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
$278B
$594,000 0.16% of portfolio
3,740
Q3 2025 Added 110.82%
$127B
$526,000 0.14% of portfolio
1,054
Q3 2025 Reduced 2.41%
$62.9B
$482,000 0.13% of portfolio
6,630
Q1 2025 Added 32.6%
$0
$489,000 0.13% of portfolio
3,362
Q3 2025 Added 7.41%
$0
$474,000 0.13% of portfolio
14,857
Q3 2025 Added 0.05%
$2.04B
$490,000 0.13% of portfolio
2,965
Q1 2025 Reduced 1.0%
$0
$428,000 0.12% of portfolio
6,585
Q3 2025 Added 115.9%
$404B
$393,000 0.11% of portfolio
2,431
Q3 2025 Added 1,000.0%
$5.51B
$399,000 0.11% of portfolio
10,859
Q2 2025 Reduced 3.5%
$0
$412,000 0.11% of portfolio
2,927
Q3 2025 Reduced 6.99%
$0
$407,000 0.11% of portfolio
2,474
Q3 2025 Added 0.12%
$0
$349,000 0.1% of portfolio
1,066
Q3 2025 Reduced 0.09%
$0
$331,000 0.09% of portfolio
542
Q1 2025 Reduced 4.58%
$0
$338,000 0.09% of portfolio
3,378
Q3 2025 Added 4.16%
$190B
$329,000 0.09% of portfolio
736
Q3 2025 Added 7.45%
$159B
$341,000 0.09% of portfolio
1,209
Q3 2025 Reduced 0.98%
$150B
$279,000 0.08% of portfolio
746
Q2 2025 Reduced 33.45%
$174B
$286,000 0.08% of portfolio
10,159
Q3 2025 Reduced 7.22%
$0
$279,000 0.08% of portfolio
1,355
Q4 2022 Reduced 6.87%
$0
$303,000 0.08% of portfolio
1,664
Q3 2024 Added 40.3%
$156B
$293,000 0.08% of portfolio
832
Q3 2025 Added 92.59%
$0
$252,000 0.07% of portfolio
538
Q4 2024 Reduced 3.41%
$1.24B
$259,000 0.07% of portfolio
5,700
Q3 2022 New
$154B
$241,000 0.07% of portfolio
2,176
Q3 2025 Added 0.14%
$32.9B
$239,000 0.07% of portfolio
3,730
Q3 2025 Added 8.91%
$75.4B
$267,000 0.07% of portfolio
7,530
Q3 2025 Added 0.37%
$136B
$240,000 0.07% of portfolio
1,017
Q3 2025 Reduced 40.87%
$179B
$265,000 0.07% of portfolio
289
Q3 2025 Reduced 3.99%
$95.3B
$213,000 0.06% of portfolio
1,724
Q3 2025 Reduced 6.2%
$125B
$217,000 0.06% of portfolio
612
Q3 2025 Added 117.02%
$15.6B
$210,000 0.06% of portfolio
2,709
Q2 2021 New
$194B
$232,000 0.06% of portfolio
1,400
Q1 2025 Reduced 25.77%
$258B
$220,000 0.06% of portfolio
1,318
Q2 2025 Reduced 42.94%
$0
$233,000 0.06% of portfolio
2,055
Q3 2025 Reduced 16.43%
$289B
$200,000 0.06% of portfolio
421
Q2 2025 Added 3.95%
$72.1B
$169,000 0.05% of portfolio
2,067
Q3 2025 Reduced 18.3%
$0
$185,000 0.05% of portfolio
2,721
Q3 2025 Added 0.55%
$0
$183,000 0.05% of portfolio
900
Q2 2025 Reduced 4.26%
$65.7B
$171,000 0.05% of portfolio
571
Q1 2025 Reduced 34.74%
$95B
$197,000 0.05% of portfolio
3,233
Q3 2025 Added 0.09%
$52.9B
$155,000 0.04% of portfolio
503
Q3 2025 Reduced 24.02%
$203B
$128,000 0.04% of portfolio
1,126
Q3 2025 Added 6.03%
$0
$163,000 0.04% of portfolio
613
Q3 2025 Reduced 0.16%
$169B
$152,000 0.04% of portfolio
141
Q3 2024 Added 0.71%
$114B
$137,000 0.04% of portfolio
1,198
Q3 2025 Reduced 0.91%
$0
$130,000 0.04% of portfolio
1,085
Q3 2025 Added 0.09%
$0
$154,000 0.04% of portfolio
257
Q2 2025 Reduced 0.77%
$0
$117,000 0.03% of portfolio
2,332
Q3 2025 Added 1.04%
$266B
$102,000 0.03% of portfolio
1,439
Q4 2024 Reduced 0.48%

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
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