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WBC

West Branch Capital Portfolio holdings

AUM $430M
1-Year Est. Return 41.9%
This Fund
S&P 500
This Quarter Est. Return
+11.9%
1 Year Est. Return
+41.9%
3 Year Est. Return
+139.06%
5 Year Est. Return
+196.64%
10 Year Est. Return
–
AUM
$381M
AUM Growth
+$43M
Cap. Flow
+$6.99M
Cap. Flow %
1.83%
Top 10 Hldgs %
56.53%
Holding
490
New
18
Increased
97
Reduced
48
Closed
38

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$880K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$704K
3
GS icon
Goldman Sachs
GS
+$653K
4
PLTR icon
Palantir
PLTR
+$364K
5
AMD icon
Advanced Micro Devices
AMD
+$357K

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$313K
2
PEP icon
PepsiCo
PEP
+$311K
3
MRK icon
Merck
MRK
+$263K
4
ACN icon
Accenture
ACN
+$260K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$221K

Sector Composition

Rank Sector Weight
1 Technology 37.25%
2 Financials 10.35%
3 Communication Services 9.98%
4 Consumer Discretionary 9.73%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$101B
$782K 0.21%
3,171
-998
-24% -$260K
GS icon
52
Goldman Sachs
GS
$303B
$761K 0.2%
955
+881
+1,191% +$653K
MTB icon
53
M&T Bank
MTB
$36.2B
$634K 0.17%
3,209
-120
-4% -$23.5K
AXP icon
54
American Express
AXP
$233B
$630K 0.17%
1,896
+609
+47% +$194K
MS icon
55
Morgan Stanley
MS
$332B
$595K 0.16%
3,740
+1,966
+111% +$290K
LMT icon
56
Lockheed Martin
LMT
$135B
$526K 0.14%
1,054
-26
-2% -$11.8K
GLTR icon
57
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
$491K 0.13%
2,965
– –
ITOT icon
58
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
$490K 0.13%
3,362
+232
+7% +$32.5K
IAU icon
59
iShares Gold Trust
IAU
$63.3B
$482K 0.13%
6,630
– –
SCHG icon
60
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
$474K 0.12%
14,857
+8
+0.1% +$244
ACWX icon
61
iShares MSCI ACWI ex US ETF
ACWX
$11.7B
$428K 0.11%
6,585
+3,535
+116% +$221K
VYM icon
62
Vanguard High Dividend Yield ETF
VYM
$82.6B
$413K 0.11%
2,927
-220
-7% -$30.2K
IUSG icon
63
iShares Core S&P US Growth ETF
IUSG
$33.5B
$407K 0.11%
2,474
+3
+0.1% +$471
SGOL icon
64
abrdn Physical Gold Shares ETF
SGOL
$6.96B
$400K 0.1%
10,859
– –
AMD icon
65
Advanced Micro Devices
AMD
$846B
$393K 0.1%
2,431
+2,210
+1,000% +$357K
VIG icon
66
Vanguard Dividend Appreciation ETF
VIG
$114B
$359K 0.09%
1,664
– –
VTI icon
67
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$350K 0.09%
1,066
-1
-0.1% -$316
AMGN icon
68
Amgen
AMGN
$204B
$341K 0.09%
1,209
-12
-1% -$3.48K
AGG icon
69
iShares Core US Aggregate Bond ETF
AGG
$138B
$339K 0.09%
3,378
+135
+4% +$13.4K
HYG icon
70
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$338K 0.09%
4,162
+120
+3% +$9.67K
VOO icon
71
Vanguard S&P 500 ETF
VOO
$1.01T
$332K 0.09%
542
– –
ISRG icon
72
Intuitive Surgical
ISRG
$130B
$329K 0.09%
736
+51
+7% +$24.5K
ADBE icon
73
Adobe
ADBE
$102B
$293K 0.08%
832
+400
+93% +$144K
T icon
74
AT&T
T
$160B
$287K 0.08%
10,159
-791
-7% -$22.5K
IVE icon
75
iShares S&P 500 Value ETF
IVE
$49.8B
$280K 0.07%
1,355
– –
1 2
3
4 5

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West Branch Capital's Q3 2025 Portfolio in Review

As of Q3 2025, West Branch Capital held 490 positions worth $381M, up 13% from $338M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

West Branch Capital's Q3 2025 filing shows 18 new, 97 increased, 48 reduced and 38 closed positions. Its largest new stake was ASML: 74 shares worth $71.6K. The largest sale was Intuit, an estimated $313K.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Financials and Communication Services.

  • West Branch Capital's largest Q3 2025 buy was ASML: 74 shares worth $71.6K.
  • West Branch Capital added most to Amazon in Q3 2025, an estimated $880K increase.
  • West Branch Capital's biggest Q3 2025 reduction was PepsiCo, cutting an estimated $311K.
  • West Branch Capital fully exited Intuit in Q3 2025, selling an estimated $313K.
  • West Branch Capital's ten largest holdings make up 57% of its $381M portfolio in Q3 2025.
  • West Branch Capital opened 18 new positions and closed 38 in Q3 2025.
  • West Branch Capital's portfolio value rose 13% quarter-over-quarter to $381M.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.