Q3 2026 13F · SEC CIK 1738723

West Branch Capital LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $441.7M
Reported positions: 388
Top holdings a year, 3 yrs: +27.5%
Assets under management: $690.1M

West Branch Capital LLC is a wealth manager that reported 388 positions worth $441.7M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Apple Inc (AAPL, 11.0%), Nvidia Corporation (NVDA, 10.5%), Alphabet Inc (GOOGL, 6.9%). 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 388 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	11.0%	10.0%	145,702	-1.9%	$48.5M
NVDANvidia Corporation	10.5%	9.5%	202,827	-1.1%	$46.3M
GOOGLAlphabet Inc	6.9%	7.4%	88,770	-0.7%	$30.5M
MSFTMicrosoft Corp	6.4%	4.8%	54,973	-0.1%	$28.2M
AMZNAmazon Com Inc	5.4%	5.3%	95,701	+0.5%	$23.8M
MOG-BMoog Inc	5.3%	6.0%	60,114	+0.0%	$23.3M
SPYState Str Spdr S&p 500 ETF T	5.2%	5.3%	30,033	-0.9%	$22.9M
JPMJpmorgan Chase & Co	2.6%	2.6%	34,095	+0.4%	$11.3M
AVGOBroadcom Inc	2.5%	2.8%	32,044	+0.4%	$11.3M
LLYEli Lilly & Co	2.3%	2.4%	8,748	+0.5%	$10.1M
PGProcter & Gamble Co	2.3%	2.4%	69,454	+0.7%	$10.1M
METAMeta Platforms Inc	2.1%	1.7%	13,004	+2.8%	$9.4M
MUMicron Technology Inc	2.1%	2.3%	8,837	+2.8%	$9.4M
JNJJohnson & Johnson	2.0%	2.0%	33,392	-0.1%	$8.8M
WMTWalmart Inc	1.8%	2.0%	77,681	+1.1%	$8.1M
VVisa Inc	1.8%	1.8%	22,294	+1.1%	$8.0M
ABBVAbbvie Inc	1.8%	1.8%	30,457	+0.1%	$8.0M
IVVIshares Tr	1.6%	1.6%	9,084	-1.0%	$7.0M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.5%	13,244	+1.9%	$6.6M
ORCLOracle Corp	1.4%	1.5%	43,975	+2.2%	$6.0M
CSCOCisco Sys Inc	1.3%	1.5%	55,190	+1.7%	$5.9M
AMDAdvanced Micro Devices Inc	1.3%	1.2%	9,075	+2.0%	$5.6M
MAMastercard Incorporated	1.1%	1.0%	8,878	+3.0%	$4.9M
CVXChevron Corporation	1.1%	0.9%	23,737	+1.3%	$4.8M
TSLATesla Inc	1.0%	1.2%	12,985	+5.6%	$4.6M
KOCoca Cola Co	1.0%	0.9%	50,325	+2.8%	$4.3M
UNHUnitedhealth Group Inc	1.0%	1.1%	11,648	+0.5%	$4.3M
HDHome Depot Inc	1.0%	1.2%	14,822	+2.1%	$4.2M
COSTCostco Wholesale Corporation	0.9%	0.9%	4,475	+3.4%	$4.1M
CATCaterpillar Inc	0.9%	1.1%	4,752	+3.2%	$3.9M
BACBank of Amer Corp	0.9%	0.9%	70,644	+3.2%	$3.8M
GEGe Aerospace	0.8%	1.0%	11,273	+3.0%	$3.5M
ATROAstronics Corp	0.8%	—	49,700	—	$3.4M
AMATApplied Matls Inc	0.7%	1.0%	6,021	+6.4%	$3.1M
MOG-AMoog Inc	0.6%	0.7%	6,754	-1.4%	$2.6M
GOOGAlphabet Inc	0.6%	0.6%	7,238	+0.0%	$2.5M
LRCXLam Research Corp	0.6%	0.7%	7,493	+1.8%	$2.5M
NFLXNetflix Inc.	0.6%	0.6%	35,100	+5.0%	$2.4M
PLTRPalantir Technologies Inc	0.5%	0.3%	10,663	+12.0%	$2.0M
MSMorgan Stanley	0.4%	0.4%	9,632	+9.0%	$1.8M
PMPhilip Morris Intl Inc	0.4%	0.4%	8,777	+3.6%	$1.7M
WFCWells Fargo & Co	0.4%	0.4%	19,562	-13.0%	$1.6M
MRKMerck & Co Inc	0.3%	0.2%	10,092	+21.6%	$1.5M
GSGoldman Sachs Group Inc	0.3%	0.3%	1,593	+11.9%	$1.4M
SCHGSchwab Strategic Tr	0.2%	0.2%	30,297	+0.0%	$1.1M
MCDMcdonalds Corp	0.2%	0.2%	3,664	-6.7%	$846K
INTCIntel Corp	0.1%	0.1%	5,314	+34.5%	$639K
VBRVanguard Index Fds	0.1%	0.2%	2,454	-15.6%	$567K
RTXRtx Corporation	0.1%	—	2,816	—	$523K
IAUIshares Gold Tr	0.1%	—	6,630	—	$518K

What West Branch Capital LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

INTC Intel Corp+34.5% shares
MRK Merck & Co Inc+21.6% shares
PLTR Palantir Technologies Inc+12.0% shares
GS Goldman Sachs Group Inc+11.9% shares
MS Morgan Stanley+9.0% shares
AMAT Applied Matls Inc+6.4% shares
TSLA Tesla Inc+5.6% shares
NFLX Netflix Inc.+5.0% shares

Reduced

VBR Vanguard Index Fds-15.6% shares
WFC Wells Fargo & Co-13.0% shares
MCD Mcdonalds Corp-6.7% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$441.7M	388
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

Questions about West Branch Capital LLC's portfolio

What stocks does West Branch Capital LLC own?

West Branch Capital LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 388 positions worth $441.7M. The largest are Apple Inc (AAPL) at 11.0%, Nvidia Corporation (NVDA) at 10.5%, Alphabet Inc (GOOGL) at 6.9%, Microsoft Corp (MSFT) at 6.4% and Amazon Com Inc (AMZN) at 5.4%.

What did West Branch Capital LLC buy last quarter?

In Q3 2026, West Branch Capital LLC added Intel Corp (INTC) (+34.5% shares), Merck & Co Inc (MRK) (+21.6% shares) and Palantir Technologies Inc (PLTR) (+12.0% shares), compared with its Q2 2026 filing.

What did West Branch Capital LLC sell last quarter?

In Q3 2026, West Branch Capital LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Kla Corp (KLAC), cut from its top 50 M & T Bank Corp (MTB), Vanguard Index Fds (VBR) (-15.6% shares), Wells Fargo & Co (WFC) (-13.0% shares) and Mcdonalds Corp (MCD) (-6.7% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $441.7M.