13F Insight
DOSSIER · 13F-HR · Q3 2026

West Branch Capital LLC

$442M in tracked AUM across 388 positions as of Q3 2026.

WB
CIK 0001738723 · last filed Sep 30, 2026
Total AUM
$442M
as of Q3 2026
Holdings
388
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

West Branch Capital LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$49M146K11.0%02
NVDA
NVIDIA CORPORATION
$46M203K10.5%03
GOOGL
ALPHABET INC
$31M89K6.9%04
MSFT
MICROSOFT CORP
$28M55K6.4%05
AMZN
AMAZON COM INC
$24M96K5.4%06
MOG/B
MOOG INC
$23M60K5.3%07
SPY
STATE STR SPDR S&P 500 ETF T
$23M30K5.2%08
JPM
JPMORGAN CHASE & CO
$11M34K2.6%09
AVGO
BROADCOM INC
$11M32K2.5%10
LLY
ELI LILLY & CO
$10M9K2.3%

Filing history

2026Q3Sep 30
$442M▲ 2.7%
388 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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