0001738723-18-000002.txt : 20180802 0001738723-18-000002.hdr.sgml : 20180802 20180802141606 ACCESSION NUMBER: 0001738723-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180802 DATE AS OF CHANGE: 20180802 EFFECTIVENESS DATE: 20180802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Branch Capital LLC CENTRAL INDEX KEY: 0001738723 IRS NUMBER: 134293612 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18735 FILM NUMBER: 18987685 BUSINESS ADDRESS: STREET 1: 9 RESEARCH DRIVE, SUITE 1 STREET 2: PO BOX 2067 CITY: AMHERST STATE: MA ZIP: 01004 BUSINESS PHONE: 413-256-1225 MAIL ADDRESS: STREET 1: 9 RESEARCH DRIVE, SUITE 1 STREET 2: PO BOX 2067 CITY: AMHERST STATE: MA ZIP: 01004 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001738723 XXXXXXXX 06-30-2018 06-30-2018 West Branch Capital LLC

9 RESEARCH DRIVE, SUITE 1 PO BOX 2067 AMHERST MA 01004

13F HOLDINGS REPORT 028-18735 N Peter Wiley 781-556-1068 Peter Wiley Hingham MA 08-02-2018 0 89 126886 true INFORMATION TABLE 2 InformationTableOutput.xml AFLAC INC COM 001055102 901 20938 SH SOLE 0 0 0 20938 AMN HEALTHCARE SERVICES INC COM 001744101 611 10423 SH SOLE 0 0 0 10423 AT&T INC COM 00206R102 520 16202 SH SOLE 0 0 0 16202 ABBOTT LABS COM 002824100 356 5829 SH SOLE 0 0 0 5829 ABBVIE INC COM 00287Y109 2747 29650 SH SOLE 0 0 0 29650 ADOBE SYS INC COM 00724F101 207 850 SH SOLE 0 0 0 850 ALPHABET INC CAP STK CL C 02079K107 349 313 SH SOLE 0 0 0 313 ALPHABET INC CAP STK CL A 02079K305 4596 4070 SH SOLE 0 0 0 4070 AMAZON COM INC COM 023135106 7452 4384 SH SOLE 0 0 0 4384 AMGEN INC COM 031162100 973 5269 SH SOLE 0 0 0 5269 APPLE INC COM 037833100 8135 43947 SH SOLE 0 0 0 43947 AUTOMATIC DATA PROCESSING IN COM 053015103 1045 7788 SH SOLE 0 0 0 7788 BANK AMER CORP COM 060505104 298 10586 SH SOLE 0 0 0 10586 BLACKROCK INC COM 09247X101 3005 6022 SH SOLE 0 0 0 6022 BOEING CO COM 097023105 4302 12823 SH SOLE 0 0 0 12823 BOOKING HLDGS INC COM 09857L108 1599 789 SH SOLE 0 0 0 789 BRISTOL MYERS SQUIBB CO COM 110122108 408 7373 SH SOLE 0 0 0 7373 CPS TECHNOLOGIES CORP COM 12619F104 16 10175 SH SOLE 0 0 0 10175 CSX CORP COM 126408103 217 3403 SH SOLE 0 0 0 3403 CENTENE CORP DEL COM 15135B101 1203 9764 SH SOLE 0 0 0 9764 CISCO SYS INC COM 17275R102 2008 46660 SH SOLE 0 0 0 46660 CITRIX SYS INC COM 177376100 555 5295 SH SOLE 0 0 0 5295 CONSOLIDATED EDISON INC COM 209115104 265 3400 SH SOLE 0 0 0 3400 CORNING INC COM 219350105 1377 50057 SH SOLE 0 0 0 50057 DISNEY WALT CO COM DISNEY 254687106 1112 10613 SH SOLE 0 0 0 10613 DOUGLAS DYNAMICS INC COM 25960R105 398 8296 SH SOLE 0 0 0 8296 EMERSON ELEC CO COM 291011104 229 3315 SH SOLE 0 0 0 3315 EXXON MOBIL CORP COM 30231G102 1177 14223 SH SOLE 0 0 0 14223 FCB FINL HLDGS INC CL A 30255G103 685 11656 SH SOLE 0 0 0 11656 FACEBOOK INC CL A 30303M102 2967 15269 SH SOLE 0 0 0 15269 FIDELITY MSCI FINLS IDX 316092501 331 8445 SH SOLE 0 0 0 8445 GENERAL ELECTRIC CO COM 369604103 181 13306 SH SOLE 0 0 0 13306 GOLDMAN SACHS GROUP INC COM 38141G104 1543 6994 SH SOLE 0 0 0 6994 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1382 60928 SH SOLE 0 0 0 60928 HOME DEPOT INC COM 437076102 1758 9008 SH SOLE 0 0 0 9008 INTEL CORP COM 458140100 3116 62693 SH SOLE 0 0 0 62693 ISHARES GOLD TRUST ISHARES 464285105 135 11250 SH SOLE 0 0 0 11250 ISHARES TR CORE S&P TTL STK 464287150 272 4354 SH SOLE 0 0 0 4354 ISHARES TR CORE S&P500 ETF 464287200 803 2941 SH SOLE 0 0 0 2941 ISHARES TR CORE S&P MCP ETF 464287507 218 1122 SH SOLE 0 0 0 1122 ISHARES TR NASDAQ BIOTECH 464287556 575 5237 SH SOLE 0 0 0 5237 ISHARES TR S&P MC 400GR ETF 464287606 1054 4689 SH SOLE 0 0 0 4689 ISHARES TR RUS 2000 GRW ETF 464287648 352 1724 SH SOLE 0 0 0 1724 ISHARES TR RUSSELL 2000 ETF 464287655 604 3691 SH SOLE 0 0 0 3691 ISHARES TR CORE S&P US GWT 464287671 413 7220 SH SOLE 0 0 0 7220 ISHARES TR IBOXX HI YD ETF 464288513 212 2494 SH SOLE 0 0 0 2494 ISHARES TR FLTG RATE NT ETF 46429B655 1179 23126 SH SOLE 0 0 0 23126 ISHARES TR CORE MSCI TOTAL 46432F834 533 8858 SH SOLE 0 0 0 8858 JPMORGAN CHASE & CO COM 46625H100 3906 37489 SH SOLE 0 0 0 37489 JOHNSON & JOHNSON COM 478160104 2174 17920 SH SOLE 0 0 0 17920 J2 GLOBAL INC COM 48123V102 285 3294 SH SOLE 0 0 0 3294 KLA-TENCOR CORP COM 482480100 1738 16951 SH SOLE 0 0 0 16951 KELLOGG CO COM 487836108 289 4143 SH SOLE 0 0 0 4143 KIMBERLY CLARK CORP COM 494368103 396 3756 SH SOLE 0 0 0 3756 LOCKHEED MARTIN CORP COM 539830109 2547 8621 SH SOLE 0 0 0 8621 MARATHON PETE CORP COM 56585A102 1259 17947 SH SOLE 0 0 0 17947 MCDONALDS CORP COM 580135101 1473 9404 SH SOLE 0 0 0 9404 MICROSOFT CORP COM 594918104 2278 23100 SH SOLE 0 0 0 23100 MICROCHIP TECHNOLOGY INC COM 595017104 369 4061 SH SOLE 0 0 0 4061 NETFLIX INC COM 64110L106 1729 4417 SH SOLE 0 0 0 4417 NORFOLK SOUTHERN CORP COM 655844108 271 1796 SH SOLE 0 0 0 1796 NVIDIA CORP COM 67066G104 3882 16389 SH SOLE 0 0 0 16389 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1115 15375 SH SOLE 0 0 0 15375 ORACLE CORP COM 68389X105 731 16600 SH SOLE 0 0 0 16600 PERFORMANCE FOOD GROUP CO COM 71377A103 479 13061 SH SOLE 0 0 0 13061 PERKINELMER INC COM 714046109 341 4661 SH SOLE 0 0 0 4661 PFIZER INC COM 717081103 1858 51220 SH SOLE 0 0 0 51220 PROCTER AND GAMBLE CO COM 742718109 741 9498 SH SOLE 0 0 0 9498 QORVO INC COM 74736K101 488 6093 SH SOLE 0 0 0 6093 RAYTHEON CO COM NEW 755111507 271 1404 SH SOLE 0 0 0 1404 SPDR S&P 500 ETF TR TR UNIT 78462F103 8206 30250 SH SOLE 0 0 0 30250 SALESFORCE COM INC COM 79466L302 1793 13143 SH SOLE 0 0 0 13143 SKYWORKS SOLUTIONS INC COM 83088M102 744 7699 SH SOLE 0 0 0 7699 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 828 9636 SH SOLE 0 0 0 9636 SQUARE INC CL A 852234103 203 3300 SH SOLE 0 0 0 3300 SYSCO CORP COM 871829107 930 13624 SH SOLE 0 0 0 13624 3M CO COM 88579Y101 566 2879 SH SOLE 0 0 0 2879 TRAVELERS COMPANIES INC COM 89417E109 704 5757 SH SOLE 0 0 0 5757 UNION PAC CORP COM 907818108 1581 11160 SH SOLE 0 0 0 11160 UNITED PARCEL SERVICE INC CL B 911312106 930 8753 SH SOLE 0 0 0 8753 UNITED TECHNOLOGIES CORP COM 913017109 1030 8235 SH SOLE 0 0 0 8235 UNITEDHEALTH GROUP INC COM 91324P102 1630 6642 SH SOLE 0 0 0 6642 VALERO ENERGY CORP NEW COM 91913Y100 2214 19979 SH SOLE 0 0 0 19979 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3664 26983 SH SOLE 0 0 0 26983 VANGUARD INDEX FDS TOTAL STK MKT 922908769 278 1980 SH SOLE 0 0 0 1980 VERIZON COMMUNICATIONS INC COM 92343V104 3742 74381 SH SOLE 0 0 0 74381 VISA INC COM CL A 92826C839 1499 11320 SH SOLE 0 0 0 11320 CREDICORP LTD COM G2519Y108 2358 10475 SH SOLE 0 0 0 10475 EATON CORP PLC SHS G29183103 982 13140 SH SOLE 0 0 0 13140