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
$0
$92,000 0.03% of portfolio
347
Q4 2025 Reduced 43.39%
$270B
$109,000 0.03% of portfolio
1,439
Q4 2024 Reduced 0.48%
$0
$93,000 0.03% of portfolio
1,369
Q4 2025 Reduced 49.69%
$181B
$107,000 0.03% of portfolio
4,235
Q4 2025 Reduced 58.31%
$74.3B
$93,000 0.03% of portfolio
510
Q4 2025 Added 20.0%
$0
$93,000 0.03% of portfolio
1,517
Q2 2025 Added 81.68%
$0
$126,000 0.03% of portfolio
167
Q2 2025 Reduced 5.65%
$141B
$109,000 0.03% of portfolio
4,359
Q3 2025 Added 18.97%
$114B
$122,000 0.03% of portfolio
991
Q4 2025 Reduced 17.28%
$29.5B
$113,000 0.03% of portfolio
2,131
Q4 2025 Reduced 42.87%
$151B
$109,000 0.03% of portfolio
337
Q4 2025 Reduced 59.5%
$57.5B
$99,000 0.03% of portfolio
382
Q2 2025 Reduced 9.26%
$0
$55,000 0.02% of portfolio
499
Q2 2021 New
$64.7B
$90,000 0.02% of portfolio
950
Q2 2021 New
$112B
$58,000 0.02% of portfolio
1,601
Q4 2025 Reduced 12.32%
$66.3B
$62,000 0.02% of portfolio
300
Q4 2023 New
$172B
$89,000 0.02% of portfolio
2,186
Q4 2025 Added 49.93%
$168B
$72,000 0.02% of portfolio
850
Q3 2025 Reduced 12.73%
$76.2B
$60,000 0.02% of portfolio
1,081
Q1 2025 Reduced 0.83%
$405B
$75,000 0.02% of portfolio
74
Q3 2025 New
$53.3B
$66,000 0.02% of portfolio
257
Q4 2025 Reduced 11.99%
$0
$64,000 0.02% of portfolio
2,706
Q4 2024 Added 100.0%
$111B
$77,000 0.02% of portfolio
229
Q4 2025 Added 51.66%
$36B
$76,000 0.02% of portfolio
750
Q4 2025 Reduced 11.76%
$64.5B
$75,000 0.02% of portfolio
300
Q4 2023 Added 50.0%
$37.5B
$58,000 0.02% of portfolio
1,000
Q4 2025 Added 9,900.0%
$37.9B
$55,000 0.02% of portfolio
743
Q4 2025 Reduced 38.6%
$69.4B
$87,000 0.02% of portfolio
1,070
Q4 2025 Reduced 48.23%
$0
$32,000 0.01% of portfolio
335
Q3 2024 Reduced 23.86%
$16.4B
$45,000 0.01% of portfolio
700
Q2 2025 Reduced 47.64%
$0
$23,000 0.01% of portfolio
5,000
Q4 2025 Added 400.0%
$0
$22,000 0.01% of portfolio
232
Q4 2025 Added 0.87%
$6.2B
$24,000 0.01% of portfolio
250
Q3 2025 Added 4.17%
$43.5B
$28,000 0.01% of portfolio
75
Q1 2024 Reduced 66.06%
$0
$37,000 0.01% of portfolio
353
Q3 2025 New
$26.3B
$19,000 0.01% of portfolio
108
Q4 2025 Reduced 51.79%
$7.8B
$35,000 0.01% of portfolio
283
Q3 2025 Reduced 37.8%
$0
$43,000 0.01% of portfolio
375
Q4 2025 Reduced 30.56%
$26.6B
$25,000 0.01% of portfolio
275
Q3 2024 New
$107B
$33,000 0.01% of portfolio
40
Q2 2025 Reduced 81.57%
$35.1B
$19,000 0.01% of portfolio
184
Q4 2025 Added 0.55%
$0
$24,000 0.01% of portfolio
448
Q3 2024 New
$0
$52,000 0.01% of portfolio
500
Q2 2021 New
$140B
$27,000 0.01% of portfolio
124
Q3 2024 Added 3.33%
$0
$21,000 0.01% of portfolio
1,061
Q4 2025 Added 0.38%
$0
$31,000 0.01% of portfolio
843
Q4 2025 Added 0.36%
$0
$33,000 0.01% of portfolio
194
Q1 2024 New
$0
$39,000 0.01% of portfolio
2,009
Q4 2025 Added 0.4%
$0
$19,000 0.01% of portfolio
300
Q4 2025 Reduced 23.08%

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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