West Branch Capital LLC holds a focused book of 355 stocks worth $430.3M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1738723/holdings"
Use Arkolith to show West Branch Capital LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as West Branch Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $690.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $198.9B |
| UBS Group AG | 80 / 80 | $177.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $122.8B |
| JONES FINANCIAL COMPANIES LLLP | 80 / 80 | $60.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $20.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.8B |
| BlackRock, Inc. | 79 / 80 | $2.9T |
Ranked by how many of West Branch Capital LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $43.0M | 148.5K | 10.0% | ▼−1.9% Reduced · −3K sh | |
| 2 | Nvidia Corporation COM | $41.0M | 205.1K | 9.5% | ▼−0.6% Reduced · −1K sh | |
| 3 | Alphabet Inc CAP STK CL A | $31.9M | 89.4K | 7.4% | ▼−1.8% Reduced · −2K sh | |
| 4 | Moog Inc CL B | $25.7M | 60.1K | 6.0% | —Held | |
| 5 | Amazon Com Inc COM | $22.7M | 95.2K | 5.3% | ▲+0.4% Added · +356 sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $22.6M | 30.3K | 5.3% | ▲+0.5% Added · +151 sh | |
| 7 | Microsoft Corp COM | $20.5M | 55.0K | 4.8% | ▲+0.2% Added · +128 sh | |
| 8 | Broadcom Inc COM | $12.1M | 31.9K | 2.8% | ▼−0.5% Reduced · −176 sh | |
| 9 | JPMorgan Chase & Co COM | $11.1M | 33.9K | 2.6% | ▼−0.3% Reduced · −88 sh | |
| 10 | Eli Lilly & Co COM | $10.4M | 8.7K | 2.4% | ▲+2.1% Added · +178 sh | |
| 11 | Procter & Gamble Co COM | $10.1M | 68.9K | 2.3% | ▲+0.2% Added · +168 sh | |
| 12 | Micron Technology Inc COM | $9.9M | 8.6K | 2.3% | ▲+41% Added · +3K sh | |
| 13 | Walmart Inc COM | $8.7M | 76.8K | 2.0% | ▲+0.6% Added · +478 sh | |
| 14 | Johnson & Johnson COM | $8.5M | 33.4K | 2.0% | ▲+0.1% Added · +34 sh | |
| 15 | Abbvie Inc COM | $7.7M | 30.4K | 1.8% | ▲+0.6% Added · +173 sh | |
| 16 | Visa Inc COM CL A | $7.6M | 22.0K | 1.8% | ▲+0.3% Added · +79 sh | |
| 17 | Meta Platforms Inc CL A | $7.1M | 12.6K | 1.7% | ▲+4.5% Added · +550 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $6.9M | 9.2K | 1.6% | ▲+0.6% Added · +59 sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $6.5M | 13.0K | 1.5% | ▲+3.9% Added · +486 sh | |
| 20 | Cisco Sys Inc COM | $6.4M | 54.3K | 1.5% | ▲+0.3% Added · +193 sh | |
| 21 | Oracle Corp COM | $6.3M | 43.0K | 1.5% | ▲+0.8% Added · +360 sh | |
| 22 | Exxon Mobil Corp COM | $5.8M | 42.2K | 1.3% | ▼−0.7% Reduced · −289 sh | |
| 23 | Tesla Inc COM | $5.2M | 12.3K | 1.2% | ▲+2.5% Added · +298 sh | |
| 24 | Advanced Micro Devices Inc COM | $5.2M | 8.9K | 1.2% | ▲+6.2% Added · +519 sh | |
| 25 | Home Depot Inc COM | $5.1M | 14.5K | 1.2% | ▲+0.9% Added · +132 sh | |
| 26 | Caterpillar Inc COM | $4.9M | 4.6K | 1.1% | ▲+2.9% Added · +130 sh | |
| 27 | Unitedhealth Group Inc COM | $4.8M | 11.6K | 1.1% | ▲+1.0% Added · +114 sh | |
| 28 | Mastercard Incorporated CL A | $4.4M | 8.6K | 1.0% | ▲+1.6% Added · +139 sh | |
| 29 | Applied Matls Inc COM | $4.1M | 5.7K | 1.0% | ▲+8.8% Added · +458 sh | |
| 30 | Ge Aerospace COM NEW | $4.1M | 10.9K | 1.0% | ▲+1.7% Added · +182 sh | |
| 31 | Costco Wholesale Corporation COM | $4.0M | 4.3K | 0.9% | ▲+1.9% Added · +83 sh | |
| 32 | Coca Cola Co COM | $4.0M | 49.0K | 0.9% | ▲+1.2% Added · +590 sh | |
| 33 | Bank Of Amer Corp COM | $3.9M | 68.5K | 0.9% | ▲+0.7% Added · +487 sh | |
| 34 | Chevron Corporation COM | $3.9M | 23.4K | 0.9% | ▲+0.7% Added · +163 sh | |
| 35 | Lam Research Corp COM NEW | $3.2M | 7.4K | 0.7% | ▲+19% Added · +1K sh | |
| 36 | Moog Inc CL A | $2.9M | 6.8K | 0.7% | ▼−0.7% Reduced · −50 sh | |
| 37 | Alphabet Inc CAP STK CL C | $2.6M | 7.2K | 0.6% | ▲+6.3% Added · +430 sh | |
| 38 | Netflix Inc. COM | $2.4M | 33.4K | 0.6% | ▲+3.2% Added · +1K sh | |
| 39 | Wells Fargo & Co COM | $1.9M | 22.5K | 0.4% | ▼−24% Reduced · −7K sh | |
| 40 | Morgan Stanley COM NEW | $1.8M | 8.8K | 0.4% | ▲+7.8% Added · +640 sh | |
| 41 | Philip Morris Intl Inc COM | $1.5M | 8.5K | 0.4% | ▼−4.1% Reduced · −366 sh | |
| 42 | Goldman Sachs Group Inc COM | $1.4M | 1.4K | 0.3% | ▲+9.9% Added · +128 sh | |
| 43 | Palantir Technologies Inc CL A | $1.1M | 9.5K | 0.3% | ▼−0.3% Reduced · −24 sh | |
| 44 | Merck & Co Inc COM | $1.1M | 8.3K | 0.2% | ▲+12% Added · +869 sh | |
| 45 | McDonalds Corp COM | $1.1M | 3.9K | 0.2% | ▼−58% Reduced · −5K sh | |
| 46 | Schwab Strategic TR US LCAP GR ETF | $1.0M | 30.3K | 0.2% | ▲+104% Added · +15K sh | |
| 47 | Vanguard Index FDS SM CP VAL ETF | $706K | 2.9K | 0.2% | ▼−20% Reduced · −713 sh | |
| 48 | Kla Corp COM NEW | $600K | 2.0K | 0.1% | ▲14× Added · +2K sh | |
| 49 | Intel Corp COM | $552K | 4.0K | 0.1% | ▲21× Added · +4K sh | |
| 50 | M & T BK Corp COM | $539K | 2.3K | 0.1% | ▼−4.2% Reduced · −98 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 355 | $430.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 378 | $373.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 415 | $388.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 452 | $381.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 472 | $338.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 530 | $299.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 546 | $313.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 626 | $289.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.