Westmount Partners, LLC holds a diversified book of 260 stocks worth $454.5M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-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.
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
+4 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Westmount Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Prospect Hill Management, LLC | 9 / 80 | $246.1M |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| Blackhill Capital Inc | 17 / 80 | $2.3B |
| Mirae Asset Global Investments Co., Ltd. | 56 / 80 | $281.8B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Westmount Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 275 | $457.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 264 | $406.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 246 | $401.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 244 | $387.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 246 | $364.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 239 | $327.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jan 29, 2025 | 670d | 184 | $216.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 28, 2025 | 759d | 172 | $192.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.