StockDriftsStockDriftsTop 50 Westmount Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.75% | 184.5K | $53.4M | +6.82%(+11.77K) | $152.55(+100.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.15% | 94.2K | $18.8M | +5.17%(+4.63K) | $89.37(+152.94%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.03% | 48.5K | $18.3M | +0.52%(+250) | $62.76(+527.35%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.02% | 26.6K | $18.3M | +10.36%(+2.50K) | $412.96(+72.58%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.18% | 38.7K | $14.4M | +1.96%(+744) | $275.92(+76.16%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.59% | 49.4K | $11.8M | +2.92%(+1.40K) | $142.93(+83.68%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.43% | 14.8K | $11.0M | +10.36%(+1.39K) | $429.43(+80.56%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.41% | 30.7K | $11.0M | -6.31%(-2.07K) | $172.42(+99.92%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.04% | 59.1K | $9.3M | +5.82%(+3.25K) | $98.23(+63.59%) | 2026-06-30 | |
| IVV | ISHARES TR | 2% | 12.1K | $9.1M | +3.83%(+447) | $404.21(+92.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.44% | +70.40% | — | — | +97.37% |
| Top 20 Holdings Unweighted | +21.44% | +79.11% | — | — | +107.48% |
Westmount Partners, LLC reports $457.09M in US-listed equity holdings across 260 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.8%), NVDA (4.2%) and AVGO (4.0%). The top 20 holdings account for 52.09% of reported assets. Its disclosed equity book has returned +70.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westmount Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051491). View Westmount Partners, LLC’s 13F filings on SEC