West Branch Capital LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), West Branch Capital LLC reported 529 stock positions worth $299.7 million. Its top holding was Apple (AAPL) at 11.5% of the portfolio, followed by Nvidia (NVDA, 8.0%) and Microsoft (MSFT, 7.0%). Compared with Q4 2024, it opened 41 new positions, sold out of 57, added to 101 and reduced 74. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +31%) and the biggest sale Nvidia (NVDA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- AMHERST, MA
- CIK
- 0001738723
- Portfolio Value
- $299.7M (Q1 2025)
- SEC Filing
- 0001738723-25-000002 ↗ filed Apr 16, 2025
Holdings Value
Holdings 529 stocks · $299.7M
| AAPL Apple Inc. | 11.48% | 154,884 | $34.4M | Add +0.1% |
| NVDA Nvidia Corp. | 8.01% | 221,610 | $24.0M | Reduce -10.5% |
| MSFT Microsoft Corp. | 6.97% | 55,674 | $20.9M | Add +2.4% |
| AMZN Amazon.com Inc. | 5.54% | 87,208 | $16.6M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.25% | 28,126 | $15.7M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 4.63% | 89,742 | $13.9M | Add +3.1% |
| PG The Procter & Gamble Co. | 3.55% | 62,480 | $10.6M | Add +3.2% |
| MOG.B Moog Inc. Class B | 3.44% | 60,114 | $10.3M | No change |
| JPM JPMorgan Chase & Co. | 2.79% | 34,102 | $8.4M | Add +3.4% |
| V Visa Inc. Class A | 2.45% | 20,974 | $7.4M | Add +3.4% |
| WMT Walmart Inc. | 2.15% | 73,239 | $6.4M | Add +4.8% |
| ABBV Abbvie Inc. | 2.05% | 29,368 | $6.2M | Add +2.2% |
| UNH Unitedhealth Group Inc. | 2.04% | 11,689 | $6.1M | Add +4.7% |
| META Meta Platforms Inc. Class A | 1.94% | 10,095 | $5.8M | Add +22.0% |
| ORCL Oracle Corp. | 1.85% | 39,582 | $5.5M | Add +5.7% |
| IVV iShares Core S&P 500 ETF | 1.76% | 9,377 | $5.3M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.71% | 30,692 | $5.1M | Add +10.0% |
| HD Home Depot Inc. | 1.64% | 13,444 | $4.9M | Add +4.0% |
| LLY Eli Lilly & Co. | 1.58% | 5,735 | $4.7M | Add +11.9% |
| JNJ Johnson & Johnson | 1.41% | 25,400 | $4.2M | Add +7.9% |
| MA Mastercard Inc. Class A | 1.40% | 7,669 | $4.2M | Add +10.9% |
| XOM Exxon Mobil Corp. | 1.38% | 34,717 | $4.1M | Add +13.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 6,842 | $3.6M | Add +31.4% |
| MCD McDonald's Corp. | 1.11% | 10,693 | $3.3M | Add +7.4% |
| COST Costco Wholesale Corp. | 1.08% | 3,432 | $3.2M | Add +14.4% |
| CSCO Cisco Systems Inc. | 1.00% | 48,444 | $3.0M | Add +8.8% |
| KO The Coca-Cola Co. | 0.98% | 40,935 | $2.9M | Add +14.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.83% | 59,491 | $2.5M | Add +14.0% |
| ABT Abbott Laboratories | 0.78% | 17,677 | $2.3M | Add +13.3% |
| PEP Pepsico Inc. | 0.78% | 15,561 | $2.3M | Reduce -1.9% |
| NFLX Netflix Inc. | 0.78% | 2,501 | $2.3M | Add +22.7% |
| TSLA Tesla Inc. | 0.77% | 8,883 | $2.3M | Add +24.2% |
| MRK Merck & Co. Inc. | 0.75% | 25,016 | $2.2M | Add +15.5% |
| CVX Chevron Corp. | 0.71% | 12,653 | $2.1M | Add +30.6% |
| TMUS T-Mobile US Inc. | 0.65% | 7,293 | $1.9M | Add +27.2% |
| BKNG Booking Holdings Inc. | 0.56% | 367 | $1.7M | Reduce -3.9% |
| WFC Wells Fargo & Co. | 0.53% | 22,091 | $1.6M | Add +28.5% |
| CRM Salesforce Inc. | 0.53% | 5,871 | $1.6M | Add +39.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.50% | 8,044 | $1.5M | Reduce -7.9% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 3,008 | $1.5M | Add +10.9% |
| ACN Accenture PLC Class A | 0.46% | 4,418 | $1.4M | Add +27.5% |
| LIN Linde PLC | 0.46% | 2,955 | $1.4M | Add +42.5% |
| MOG.A Moog Inc. Class A | 0.45% | 7,792 | $1.4M | Reduce -3.8% |
| BLK BlackRock Inc. | 0.39% | 1,224 | $1.2M | Reduce -1.4% |
| ADP Automatic Data Processing | 0.38% | 3,687 | $1.1M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.38% | 7,196 | $1.1M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 4,426 | $1.1M | Add +92.0% |
| UNP Union Pacific Corp. | 0.29% | 3,619 | $855K | Reduce -12.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.25% | 4,150 | $742K | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 3,419 | $684K | Add +406.5% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 5,205 | $671K | Reduce -23.1% |
| LMT Lockheed Martin Corp. | 0.19% | 1,267 | $566K | Reduce -37.3% |
| SCHG Schwab US Large-Cap Growth | 0.18% | 21,340 | $534K | Add +0.1% |
| PM Philip Morris International | 0.17% | 3,265 | $518K | Add +437.9% |
| GILD Gilead Sciences Inc. | 0.15% | 4,113 | $461K | Reduce -17.2% |
| AMGN Amgen Inc. | 0.14% | 1,392 | $434K | Reduce -3.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.13% | 4,978 | $393K | No change |
| GLW Corning Inc. | 0.13% | 8,577 | $393K | Reduce -8.6% |
| IAU iShares Gold Trust | 0.13% | 6,630 | $391K | Add +32.6% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 3,172 | $387K | Reduce -8.7% |
| GLTR Abrdn Precious Metals Basket | 0.13% | 2,965 | $384K | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 0.11% | 3,443 | $341K | No change |
| ISRG Intuitive Surgical Inc. | 0.11% | 685 | $339K | Add +31.5% |
| SGOL Abrdn Physical Gold Shares | 0.11% | 11,253 | $336K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,664 | $323K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.11% | 2,509 | $319K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,153 | $317K | Reduce -2.6% |
| CSX CSX Corp. | 0.10% | 10,407 | $306K | Add +0.9% |
| RTX RTX Corp. | 0.10% | 2,310 | $306K | Reduce -4.5% |
| ETN Eaton Corp. PLC | 0.10% | 1,121 | $305K | Reduce -41.3% |
| VOO Vanguard S&P 500 ETF | 0.09% | 542 | $279K | Reduce -4.6% |
| IVE iShares S&P 500 Value ETF | 0.09% | 1,355 | $258K | No change |
| GM General Motors Co. | 0.09% | 5,450 | $256K | Reduce -12.0% |
| SPGP Invesco S&P 500 Garp ETF | 0.08% | 2,503 | $250K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 722 | $249K | Reduce -15.8% |
| DUK Duke Energy Corp. | 0.08% | 1,978 | $241K | Reduce -2.8% |
| AXP American Express Co. | 0.08% | 889 | $239K | Reduce -49.1% |
| UNM Unum Group | 0.07% | 2,709 | $221K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 1,982 | $219K | Add +0.7% |
| QCOM Qualcomm Inc. | 0.07% | 1,400 | $215K | Reduce -25.8% |
| IWF iShares Russell 1000 Growth | 0.06% | 538 | $194K | No change |
| SYY Sysco Corp. | 0.06% | 2,383 | $179K | Reduce -20.6% |
| ED Consolidated Edison Inc. | 0.06% | 1,600 | $177K | No change |
| IWD iShares Russell 1000 Value E | 0.06% | 940 | $177K | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 2,863 | $175K | No change |
| T AT&T Inc. | 0.06% | 6,041 | $171K | Add +42.3% |
| BA The Boeing Co. | 0.06% | 1,000 | $171K | New |
| VZ Verizon Communications Inc. | 0.06% | 3,743 | $170K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 2,007 | $169K | Add +28571.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.06% | 3,050 | $169K | Add +84.8% |
| DGRO iShares Core Dividend Growth | 0.06% | 2,692 | $166K | Add +0.5% |
| OEF iShares S&P 100 ETF | 0.06% | 613 | $166K | Add +0.2% |
| MCHP Microchip Technology Inc. | 0.06% | 3,414 | $165K | Reduce -2.5% |
| BUG Global X Cybersecurity ETF | 0.05% | 5,000 | $162K | New |
| ADBE Adobe Inc. | 0.05% | 367 | $141K | Reduce -92.0% |
| PLD Prologis Inc. | 0.05% | 1,249 | $140K | Add +0.9% |
| ATRO Astronics Corp. | 0.05% | 5,700 | $138K | No change |
| NSC Norfolk Southern Corp. | 0.05% | 571 | $135K | Reduce -34.7% |
| SAN Banco Santander SA-Spon ADR | 0.04% | 20,037 | $134K | Add +54054.1% |
| CAT Caterpillar Inc. | 0.04% | 405 | $134K | Reduce -15.8% |
Lines left out (1) · $137 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DE Deere & Co. | COM | 0 | $137 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $299.7M.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -10.5% | 8.01% | −2.59 |
| ADBE Adobe Inc. | Reduce -92.0% | 0.05% | −0.60 |
| AMD Advanced Micro Devices | Reduce -99.8% | 0.00% | −0.15 |
| LMT Lockheed Martin Corp. | Reduce -37.3% | 0.19% | −0.12 |
| NOW ServiceNow Inc. | Reduce -73.9% | 0.03% | −0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -98.5% | 0.00% | −0.11 |
| ETN Eaton Corp. PLC | Reduce -41.3% | 0.10% | −0.10 |
| AXP American Express Co. | Reduce -49.1% | 0.08% | −0.09 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.38% | −0.06 |
| MOG.A Moog Inc. Class A | Reduce -3.8% | 0.45% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.9% | 0.50% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -23.1% | 0.22% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -3.9% | 0.56% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -72.0% | 0.01% | −0.04 |
| MS Morgan Stanley | Reduce -74.6% | 0.01% | −0.04 |
| UPS United Parcel Service Class B | Reduce -83.2% | 0.01% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.03 |
| FLRG Fidelity US Multifactor ETF | Sold out | 0.00% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -75.8% | 0.01% | −0.03 |
| CLX Clorox Company | Reduce -66.6% | 0.01% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -81.1% | 0.01% | −0.03 |
| DIS The Walt Disney Co. | Reduce -97.0% | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -25.8% | 0.07% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -34.7% | 0.05% | −0.02 |
| GM General Motors Co. | Reduce -12.0% | 0.09% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.4% | 0.39% | −0.02 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 1.76% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -37.9% | 0.03% | −0.02 |
| DHR Danaher Corp. | Reduce -49.6% | 0.02% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -90.2% | 0.00% | −0.01 |
| UNP Union Pacific Corp. | Reduce -12.1% | 0.29% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -46.1% | 0.01% | −0.01 |
| SYY Sysco Corp. | Reduce -20.6% | 0.06% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.7% | 0.13% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.01 |
| GLW Corning Inc. | Reduce -8.6% | 0.13% | −0.01 |
| CAT Caterpillar Inc. | Reduce -15.8% | 0.04% | −0.01 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -2.5% | 0.06% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -22.0% | 0.02% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -40.9% | 0.01% | −0.01 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -51.8% | 0.01% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -5.8% | 0.03% | −0.01 |
| CNC Centene Corp. | Reduce -27.8% | 0.02% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -22.0% | 0.02% | −0.01 |
| LW Lamb Weston Holdings Inc. | Reduce -54.6% | 0.00% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -4.6% | 0.09% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +31.4% | 1.22% | +0.46 |
| ABBV Abbvie Inc. | Add +2.2% | 2.05% | +0.42 |
| V Visa Inc. Class A | Add +3.4% | 2.45% | +0.41 |
| META Meta Platforms Inc. Class A | Add +22.0% | 1.94% | +0.40 |
| XOM Exxon Mobil Corp. | Add +13.0% | 1.38% | +0.32 |
| JNJ Johnson & Johnson | Add +7.9% | 1.41% | +0.32 |
| LLY Eli Lilly & Co. | Add +11.9% | 1.58% | +0.32 |
| PG The Procter & Gamble Co. | Add +3.2% | 3.55% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 2.79% | +0.27 |
| KO The Coca-Cola Co. | Add +14.3% | 0.98% | +0.27 |
| CVX Chevron Corp. | Add +30.6% | 0.71% | +0.26 |
| TMUS T-Mobile US Inc. | Add +27.2% | 0.65% | +0.25 |
| MA Mastercard Inc. Class A | Add +10.9% | 1.40% | +0.24 |
| UNH Unitedhealth Group Inc. | Add +4.7% | 2.04% | +0.24 |
| ABT Abbott Laboratories | Add +13.3% | 0.78% | +0.22 |
| COST Costco Wholesale Corp. | Add +14.4% | 1.08% | +0.21 |
| IBM Intl Business Machines Corp. | Add +92.0% | 0.37% | +0.21 |
| NFLX Netflix Inc. | Add +22.7% | 0.78% | +0.20 |
| MCD McDonald's Corp. | Add +7.4% | 1.11% | +0.19 |
| GE General Electric | Add +406.5% | 0.23% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.8% | 5.25% | +0.18 |
| LIN Linde PLC | Add +42.5% | 0.46% | +0.18 |
| CSCO Cisco Systems Inc. | Add +8.8% | 1.00% | +0.16 |
| PM Philip Morris International | Add +437.9% | 0.17% | +0.15 |
| WFC Wells Fargo & Co. | Add +28.5% | 0.53% | +0.14 |
| WMT Walmart Inc. | Add +4.8% | 2.15% | +0.13 |
| BAC Bank of America Corp. | Add +14.0% | 0.83% | +0.10 |
| CRM Salesforce Inc. | Add +39.0% | 0.53% | +0.08 |
| ACN Accenture PLC Class A | Add +27.5% | 0.46% | +0.07 |
| MRK Merck & Co. Inc. | Add +15.5% | 0.75% | +0.06 |
| BA The Boeing Co. | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +28571.4% | 0.06% | +0.06 |
| BUG Global X Cybersecurity ETF | New | 0.05% | +0.05 |
| IAU iShares Gold Trust | Add +32.6% | 0.13% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +10.9% | 0.50% | +0.05 |
| SAN Banco Santander SA-Spon ADR | Add +54054.1% | 0.04% | +0.04 |
| KNSL Kinsale Capital Group Inc. | New | 0.04% | +0.04 |
| HD Home Depot Inc. | Add +4.0% | 1.64% | +0.04 |
| PH Parker Hannifin Corp. | Add +442.5% | 0.04% | +0.04 |
| ARM Arm Holdings PLC-ADR | New | 0.04% | +0.04 |
| SYK Stryker Corp. | Add +25500.0% | 0.03% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +84.8% | 0.06% | +0.03 |
| INTU Intuit Inc. | Add +900.0% | 0.03% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +31.5% | 0.11% | +0.03 |
| T AT&T Inc. | Add +42.3% | 0.06% | +0.03 |
| BSX Boston Scientific Corp. | Add +12583.3% | 0.03% | +0.03 |
| CTAS Cintas Corp. | Add +8500.0% | 0.02% | +0.02 |
| MSI Motorola Solutions Inc. | Add +2583.3% | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | New | 0.02% | +0.02 |
| OKE Oneok Inc. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 355 | $430.3M | AAPL, NVDA, GOOGL, MOG.B, AMZN |
| Q1 2026 | 377 | $373.5M | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q4 2025 | 415 | $388.1M | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q3 2025 | 452 | $381.1M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q2 2025 | 472 | $338.1M | NVDA, AAPL, MSFT, AMZN, SPY |
| Q1 2025 | 529 | $299.7M | AAPL, NVDA, MSFT, AMZN, SPY |
| Q4 2024 | 544 | $313.5M | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 601 | $289.2M | AAPL, NVDA, MSFT, AMZN, SPY |
| Q2 2024 | 429 | $269.2M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q1 2024 | 423 | $247.9M | AAPL, NVDA, MSFT, AMZN, GOOGL |