West Branch Capital LLC ETF holdings
Amherst, MA
Reported $39.5M in 82 ETFs in its Form 13F for June 30, 2026.
ETF value
$39.5M
ETFs held
82
Change from prior quarter
+15.2%
With price moves
ETFs as a share of its 13F
9.2%
of $430.3M
Top 10 of 82 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $22.6M | 30,320 | +151 shares |
| IVV | iShares Core S&P 500 ETF | $6.9M | 9,179 | +59 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $1.0M | 30,287 | +15,409 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $706K | 2,907 | −713 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $519K | 6,815 | No change |
| GLTR | abrdn Physical Precious Metals Basket Shares ETF | $501K | 2,768 | −197 shares |
| IAU | iShares Gold Trust | $501K | 6,630 | No change |
| VONE | Vanguard Russell 1000 ETF | $399K | 1,177 | +998 shares |
| SGOL | abrdn Physical Gold Shares ETF | $389K | 10,178 | −681 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $385K | 2,047 | −174 shares |
72 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001738723. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does West Branch Capital LLC own?
West Branch Capital LLC reported 82 ETF positions worth $39.5M in its Form 13F for June 30, 2026. The largest was SPY, at $22.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.