Notify me when West Branch Capital LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 415 | $388,070,624 | +$10,438,680 | -$12,857,217 | -$2,418,537 | AAPL, NVDA, GOOGL, MSFT, AMZN | 13F-HR | 16 Jan 2026, 15:23 |
| Q3 2025 | 452 | $381,102,063 | +$10,326,298 | -$3,016,762 | +$7,309,536 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 20 Oct 2025, 17:31 |
| Q2 2025 | 472 | $338,137,490 | +$14,681,785 | -$7,967,452 | +$6,714,333 | NVDA, AAPL, MSFT, AMZN, SPY | 13F-HR | 16 Jul 2025, 16:24 |
| Q1 2025 | 529 | $299,749,118 | +$17,428,674 | -$9,212,652 | +$8,216,022 | AAPL, NVDA, MSFT, AMZN, SPY | 13F-HR | 16 Apr 2025, 14:33 |
| Q4 2024 | 544 | $313,492,721 | +$17,376,828 | -$3,392,057 | +$13,984,771 | AAPL, NVDA, MSFT, AMZN, GOOGL | 13F-HR | 17 Jan 2025, 12:19 |
| Q3 2024 | 601 | $289,219,469 | +$14,105,967 | -$4,363,553 | +$9,742,414 | AAPL, NVDA, MSFT, AMZN, SPY | 13F-HR | 18 Oct 2024, 13:46 |
| Q2 2024 | 429 | $269,234,979 | +$32,938,127 | -$4,544,310 | +$28,393,817 | AAPL, NVDA, MSFT, GOOGL, AMZN | 13F-HR | 26 Jul 2024, 15:33 |
| Q1 2024 | 423 | $247,896,011 | +$19,997,700 | -$10,709,252 | +$9,288,448 | AAPL, NVDA, MSFT, AMZN, GOOGL | 13F-HR | 23 Apr 2024, 18:16 |
| Q4 2023 | 443 | $212,721,144 | +$8,737,071 | -$7,266,593 | +$1,470,478 | AAPL, MSFT, NVDA, AMZN, GOOGL | 13F-HR | 19 Jan 2024, 14:12 |
| Q3 2023 | 441 | $190,567,961 | +$843,472 | -$5,017,630 | -$4,174,158 | AAPL, NVDA, MSFT, GOOGL, AMZN | 13F-HR | 20 Oct 2023, 11:20 |
| Q2 2023 | 449 | $200,413,799 | +$1,831,854 | -$2,325,443 | -$493,589 | AAPL, NVDA, MSFT, AMZN, SPY | 13F-HR | 04 Aug 2023, 18:07 |
| Q1 2023 | 455 | $179,344,549 | +$2,936,897 | -$3,111,715 | -$174,818 | AAPL, MSFT, NVDA, SPY, PG | 13F-HR | 20 Apr 2023, 15:54 |
| Q4 2022 | 452 | $161,890,791 | +$1,170,446 | -$9,987,903 | -$8,817,457 | AAPL, MSFT, PG, SPY, GOOGL | 13F-HR | 27 Jan 2023, 16:06 |
| Q3 2022 | 439 | $160,869,000 | +$10,789,888 | -$1,209,535 | +$9,580,353 | AAPL, MSFT, AMZN, GOOGL, SPY | 13F-HR | 19 Oct 2022, 09:58 |
| Q2 2022 | 421 | $172,861,000 | +$10,209,578 | -$2,410,851 | +$7,798,727 | AAPL, MSFT, GOOGL, SPY, PG | 13F-HR | 28 Jul 2022, 13:25 |
| Q1 2022 | 420 | $209,259,000 | +$849,821 | -$14,383,225 | -$13,533,404 | AAPL, MSFT, AMZN, NVDA, GOOGL | 13F-HR | 03 May 2022, 16:19 |
| Q4 2021 | 451 | $234,924,000 | +$6,276,393 | -$2,973,561 | +$3,302,832 | AAPL, MSFT, NVDA, AMZN, GOOGL | 13F-HR | 24 Jan 2022, 16:00 |
| Q3 2021 | 422 | $207,813,000 | +$13,686,591 | -$2,426,582 | +$11,260,009 | AAPL, AMZN, MSFT, GOOGL, NVDA | 13F-HR | 09 Nov 2021, 16:43 |
| Q2 2021 | 435 | $203,427,000 | +$18,343,673 | -$1,040,985 | +$17,302,688 | AAPL, AMZN, MSFT, GOOGL, NVDA | 13F-HR | 17 Aug 2021, 13:54 |
| Q1 2021 | 90 | $170,901,000 | +$3,610,323 | -$6,923,003 | -$3,312,680 | AAPL, AMZN, MSFT, SPY, GOOGL | 13F-HR | 14 May 2021, 12:58 |
| Q4 2020 | 87 | $169,221,000 | +$6,582,542 | -$8,293,374 | -$1,710,832 | AAPL, AMZN, MSFT, SPY, GOOGL | 13F-HR | 08 Feb 2021, 12:52 |
| Q3 2020 | 84 | $156,720,000 | +$18,165,248 | -$4,399,998 | +$13,765,250 | AAPL, AMZN, MSFT, SPY, NVDA | 13F-HR | 13 Oct 2020, 15:36 |
| Q2 2020 | 83 | $141,938,000 | +$20,475,911 | -$5,195,822 | +$15,280,089 | AAPL, AMZN, MSFT, SPY, GOOGL | 13F-HR | 08 Jul 2020, 13:15 |
| Q1 2020 | 74 | $104,693,000 | +$1,223,903 | -$17,163,117 | -$15,939,214 | AAPL, AMZN, SPY, MSFT, GOOGL | 13F-HR | 20 Apr 2020, 16:57 |
| Q4 2019 | 94 | $143,584,000 | +$17,240,960 | -$19,671,030 | -$2,430,070 | AAPL, SPY, AMZN, MSFT, GOOGL | 13F-HR | 07 Jan 2020, 13:50 |
| Q3 2019 | 89 | $133,707,000 | +$25,398,107 | -$12,348,402 | +$13,049,705 | SPY, AAPL, AMZN, VZ, MSFT | 13F-HR | 23 Oct 2019, 13:10 |
| Q2 2019 | 92 | $119,935,000 | +$9,918,285 | -$2,696,144 | +$7,222,141 | SPY, AAPL, AMZN, VZ, BA | 13F-HR | 05 Aug 2019, 13:41 |
| Q1 2019 | 83 | $110,603,000 | +$10,287,447 | -$3,849,272 | +$6,438,175 | SPY, AAPL, AMZN, BA, VZ | 13F-HR | 30 Apr 2019, 16:04 |
| Q4 2018 | 73 | $93,722,000 | +$828,890 | -$19,958,684 | -$19,129,794 | SPY, AMZN, AAPL, GOOGL, VZ | 13F-HR | 06 Feb 2019, 18:04 |
| Q3 2018 | 90 | $133,206,000 | +$3,463,856 | -$6,659,249 | -$3,195,393 | AAPL, AMZN, SPY, GOOGL, NVDA | 13F-HR | 15 Oct 2018, 18:11 |
| Q2 2018 | 89 | $125,494,000 | +$46,461,433 | -$14,563,872 | +$31,897,561 | SPY, AAPL, AMZN, GOOGL, BA | 13F-HR | 02 Aug 2018, 14:16 |
| Q1 2018 | 72 | $91,093,000 | $0 | $0 | $0 | SPY, AAPL, AMZN, VCSH, VBR | 13F-HR | 02 May 2018, 16:18 |