Skip to main content
Midas Edge

13-F holdings, Q2 2026

Westmount Partners, LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$454.5M
Positions
260
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

See this manager's Holder IQ and how the book overlaps yours

Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.

Start freeAlready have an account? Sign in

Top holdings

  1. AAPL$53.4M
    184,506 shares11.7% of the book
  2. NVDA$18.8M
    94,179 shares4.1% of the book
  3. AVGO$18.3M
    48,478 shares4% of the book
  4. VOO$18.3M
    26,595 shares4% of the book
  5. MSFT$14.4M
    38,728 shares3.2% of the book
  6. AMZN$11.8M
    49,396 shares2.6% of the book
  7. SPY$11M
    14,760 shares2.4% of the book
  8. GOOGL$11M
    30,699 shares2.4% of the book
  9. VT$9.3M
    59,056 shares2% of the book
  10. IVV$9.1M
    12,109 shares2% of the book

What changed this quarter

24 new positions and 26 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • AAPL

    APPLE INC

    +$3.4M

    +6.8% shares

  • VOO

    VANGUARD INDEX FDS

    +$1.7M

    +10.4% shares

  • ABNB

    AIRBNB INC

    +$1.1M

    New

  • SPY

    STATE STR SPDR S&P 500 ETF T

    +$1M

    +10.4% shares

  • NVDA

    NVIDIA CORPORATION

    +$926.6K

    +5.2% shares

Largest sells

  • MASI

    MASIMO CORP

    −$4.3M

    Sold out, was 1.1% of the book

  • ILMN

    ILLUMINA INC

    −$2.2M

    -35.3% shares

  • ABBV

    ABBVIE INC

    −$1.6M

    -53% shares

  • INTC

    INTEL CORP

    −$987.6K

    -24.4% shares

  • QQQ

    INVESCO QQQ TR

    −$944.8K

    -13.6% shares

What was sold out, by size

  • 1 real positions, 0.25% of the book or more
  • 23 small, between 0.015% and 0.25%
  • 2 slivers under 0.015%, often rounding or client flows

Not counted as trades: XSHQ (new CUSIP).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.