Westmount Partners, LLC
Fund of Funds
Westmount Partners, LLC is a Fund of Funds based in Los Angeles, CA led by James Edgar Berliner, reporting $5.2B in AUM as of Q3 2025 with 34% ETF concentration.
ChairmanJames Edgar Berliner
- Portfolio Value
- $387.2M
- Positions
- 244
- Top Holding
- AAPL at 10.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Westmount Partners, LLC's portfolio (38.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $40.8M | 10.53% | -$1.1M Sold | 0.00% 159.7K shares | |
Software - Infrastructure Technology | $18.4M | 4.74% | -$103.9K Sold | 0.00% 35.3K shares | |
Semiconductors Technology | $16.0M | 4.14% | +$1.0K Bought | 0.00% 48.1K shares | |
ETF ETF | $14.7M | 3.80% | -$319.0K Sold | — 24.0K shares | |
Semiconductors Technology | $12.8M | 3.30% | -$1.2M Sold | 0.00% 68.2K shares | |
Information Technology Services Technology | $11.0M | 2.84% | -$215.9K Sold | 0.10% 21.3K shares | |
ETF ETF | $9.2M | 2.37% | -$697.2K Sold | — 13.8K shares | |
Insurance - Diversified Financial Services | $8.4M | 2.17% | -$101.1K Sold | 0.00% 16.9K shares | |
Specialty Retail Consumer Cyclical | $8.3M | 2.14% | -$439.5K Sold | 0.00% 37.5K shares | |
ETF ETF | $7.8M | 2.02% | -$31.6K Sold | — 11.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Westmount Partners, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Westmount Partners, LLC
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