West Chester Capital Advisors, Inc Top Holdings and 13F Report (2026) About West Chester Capital Advisors, IncInvestment ActivityWest Chester Capital Advisors, Inc has $156.67 million in total holdings as of March 31, 2026.West Chester Capital Advisors, Inc owns shares of 59 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.60% of the portfolio was purchased this quarter.About 7.31% of the portfolio was sold this quarter.This quarter, West Chester Capital Advisors, Inc has purchased 59 new stocks and bought additional shares in 7 stocks.West Chester Capital Advisors, Inc sold shares of 41 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $75,016,426iShares 7-10 Year Treasury Bond ETF $14,683,539iShares 3-7 Year Treasury Bond ETF $14,286,318Vanguard Short-Term Treasury ETF $5,835,149iShares 1-5 Year Investment Grade Corporate Bond ETF $4,961,768 Largest New Holdings this Quarter 30231G102 - ExxonMobil $341,864 Holding09254F100 - BlackRock MuniYield Quality Fund $226,089 Holding166764100 - Chevron $210,210 Holding Largest Purchases this Quarter ExxonMobil 2,015 shares (about $341.86K)BlackRock MuniYield Quality Fund 20,591 shares (about $226.09K)Chevron 1,016 shares (about $210.21K)Philip Morris International 219 shares (about $36.21K)Exelon 655 shares (about $32.11K) Largest Sales this Quarter Vanguard S&P 500 ETF 3,722 shares (about $2.22M)iShares 7-10 Year Treasury Bond ETF 12,578 shares (about $1.20M)iShares 3-7 Year Treasury Bond ETF 9,255 shares (about $1.10M)iMGP DBi Managed Futures Strategy ETF 18,651 shares (about $562.33K)iShares 1-5 Year Investment Grade Corporate Bond ETF 9,482 shares (about $498.37K) 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$75,016,426$2,224,081 â–¼-2.9%125,54047.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$14,683,539$1,200,444 â–¼-7.6%153,8519.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$14,286,318$1,097,643 â–¼-7.1%120,4589.1%ETFVGSHVanguard Short-Term Treasury ETF$5,835,149$488,809 â–¼-7.7%99,6783.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,961,768$498,374 â–¼-9.1%94,4023.2%ManufacturingVGLTVanguard Long-Term Treasury ETF$3,309,398$349,013 â–¼-9.5%59,7852.1%ETFASRVAmeriServ Financial$3,218,505$1,379 â–²0.0%889,0902.1%FinanceLLYEli Lilly and Company$2,579,034$116,811 â–¼-4.3%2,8041.6%MedicalAAPLApple$2,238,173$33,754 â–¼-1.5%8,8191.4%Computer and TechnologyNVDANVIDIA$1,784,111$58,075 â–¼-3.2%10,2301.1%Computer and TechnologyIWMiShares Russell 2000 ETF$1,584,224$146,072 â–¼-8.4%6,3881.0%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,468,551$200,480 â–¼-12.0%27,5940.9%ManufacturingQQQInvesco QQQ$1,343,097$202,013 â–¼-13.1%2,3270.9%FinanceXLBMaterials Select Sector SPDR Fund$1,296,271$25,884 â–¼-2.0%25,9410.8%ETFXLKTechnology Select Sector SPDR Fund$1,169,520$102,466 â–¼-8.1%8,8000.7%ETFXLUUtilities Select Sector SPDR Fund$1,133,115$97,103 â–¼-7.9%24,6920.7%ETFWALMART INC$1,061,226$47,848 â–¼-4.3%8,5390.7%COMGLDSPDR Gold Shares$852,403$15,060 â–¼-1.7%1,9810.5%FinanceMSFTMicrosoft$850,279$29,243 â–¼-3.3%2,2970.5%Computer and TechnologyDBMFiMGP DBi Managed Futures Strategy ETF$849,717$562,327 â–¼-39.8%28,1830.5%ETFXLIIndustrial Select Sector SPDR Fund$768,701$114,828 â–¼-13.0%4,7530.5%ETFCOSTCostco Wholesale$755,293$19,929 â–¼-2.6%7580.5%Retail/WholesaleIVViShares Core S&P 500 ETF$753,8040.0%1,1540.5%ETFSPYSPDR S&P 500 ETF Trust$710,820$459,139 â–¼-39.2%1,0930.5%FinanceIWRiShares Russell Mid-Cap ETF$703,847$98,494 â–¼-12.3%7,2390.4%ETFUNITED STS NAT GAS FD LP$703,8000.0%60,0000.4%UNIT PARVOOGVanguard S&P 500 Growth ETF$679,618$356,320 â–¼-34.4%1,6670.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$665,439$25,539 â–¼-3.7%8,3640.4%ETFMOAltria Group$660,361$18,345 â–²2.9%10,0070.4%Consumer StaplesPNCThe PNC Financial Services Group$565,796$27,260 â–²5.1%2,7190.4%FinanceVVisa$565,490$20,552 â–¼-3.5%1,8710.4%Business ServicesEXCExelon$560,739$32,108 â–²6.1%11,4390.4%UtilitiesXLEEnergy Select Sector SPDR Fund$542,027$47,538 â–¼-8.1%8,8480.3%ETFAMZNAmazon.com$530,462$25,617 â–¼-4.6%2,5470.3%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$525,919$129,706 â–¼-19.8%4,7440.3%ETFBABoeing$481,054$77,621 â–¼-13.9%2,4170.3%AerospaceGOOGLAlphabet$441,116$22,142 â–¼-4.8%1,5340.3%Computer and TechnologyFNBF.N.B.$421,644$7,608 â–¼-1.8%25,2180.3%FinanceNQPNuveen Pennsylvania Quality Municipal Income Fund$397,0420.0%33,2810.3%FinanceGOOGAlphabet$388,981$28,686 â–¼-6.9%1,3560.2%Computer and TechnologyNUENucor$388,4220.0%2,2970.2%Basic MaterialsJPMJPMorgan Chase & Co.$371,5230.0%1,2630.2%FinanceXLFFinancial Select Sector SPDR Fund$364,301$76,474 â–¼-17.3%7,3790.2%ETFCEGConstellation Energy$351,017$69,254 â–¼-16.5%1,2570.2%EnergyXOMExxonMobil$341,864$341,864 â–²New Holding2,0150.2%EnergyDUKDuke Energy$340,312$18,201 â–²5.7%2,5990.2%UtilitiesXLVHealth Care Select Sector SPDR Fund$325,180$74,331 â–¼-18.6%2,2180.2%ETFINTCIntel$309,880$27,007 â–¼-8.0%7,0220.2%Computer and TechnologyDIVBiShares Core Dividend ETF$278,4350.0%5,1610.2%ETFPMPhilip Morris International$272,314$36,209 â–²15.3%1,6470.2%Consumer StaplesMCDMcDonald's$265,103$27,971 â–¼-9.5%8530.2%Retail/WholesaleBACBank of America$232,8290.0%4,7760.1%FinanceMQYBlackRock MuniYield Quality Fund$226,089$226,089 â–²New Holding20,5910.1%FinanceMETAMeta Platforms$225,418$23,457 â–¼-9.4%3940.1%Computer and TechnologyHDHome Depot$222,329$26,640 â–²13.6%6760.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$217,518$21,357 â–¼-8.9%1,4870.1%CL ACVXChevron$210,210$210,210 â–²New Holding1,0160.1%EnergyABBVAbbVie$201,830$25,011 â–¼-11.0%9280.1%MedicalNADNuveen Quality Municipal Income Fund$178,2960.0%15,5040.1%Financial ServicesQLDProShares Ultra QQQ$0$991,020 â–¼-100.0%00.0%ETFSSOProShares Ultra S&P500$0$948,323 â–¼-100.0%00.0%ETFMYDBlackRock MuniYield Fund$0$234,713 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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