Westmount Partners, LLC Portfolio Holdings

Westmount Partners, LLC

  • $401 Billion
  • Q4 2025

Westmount Partners, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $401 Billion distributed in 246 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $46.2B, Microsoft Corp with a value of $17.3B, Nvidia Corp with a value of $16.7B, Broadcom Inc. with a value of $16.7B, and Vanguard Index Fds S&P 500 ETF with a value of $14.8B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $387B to 401B.

Westmount Partners, LLC is based out at Los Angeles, CA

Below you can find more details about Westmount Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $401 Billion
ETFs: $134 Billion
Technology: $130 Billion
Financial Services: $28.7 Billion
Healthcare: $26.6 Billion
Communication Services: $23.4 Billion
Consumer Cyclical: $19.6 Billion
Consumer Defensive: $13.7 Billion
Industrials: $10.1 Billion
Other: $8.94 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Celestica Inc
-
$739 Million 0.18% of portfolio
-
Q4 2025 Added 13.64%
$222B
$723 Million 0.18% of portfolio
1,247
Q4 2025 Added 66.93%
$0
$713 Million 0.18% of portfolio
3,388
Q2 2025 Reduced 1.6%
Grail Inc
-
$709 Million 0.18% of portfolio
-
Q4 2025 Added 1.85%
$51.1B
$662 Million 0.17% of portfolio
9,686
Q4 2025 Added 21.33%
$0
$701 Million 0.17% of portfolio
13,032
Q4 2025 Added 1.03%
$19.9B
$669 Million 0.17% of portfolio
1,500
Q2 2025 Added 50.0%
$224B
$664 Million 0.17% of portfolio
2,173
Q4 2025 Added 0.56%
$113B
$663 Million 0.17% of portfolio
7,077
Q4 2025 Added 1.14%
$1.11B
$682 Million 0.17% of portfolio
35,100
Q1 2025 Reduced 12.47%
$0
$677 Million 0.17% of portfolio
2,352
Q3 2024 New
$0
$699 Million 0.17% of portfolio
3,662
Q3 2025 Reduced 3.3%
$1.46T
$661 Million 0.16% of portfolio
2,176
Q4 2025 Added 2.35%
$114B
$593 Million 0.15% of portfolio
2,733
Q4 2025 Reduced 4.97%
$140B
$585 Million 0.15% of portfolio
2,426
Q4 2025 Added 1.46%
$0
$582 Million 0.15% of portfolio
10,639
Q4 2025 Reduced 2.34%
$237B
$562 Million 0.14% of portfolio
3,502
Q4 2025 Reduced 3.13%
$204B
$576 Million 0.14% of portfolio
4,012
Q4 2025 Added 0.38%
Reddit Inc
-
$578 Million 0.14% of portfolio
-
Q4 2025 Reduced 1.95%
$303B
$566 Million 0.14% of portfolio
3,712
Q4 2025 Added 1.25%
$0
$549 Million 0.14% of portfolio
5,706
Q1 2025 Reduced 7.34%
$99.5B
$559 Million 0.14% of portfolio
10,356
Q4 2025 Reduced 0.5%
$228B
$557 Million 0.14% of portfolio
4,445
Q4 2025 Reduced 8.97%
Lam Research Corp
-
$530 Million 0.13% of portfolio
-
Q3 2025 Added 0.03%
$168B
$535 Million 0.13% of portfolio
6,660
Q4 2025 Added 1.91%
$0
$502 Million 0.13% of portfolio
7,472
Q4 2025 Added 35.53%
$0
$524 Million 0.13% of portfolio
1,806
Q4 2025 Added 0.33%
$0
$541 Million 0.13% of portfolio
7,360
Q4 2025 Reduced 3.94%
$0
$519 Million 0.13% of portfolio
20,107
Q1 2025 New
$130B
$529 Million 0.13% of portfolio
1,334
Q4 2025 Reduced 2.91%
$0
$528 Million 0.13% of portfolio
8,876
Q3 2024 New
$26.9B
$471 Million 0.12% of portfolio
1,117
Q4 2025 Added 31.41%
$96.4B
$481 Million 0.12% of portfolio
4,100
Q4 2025 Added 1.64%
$0
$474 Million 0.12% of portfolio
5,096
Q4 2025 Reduced 2.15%
$167B
$465 Million 0.12% of portfolio
4,652
Q4 2025 Added 0.22%
$38B
$478 Million 0.12% of portfolio
2,929
Q2 2025 New
$0
$474 Million 0.12% of portfolio
24,925
Q4 2025 Reduced 67.54%
$0
$485 Million 0.12% of portfolio
12,041
Q4 2025 Reduced 1.66%
$235B
$481 Million 0.12% of portfolio
4,571
Q4 2025 Reduced 1.49%
$0
$477 Million 0.12% of portfolio
11,296
Q1 2025 New
$104B
$462 Million 0.12% of portfolio
8,010
Q4 2025 Reduced 34.4%
$181B
$485 Million 0.12% of portfolio
19,539
Q4 2025 Added 0.65%
$0
$473 Million 0.12% of portfolio
5,038
Q4 2025 Reduced 35.48%
$103B
$431 Million 0.11% of portfolio
214
Q4 2025 Added 105.77%
$37.2B
$439 Million 0.11% of portfolio
2,163
Q4 2025 Added 39.19%
$342B
$433 Million 0.11% of portfolio
2,438
Q4 2025 Reduced 7.16%
$0
$461 Million 0.11% of portfolio
5,449
Q4 2025 Added 1.89%
$0
$452 Million 0.11% of portfolio
2,692
Q4 2025 Added 0.07%
$144B
$425 Million 0.11% of portfolio
913
Q4 2025 Reduced 3.69%

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $401 Billion
  • Prior Value $387 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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