West Branch Capital LLC

CIK 0001738723 · AMHERST, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

West Branch Capital LLC reported 355 positions worth $430.3M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: AAPL (10.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$430.3M
2026 Q2
Positions
355
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.0%
Est. Net Flow (Q)
2026 Q2
10 / 355 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$43.0M9.99%148,498
2NVDANVIDIA CORPORATIONSH$41.0M9.54%205,101
3GOOGLALPHABET INCSH$31.9M7.42%89,356
4MOG-BMOOG INCSH$25.7M5.97%60,114
5AMZNAMAZON COM INCSH$22.7M5.27%95,216
6SPYSTATE STR SPDR S&P 500 ETF TSH$22.6M5.26%30,320
7MSFTMICROSOFT CORPSH$20.5M4.77%55,029
8AVGOBROADCOM INCSH$12.1M2.80%31,925
9JPMJPMORGAN CHASE & COSH$11.1M2.58%33,949
10LLYELI LILLY & COSH$10.4M2.43%8,703

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does West Branch Capital LLC hold as of Q2 2026?

West Branch Capital LLC reported 355 positions worth $430.3M in its Q2 2026 13F filing. Largest positions: AAPL (10.0%), NVDA (9.5%), GOOGL (7.4%), MOG-B (6.0%) and AMZN (5.3%).

What did West Branch Capital LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did West Branch Capital LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.