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
$49.8B
$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
$11.3B
$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%
$34.2B
$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%
$34.5B
$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
$30.1B
$28,000 0.01% of portfolio
275
Q3 2024 New
$80.4B
$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%
$17.3B
$26,000 0.01% of portfolio
604
Q3 2025 Added 0.17%
$58.9B
$39,000 0.01% of portfolio
1,000
Q3 2025 New
$12.3B
$31,000 0.01% of portfolio
406
Q1 2025 Added 0.25%
$101B
$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%
$5.76B
$26,000 0.01% of portfolio
250
Q3 2025 Added 4.17%
$133B
$49,000 0.01% of portfolio
235
Q3 2025 Reduced 13.6%
$62.7B
$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
$703M
$25,000 0.01% of portfolio
800
Q3 2025 Reduced 53.35%
$21.7B
$25,000 0.01% of portfolio
136
Q3 2022 Added 277.78%
$7.78B
$36,000 0.01% of portfolio
283
Q3 2025 Reduced 37.8%
$42.8B
$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%
$25.8B
$34,000 0.01% of portfolio
478
Q4 2024 Reduced 0.21%
$42.4B
$28,000 0.01% of portfolio
323
Q3 2025 New
$37.6B
$21,000 0.01% of portfolio
232
Q1 2023 Reduced 21.09%
$99.2B
$30,000 0.01% of portfolio
40
Q2 2025 Reduced 81.57%
$82.2B
$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%
$123B
$49,000 0.01% of portfolio
151
Q3 2025 Added 65.93%
$16B
$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%
$20.7B
$20,000 0.01% of portfolio
80
Q2 2025 Reduced 23.81%
$19.5B
$22,000 0.01% of portfolio
85
Q3 2025 Added 30.77%
$38.9B
$6,000 0.0% of portfolio
64
Q2 2025 Reduced 3.03%
$12.8B
$2,000 0.0% of portfolio
293
Q4 2023 Reduced 47.49%
$111B
$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
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