Westmount Partners, LLC
•CIK: 2051491•Filing: Q4 2025
**Westmount Partners, LLC** manages $401M across a diversified portfolio of 246 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding AAPL at $46.2M and MSFT at $17.3M. Further top allocations include NVDA ($16.7M), AVGO ($16.7M), and VOO ($14.8M). This structure suggests a core focus on established, high-growth technology and broad market exposure.
Total AUM
$401.1M
QoQ Performance
+3.6%
Positions
177
Top 10 Concentration
40.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL11.5%
MSFT4.3%
NVDA4.2%
AVGO4.2%
VOO3.7%
CA8A2.8%
AMZN2.4%
SPY2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.5%
Technology32.5%
ETF8.2%
Consumer6.4%
Financial5.7%
Healthcare2.4%
Communication1.5%
Industrial1.3%
🚪 Exited Positionssold since Q3 2025
+41 more exited positions
Changes from Q3 2025
NEW2 new positions
↑86 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024