§ 13F · FUND PROFILE
West Branch Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $338.1T (13F)Positions · 472Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 151K | $41.0T | 10.6% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 213K | $39.8T | 10.3% | −1% |
| 3 | GOOGL | ALPHABET INC | 92K | $28.7T | 7.4% | +2% |
| 4 | MSFT | MICROSOFT CORP | 56K | $27.1T | 7.0% | +1% |
| 5 | AMZN | AMAZON COM INC | 93K | $21.5T | 5.5% | −1% |
| 6 | SPY | SPDR S&P 500 ETF TR | 30K | $20.5T | 5.3% | ±0% |
| 7 | MOG/B | MOOG INC | 60K | $14.9T | 3.8% | ±0% |
| 8 | AVGO | BROADCOM INC | 32K | $11.0T | 2.8% | +1% |
| 9 | JPM | JPMORGAN CHASE & CO. | 34K | $11.0T | 2.8% | ±0% |
| 10 | PG | PROCTER AND GAMBLE CO | 65K | $9.3T | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Branch Capital LLC is a Other fund managing $338137.5 trillion in assets. The fund runs a broad portfolio of 472 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed