Westmount Partners, LLC
CIK 2051491 · Holdings on Mar 31, 2026 · First reported Apr 16, 2026
Top ten holdings
Q1 2026- AAPL10.80%
- NVDA3.85%
- AVGO3.68%
- VOO3.55%
- MSFT3.46%
- CACI2.86%
- AMZN2.46%
- GOOGL2.32%
- BRK.B2.16%
- SPY2.14%
Share classes counted separately37.28%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -0.85 pp4.31% → 3.46%Shares +2.21K (+6.18%)
- AAPLWeight decreased · -0.73 pp11.53% → 10.80%Shares +2.69K (+1.58%)
- AVGOWeight decreased · -0.48 pp4.16% → 3.68%Shares +4 (+0.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $43.84M | 10.80% | 172.73K shares | 11.53% → 10.80%-0.73 pp +2.69K (+1.58%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $15.62M | 3.85% | 89.55K shares | 4.17% → 3.85%-0.32 pp -236 (-0.26%) | Reduced | ↗▾ |
| 03 | AVGOBROADCOM INC View history and evidence | $14.93M | 3.68% | 48.23K shares | 4.16% → 3.68%-0.48 pp +4 (+0.01%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $14.40M | 3.55% | 24.10K shares | 3.70% → 3.55%-0.15 pp +444 (+1.88%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $14.06M | 3.46% | 37.98K shares | 4.31% → 3.46%-0.85 pp +2.21K (+6.18%) | Added | ↗▾ |
| 06 | CACICACI INTERNATIONAL INC -CL ACL A View history and evidence | $11.59M | 2.86% | 21.32K shares | 2.83% → 2.86%+0.03 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $10.00M | 2.46% | 47.99K shares | 2.41% → 2.46%+0.05 pp +6.17K (+14.77%) | Added | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $9.42M | 2.32% | 32.77K shares | 2.24% → 2.32%+0.08 pp +4.12K (+14.39%) | Added | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $8.78M | 2.16% | 18.32K shares | 2.14% → 2.16%+0.02 pp +1.27K (+7.46%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.70M | 2.14% | 13.38K shares | 2.34% → 2.14%-0.20 pp -366 (-2.66%) | Reduced | ↗▾ |
Options overlay 2
$390.35K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SNDKSANDISK CORP View history and evidence | Call | 600 | $203.90K | +600 | ▾ |
IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | Put | 86.20K | $186.46K | +86.20K | ▾ |
2 / 2 options · preview only
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -30,984 | -$2.83M | SEC filing ↗ | SEC filing ↗ |
| GOVI INVESCO EQUAL WEIGHT 0-30 YR | Non-derivative | -40,000 | -$2.22M | SEC filing ↗ | SEC filing ↗ |
| SLV ISHARES SILVER TRUST | Non-derivative | -11,764 | -$757.84K | SEC filing ↗ | SEC filing ↗ |
3 / 18 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2051491 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 406263421
}Research all 264 reported holdings.
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