West Chester Capital Advisors, Inc Top Holdings and 13F Report (2026) About West Chester Capital Advisors, IncInvestment ActivityWest Chester Capital Advisors, Inc has $150.24 million in total holdings as of June 30, 2026.West Chester Capital Advisors, Inc owns shares of 54 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.64% of the portfolio was purchased this quarter.About 14.69% of the portfolio was sold this quarter.This quarter, West Chester Capital Advisors, Inc has purchased 59 new stocks and bought additional shares in 3 stocks.West Chester Capital Advisors, Inc sold shares of 44 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $84,505,102iShares 7-10 Year Treasury Bond ETF $9,937,415iShares 3-7 Year Treasury Bond ETF $9,651,335Vanguard Short-Term Treasury ETF $3,793,766AmeriServ Financial $3,451,122 Largest New Holdings this Quarter 670682103 - Nuveen Municipal High Income Opportunity Fund $413,678 Holding Largest Purchases this Quarter Vanguard S&P 500 Growth ETF 6,514 shares (about $538.19K)Nuveen Municipal High Income Opportunity Fund 39,137 shares (about $413.68K)NVIDIA 32 shares (about $6.40K)AmeriServ Financial 374 shares (about $1.45K) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 48,771 shares (about $4.61M)iShares 3-7 Year Treasury Bond ETF 38,284 shares (about $4.50M)Vanguard Short-Term Treasury ETF 34,493 shares (about $2.01M)iShares 1-5 Year Investment Grade Corporate Bond ETF 33,403 shares (about $1.75M)Vanguard S&P 500 ETF 2,500 shares (about $1.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Chester Capital Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$84,505,102$1,717,025 â–¼-2.0%123,04056.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$9,937,415$4,612,273 â–¼-31.7%105,0806.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$9,651,335$4,496,455 â–¼-31.8%82,1746.4%ETFVGSHVanguard Short-Term Treasury ETF$3,793,766$2,007,492 â–¼-34.6%65,1852.5%ETFASRVAmeriServ Financial$3,451,122$1,451 â–²0.0%889,4642.3%FinanceLLYEli Lilly and Company$3,312,825$50,376 â–¼-1.5%2,7622.2%HealthcareIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,196,956$1,750,650 â–¼-35.4%60,9992.1%ETFAAPLApple$2,549,261$2,604 â–¼-0.1%8,8101.7%TechnologyNVDANVIDIA$2,053,323$6,403 â–²0.3%10,2621.4%TechnologyVGLTVanguard Long-Term Treasury ETF$2,014,234$1,284,700 â–¼-38.9%36,5031.3%ETFQQQInvesco QQQ$1,704,765$8,837 â–¼-0.5%2,3151.1%ETFIWMiShares Russell 2000 ETF$1,615,820$303,454 â–¼-15.8%5,3781.1%ETFXLKTechnology Select Sector SPDR Fund$1,140,261$536,313 â–¼-32.0%5,9850.8%ETFXLBMaterials Select Sector SPDR Fund$1,063,668$254,912 â–¼-19.3%20,9260.7%ETFINTCIntel$945,155$35,326 â–¼-3.6%6,7690.6%TechnologyXLUUtilities Select Sector SPDR Fund$889,661$229,874 â–¼-20.5%19,6220.6%ETFIVViShares Core S&P 500 ETF$864,2190.0%1,1540.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$847,635$619,536 â–¼-42.2%15,9420.6%ETFSPYSPDR S&P 500 ETF Trust$808,005$8,214 â–¼-1.0%1,0820.5%ETFDBMFiMGP DBi Managed Futures Strategy ETF$791,145$71,535 â–¼-8.3%25,8460.5%ETFGLDSPDR Gold Shares$718,708$11,051 â–¼-1.5%1,9510.5%ETFMSFTMicrosoft$705,007$151,819 â–¼-17.7%1,8900.5%TechnologyUNITED STS NAT GAS FD LP$703,2000.0%60,0000.5%UNIT PARXLIIndustrial Select Sector SPDR Fund$683,869$196,529 â–¼-22.3%3,6920.5%ETFVOOGVanguard S&P 500 Growth ETF$675,913$538,186 â–²390.8%8,1810.4%ETFIWRiShares Russell Mid-Cap ETF$650,005$148,601 â–¼-18.6%5,8920.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$646,316$22,551 â–¼-3.4%8,0820.4%ETFCOSTCostco Wholesale$620,216$88,870 â–¼-12.5%6630.4%Consumer StaplesVVisa$598,691$43,229 â–¼-6.7%1,7450.4%FinanceAMZNAmazon.com$594,419$12,632 â–¼-2.1%2,4940.4%Consumer DiscretionaryPNCThe PNC Financial Services Group$575,416$94,056 â–¼-14.0%2,3370.4%FinanceMOAltria Group$551,640$168,363 â–¼-23.4%7,6670.4%Consumer StaplesGOOGLAlphabet$517,114$31,091 â–¼-5.7%1,4470.3%Communication ServicesWALMART INC$514,086$453,039 â–¼-46.8%4,5390.3%COMBABoeing$489,871$33,336 â–¼-6.4%2,2630.3%IndustrialsGOOGAlphabet$462,508$16,606 â–¼-3.5%1,3090.3%Communication ServicesEXCExelon$421,771$111,515 â–¼-20.9%9,0470.3%UtilitiesNMZNuveen Municipal High Income Opportunity Fund$413,678$413,678 â–²New Holding39,1370.3%FinanceJPMJPMorgan Chase & Co.$412,107$1,309 â–¼-0.3%1,2590.3%FinanceXLCCommunication Services Select Sector SPDR Fund$406,022$102,202 â–¼-20.1%3,7900.3%ETFFNBF.N.B.$403,293$77,865 â–¼-16.2%21,1370.3%FinanceNUENucor$351,499$160,157 â–¼-31.3%1,5780.2%MaterialsXLEEnergy Select Sector SPDR Fund$350,207$119,710 â–¼-25.5%6,5940.2%ETFXLFFinancial Select Sector SPDR Fund$288,956$106,630 â–¼-27.0%5,3900.2%ETFBACBank of America$272,1350.0%4,7760.2%FinancePMPhilip Morris International$258,339$39,619 â–¼-13.3%1,4280.2%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$258,139$93,768 â–¼-26.6%1,6270.2%ETFXOMExxonMobil$241,720$33,770 â–¼-12.3%1,7680.2%EnergyMQYBlackRock MuniYield Quality Fund$238,8550.0%20,5910.2%FinanceDUKDuke Energy$238,096$90,884 â–¼-27.6%1,8810.2%UtilitiesMCDMcDonald's$230,5740.0%8530.2%Consumer DiscretionaryCEGConstellation Energy$217,819$94,380 â–¼-30.2%8770.1%UtilitiesDIVBiShares Core Dividend ETF$209,501$108,416 â–¼-34.1%3,4010.1%ETFNADNuveen Quality Municipal Income Fund$187,9080.0%15,5040.1%FinanceNQPNuveen Pennsylvania Quality Municipal Income Fund$0$397,042 â–¼-100.0%00.0%FinanceMETAMeta Platforms$0$225,418 â–¼-100.0%00.0%Communication ServicesHDHome Depot$0$222,329 â–¼-100.0%00.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$0$217,518 â–¼-100.0%00.0%CL ACVXChevron$0$210,210 â–¼-100.0%00.0%EnergyABBVAbbVie$0$201,830 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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