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West Branch Capital LLC

CIK:0001738723
Investment Adviser
$631M AUM
452 holdings
Amherst, MA, United States
Founded:2004
9 employees
Latest filing:Sep 30, 2025

West Branch Capital LLC is an independent, minority owned, fee-only SEC Registered Investment Adviser headquartered in Amherst, Massachusetts. Founded in 2004, the firm acts as a fiduciary, providing holistic wealth management services to clients nationally and internationally, including individuals and high net worth individuals. With approximately 9-10 employees, West Branch Capital is recognized for its fiduciary approach and client-focused service, aiming to provide transparent advice and tailored investment solutions for clients' financial security and retirement.

Investment Strategy

West Branch Capital LLC provides asset management and investment advisory services on a fee-only basis, operating as a fiduciary. The firm manages discretionary and non-discretionary accounts with the majority of AUM allocated to individuals and high net worth individuals. Their approach includes diversified investments across publicly traded equities, government agency securities, investment companies, and cash, focusing on prudent portfolio construction and long-term client financial goals. The firm emphasizes individualized, holistic wealth management and operates in the best interests of its clients, rendering tailored solutions based on each client’s financial profile.

Latest 13F Filing Activity

West Branch Capital LLC filed their most recent 13F report on Sep 30, 2025 disclosing 451 equity positions with a total 13F market value of $381M. The fund increased holdings in Apple Inc., Alphabet Inc., Nvidia Corporation among other positions. West Branch Capital LLC reduced exposure to Accenture PLC Ireland, Intuit, Procter and Gamble Co. among others.

Top Buys
A
AAPLAPPLE INC
+$7.4M
G
GOOGLALPHABET INC
+$6.3M
N
NVDANVIDIA CORPORATION
+$6.1M
O
ORCLORACLE CORP
+$2.6M
S
SPYSPDR S&P 500 ETF TR
+$2.1M
Top Sells
A
ACNACCENTURE PLC IRELAND
-$464.4K
I
INTUINTUIT
-$313.5K
P
PGPROCTER AND GAMBLE CO
-$227.1K
S
SHVISHARES TR
-$221.1K
P
PEPPEPSICO INC
-$191.9K

Top Holdings

N
NVDANVIDIA CORPORATION
+10.6%$40.3M
A
AAPLAPPLE INC
+10.2%$38.8M
M
MSFTMICROSOFT CORP
+7.6%$28.8M
G
GOOGLALPHABET INC
+5.7%$21.8M
A
AMZNAMAZON COM INC
+5.4%$20.6M

Equity Positions (451)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION10.57%$40.3M215,911$7.96$186.58+$6.1M
APPLE INC10.17%$38.8M152,225$64.48$254.63+$7.4M
MICROSOFT CORP7.56%$28.8M55,654$193.99$517.95+$1.3M
ALPHABET INC5.73%$21.8M89,799$74.23$243.10+$6.3M
AMAZON COM INC5.40%$20.6M93,809$107.61$219.57+$869.7K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+13.5%
SERVICES-PREPACKAGED SOFTWARE
+11.4%
ELECTRONIC COMPUTERS
+10.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.8%
PHARMACEUTICAL PREPARATIONS
+6.4%