account_balance

Investment manager · 13F filer · SEC CIK 1738723

West Branch Capital LLC

Reported value$442Mas of Sep 30, 2026
Positions388 39 new, 6 sold out
Top 10 weight58.0%AAPL alone is 11%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 11.0% HeldNVDA NVIDIA Corp 10.5% HeldGOOGL Alphabet Inc. 6.9% HeldMSFT Microsoft Corp 6.4% HeldAMZN Amazon.com Inc 5.4% Held
Moog Inc 5.3% Held
SPY SPDR S&P 500 ETF Trust 5.2% HeldJPM JPMorgan Chase & Co 2.6% HeldAVGO Broadcom Inc. 2.5% HeldLLY ELI Lilly & Co 2.3% HeldPG Procter & Gamble Co 2.3% HeldMETA Meta Platforms, Inc. 2.1% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist