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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$258B
$514,000 0.14% of portfolio
2,932
Q4 2025 Added 122.46%
$104B
$516,000 0.14% of portfolio
2,057
Q4 2025 Reduced 41.23%
$2.1B
$523,000 0.14% of portfolio
2,965
Q1 2025 Reduced 1.0%
$0
$479,000 0.13% of portfolio
14,866
Q4 2025 Added 0.06%
$235B
$485,000 0.13% of portfolio
5,223
Q4 2025 Reduced 75.24%
$169B
$447,000 0.12% of portfolio
535
Q4 2025 Added 85.12%
$5.65B
$422,000 0.12% of portfolio
10,859
Q2 2025 Reduced 3.5%
$123B
$454,000 0.12% of portfolio
965
Q4 2025 Reduced 8.44%
$0
$426,000 0.12% of portfolio
6,415
Q4 2025 Reduced 2.58%
$204B
$414,000 0.11% of portfolio
2,801
Q4 2025 Reduced 75.51%
$193B
$398,000 0.11% of portfolio
728
Q4 2025 Reduced 1.09%
$114B
$383,000 0.11% of portfolio
2,000
Q4 2025 Reduced 50.0%
$183B
$368,000 0.1% of portfolio
1,078
Q4 2025 Reduced 10.84%
$0
$367,000 0.1% of portfolio
2,225
Q4 2025 Reduced 10.06%
$0
$326,000 0.09% of portfolio
528
Q4 2025 Reduced 2.58%
$0
$284,000 0.08% of portfolio
1,355
Q4 2022 Reduced 6.87%
$1.28B
$283,000 0.08% of portfolio
5,700
Q3 2022 New
$0
$253,000 0.07% of portfolio
538
Q4 2024 Reduced 3.41%
$0
$262,000 0.07% of portfolio
1,792
Q4 2025 Reduced 46.7%
$156B
$270,000 0.07% of portfolio
2,180
Q4 2025 Added 0.18%
$0
$243,000 0.07% of portfolio
2,430
Q4 2025 Reduced 28.06%
$0
$264,000 0.07% of portfolio
1,873
Q4 2025 Reduced 36.01%
$0
$258,000 0.07% of portfolio
3,225
Q4 2025 Reduced 22.51%
$73.4B
$261,000 0.07% of portfolio
7,505
Q4 2025 Reduced 0.33%
$140B
$206,000 0.06% of portfolio
586
Q4 2025 Reduced 21.45%
$0
$228,000 0.06% of portfolio
792
Q4 2025 Added 78.78%
$15.4B
$208,000 0.06% of portfolio
2,709
Q2 2021 New
$96.4B
$203,000 0.06% of portfolio
1,624
Q4 2025 Reduced 5.8%
$100B
$223,000 0.06% of portfolio
3,165
Q4 2025 Reduced 2.1%
$0
$227,000 0.06% of portfolio
2,055
Q3 2025 Reduced 16.43%
$130B
$211,000 0.06% of portfolio
562
Q4 2025 Reduced 8.17%
$187B
$233,000 0.06% of portfolio
1,400
Q1 2025 Reduced 25.77%
$0
$184,000 0.05% of portfolio
900
Q2 2025 Reduced 4.26%
$0
$164,000 0.05% of portfolio
499
Q4 2025 Reduced 53.19%
$0
$172,000 0.05% of portfolio
748
Q4 2025 Added 100.0%
$136B
$136,000 0.04% of portfolio
617
Q4 2025 Reduced 39.33%
$0
$155,000 0.04% of portfolio
257
Q2 2025 Reduced 0.77%
$190B
$146,000 0.04% of portfolio
1,492
Q4 2025 Added 203.25%
$99.5B
$133,000 0.04% of portfolio
2,848
Q4 2025 Added 3.08%
$161B
$159,000 0.04% of portfolio
141
Q3 2024 Added 0.71%
$65.7B
$149,000 0.04% of portfolio
525
Q4 2025 Reduced 8.06%
$0
$131,000 0.04% of portfolio
1,086
Q4 2025 Added 0.09%
$54.4B
$110,000 0.03% of portfolio
429
Q4 2025 Reduced 14.71%
$0
$114,000 0.03% of portfolio
1,000
Q4 2025 New
$0
$118,000 0.03% of portfolio
2,355
Q4 2025 Added 0.99%
$94.5B
$121,000 0.03% of portfolio
352
Q2 2025 Reduced 22.12%
$0
$105,000 0.03% of portfolio
1,425
Q2 2025 Reduced 6.56%
$82.8B
$91,000 0.03% of portfolio
339
Q4 2024 Reduced 0.88%
$75.4B
$112,000 0.03% of portfolio
880
Q2 2025 Reduced 14.56%

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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