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| West Branch Capital LLC
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| CRD # | 133813 |
| SEC # | 801-78332 |
| CIK # | 0001738723 |
| AUM | 690.1 M (2026-02-13) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 83388805344132561225 |
| Address | 9 Research Drive Amherst, MA 01002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001738723 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.0 | ||
| Nvidia Corp | 41.0 | ||
| Alphabet Inc | 31.9 | ||
| Amazon Com Inc | 22.7 | ||
| Microsoft Corp | 20.5 | ||
| Broadcom Inc | 12.1 | ||
| J P Morgan Chase & Co | 11.1 | ||
| Lilly Eli & Co | 10.4 | ||
| Procter & Gamble Co | 10.1 | ||
| Micron Technology Inc | 9.9 | ||
| Wal Mart Stores Inc | 8.7 | ||
| Johnson & Johnson | 8.5 | ||
| AbbVie Inc | 7.7 | ||
| Visa Inc | 7.6 | ||
| Facebook Inc | 7.1 | ||
| Cisco Systems Inc | 6.4 | ||
| Oracle Corp | 6.3 | ||
| Tesla Motors Inc | 5.2 | ||
| Advanced Micro Devices Inc | 5.2 | ||
| Home Depot Inc | 5.1 | ||
| Caterpillar Inc | 4.9 | ||
| UnitedHealth Group Inc | 4.8 | ||
| Mastercard Inc | 4.4 | ||
| Applied Materials Inc /DE | 4.1 | ||
| General Electric Co | 4.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 83.7 |
| (b) Individuals (high net worth individuals) | 171 | 593.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.1 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,255 | 690.1 |
| By Discretionary | ||
| Discretionary | 1,252 | 679.5 |
| Non-Discretionary | 3 | 10.6 |
| Total | 1,255 | 690.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.1 | |
| United States Persons | 681.0 | |
| Total | 1,255 | 690.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001738723] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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