0001738723-20-000001.txt : 20201013 0001738723-20-000001.hdr.sgml : 20201013 20201013153644 ACCESSION NUMBER: 0001738723-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201013 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201013 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: 201236155 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 false false 0001738723 XXXXXXXX 09-30-2020 09-30-2020 West Branch Capital LLC

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

13F HOLDINGS REPORT 028-18735 N File13F.com 877-588-2679 Aryn Sands Reno NV 10-13-2020 0 84 156720 false INFORMATION TABLE 2 InformationTableOutput.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101596 2636 SH SOLE 0 0 2636 EATON CORP PLCSHSG29183103293 2873 SH SOLE 0 0 2873 AT&T INCCOM00206R1021586 55644 SH SOLE 0 0 55644 ABBOTT LABSCOM0028241001430 13142 SH SOLE 0 0 13142 ABBVIE INCCOM00287Y1092387 27253 SH SOLE 0 0 27253 ABERDEEN STD GOLD ETF TRPHYSCL GOLD SHS00326A104362 19930 SH SOLE 0 0 19930 ABERDEEN STD PRECIOUS METALSPHYSCL PM BASKET003263100427 4542 SH SOLE 0 0 4542 ADOBE SYSTEMS INCORPORATEDCOM00724F1011774 3618 SH SOLE 0 0 3618 ALPHABET INCCAP STK CL C02079K107498 339 SH SOLE 0 0 339 ALPHABET INCCAP STK CL A02079K3056317 4310 SH SOLE 0 0 4310 AMAZON COM INCCOM02313510613029 4138 SH SOLE 0 0 4138 AMGEN INCCOM031162100404 1588 SH SOLE 0 0 1588 APPLE INCCOM03783310017757 153330 SH SOLE 0 0 153330 AUTOMATIC DATA PROCESSING INCOM053015103671 4808 SH SOLE 0 0 4808 BK OF AMERICA CORPCOM0605051041044 43321 SH SOLE 0 0 43321 BLACKROCK INCCOM09247X101910 1614 SH SOLE 0 0 1614 BOOKING HOLDINGS INCCOM09857L108778 455 SH SOLE 0 0 455 BRISTOL-MYERS SQUIBB COCOM110122108389 6457 SH SOLE 0 0 6457 CIGNA CORP NEWCOM125523100339 2000 SH SOLE 0 0 2000 CSX CORPCOM126408103271 3489 SH SOLE 0 0 3489 CHEVRON CORP NEWCOM166764100409 5684 SH SOLE 0 0 5684 CISCO SYS INCCOM17275R1021543 39161 SH SOLE 0 0 39161 CLOROX CO DELCOM189054109246 1170 SH SOLE 0 0 1170 COCA COLA COCOM1912161001065 21573 SH SOLE 0 0 21573 COMCAST CORP NEWCL A20030N101969 20956 SH SOLE 0 0 20956 CONSOLIDATED EDISON INCCOM209115104239 3070 SH SOLE 0 0 3070 CORNING INCCOM219350105566 17477 SH SOLE 0 0 17477 COSTCO WHSL CORP NEWCOM22160K105982 2767 SH SOLE 0 0 2767 DISNEY WALT COCOM DISNEY2546871061995 16078 SH SOLE 0 0 16078 DUKE ENERGY CORP NEWCOM NEW26441C204263 2970 SH SOLE 0 0 2970 EXXON MOBIL CORPCOM30231G102828 24116 SH SOLE 0 0 24116 FACEBOOK INCCL A30303M1023777 14421 SH SOLE 0 0 14421 GALLAGHER ARTHUR J & COCOM363576109252 2391 SH SOLE 0 0 2391 HOME DEPOT INCCOM4370761022985 10748 SH SOLE 0 0 10748 INTEL CORPCOM4581401003049 58881 SH SOLE 0 0 58881 ISHARES GOLD TRUSTISHARES464285105202 11250 SH SOLE 0 0 11250 ISHARES TRCORE S&P TTL STK464287150235 3108 SH SOLE 0 0 3108 ISHARES TRCORE S&P500 ETF4642872002087 6210 SH SOLE 0 0 6210 ISHARES TR20 YR TR BD ETF464287432205 1256 SH SOLE 0 0 1256 ISHARES TRS&P MC 400GR ETF464287606293 1226 SH SOLE 0 0 1226 ISHARES TRRUSSELL 2000 ETF464287655346 2308 SH SOLE 0 0 2308 ISHARES TRCORE S&P US GWT464287671242 3025 SH SOLE 0 0 3025 ISHARES TRSHORT TREAS BD464288679956 8639 SH SOLE 0 0 8639 ISHARES TRFLTG RATE NT ETF46429B655212 4176 SH SOLE 0 0 4176 JPMORGAN CHASE & COCOM46625H1003178 33010 SH SOLE 0 0 33010 JOHNSON & JOHNSONCOM4781601043455 23207 SH SOLE 0 0 23207 LILLY ELI & COCOM532457108657 4437 SH SOLE 0 0 4437 LOCKHEED MARTIN CORPCOM5398301091326 3461 SH SOLE 0 0 3461 M & T BK CORPCOM55261F104414 4499 SH SOLE 0 0 4499 MASTERCARD INCORPORATEDCL A57636Q1041642 4854 SH SOLE 0 0 4854 MCCORMICK & CO INCCOM NON VTG579780206241 1243 SH SOLE 0 0 1243 MCDONALDS CORPCOM5801351012223 10126 SH SOLE 0 0 10126 MERCK & CO. INCCOM58933Y1051386 16707 SH SOLE 0 0 16707 MICROSOFT CORPCOM5949181049344 44425 SH SOLE 0 0 44425 MICROCHIP TECHNOLOGY INC.COM595017104362 3526 SH SOLE 0 0 3526 MOOG INCCL A6153942022631 41417 SH SOLE 0 0 41417 MOOG INCCL B6153943013864 60114 SH SOLE 0 0 60114 NETFLIX INCCOM64110L1062058 4116 SH SOLE 0 0 4116 NIKE INCCL B654106103957 7627 SH SOLE 0 0 7627 NORFOLK SOUTHN CORPCOM655844108266 1242 SH SOLE 0 0 1242 NVIDIA CORPORATIONCOM67066G1046963 12865 SH SOLE 0 0 12865 OLLIES BARGAIN OUTLET HLDGSCOM681116109209 2396 SH SOLE 0 0 2396 ORACLE CORPCOM68389X1051861 31178 SH SOLE 0 0 31178 PAYPAL HLDGS INCCOM70450Y1031952 9905 SH SOLE 0 0 9905 PEPSICO INCCOM7134481081572 11339 SH SOLE 0 0 11339 PFIZER INCCOM7170811031924 52431 SH SOLE 0 0 52431 PROCTER AND GAMBLE COCOM7427181093066 22057 SH SOLE 0 0 22057 RAYTHEON TECHNOLOGIES CORPCOM75513E101213 3703 SH SOLE 0 0 3703 SPDR S&P 500 ETF TRTR UNIT78462F1038298 24778 SH SOLE 0 0 24778 SALESFORCE COM INCCOM79466L3022177 8664 SH SOLE 0 0 8664 SCHWAB STRATEGIC TRSHT TM US TRES808524862725 14076 SH SOLE 0 0 14076 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803207 1770 SH SOLE 0 0 1770 SYSCO CORPCOM871829107406 6518 SH SOLE 0 0 6518 THERMO FISHER SCIENTIFIC INCCOM883556102829 1878 SH SOLE 0 0 1878 3M COCOM88579Y101248 1549 SH SOLE 0 0 1549 UNION PAC CORPCOM9078181081223 6214 SH SOLE 0 0 6214 UNITED PARCEL SERVICE INCCL B911312106264 1583 SH SOLE 0 0 1583 UNITEDHEALTH GROUP INCCOM91324P1022418 7754 SH SOLE 0 0 7754 VANGUARD WHITEHALL FDSHIGH DIV YLD921946406689 8509 SH SOLE 0 0 8509 VANGUARD INDEX FDSSM CP VAL ETF9229086111391 12570 SH SOLE 0 0 12570 VANGUARD INDEX FDSTOTAL STK MKT922908769280 1643 SH SOLE 0 0 1643 VERIZON COMMUNICATIONS INCCOM92343V1044367 73401 SH SOLE 0 0 73401 VISA INCCOM CL A92826C8393793 18966 SH SOLE 0 0 18966 WALMART INCCOM9311421032433 17389 SH SOLE 0 0 17389