13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001738723
Total reported value
$441.7M
$441.7M
452 檔
34.0%
During the Q3 2025 filing period, West Branch Capital LLC (CIK: 0001738723) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $441.7M across 452 reported positions.
West Branch Capital LLC executed strategic sector rebalancing during Q3 2025, establishing 11 new positions while fully exiting 19 holdings and trimming 79 positions.
Showing top 200 holdings (of 452 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.57% | +0.95% | -0.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.17% | +0.99% | -0.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.56% | +1.61% | +0.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.73% | -0.51% | +1.78% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.40% | +0.13% | +4.32% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.28% | -0.08% | +3.78% | |
| 7 | MOG-B | Moog Inc-class B | Stock-Other | 3.25% | -0.69% | — | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 3.01% | -0.10% | +0.85% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | -0.03% | -0.09% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.75% | -0.25% | +0.53% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.59% | -0.07% | +1.36% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | +0.47% | +4.43% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.04% | -0.19% | +1.78% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.93% | +0.05% | +1.91% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.82% | +0.02% | +1.08% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | -0.14% | +2.00% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | +0.03% | +1.60% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.02% | +3.75% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.02% | +0.61% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.24% | +3.01% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | -0.16% | +8.63% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.22% | -0.15% | +2.33% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | +0.08% | +2.83% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.34% | EXIT | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | -0.14% | +3.73% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.93% | — | +8.63% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.02% | +6.22% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | -0.04% | +3.69% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.06% | -1.69% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | +0.06% | +4.43% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.71% | +0.01% | +5.64% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.62% | +0.20% | +6.92% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | -0.08% | +8.38% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.56% | -0.01% | +9.80% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.51% | -0.01% | -1.90% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.10% | +20.54% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.02% | +11.93% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.47% | -0.01% | +9.49% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | +0.08% | -13.16% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.03% | +0.01% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.01% | -16.01% | |
| 42 | MOG-A | Moog Inc-class A | Stock-Other | 0.41% | -0.09% | -0.13% | |
| 43 | GE | General Electric | Stock-Industrials | 0.41% | -0.15% | +10.16% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.35% | +0.01% | -1.72% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.31% | -0.03% | -2.77% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | +0.02% | +38.25% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.29% | +0.01% | -14.64% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.27% | — | +1.89% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.23% | — | — | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | +0.19% | +92.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | -0.21% | Trim |
| 2 | ORCL | Oracle CORP | +1.2% | +0.85% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.1% | +1.78% | Add |
| 4 | AVGO | Broadcom Inc | +1% | +0.53% | Add |
| 5 | MSFT | Microsoft CORP | +0.6% | +0.47% | Trim |
| 6 | TSLA | Tesla Inc | +0.5% | +8.63% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +3.75% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +4.43% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | +1.60% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +1190.54% | Add |
| 11 | GE | General Electric | +0.2% | +10.16% | Add |
| 12 | BA | Boeing Co/the | +0.2% | — | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +92.96% | Add |
| 14 | NFLX | Netflix Inc | +0.2% | +8.63% | Add |
| 15 | MS | Morgan Stanley | +0.2% | +110.82% | Add |
| 16 | PM | Philip Morris International | +0.1% | +38.25% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +20.54% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +2.00% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | +1000.00% | Add |
| 20 | AXP | American Express Co | +0.1% | +47.32% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +0.01% | Trim |
| 22 | WFC | Wells Fargo & Co | +0.1% | +8.38% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | +3.69% | Add |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +115.90% | Add |
| 25 | NOW | Servicenow Inc | 0% | -3.99% | Add |
| 26 | GLD | Spdr Gold Shares | 0% | +117.02% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.78% | Add |
| 28 | ADBE | Adobe Inc | 0% | +92.59% | Add |
| 29 | DIS | Walt Disney Co/the | 0% | +6.03% | Add |
| 30 | ATRO | Astronics CORP | 0% | — | Unchanged |
| 31 | T | At&t Inc | 0% | -7.22% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -0.09% | Trim |
| 33 | LIN | Linde plc | 0% | +9.49% | Add |
| 34 | CAT | Caterpillar Inc | 0% | — | Add |
| 35 | GEV | GE Vernova Inc | 0% | +51.02% | Add |
| 36 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 37 | KLAC | Kla CORP | 0% | — | Unchanged |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | — | Add |
| 39 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 0% | — | Unchanged |
| 41 | SCHW | Schwab (charles) CORP | 0% | — | Add |
| 42 | AMP | Ameriprise Financial Inc | 0% | +33.99% | Add |
| 43 | RJF | Raymond James Financial Inc | 0% | — | Add |
| 44 | BP | Bp Plc-spons Adr | 0% | +23.71% | Add |
| 45 | GLTR | Abrdn Precious Metals Basket | — | — | Unchanged |
| 46 | ITOT | Ishares Core S&p Total U.s. | — | +7.41% | Add |
| 47 | IAU | Ishares Gold Trust | — | — | Unchanged |
| 48 | IUSG | Ishares Core S&p U.s. Growth | — | +0.12% | Trim |
| 49 | MCHP | Microchip Technology Inc | — | +8.91% | Add |
| 50 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
According to official SEC Form 13F filings, West Branch Capital LLC reported a total U.S. public equity portfolio value of $441.7M across 452 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 34.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
FLDR
市值: $117.1K
Top Position Liquidated / Trimmed
SHV
前期市值: $218.9K
During Q3 2025, West Branch Capital LLC's top holdings by market value included NVDA (10.6%)、AAPL (10.2%)、MSFT (7.6%). The largest single position, NVDA, represented 10.6% of total portfolio value.
In Q3 2025, West Branch Capital LLC made 178 total portfolio adjustments, initiating 11 new buys, adding to 69 positions, trimming 79 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.