares TR CORE S&P SCP ETF | $4.0M | 27.1K | 0.9% | ▲+3.2% Added · +844 sh | |
| 20 | Illumina Inc COM | $4.0M | 22.7K | 0.9% | ▼−35% Reduced · −12K sh | |
| 21 | Ishares TR CORE 80 20 ETF | $3.7M | 38.1K | 0.8% | ▲+2.5% Added · +915 sh | |
| 22 | Vanguard Index FDS GROWTH ETF | $3.7M | 43.1K | 0.8% | ▲+416% Added · +35K sh | |
| 23 | Astrana Health Inc COM NEW | $3.6M | 77.8K | 0.8% | —Held | |
| 24 | Costco Wholesale Corporation COM | $3.4M | 3.7K | 0.8% | ▲+0.7% Added · +25 sh | |
| 25 | Dimensional ETF Trust US MKTWIDE VALUE | $3.3M | 59.6K | 0.7% | ▼−1.1% Reduced · −658 sh | |
| 26 | Meta Platforms Inc CL A | $3.3M | 5.8K | 0.7% | ▲+7.7% Added · +413 sh | |
| 27 | Bank Of Marin Bancorp COM | $3.2M | 115.5K | 0.7% | —Held | |
| 28 | Tesla Inc COM | $3.2M | 7.5K | 0.7% | ▲+5.9% Added · +421 sh | |
| 29 | Schwab Strategic TR US LRG CAP ETF | $3.1M | 105.3K | 0.7% | —Held | |
| 30 | Intel Corp COM | $3.1M | 21.9K | 0.7% | ▼−24% Reduced · −7K sh | |
| 31 | JPMorgan Chase & Co COM | $3.0M | 9.2K | 0.7% | ▲+1.2% Added · +113 sh | |
| 32 | Oracle Corp COM | $2.9M | 19.7K | 0.6% | ▲+1.7% Added · +324 sh | |
| 33 | Robinhood MKTS Inc COM CL A | $2.8M | 27.9K | 0.6% | ▼−0.2% Reduced · −50 sh | |
| 34 | Korn Ferry COM NEW | $2.8M | 41.5K | 0.6% | —Held | |
| 35 | Eli Lilly & Co COM | $2.7M | 2.3K | 0.6% | ▼−0.8% Reduced · −18 sh | |
| 36 | Ishares TR S&P 500 VAL ETF | $2.7M | 11.7K | 0.6% | ▲+0.1% Added · +15 sh | |
| 37 | Ishares TR MSCI EAFE ETF | $2.6M | 25.1K | 0.6% | ▲+0.1% Added · +34 sh | |
| 38 | Wells Fargo & Co COM | $2.6M | 31.2K | 0.6% | ▲+1.7% Added · +526 sh | |
| 39 | Schwab Strategic TR FUNDAMENTAL US L | $2.5M | 79.7K | 0.5% | —Held | |
| 40 | Ishares TR RUSSELL 2000 ETF | $2.5M | 8.2K | 0.5% | ▲+0.6% Added · +50 sh | |
| 41 | Johnson & Johnson COM | $2.5M | 9.7K | 0.5% | ▼−14% Reduced · −2K sh | |
| 42 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $2.4M | 40.0K | 0.5% | ▲New New position | |
| 43 | Home Depot Inc COM | $2.3M | 6.5K | 0.5% | ▲+0.5% Added · +35 sh | |
| 44 | Ishares TR S&P 500 GRWT ETF | $2.3M | 16.6K | 0.5% | ▲~0% Added · +3 sh | |
| 45 | Procter & Gamble Co COM | $2.3M | 15.5K | 0.5% | ▼−11% Reduced · −2K sh | |
| 46 | Visa Inc COM CL A | $2.2M | 6.5K | 0.5% | ▲+1.7% Added · +111 sh | |
| 47 | Schwab Strategic TR US LCAP GR ETF | $2.2M | 64.1K | 0.5% | ▼−2.2% Reduced · −1K sh | |
| 48 | Wisdomtree TR FLOATNG RAT TREA | $2.1M | 42.2K | 0.5% | ▲+0.2% Added · +82 sh | |
| 49 | Exxon Mobil Corp COM | $2.1M | 15.5K | 0.5% | ▼−16% Reduced · −3K sh | |
| 50 | Netflix Inc. COM | $2.1M | 29.4K | 0.5% | ▼−3.2% Reduced · −982 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | MICRON TECHNOLOGY INCMU | $462K | 400 |
| CALL · bullish | SANDISK CORPSNDK | $455K | 200 |
| CALL · bullish | DIREX DAIL SEMI BU 3X ET-USDSOXL | $373K | 1K |
| CALL · bullish | LAM RESEARCH CORPLRCX | $217K | 500 |
| CALL · bullish | WESTERN DIGITAL CORPWDC | $192K | 300 |
| CALL · bullish | CELESTICA INCCLS | $146K | 400 |
| CALL · bullish | APPLE INCAAPL | $145K | 500 |
| CALL · bullish | ELI LILLY & COLLY | $120K | 100 |
| CALL · bullish | GE VERNOVA INCGEV | $117K | 100 |
| CALL · bullish | SEAGATE TECHNOLOGY HOLDINGSSTX | $97K | 100 |
| CALL · bullish | TESLA INCTSLA | $84K | 200 |
| CALL · bullish | APPLIED MATERIALS INCAMAT | $72K | 100 |
| CALL · bullish | NVIDIA CORPNVDA | $60K | 300 |
| CALL · bullish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $48K | 100 |
| CALL · bullish | BROADCOM INCAVGO | $38K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 275 | $457.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 264 | $406.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 246 | $401.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 244 | $387.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 246 | $364.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 239 | $327.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jan 29, 2025 | 184 | $216.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 28, 2025 | 172 | $192.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.