West Branch Capital LLC 13F Holdings

CIK 0001738723

As of Sep 30, 2025, West Branch Capital LLC reported 452 positions worth $379.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology215,911$40.3M10.62%
APPLE INCAAPLTechnology152,225$38.8M10.22%
MICROSOFT CORPMSFTTechnology55,654$28.8M7.60%
ALPHABET INCGOOGLEquity89,799$21.8M5.75%
AMAZON.COM INCAMZNEquity93,809$20.6M5.43%
SPDR S&P 500 ETF TRUSTSPY—30,206$20.1M5.30%
MOOG INCMOG.BIndustrials60,114 2.4M3.27%
ORACLE CORPORCLTechnology40,767 1.5M3.02%
JPMORGAN CHASE & COJPMFinancial Services33,883 0.7M2.82%
BROADCOM INCAVGOTechnology31,712 0.5M2.76%
PROCTER & GAMBLE COPGConsumer Defensive64,180$9.9M2.60%
META PLATFORMS INCMETACommunication Services11,293$8.3M2.19%
WALMART INCWMTConsumer Defensive75,530$7.8M2.05%
VISA INC-CLASS A SHARESVFinancial Services21,551$7.4M1.94%
ABBVIE INCABBVEquity29,971$6.9M1.83%
ELI LILLY & COLLYHealthcare8,398$6.4M1.69%
JOHNSON & JOHNSONJNJHealthcare33,049$6.1M1.62%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services12,139$6.1M1.61%
ISHARES CORE S&P 500 ETFIVV—9,116$6.1M1.61%
HOME DEPOT INCHDConsumer Cyclical14,187$5.7M1.51%
TESLA INCTSLAConsumer Cyclical10,922$4.9M1.28%
UNITEDHEALTH GROUP INCUNHHealthcare13,440$4.6M1.22%
MASTERCARD INCMAFinancial Services8,090$4.6M1.21%
EXXON MOBIL CORPXOMEnergy37,733$4.3M1.12%
CISCO SYSTEMS INCCSCOTechnology52,654$3.6M0.95%