West Branch Capital LLC
All 13F Filings
- Location
- Amherst, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 441,736
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 388 | 441,736 | 13F-HR | West Branch Capital LLC |
| Q2 2026 | 7/10/2026 | 355 | 430,263 | 13F-HR | West Branch Capital LLC |
| Q1 2026 | 4/14/2026 | 378 | 373,480 | 13F-HR | West Branch Capital LLC |
| Q4 2025 | 1/16/2026 | 415 | 388,071 | 13F-HR | West Branch Capital LLC |
| Q3 2025 | 10/21/2025 | 452 | 381,103 | 13F-HR | West Branch Capital LLC |
| Q2 2025 | 7/16/2025 | 472 | 338,137 | 13F-HR | West Branch Capital LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 402.6 K | 91.1% | 10.71 K | 0 | 10.71 K |
| ETFs | 39.15 K | 8.9% | 762 | 0 | 762 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
441,736
Holdings
388
QoQ value change ($000)
11,473
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.