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
$27,000 0.01% of portfolio
335
Q4 2025 Added 1.21%
$159B
$36,000 0.01% of portfolio
75
Q4 2025 Reduced 16.67%
$40.4B
$31,000 0.01% of portfolio
280
Q4 2025 Reduced 48.24%
$17.4B
$25,000 0.01% of portfolio
606
Q4 2025 Added 0.33%
$132B
$46,000 0.01% of portfolio
235
Q3 2025 Reduced 13.6%
$45.2B
$31,000 0.01% of portfolio
590
Q2 2022 Added 20.41%
$0
$20,000 0.01% of portfolio
2,097
Q4 2025 Added 0.72%
$85.9B
$25,000 0.01% of portfolio
120
Q1 2025 Added 69.01%
$118B
$22,000 0.01% of portfolio
99
Q4 2025 Reduced 51.71%
$177B
$43,000 0.01% of portfolio
224
Q4 2025 Reduced 1.75%
$47B
$46,000 0.01% of portfolio
105
Q4 2025 Reduced 48.78%
$84B
$26,000 0.01% of portfolio
145
Q2 2025 Reduced 40.57%
$19.3B
$20,000 0.01% of portfolio
80
Q2 2025 Reduced 23.81%
$7.17B
$22,000 0.01% of portfolio
2,000
Q4 2025 New
$6B
$27,000 0.01% of portfolio
420
Q2 2025 Added 300.0%
$72.7B
$34,000 0.01% of portfolio
200
Q4 2024 New
$20.6B
$21,000 0.01% of portfolio
604
Q2 2025 Reduced 22.37%
$70.1B
$33,000 0.01% of portfolio
182
Q4 2025 Reduced 24.17%
$26.1B
$48,000 0.01% of portfolio
296
Q4 2025 New
$0
$54,000 0.01% of portfolio
179
Q4 2023 New
$68.7B
$20,000 0.01% of portfolio
220
Q4 2025 Added 10.0%
$103B
$46,000 0.01% of portfolio
590
Q4 2025 Reduced 7.81%
$21.3B
$23,000 0.01% of portfolio
136
Q3 2022 Added 277.78%
$0
$52,000 0.01% of portfolio
194
Q1 2025 Reduced 46.11%
$707M
$24,000 0.01% of portfolio
800
Q3 2025 Reduced 53.35%
$72.3B
$40,000 0.01% of portfolio
353
Q4 2025 Reduced 43.25%
$0
$29,000 0.01% of portfolio
50
Q4 2023 New
$18.3B
$19,000 0.01% of portfolio
85
Q3 2025 Added 30.77%
$104B
$52,000 0.01% of portfolio
906
Q4 2025 Reduced 28.21%
$10.7B
$26,000 0.01% of portfolio
400
Q4 2025 Reduced 1.48%
$0
$39,000 0.01% of portfolio
193
Q3 2024 New
$0
$22,000 0.01% of portfolio
2,335
Q4 2025 Added 1.52%
$25.4B
$35,000 0.01% of portfolio
478
Q4 2024 Reduced 0.21%
$0
$14,000 0.0% of portfolio
209
Q4 2025 Added 0.97%
$0
$1,000 0.0% of portfolio
23
Q1 2025 Reduced 74.44%
$109B
$3,000 0.0% of portfolio
78
Q4 2024 Reduced 6.02%
$9.59B
$7,000 0.0% of portfolio
30
Q3 2025 Reduced 43.4%
$0
$1,000 0.0% of portfolio
4
Q3 2025 New
$0
$6,000 0.0% of portfolio
511
Q1 2024 Added 2.2%
$0
$6,000 0.0% of portfolio
26
Q3 2025 Reduced 79.37%
$0
$1,000 0.0% of portfolio
558
Q4 2025 Added 3.53%
$0
$7,000 0.0% of portfolio
500
Q1 2025 Reduced 66.67%
$283B
$13,000 0.0% of portfolio
100
Q2 2025 Reduced 28.57%
$0
$5,000 0.0% of portfolio
50
Q4 2023 New
$0
$2,000 0.0% of portfolio
9
Q3 2024 New
$0
$16,000 0.0% of portfolio
207
Q3 2025 Added 0.49%
$12.1B
$4,000 0.0% of portfolio
66
Q3 2024 New
$132B
$0 0.0% of portfolio
4
Q3 2024 New
$68.5B
$13,000 0.0% of portfolio
92
Q4 2025 Reduced 66.55%

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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