13F Insight
DOSSIER · 13F-HR · Q2 2026

West Branch Capital LLC

$430M in tracked AUM across 355 positions as of Q2 2026.

WB
CIK 0001738723 · last filed Jun 30, 2026
Total AUM
$430M
as of Q2 2026
Holdings
355
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

West Branch Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$43M148K10.0%02
NVDA
NVIDIA CORPORATION
$41M205K9.5%03
GOOGL
ALPHABET INC
$32M89K7.4%04
MOG/B
MOOG INC
$26M60K6.0%05
AMZN
AMAZON COM INC
$23M95K5.3%06
SPY
STATE STR SPDR S&P 500 ETF T
$23M30K5.3%07
MSFT
MICROSOFT CORP
$21M55K4.8%08
AVGO
BROADCOM INC
$12M32K2.8%09
JPM
JPMORGAN CHASE & CO
$11M34K2.6%10
LLY
ELI LILLY & CO
$10M9K2.4%

Filing history

2026Q2Jun 30
$430M▲ 15.2%
355 positionsView →2026Q1Mar 31
$373M▼ 3.8%
378 positionsView →2025Q4Dec 31
$388M▲ 1.8%
415 positionsView →2025Q3Sep 30
$381M▲ 12.7%
452 positionsView →2025Q2Jun 30
$338M▲ 12.8%
472 positionsLocked2025Q1Mar 31
$300M▼ 4.4%
530 positionsLocked2024Q4Dec 31
$313M▲ 8.4%
546 positionsLocked2024Q3Sep 30
$289M▲ 7.4%
626 positionsLocked2024Q2Jun 30
$269M▲ 8.6%
429 positionsLocked2024Q1Mar 31
$248M▲ 16.5%
423 positionsLocked2023Q4Dec 31
$213M▲ 11.6%
443 positionsLocked2023Q3Sep 30
$191M▼ 4.9%
442 positionsLocked
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