Chris Werner

Westmount Partners, Llc

Assets Managed

$457.093M

Holdings

260

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

12.52%(2Q avg: 6.9%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Westmount Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 260 positions.

Assets under management

The assets under management (AUM) of Westmount Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 457.093M in assets, with a quarterly growth rate of 12.52% and a 2-quarter average growth rate of 6.9%. The portfolio is managed by Chris Werner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 7.11%	11.72%	$53.533M 185,006 shares@ $289.36 avg price	Increased 7.11%
NVDA Nvidia Corp Recent Activity Increased 5.51%	4.14%	$18.904M 94,479 shares@ $200.09 avg price	Increased 5.51%
AVGO Broadcom Inc Recent Activity Increased 0.73%	4.02%	$18.35M 48,578 shares@ $377.76 avg price	Increased 0.73%
VOO Vanguard S&p 500 Etf Recent Activity Increased 10.37%	4%	$18.266M 26,595 shares@ $686.82 avg price	Increased 10.37%
MSFT Microsoft Corp Recent Activity Increased 1.96%	3.17%	$14.446M 38,728 shares@ $373.03 avg price	Increased 1.96%
AMZN Amazon.com Inc Recent Activity Increased 2.93%	2.58%	$11.773M 49,396 shares@ $238.34 avg price	Increased 2.93%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 10.36%	2.42%	$11.022M 14,760 shares@ $746.78 avg price	Increased 10.36%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -6.3%	2.41%	$10.971M 30,699 shares@ $357.38 avg price	Decreased -6.3%
VT Vanguard Tot World Stk Etf Recent Activity Increased 5.82%	2.03%	$9.269M 59,056 shares@ $156.95 avg price	Increased 5.82%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 3.84%	1.99%	$9.069M 12,109 shares@ $748.92 avg price	Increased 3.84%

1-10 of 260