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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.8B
$23,000 0.01% of portfolio
150
Q2 2025 Reduced 0.66%
$0
$33,000 0.01% of portfolio
194
Q1 2024 New
$0
$54,000 0.01% of portfolio
179
Q4 2023 New
$11B
$28,000 0.01% of portfolio
285
Q3 2025 Added 58.33%
$0
$28,000 0.01% of portfolio
88
Q1 2025 Reduced 40.94%
$34.1B
$26,000 0.01% of portfolio
151
Q3 2025 New
$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%
$35.1B
$22,000 0.01% of portfolio
183
Q3 2025 Reduced 17.94%
$0
$33,000 0.01% of portfolio
840
Q3 2025 Added 1.2%
$0
$40,000 0.01% of portfolio
193
Q3 2024 New
$26.6B
$28,000 0.01% of portfolio
275
Q3 2024 New
$72.7B
$39,000 0.01% of portfolio
200
Q4 2024 New
$0
$24,000 0.01% of portfolio
448
Q3 2024 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%
$0
$39,000 0.01% of portfolio
414
Q3 2025 Added 0.24%
$17.4B
$26,000 0.01% of portfolio
604
Q3 2025 Added 0.17%
$57.4B
$39,000 0.01% of portfolio
1,000
Q3 2025 New
$10.7B
$31,000 0.01% of portfolio
406
Q1 2025 Added 0.25%
$98.6B
$22,000 0.01% of portfolio
235
Q3 2025 Reduced 50.32%
$0
$22,000 0.01% of portfolio
2,300
Q3 2025 Added 1.28%
$6.2B
$26,000 0.01% of portfolio
250
Q3 2025 Added 4.17%
$132B
$49,000 0.01% of portfolio
235
Q3 2025 Reduced 13.6%
$67.3B
$49,000 0.01% of portfolio
179
Q2 2025 Added 38.76%
$0
$54,000 0.01% of portfolio
194
Q1 2025 Reduced 46.11%
$0
$29,000 0.01% of portfolio
50
Q4 2023 New
$707M
$25,000 0.01% of portfolio
800
Q3 2025 Reduced 53.35%
$21.3B
$25,000 0.01% of portfolio
136
Q3 2022 Added 277.78%
$7.8B
$36,000 0.01% of portfolio
283
Q3 2025 Reduced 37.8%
$42.9B
$52,000 0.01% of portfolio
454
Q3 2025 Reduced 29.06%
$0
$21,000 0.01% of portfolio
2,082
Q1 2024 Added 2.51%
$177B
$44,000 0.01% of portfolio
228
Q2 2025 Reduced 25.25%
$25.4B
$34,000 0.01% of portfolio
478
Q4 2024 Reduced 0.21%
$42.8B
$28,000 0.01% of portfolio
323
Q3 2025 New
$37B
$21,000 0.01% of portfolio
232
Q1 2023 Reduced 21.09%
$107B
$30,000 0.01% of portfolio
40
Q2 2025 Reduced 81.57%
$84B
$27,000 0.01% of portfolio
145
Q2 2025 Reduced 40.57%
$103B
$48,000 0.01% of portfolio
640
Q2 2025 Added 18.52%
$111B
$49,000 0.01% of portfolio
151
Q3 2025 Added 65.93%
$16.4B
$46,000 0.01% of portfolio
700
Q2 2025 Reduced 47.64%
$113B
$21,000 0.01% of portfolio
225
Q3 2024 Added 4.17%
$19.3B
$20,000 0.01% of portfolio
80
Q2 2025 Reduced 23.81%
$18.3B
$22,000 0.01% of portfolio
85
Q3 2025 Added 30.77%
$39.9B
$6,000 0.0% of portfolio
64
Q2 2025 Reduced 3.03%
$13B
$2,000 0.0% of portfolio
293
Q4 2023 Reduced 47.49%
$109B
$4,000 0.0% of portfolio
78
Q4 2024 Reduced 6.02%

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