West Branch Capital LLC Portfolio Holdings

West Branch Capital LLC

$364 Million
Q4 2025

West Branch Capital LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $364 Million distributed in 415 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.4M, Nvidia Corp with a value of $39.8M, Microsoft Corp with a value of $28.4M, Alphabet Inc. with a value of $25.4M, and Amazon Com Inc with a value of $21.8M.

Examining the 13F form we can see an increase of $242K in the current position value, from $363M to 364M.

Below you can find more details about West Branch Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $364 Million

Technology: $141 Million

Communication Services: $39.8 Million

Financial Services: $38 Million

Consumer Cyclical: $36.9 Million

ETFs: $35.2 Million

Healthcare: $31.7 Million

Consumer Defensive: $26.1 Million

Energy: $7.24 Million

Other: $7.42 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$20 Million 5.51% of portfolio	30,078	Q4 2025 Reduced 0.42%
IVV Ishares Core S&P 500 ETF ETFs	$0	$6.17 Million 1.7% of portfolio	9,134	Q4 2025 Added 0.2%
VBR Vanguard Small Cap Value ETF ETFs	$0	$909,000 0.25% of portfolio	4,428	Q4 2025 Reduced 21.77%
IAU Ishares Gold Trust ETFs	$65.3B	$510,000 0.14% of portfolio	6,630	Q1 2025 Added 32.6%
GLTR Abrdn Precious Metals Basket ETF Trust ETFs	$2.1B	$523,000 0.14% of portfolio	2,965	Q1 2025 Reduced 1.0%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$479,000 0.13% of portfolio	14,866	Q4 2025 Added 0.06%
SGOL Abrdn Gold ETF Trust ETFs	$5.65B	$422,000 0.12% of portfolio	10,859	Q2 2025 Reduced 3.5%
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$426,000 0.12% of portfolio	6,415	Q4 2025 Reduced 2.58%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$367,000 0.1% of portfolio	2,225	Q4 2025 Reduced 10.06%

VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$326,000 0.09% of portfolio	528	Q4 2025 Reduced 2.58%
IVE Ishares S&P 500 Value ETF ETFs	$0	$284,000 0.08% of portfolio	1,355	Q4 2022 Reduced 6.87%
VIG Vanguard Dividend Appreciation ETFs	$0	$303,000 0.08% of portfolio	1,664	Q3 2024 Added 40.3%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$253,000 0.07% of portfolio	538	Q4 2024 Reduced 3.41%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$262,000 0.07% of portfolio	1,792	Q4 2025 Reduced 46.7%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$243,000 0.07% of portfolio	2,430	Q4 2025 Reduced 28.06%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$264,000 0.07% of portfolio	1,873	Q4 2025 Reduced 36.01%
HYG Ishares Tr ETFs	$0	$258,000 0.07% of portfolio	3,225	Q4 2025 Reduced 22.51%
XLK Technology Sector Spdr ETFs	$0	$228,000 0.06% of portfolio	792	Q4 2025 Added 78.78%

SPGP Invesco Exchange Traded Fd Tr ETFs	$0	$227,000 0.06% of portfolio	2,055	Q3 2025 Reduced 16.43%
GLD Spdr Gold Trust ETFs	$130B	$211,000 0.06% of portfolio	562	Q4 2025 Reduced 8.17%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$184,000 0.05% of portfolio	900	Q2 2025 Reduced 4.26%
VTI Vanguard Total Stock Market Et ETFs	$0	$164,000 0.05% of portfolio	499	Q4 2025 Reduced 53.19%
XLY Select Sector Spdr Consumer Di ETFs	$0	$172,000 0.05% of portfolio	748	Q4 2025 Added 100.0%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$155,000 0.04% of portfolio	257	Q2 2025 Reduced 0.77%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$131,000 0.04% of portfolio	1,086	Q4 2025 Added 0.09%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$114,000 0.03% of portfolio	1,000	Q4 2025 New
FLDR Fidelity Merrimack Str Tr Low ETFs	$0	$118,000 0.03% of portfolio	2,355	Q4 2025 Added 0.99%
FNCL Fidelity Covington Tr Msci Fin ETFs	$0	$105,000 0.03% of portfolio	1,425	Q2 2025 Reduced 6.56%
OEF Ishares S&P 100 ETF ETFs	$0	$92,000 0.03% of portfolio	347	Q4 2025 Reduced 43.39%
DGRO Ishares Core Dividend Growth E ETFs	$0	$93,000 0.03% of portfolio	1,369	Q4 2025 Reduced 49.69%
VEA Vanguard Ftse Developed Market ETFs	$0	$93,000 0.03% of portfolio	1,517	Q2 2025 Added 81.68%
VGT Vanguard Information Technolog ETFs	$0	$126,000 0.03% of portfolio	167	Q2 2025 Reduced 5.65%
XLC Select Sector Spdr Tr Communic ETFs	$0	$55,000 0.02% of portfolio	499	Q2 2021 New
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$64,000 0.02% of portfolio	2,706	Q4 2024 Added 100.0%
EMB Ishares Tr ETFs	$0	$32,000 0.01% of portfolio	335	Q3 2024 Reduced 23.86%
IEF Ishares Barclays ETFs	$0	$22,000 0.01% of portfolio	232	Q4 2025 Added 0.87%
IXN Ishares Global Information Tec ETFs	$0	$37,000 0.01% of portfolio	353	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$43,000 0.01% of portfolio	375	Q4 2025 Reduced 30.56%
IEMG Ishares Inc ETFs	$0	$24,000 0.01% of portfolio	448	Q3 2024 New
EIS Ishares Inc Mcsi Israel ETF ETFs	$0	$52,000 0.01% of portfolio	500	Q2 2021 New
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$21,000 0.01% of portfolio	1,061	Q4 2025 Added 0.38%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$33,000 0.01% of portfolio	194	Q1 2024 New
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$39,000 0.01% of portfolio	2,009	Q4 2025 Added 0.4%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$19,000 0.01% of portfolio	300	Q4 2025 Reduced 23.08%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$27,000 0.01% of portfolio	335	Q4 2025 Added 1.21%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$21,000 0.01% of portfolio	50	Q3 2024 New
VONE Vanguard Russell 1000 ETF ETFs	$0	$54,000 0.01% of portfolio	179	Q4 2023 New
FDN First Tr Fd Dow Jones ETFs	$0	$52,000 0.01% of portfolio	194	Q1 2025 Reduced 46.11%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$29,000 0.01% of portfolio	50	Q4 2023 New
VXF Vanguard Extended Market ETF ETFs	$0	$39,000 0.01% of portfolio	193	Q3 2024 New

Summary

Portfolio
No. of Stocks 415
Current Value $364 Million
Prior Value $363 Million
Filing
Period Q4 2025
Filing Date January 16, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 18 stocks
Additional Purchases 72 stocks
Sold out of 0 stocks
Reduced holdings in 91 stocks

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West Branch Capital LLC Portfolio Holdings