Westmount Partners, LLC Portfolio Holdings

Westmount Partners, LLC

  • $364 Billion
  • Q2 2025

Westmount Partners, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $364 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 $33.6B, Microsoft Corp with a value of $17.7B, Vanguard Index Fds S&P 500 ETF with a value of $13.9B, Broadcom Inc. with a value of $13.3B, and Nvidia Corp with a value of $11.8B.

Examining the 13F form we can see an increase of $36.3B in the current position value, from $328B to 364B.

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 $364 Billion
ETFs: $130 Billion
Technology: $109 Billion
Financial Services: $26.4 Billion
Healthcare: $25.1 Billion
Communication Services: $19.2 Billion
Consumer Cyclical: $18.2 Billion
Consumer Defensive: $14.4 Billion
Industrials: $10.2 Billion
Other: $8.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$217B
$399 Million 0.11% of portfolio
69
Q2 2025 New
$0
$404 Million 0.11% of portfolio
2,688
Q2 2025 Added 0.07%
$18B
$412 Million 0.11% of portfolio
12,559
Q2 2025 Reduced 3.45%
Ge Vernova Inc
-
$407 Million 0.11% of portfolio
-
Q2 2025 Reduced 11.91%
$0
$409 Million 0.11% of portfolio
24,445
Q2 2025 Added 12.14%
$0
$357 Million 0.1% of portfolio
3,240
Q2 2025 Reduced 25.94%
$93.6B
$348 Million 0.1% of portfolio
683
Q1 2025 New
$75.3B
$372 Million 0.1% of portfolio
11,390
Q2 2025 Reduced 0.16%
$0
$377 Million 0.1% of portfolio
2,831
Q2 2025 Added 0.53%
$0
$367 Million 0.1% of portfolio
13,277
Q1 2023 Reduced 66.66%
$203B
$367 Million 0.1% of portfolio
4,638
Q2 2025 Reduced 0.32%
$4.36B
$373 Million 0.1% of portfolio
9,066
Q2 2025 Reduced 24.85%
$48.7B
$379 Million 0.1% of portfolio
2,604
Q2 2025 Added 0.58%
$94.4B
$367 Million 0.1% of portfolio
5,165
Q2 2025 Added 2.91%
$367B
$355 Million 0.1% of portfolio
2,602
Q2 2025 New
$36.3B
$379 Million 0.1% of portfolio
2,929
Q2 2025 New
$232B
$332 Million 0.09% of portfolio
1,216
Q2 2025 Reduced 7.67%
$19B
$325 Million 0.09% of portfolio
2,677
Q2 2025 Added 0.64%
$0
$334 Million 0.09% of portfolio
3,364
Q2 2025 Reduced 2.32%
$254B
$324 Million 0.09% of portfolio
458
Q2 2025 Reduced 13.42%
$44.6B
$324 Million 0.09% of portfolio
1,554
Q2 2025 Reduced 34.24%
$0
$342 Million 0.09% of portfolio
5,705
Q2 2025 Reduced 72.62%
$0
$310 Million 0.09% of portfolio
13,030
Q3 2024 New
$150B
$345 Million 0.09% of portfolio
3,110
Q2 2025 Added 0.32%
$21.3B
$319 Million 0.09% of portfolio
6,177
Q2 2025 Reduced 0.02%
$245B
$330 Million 0.09% of portfolio
1,057
Q2 2025 Added 65.41%
$95.6B
$334 Million 0.09% of portfolio
1,461
Q2 2025 Added 0.27%
$52.9B
$326 Million 0.09% of portfolio
1,000
Q2 2024 Added 0.5%
$150B
$327 Million 0.09% of portfolio
1,095
Q1 2025 Added 10.05%
Blackrock Inc
-
$318 Million 0.09% of portfolio
-
Q1 2025 New
$138B
$339 Million 0.09% of portfolio
13,991
Q2 2025 Reduced 6.09%
$97B
$339 Million 0.09% of portfolio
1,100
Q2 2025 Added 10.0%
$29.2B
$315 Million 0.09% of portfolio
935
Q2 2025 Reduced 8.78%
Celestica Inc
-
$312 Million 0.09% of portfolio
-
Q2 2025 New
$77.3B
$310 Million 0.09% of portfolio
1,663
Q1 2025 Added 0.85%
$0
$340 Million 0.09% of portfolio
2,527
Q1 2025 New
$0
$338 Million 0.09% of portfolio
4,067
Q2 2025 New
$293B
$330 Million 0.09% of portfolio
4,751
Q2 2025 Added 0.11%
$0
$284 Million 0.08% of portfolio
1,476
Q2 2025 Reduced 63.77%
$55.2B
$303 Million 0.08% of portfolio
568
Q3 2024 New
$36.8B
$277 Million 0.08% of portfolio
2,757
Q1 2024 Reduced 0.47%
$0
$306 Million 0.08% of portfolio
4,561
Q3 2024 New
$147B
$283 Million 0.08% of portfolio
2,639
Q2 2025 Added 1.27%
$0
$284 Million 0.08% of portfolio
3,885
Q3 2024 New
$182B
$281 Million 0.08% of portfolio
6,500
Q2 2025 Added 1.85%
Fidelity Covington Trust
-
$291 Million 0.08% of portfolio
-
Q2 2025 Added 1.07%
$187B
$307 Million 0.08% of portfolio
757
Q2 2025 Added 1.34%
$43B
$292 Million 0.08% of portfolio
15,000
Q2 2025 Reduced 25.0%
$6.8B
$284 Million 0.08% of portfolio
7,990
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $364 Billion
  • Prior Value $328 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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