Q2 2026 13F · SEC CIK 1738723

West Branch Capital LLC

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $430.3M
Reported positions: 355
Top holdings a year, 3 yrs: +27.5%
Assets under management: $690.1M

West Branch Capital LLC is a wealth manager that reported 355 positions worth $430.3M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Apple Inc (AAPL, 10.0%), Nvidia Corporation Com (NVDA, 9.5%), Alphabet Inc (GOOGL, 7.4%). A portfolio copying its top holdings returned 27.5% a year over the last 3 years, against 20.4% for the S&P 500.

West Branch Capital LLC holdings largest 50 of 355 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

West Branch Capital LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	10.0%	10.3%	148,498	-2.0%	$43.0M
NVDANvidia Corporation Com	9.5%	9.6%	205,101	-0.6%	$41.0M
GOOGLAlphabet Inc	7.4%	7.0%	89,356	-1.8%	$31.9M
MOG-BMoog Inc	6.0%	4.7%	60,114	+0.0%	$25.7M
AMZNAmazon Com Inc Com	5.3%	5.3%	95,216	+0.4%	$22.7M
SPYSpdr S&p 500 ETF Tr	5.3%	5.3%	30,320	+0.5%	$22.6M
MSFTMicrosoft Corp	4.8%	5.4%	55,029	+0.2%	$20.5M
AVGOBroadcom Inc	2.8%	2.7%	31,925	-0.5%	$12.1M
JPMJpmorgan Chase & Co	2.6%	2.7%	33,949	-0.3%	$11.1M
LLYLilly Eli & Co	2.4%	2.1%	8,703	+2.1%	$10.4M
PGProcter & Gamble Co Com	2.4%	2.7%	68,939	+0.2%	$10.1M
MUMicron Technology Inc	2.3%	0.6%	8,597	+41.1%	$9.9M
WMTWalmart Inc	2.0%	2.5%	76,825	+0.6%	$8.7M
JNJJohnson & Johnson	2.0%	2.2%	33,416	+0.1%	$8.5M
ABBVAbbvie Inc	1.8%	1.8%	30,433	+0.6%	$7.7M
VVisa Inc Com Cl A	1.8%	1.8%	22,041	+0.4%	$7.6M
METAMeta Platforms Inc Class A	1.7%	1.9%	12,646	+4.5%	$7.1M
IVVIshares Core S&p 500 ETF	1.6%	1.6%	9,179	+0.6%	$6.9M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.6%	12,991	+3.9%	$6.5M
CSCOCisco Sys Inc	1.5%	1.1%	54,275	+0.4%	$6.4M
ORCLOracle Corp	1.5%	1.7%	43,013	+0.8%	$6.3M
XOMExxon Mobil Corp	1.3%	1.9%	42,207	-0.7%	$5.8M
TSLATesla Inc Com	1.2%	1.2%	12,299	+2.5%	$5.2M
AMDAdvanced Micro Devices Inc	1.2%	0.5%	8,897	+6.2%	$5.2M
HDHome Depot Inc Com	1.2%	1.3%	14,511	+0.9%	$5.1M
CATCaterpillar Inc Com	1.1%	0.8%	4,606	+2.9%	$4.9M
UNHUnitedhealth Group Inc Com	1.1%	0.8%	11,589	+1.0%	$4.8M
MAMastercard Inc.	1.0%	1.1%	8,619	+1.6%	$4.4M
AMATApplied Matls Inc	1.0%	0.5%	5,661	+8.8%	$4.1M
GEGe Aerospace	1.0%	0.8%	10,948	+1.7%	$4.1M
COSTCostco Whsl Corp New	0.9%	1.1%	4,329	+2.0%	$4.0M
KOCoca Cola Co	0.9%	1.0%	48,958	+1.2%	$4.0M
BACBank of Amer Corp	0.9%	0.9%	68,473	+0.7%	$3.9M
CVXChevron Corp New	0.9%	1.3%	23,424	+0.7%	$3.9M
LRCXLam Research Corp	0.7%	0.4%	7,358	+19.1%	$3.2M
MOG-AMoog Inc	0.7%	0.5%	6,849	-0.7%	$2.9M
GOOGAlphabet Inc	0.6%	0.5%	7,238	+6.3%	$2.6M
NFLXNetflix Inc Total	0.6%	0.8%	33,421	+3.2%	$2.4M
WFCWells Fargo Co New	0.4%	0.6%	22,485	-23.5%	$1.9M
MSMorgan Stanley Com New	0.4%	0.4%	8,836	+7.8%	$1.8M
PMPhilip Morris Intl Inc Com	0.4%	0.4%	8,471	-4.1%	$1.5M
GSGoldman Sachs Group Inc	0.3%	0.3%	1,423	+9.9%	$1.4M
PLTRPalantir Technologies Inclass Class A	0.3%	0.4%	9,521	-0.3%	$1.1M
MRKMerck & Co. Inc	0.2%	0.2%	8,301	+11.7%	$1.1M
MCDMcdonalds Corp Com	0.2%	0.8%	3,927	-57.6%	$1.1M
SCHGSchwab U.s. Large-Cap Growth ETF	0.2%	—	30,287	—	$1.0M
VBRVanguard Small Cap Value ETF	0.2%	0.2%	2,907	-19.7%	$706K
KLACKla Corp	0.1%	—	1,988	—	$600K
INTCIntel Corp	0.1%	—	3,950	—	$552K
MTBM & T Bk Corp	0.1%	—	2,263	—	$539K

What West Branch Capital LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.5% /yr; S&P 500 +20.1%
3 years: +27.5% /yr; S&P 500 +20.4%
5 years: +17.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$430.3M	355
Q1 2026	$373.5M	378
Q4 2025	$388.1M	415
Q3 2025	$381.1M	452
Q2 2025	$338.1M	472
Q1 2025	$299.7M	530
Q4 2024	$313.5M	546
Q3 2024	$289.2M	626
Q2 2024	$269.2M	429
Q1 2024	$247.9M	423
Q4 2023	$212.7M	443
Q3 2023	$190.6M	441

Questions about West Branch Capital LLC's portfolio

What stocks does West Branch Capital LLC own?

West Branch Capital LLC's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 355 positions worth $430.3M. The largest are Apple Inc (AAPL) at 10.0%, Nvidia Corporation Com (NVDA) at 9.5%, Alphabet Inc (GOOGL) at 7.4%, Moog Inc (MOG-B) at 6.0% and Amazon Com Inc Com (AMZN) at 5.3%.

What did West Branch Capital LLC buy last quarter?

In Q2 2026, West Branch Capital LLC added Micron Technology Inc (MU) (+41.1% shares), Lam Research Corp (LRCX) (+19.1% shares) and Merck & Co. Inc (MRK) (+11.7% shares), compared with its Q1 2026 filing.

What did West Branch Capital LLC sell last quarter?

In Q2 2026, West Branch Capital LLC cut from its top 50 International Business Machs (IBM), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 Rtx Corporation Com (RTX), Mcdonalds Corp Com (MCD) (-57.6% shares), Wells Fargo Co New (WFC) (-23.5% shares) and Vanguard Small Cap Value ETF (VBR) (-19.7% shares), compared with its Q1 2026 filing.

How has West Branch Capital LLC's portfolio performed?

A portfolio copying West Branch Capital LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +27.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.5% against +20.1%. Over 5 years: +17.4% a year against +11.6%.

When is West Branch Capital LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. West Branch Capital LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does West Branch Capital LLC manage?

West Branch Capital LLC reported $690.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $430.3M.