West Branch Capital LLC Portfolio Holdings

West Branch Capital LLC

  • $363 Million
  • Q3 2025

West Branch Capital LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Million distributed in 452 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.3M, Apple Inc. with a value of $38.8M, Microsoft Corp with a value of $28.8M, Alphabet Inc. with a value of $21.8M, and Amazon Com Inc with a value of $20.6M.

Examining the 13F form we can see an increase of $40.9M in the current position value, from $322M to 363M.

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

Portfolio value $363 Million
Technology: $141 Million
Financial Services: $38.2 Million
Communication Services: $38 Million
Consumer Cyclical: $37 Million
ETFs: $36.2 Million
Healthcare: $31.2 Million
Consumer Defensive: $27.5 Million
Energy: $6.92 Million
Other: $7.54 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Million 5.54% of portfolio
30,206
Q3 2025 Added 3.78%
$0
$6.1 Million 1.68% of portfolio
9,116
Q3 2025 Added 0.61%
$0
$1.18 Million 0.33% of portfolio
5,660
Q3 2025 Reduced 2.77%
$65.3B
$482,000 0.13% of portfolio
6,630
Q1 2025 Added 32.6%
$0
$489,000 0.13% of portfolio
3,362
Q3 2025 Added 7.41%
$0
$474,000 0.13% of portfolio
14,857
Q3 2025 Added 0.05%
$2.1B
$490,000 0.13% of portfolio
2,965
Q1 2025 Reduced 1.0%
$0
$428,000 0.12% of portfolio
6,585
Q3 2025 Added 115.9%
$5.65B
$399,000 0.11% of portfolio
10,859
Q2 2025 Reduced 3.5%
$0
$412,000 0.11% of portfolio
2,927
Q3 2025 Reduced 6.99%
$0
$407,000 0.11% of portfolio
2,474
Q3 2025 Added 0.12%
$0
$349,000 0.1% of portfolio
1,066
Q3 2025 Reduced 0.09%
$0
$331,000 0.09% of portfolio
542
Q1 2025 Reduced 4.58%
$0
$338,000 0.09% of portfolio
3,378
Q3 2025 Added 4.16%
$0
$337,000 0.09% of portfolio
4,162
Q3 2025 Added 2.97%
$0
$279,000 0.08% of portfolio
1,355
Q4 2022 Reduced 6.87%
$0
$252,000 0.07% of portfolio
538
Q4 2024 Reduced 3.41%
$130B
$217,000 0.06% of portfolio
612
Q3 2025 Added 117.02%
$0
$233,000 0.06% of portfolio
2,055
Q3 2025 Reduced 16.43%
$0
$185,000 0.05% of portfolio
2,721
Q3 2025 Added 0.55%
$0
$183,000 0.05% of portfolio
900
Q2 2025 Reduced 4.26%
$0
$163,000 0.04% of portfolio
613
Q3 2025 Reduced 0.16%
$0
$130,000 0.04% of portfolio
1,085
Q3 2025 Added 0.09%
$0
$154,000 0.04% of portfolio
257
Q2 2025 Reduced 0.77%
$0
$117,000 0.03% of portfolio
2,332
Q3 2025 Added 1.04%
$0
$108,000 0.03% of portfolio
1,425
Q2 2025 Reduced 6.56%
$0
$124,000 0.03% of portfolio
167
Q2 2025 Reduced 5.65%
$0
$124,000 0.03% of portfolio
443
Q2 2025 Reduced 3.9%
$0
$64,000 0.02% of portfolio
540
Q2 2025 Reduced 21.74%
$0
$89,000 0.02% of portfolio
374
Q2 2025 Reduced 22.73%
$0
$62,000 0.02% of portfolio
2,706
Q4 2024 Added 100.0%
$0
$59,000 0.02% of portfolio
499
Q2 2021 New
$0
$90,000 0.02% of portfolio
1,517
Q2 2025 Added 81.68%
$0
$36,000 0.01% of portfolio
353
Q3 2025 New
$0
$39,000 0.01% of portfolio
2,001
Q2 2022 Added 299.4%
$0
$21,000 0.01% of portfolio
50
Q3 2024 New
$0
$21,000 0.01% of portfolio
1,057
Q1 2024 Added 0.67%
$0
$33,000 0.01% of portfolio
194
Q1 2024 New
$0
$54,000 0.01% of portfolio
179
Q4 2023 New
$0
$28,000 0.01% of portfolio
88
Q1 2025 Reduced 40.94%
$0
$31,000 0.01% of portfolio
335
Q3 2024 Reduced 23.86%
$0
$20,000 0.01% of portfolio
143
Q3 2025 Reduced 45.21%
$0
$26,000 0.01% of portfolio
109
Q2 2025 Reduced 49.77%
$0
$25,000 0.01% of portfolio
390
Q2 2025 Reduced 42.39%
$0
$40,000 0.01% of portfolio
193
Q3 2024 New
$0
$24,000 0.01% of portfolio
448
Q3 2024 New
$0
$50,000 0.01% of portfolio
500
Q2 2021 New
$0
$27,000 0.01% of portfolio
331
Q3 2025 Added 0.91%
$0
$22,000 0.01% of portfolio
230
Q3 2025 Added 0.88%

Summary

  • Portfolio
  • No. of Stocks 452
  • Current Value $363 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track West Branch Capital LLC Portfolio

Follow West Branch Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email