West Branch Capital LLC Top Holdings and 13F Report (2026)

About West Branch Capital LLC

Investment Activity

West Branch Capital LLC has $441.74 million in total holdings as of September 30, 2026.
West Branch Capital LLC owns shares of 388 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 1.93% of the portfolio was purchased this quarter.
About 2.07% of the portfolio was sold this quarter.
This quarter, West Branch Capital LLC has purchased 355 new stocks and bought additional shares in 75 stocks.
West Branch Capital LLC sold shares of 36 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $48,521,732
NVIDIA: $46,321,699
Alphabet: $30,543,811
Microsoft: $28,195,633
Amazon.com: $23,843,898

Largest New Holdings this Quarter

60770K107 - Moderna: $192,570 Holding
032095101 - Amphenol: $168,600 Holding
697435105 - Palo Alto Networks: $108,863 Holding
76155X100 - Revolution Medicines: $102,630 Holding
83418M103 - SOLARIS ENERGY INFRAS INC: $71,180 Holding

Largest Purchases this Quarter

Astronics: 44,000 shares (about $2.97M)
Merck & Co., Inc.: 1,791 shares (about $260.26K)
Meta Platforms: 358 shares (about $259.61K)
Micron Technology: 240 shares (about $255.62K)
Tesla: 686 shares (about $243.39K)

Largest Sales this Quarter

Apple: 2,796 shares (about $931.12K)
NVIDIA: 2,274 shares (about $519.34K)
International Business Machines: 1,402 shares (about $308.34K)
Wells Fargo & Company: 2,923 shares (about $233.99K)
SPDR S&P 500 ETF Trust: 287 shares (about $218.87K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$48,521,732	$931,125 ▼	-1.9%	145,702	11.0%	Technology
NVDA NVIDIA	$46,321,699	$519,337 ▼	-1.1%	202,827	10.5%	Technology
GOOGL Alphabet	$30,543,811	$201,630 ▼	-0.7%	88,770	6.9%	Communication Services
MSFT Microsoft	$28,195,633	$28,722 ▼	-0.1%	54,973	6.4%	Technology
AMZN Amazon.com	$23,843,898	$120,838 ▲	0.5%	95,701	5.4%	Consumer Discretionary
MOG.B Moog	$23,324,232		0.0%	60,114	5.3%	Industrials
SPY SPDR S&P 500 ETF Trust	$22,903,976	$218,874 ▼	-0.9%	30,033	5.2%	ETF
JPM JPMorgan Chase & Co.	$11,279,807	$48,302 ▲	0.4%	34,095	2.6%	Finance
AVGO Broadcom	$11,253,588	$41,792 ▲	0.4%	32,044	2.5%	Technology
LLY Eli Lilly and Company	$10,121,733	$52,067 ▲	0.5%	8,748	2.3%	Healthcare
PG Procter & Gamble	$10,090,293	$74,819 ▲	0.7%	69,454	2.3%	Consumer Staples
META Meta Platforms	$9,429,978	$259,607 ▲	2.8%	13,004	2.1%	Communication Services
MU Micron Technology	$9,412,055	$255,618 ▲	2.8%	8,837	2.1%	Technology
JNJ Johnson & Johnson	$8,840,101	$6,354 ▼	-0.1%	33,392	2.0%	Healthcare
WALMART INC	$8,072,602	$88,955 ▲	1.1%	77,681	1.8%	COM
V Visa	$8,010,729	$90,909 ▲	1.1%	22,294	1.8%	Finance
ABBV AbbVie	$7,967,123	$6,278 ▲	0.1%	30,457	1.8%	Healthcare
IVV iShares Core S&P 500 ETF	$6,957,323	$72,759 ▼	-1.0%	9,084	1.6%	ETF
BRK.B Berkshire Hathaway	$6,594,630	$125,977 ▲	1.9%	13,244	1.5%	Finance
ORCL Oracle	$6,037,729	$132,082 ▲	2.2%	43,975	1.4%	Technology
CSCO Cisco Systems	$5,940,085	$98,481 ▲	1.7%	55,190	1.3%	Technology
AMD Advanced Micro Devices	$5,551,722	$108,893 ▲	2.0%	9,075	1.3%	Technology
MA Mastercard	$4,896,178	$142,837 ▲	3.0%	8,878	1.1%	Finance
CVX Chevron	$4,847,378	$63,918 ▲	1.3%	23,737	1.1%	Energy
TSLA Tesla	$4,607,091	$243,393 ▲	5.6%	12,985	1.0%	Consumer Discretionary
KO Coca-Cola	$4,331,957	$117,671 ▲	2.8%	50,325	1.0%	Consumer Staples
UNH UnitedHealth Group	$4,275,821	$21,658 ▲	0.5%	11,648	1.0%	Healthcare
HD Home Depot	$4,216,694	$88,476 ▲	2.1%	14,822	1.0%	Consumer Discretionary
COST Costco Wholesale	$4,073,350	$132,896 ▲	3.4%	4,475	0.9%	Consumer Staples
CAT Caterpillar	$3,852,633	$118,368 ▲	3.2%	4,752	0.9%	Industrials
BAC Bank of America	$3,845,166	$118,168 ▲	3.2%	70,644	0.9%	Finance
GE GE Aerospace	$3,520,523	$101,496 ▲	3.0%	11,273	0.8%	Industrials
ATRO Astronics	$3,350,774	$2,966,480 ▲	771.9%	49,700	0.8%	Industrials
AMAT Applied Materials	$3,079,133	$184,104 ▲	6.4%	6,021	0.7%	Technology
MOG.A Moog	$2,576,449	$36,240 ▼	-1.4%	6,754	0.6%	Industrials
GOOG Alphabet	$2,466,421		0.0%	7,238	0.6%	Communication Services
LAM RESEARCH CORP	$2,461,491	$44,348 ▲	1.8%	7,493	0.6%	COM NEW
NFLX Netflix	$2,442,273	$116,826 ▲	5.0%	35,100	0.6%	Communication Services
PALANTIR TECHNOLOGIES INC	$1,994,515	$213,611 ▲	12.0%	10,663	0.5%	CL A
MS Morgan Stanley	$1,811,560	$149,709 ▲	9.0%	9,632	0.4%	Finance
PM Philip Morris International	$1,674,911	$58,394 ▲	3.6%	8,777	0.4%	Consumer Staples
WFC Wells Fargo & Company	$1,565,944	$233,987 ▼	-13.0%	19,562	0.4%	Finance
MRK Merck & Co., Inc.	$1,466,513	$260,258 ▲	21.6%	10,092	0.3%	Healthcare
GS The Goldman Sachs Group	$1,434,025	$153,035 ▲	11.9%	1,593	0.3%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$1,088,570	$359 ▲	0.0%	30,297	0.2%	ETF
MCD McDonald's	$846,233	$60,742 ▼	-6.7%	3,664	0.2%	Consumer Discretionary
INTC Intel	$638,903	$163,994 ▲	34.5%	5,314	0.1%	Technology
VBR Vanguard Small-Cap Value ETF	$566,948	$104,657 ▼	-15.6%	2,454	0.1%	ETF
RTX RTX	$522,786	$2,228 ▲	0.4%	2,816	0.1%	Industrials
IAU iShares Gold Trust	$517,803		0.0%	6,630	0.1%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$515,351		0.0%	6,815	0.1%	ETF
GLTR abrdn Physical Precious Metals Basket Shares ETF	$506,736	$8,942 ▼	-1.7%	2,720	0.1%	ETF
MTB M&T Bank	$492,429		0.0%	2,263	0.1%	Finance
BLACKROCK INC	$470,178	$8,472 ▼	-1.8%	444	0.1%	COM
IUSG iShares Core S&P U.S. Growth ETF	$421,951	$25,379 ▲	6.4%	2,178	0.1%	ETF
AMGN Amgen	$421,932	$69,971 ▼	-14.2%	1,001	0.1%	Healthcare
VONE Vanguard Russell 1000 ETF	$404,888		0.0%	1,177	0.1%	ETF
BKNG Booking	$389,662	$13,521 ▼	-3.4%	2,392	0.1%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$380,207	$37,880 ▲	11.1%	542	0.1%	ETF
SGOL abrdn Physical Gold Shares ETF	$372,972	$29,670 ▼	-7.4%	9,428	0.1%	ETF
GE VERNOVA INC	$365,943	$112,159 ▲	44.2%	385	0.1%	COM
VIG Vanguard Dividend Appreciation ETF	$353,582		0.0%	1,516	0.1%	ETF
LMT Lockheed Martin	$353,420	$25,463 ▼	-6.7%	694	0.1%	Industrials
CSX CSX	$338,259	$977 ▲	0.3%	7,273	0.1%	Industrials
GILD Gilead Sciences	$326,288	$447 ▲	0.1%	2,189	0.1%	Healthcare
IVE iShares S&P 500 Value ETF	$309,320		0.0%	1,355	0.1%	ETF
PEP PepsiCo	$278,151	$13,432 ▼	-4.6%	2,195	0.1%	Consumer Staples
KLAC KLA	$274,852	$112,670 ▼	-29.1%	1,410	0.1%	Technology
QCOM Qualcomm	$266,858		0.0%	1,450	0.1%	Technology
ABT Abbott Laboratories	$255,288	$692 ▲	0.3%	2,583	0.1%	Healthcare
VYM Vanguard High Dividend Yield ETF	$254,630	$5,586 ▼	-2.1%	1,641	0.1%	ETF
GM General Motors	$244,257	$154 ▲	0.1%	3,172	0.1%	Consumer Discretionary
UNM Unum Group	$237,661		0.0%	2,709	0.1%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$236,451		0.0%	1,422	0.1%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$233,561		0.0%	3,025	0.1%	ETF
ETN Eaton	$232,903	$4,727 ▼	-2.0%	542	0.1%	Industrials
AGG iShares Core U.S. Aggregate Bond ETF	$229,733		0.0%	2,430	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$223,137		0.0%	900	0.1%	ETF
STX Seagate Technology	$217,673		0.0%	236	0.0%	Technology
SPGP Invesco S&P 500 GARP ETF	$215,184	$28,992 ▼	-11.9%	1,811	0.0%	ETF
ISRG Intuitive Surgical	$214,295	$5,693 ▼	-2.6%	527	0.0%	Healthcare
GLD SPDR Gold Shares	$204,512		0.0%	537	0.0%	ETF
QQQ Invesco QQQ	$203,437		0.0%	275	0.0%	ETF
MRNA Moderna	$192,570	$192,570 ▲	New Holding	1,000	0.0%	Healthcare
TMO Thermo Fisher Scientific	$184,215	$9,447 ▼	-4.9%	273	0.0%	Healthcare
VTI Vanguard Total Stock Market ETF	$178,539	$10,480 ▲	6.2%	477	0.0%	ETF
IWF iShares Russell 1000 Growth ETF	$175,364		0.0%	1,400	0.0%	ETF
APH Amphenol	$168,600	$168,600 ▲	New Holding	2,000	0.0%	Technology
MCHP Microchip Technology	$155,104	$78 ▲	0.1%	1,994	0.0%	Technology
AXP American Express	$152,050	$30,410 ▼	-16.7%	500	0.0%	Finance
DUK Duke Energy	$151,748		0.0%	1,331	0.0%	Utilities
VGT Vanguard Information Technology ETF	$150,302		0.0%	1,196	0.0%	ETF
SLG SL Green Realty	$146,760		0.0%	3,000	0.0%	Real Estate
BMY Bristol Myers Squibb	$146,640		0.0%	2,350	0.0%	Healthcare
WM Waste Management	$142,948		0.0%	701	0.0%	Industrials
TJX TJX Companies	$141,969	$132,310 ▲	1,369.9%	1,073	0.0%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$138,703	$16,075 ▼	-10.4%	975	0.0%	ETF
GLW Corning	$134,955	$154 ▲	0.1%	878	0.0%	Technology
DGRO iShares Core Dividend Growth ETF	$133,565	$29,396 ▲	28.2%	1,772	0.0%	ETF
FIRST TR EXCHNG TRADED FD VI	$125,846		0.0%	5,911	0.0%	FT ENER INCO ETF

Showing largest 100 holdings. View all holdings.

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West Branch Capital LLC Top Holdings and 13F Report (2026)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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West Branch Capital LLC Top Holdings and 13F Report (2026)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Branch Capital LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools