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Filers›Holding Co.›Westmount Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Westmount Partners, LLC

Westmount's holding co. based in Stamford, CT — $406M in tracked AUM across 264 positions as of Q1 2026.

W
Westmount·Stamford, CT·Holding Co.
CIK 0002051491 · last filed Mar 31, 2026
Total AUM
$406M
▲ 1.5%
vs prior
Holdings
264
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Westmount Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$44M173K10.8%
02
NVDA
NVIDIA CORPORATION
$16M90K3.8%
03
AVGO
BROADCOM INC
$15M48K3.7%
04
VOO
VANGUARD INDEX FDS
$14M24K3.5%
05
MSFT
MICROSOFT CORP
$14M38K3.5%
06
CACI
CACI INTL INC
$12M21K2.9%
07
AMZN
AMAZON COM INC
$10M48K2.5%
08
GOOGL
ALPHABET INC
$9M33K2.3%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$9M18K2.2%
10
SPY
STATE STR SPDR S&P 500 ETF T
$9M13K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Westmount
haiku-4-5 · 264 positions indexed
Sector mix
  • Financials42%
  • Health Care10%
  • Communications8%
  • Industrials6%
  • Energy16%
  • Other18%
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