West Branch Capital LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), West Branch Capital LLC reported 452 stock positions worth $381.1 million. Its top holding was Nvidia (NVDA) at 10.6% of the portfolio, followed by Apple (AAPL, 10.2%) and Microsoft (MSFT, 7.6%). Compared with Q2 2025, it opened 18 new positions, sold out of 38, added to 98 and reduced 48. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale Accenture Class A (ACN, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- AMHERST, MA
- CIK
- 0001738723
- Portfolio Value
- $381.1M (Q3 2025)
- SEC Filing
- 0001738723-25-000005 ↗ filed Oct 21, 2025
Holdings Value
Holdings 452 stocks · $381.1M
| NVDA Nvidia Corp. | 10.57% | 215,911 | $40.3M | Reduce -0.2% |
| AAPL Apple Inc. | 10.17% | 152,225 | $38.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 7.56% | 55,654 | $28.8M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 5.73% | 89,799 | $21.8M | Add +1.8% |
| AMZN Amazon.com Inc. | 5.40% | 93,809 | $20.6M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.28% | 30,206 | $20.1M | Add +3.8% |
| MOG.B Moog Inc. Class B | 3.25% | 60,114 | $12.4M | No change |
| ORCL Oracle Corp. | 3.01% | 40,767 | $11.5M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 2.80% | 33,883 | $10.7M | Reduce -0.1% |
| AVGO Broadcom Inc. | 2.75% | 31,712 | $10.5M | Add +0.5% |
| PG The Procter & Gamble Co. | 2.59% | 64,180 | $9.9M | Add +1.4% |
| META Meta Platforms Inc. Class A | 2.18% | 11,293 | $8.3M | Add +4.4% |
| WMT Walmart Inc. | 2.04% | 75,530 | $7.8M | Add +1.8% |
| V Visa Inc. Class A | 1.93% | 21,551 | $7.4M | Add +1.9% |
| ABBV Abbvie Inc. | 1.82% | 29,971 | $6.9M | Add +1.1% |
| LLY Eli Lilly & Co. | 1.68% | 8,398 | $6.4M | Add +2.0% |
| JNJ Johnson & Johnson | 1.61% | 33,049 | $6.1M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 12,139 | $6.1M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 1.60% | 9,116 | $6.1M | Add +0.6% |
| HD Home Depot Inc. | 1.51% | 14,187 | $5.7M | Add +3.0% |
| TSLA Tesla Inc. | 1.27% | 10,922 | $4.9M | Add +8.6% |
| UNH Unitedhealth Group Inc. | 1.22% | 13,440 | $4.6M | Add +2.3% |
| MA Mastercard Inc. Class A | 1.21% | 8,090 | $4.6M | Add +2.8% |
| XOM Exxon Mobil Corp. | 1.12% | 37,733 | $4.3M | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.95% | 52,654 | $3.6M | Add +3.7% |
| NFLX Netflix Inc. | 0.93% | 2,945 | $3.5M | Add +8.6% |
| COST Costco Wholesale Corp. | 0.93% | 3,809 | $3.5M | Add +6.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 65,015 | $3.4M | Add +3.7% |
| MCD McDonald's Corp. | 0.87% | 10,939 | $3.3M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.78% | 44,832 | $3.0M | Add +4.4% |
| ABT Abbott Laboratories | 0.71% | 20,227 | $2.7M | Add +5.6% |
| CVX Chevron Corp. | 0.62% | 15,177 | $2.4M | Add +6.9% |
| WFC Wells Fargo & Co. | 0.59% | 26,985 | $2.3M | Add +8.4% |
| TMUS T-Mobile US Inc. | 0.56% | 8,962 | $2.1M | Add +9.8% |
| BKNG Booking Holdings Inc. | 0.51% | 361 | $1.9M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 6,525 | $1.8M | Add +20.5% |
| CRM Salesforce Inc. | 0.47% | 7,535 | $1.8M | Add +11.9% |
| LIN Linde PLC | 0.47% | 3,750 | $1.8M | Add +9.5% |
| MRK Merck & Co. Inc. | 0.46% | 21,098 | $1.8M | Reduce -13.2% |
| GOOG Alphabet Inc. Class C | 0.46% | 7,133 | $1.7M | Add +0.0% |
| PEP Pepsico Inc. | 0.42% | 11,438 | $1.6M | Reduce -16.0% |
| MOG.A Moog Inc. Class A | 0.41% | 7,582 | $1.6M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 5,193 | $1.6M | Add +10.2% |
| BLK BlackRock Inc. | 0.35% | 1,140 | $1.3M | Reduce -1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 5,660 | $1.2M | Reduce -2.8% |
| PM Philip Morris International | 0.30% | 6,968 | $1.1M | Add +38.3% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 2,304 | $1.1M | Reduce -14.6% |
| ADP Automatic Data Processing | 0.27% | 3,500 | $1.0M | Add +1.9% |
| BA The Boeing Co. | 0.23% | 4,000 | $863K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 4,662 | $850K | Add +93.0% |
| ACN Accenture PLC Class A | 0.21% | 3,171 | $782K | Reduce -23.9% |
| GS Goldman Sachs Group Inc. | 0.20% | 955 | $761K | Add +1190.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.17% | 3,209 | $634K | Reduce -3.6% |
| AXP American Express Co. | 0.17% | 1,896 | $630K | Add +47.3% |
| MS Morgan Stanley | 0.16% | 3,740 | $595K | Add +110.8% |
| LMT Lockheed Martin Corp. | 0.14% | 1,054 | $526K | Reduce -2.4% |
| GLTR Abrdn Precious Metals Basket | 0.13% | 2,965 | $491K | No change |
| ITOT iShares Core S&P Total U.S. | 0.13% | 3,362 | $490K | Add +7.4% |
| IAU iShares Gold Trust | 0.13% | 6,630 | $482K | No change |
| SCHG Schwab US Large-Cap Growth | 0.12% | 14,857 | $474K | Add +0.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.11% | 6,585 | $428K | Add +115.9% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 2,927 | $413K | Reduce -7.0% |
| IUSG iShares Core S&P U.S. Growth | 0.11% | 2,474 | $407K | Add +0.1% |
| SGOL Abrdn Physical Gold Shares | 0.10% | 10,859 | $400K | No change |
| AMD Advanced Micro Devices | 0.10% | 2,431 | $393K | Add +1000.0% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,664 | $359K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,066 | $350K | Reduce -0.1% |
| AMGN Amgen Inc. | 0.09% | 1,209 | $341K | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 0.09% | 3,378 | $339K | Add +4.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.09% | 4,162 | $338K | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 0.09% | 542 | $332K | No change |
| ISRG Intuitive Surgical Inc. | 0.09% | 736 | $329K | Add +7.5% |
| ADBE Adobe Inc. | 0.08% | 832 | $293K | Add +92.6% |
| T AT&T Inc. | 0.08% | 10,159 | $287K | Reduce -7.2% |
| IVE iShares S&P 500 Value ETF | 0.07% | 1,355 | $280K | No change |
| ETN Eaton Corp. PLC | 0.07% | 746 | $279K | No change |
| CSX CSX Corp. | 0.07% | 7,530 | $267K | Add +0.4% |
| NOW ServiceNow Inc. | 0.07% | 289 | $266K | Reduce -4.0% |
| ATRO Astronics Corp. | 0.07% | 5,700 | $260K | No change |
| IWF iShares Russell 1000 Growth | 0.07% | 538 | $252K | No change |
| GILD Gilead Sciences Inc. | 0.06% | 2,176 | $242K | Add +0.1% |
| UNP Union Pacific Corp. | 0.06% | 1,017 | $240K | Reduce -40.9% |
| MCHP Microchip Technology Inc. | 0.06% | 3,730 | $240K | Add +8.9% |
| SPGP Invesco S&P 500 Garp ETF | 0.06% | 2,055 | $233K | Reduce -16.4% |
| QCOM Qualcomm Inc. | 0.06% | 1,400 | $233K | No change |
| RTX RTX Corp. | 0.06% | 1,318 | $220K | No change |
| GLD SPDR Gold Shares | 0.06% | 612 | $218K | Add +117.0% |
| DUK Duke Energy Corp. | 0.06% | 1,724 | $213K | Reduce -6.2% |
| UNM Unum Group | 0.06% | 2,709 | $211K | No change |
| OEF iShares S&P 100 ETF | 0.05% | 613 | $204K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.05% | 421 | $201K | No change |
| GM General Motors Co. | 0.05% | 3,233 | $197K | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.05% | 2,721 | $185K | Add +0.6% |
| IWD iShares Russell 1000 Value E | 0.05% | 900 | $183K | No change |
| NSC Norfolk Southern Corp. | 0.04% | 571 | $171K | No change |
| GLW Corning Inc. | 0.04% | 2,067 | $170K | Reduce -18.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.04% | 503 | $156K | Reduce -24.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 257 | $154K | No change |
| KLAC KLA Corp. | 0.04% | 141 | $152K | No change |
| PLD Prologis Inc. | 0.04% | 1,198 | $137K | Reduce -0.9% |
Portfolio Sells Q2 2025 → Q3 2025
| ACN Accenture PLC Class A | Reduce -23.9% | 0.21% | −0.16 |
| BKNG Booking Holdings Inc. | Reduce -1.9% | 0.51% | −0.12 |
| PEP Pepsico Inc. | Reduce -16.0% | 0.42% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -13.2% | 0.46% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 2.80% | −0.10 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.87% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.07 |
| UNP Union Pacific Corp. | Reduce -40.9% | 0.06% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.6% | 0.29% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.8% | 0.31% | −0.03 |
| MTB M & T Bank Corp. | Reduce -3.6% | 0.17% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -99.2% | 0.00% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -24.0% | 0.04% | −0.02 |
| NOW ServiceNow Inc. | Reduce -4.0% | 0.07% | −0.02 |
| T AT&T Inc. | Reduce -7.2% | 0.08% | −0.02 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -16.4% | 0.06% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -7.0% | 0.11% | −0.02 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -1.7% | 0.35% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.09% | −0.01 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.01 |
| EVRI Everi Holdings Inc. | Sold out | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.14% | −0.01 |
| PLOW Douglas Dynamics Inc. | Reduce -53.4% | 0.01% | −0.01 |
| SKYY First Trust Cloud Computing | Reduce -68.4% | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Reduce -6.2% | 0.06% | −0.01 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -37.8% | 0.01% | −0.01 |
| SYY Sysco Corp. | Reduce -19.1% | 0.03% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -79.4% | 0.00% | −0.01 |
| SO The Southern Co. | Reduce -50.3% | 0.01% | −0.01 |
| INTC Intel Corp. | Reduce -85.2% | 0.00% | −0.01 |
| STT State Street Corp. | Reduce -29.1% | 0.01% | −0.01 |
| HON Honeywell International Inc. | Reduce -13.6% | 0.01% | −0.01 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -45.2% | 0.01% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.09% | −0.00 |
| SPGI S&P Global Inc. | Reduce -5.3% | 0.01% | −0.00 |
| HPQ HP Inc. | Reduce -50.5% | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -12.7% | 0.02% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -17.9% | 0.01% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.00 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.00 |
| POOL Pool Corp. | Reduce -43.4% | 0.00% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.02% | −0.00 |
| OEF iShares S&P 100 ETF | Reduce -0.2% | 0.05% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -94.7% | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +1.8% | 5.73% | +1.13 |
| ORCL Oracle Corp. | Add +0.8% | 3.01% | +0.39 |
| TSLA Tesla Inc. | Add +8.6% | 1.27% | +0.33 |
| ABBV Abbvie Inc. | Add +1.1% | 1.82% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +1190.5% | 0.20% | +0.18 |
| AVGO Broadcom Inc. | Add +0.5% | 2.75% | +0.17 |
| JNJ Johnson & Johnson | Add +1.6% | 1.61% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +93.0% | 0.22% | +0.13 |
| AMD Advanced Micro Devices | Add +1000.0% | 0.10% | +0.09 |
| MS Morgan Stanley | Add +110.8% | 0.16% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.46% | +0.08 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +115.9% | 0.11% | +0.06 |
| GE General Electric | Add +10.2% | 0.41% | +0.05 |
| AXP American Express Co. | Add +47.3% | 0.17% | +0.04 |
| GLD SPDR Gold Shares | Add +117.0% | 0.06% | +0.03 |
| ADBE Adobe Inc. | Add +92.6% | 0.08% | +0.03 |
| PM Philip Morris International | Add +38.3% | 0.30% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +6.9% | 0.62% | +0.02 |
| HD Home Depot Inc. | Add +3.0% | 1.51% | +0.01 |
| IBM Intl Business Machines Corp. | Add +20.5% | 0.48% | +0.01 |
| FCX Freeport-McMoran Inc. | New | 0.01% | +0.01 |
| IXN iShares Global Tech ETF | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +51.0% | 0.02% | +0.01 |
| NDAQ Nasdaq Inc. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.01% | +0.01 |
| RJF Raymond James Financial Inc. | New | 0.01% | +0.01 |
| FERG Ferguson Enterprises Inc. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +39.3% | 0.02% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +2.3% | 1.22% | +0.01 |
| HSY The Hershey Co. | Add +107.4% | 0.01% | +0.01 |
| AFL Aflac Inc. | Add +47.0% | 0.02% | +0.01 |
| GM General Motors Co. | Add +0.1% | 0.05% | +0.00 |
| AVY Avery Dennison Corp. | New | 0.00% | +0.00 |
| CEG Constellation Energy | Add +65.9% | 0.01% | +0.00 |
| ELV Elevance Health Inc. | New | 0.00% | +0.00 |
| ADI Analog Devices Inc. | Add +56.5% | 0.01% | +0.00 |
| CUBE Cubesmart | New | 0.00% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +7.4% | 0.13% | +0.00 |
| VLO Valero Energy Corp. | Add +31.9% | 0.01% | +0.00 |
| WFC Wells Fargo & Co. | Add +8.4% | 0.59% | +0.00 |
| BP BP PLC-Spons ADR | Add +23.7% | 0.02% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +1425.0% | 0.00% | +0.00 |
| PFE Pfizer Inc. | Add +19.0% | 0.03% | +0.00 |
| BAC Bank of America Corp. | Add +3.7% | 0.88% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +34.0% | 0.03% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.00% | +0.00 |
| BAH Booz Allen Hamilton Holdings | Add +58.3% | 0.01% | +0.00 |
| NKE Nike Inc. Class B | Add +202.1% | 0.00% | +0.00 |
| BILL Bill Holdings Inc. | New | 0.00% | +0.00 |
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 |