WEST CHESTER CAPITAL ADVISORS, INC
13F Reported Value
ⓘ$156.7M
Holdings
59
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WEST CHESTER CAPITAL ADVISORS, INC disclosed 59 positions worth $156.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $XOM. The portfolio is most concentrated in Other (85.6% of disclosed assets). All figures are sourced directly from WEST CHESTER CAPITAL ADVISORS, INC’s Form 13F-HR filing with the SEC under CIK 1102062.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$75.0M125,540 shISHARES TR
—Quality
$14.7M153,851 shISHARES TR
—Quality
$14.3M120,458 shVANGUARD SCOTTSDALE FDS
—Quality
$5.8M99,678 shISHARES TR
—Quality
$5.0M94,402 shVANGUARD SCOTTSDALE FDS
—Quality
$3.3M59,785 sh- 51.2
Quality
$3.2M889,090 sh - 89.3
Quality
$2.6M2,804 sh - 76.1
Quality
$2.2M8,819 sh - 90.2
Quality
$1.8M10,230 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $75.0M | 125,540 |
| ISHARES TR | — | $14.7M | 153,851 |
| ISHARES TR | — | $14.3M | 120,458 |
| VANGUARD SCOTTSDALE FDS | — | $5.8M | 99,678 |
| ISHARES TR | — | $5.0M | 94,402 |
| VANGUARD SCOTTSDALE FDS | — | $3.3M | 59,785 |
 AMERISERV FINANCIAL INC /PA/$ASRV | 51.2 | $3.2M | 889,090 |
 ELI LILLY & Co$LLY | 89.3 | $2.6M | 2,804 |
 Apple Inc.$AAPL | 76.1 | $2.2M | 8,819 |
 NVIDIA CORP$NVDA | 90.2 | $1.8M | 10,230 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEST CHESTER CAPITAL ADVISORS, INC's 59 positions.
Showing top 10 of 59 holdings.
Sector Allocation
Other
$134.1M
Financials
$6.9M
Technology
$6.5M
Consumer Discretionary
$2.8M
Healthcare
$2.8M
Utilities
$1.3M
Consumer Staples
$932,675
Energy
$552,074
Full Holdings — WEST CHESTER CAPITAL ADVISORS, INC (Q1 2026)
All 59 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $75.0M | 47.9% | -3% | — |
| 2 | — | ISHARES TR | $14.7M | 9.4% | -8% | — |
| 3 | — | ISHARES TR | $14.3M | 9.1% | -7% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS | $5.8M | 3.7% | -8% | — |
| 5 | — | ISHARES TR | $5.0M | 3.2% | -9% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS | $3.3M | 2.1% | -10% | — |
| 7 | $ASRV | AMERISERV FINANCIAL INC /PA/ | $3.2M | 2.0% | +0% | 51.2 |
| 8 | $LLY | ELI LILLY & Co | $2.6M | 1.6% | -4% | 89.3 |
| 9 | $AAPL | Apple Inc. | $2.2M | 1.4% | -1% | 76.1 |
| 10 | $NVDA | NVIDIA CORP | $1.8M | 1.1% | -3% | 90.2 |
| 11 | — | ISHARES TR | $1.6M | 1.0% | -8% | — |
| 12 | — | ISHARES TR | $1.5M | 0.9% | -12% | — |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.9% | -13% | — |
| 14 | — | SELECT SECTOR SPDR TR | $1.3M | 0.8% | -2% | — |
| 15 | — | SELECT SECTOR SPDR TR | $1.2M | 0.8% | -8% | — |
| 16 | — | SELECT SECTOR SPDR TR | $1.1M | 0.7% | -8% | — |
| 17 |  $WMT | Walmart Inc. | $1.1M | 0.7% | -4% | 63.2 |
| 18 |  $GLD | SPDR GOLD TRUST | $852,403 | 0.5% | -2% | — |
| 19 |  $MSFT | MICROSOFT CORP | $850,279 | 0.5% | -3% | 83.7 |
| 20 | — | LITMAN GREGORY FDS TR | $849,717 | 0.5% | -40% | — |
| 21 | — | SELECT SECTOR SPDR TR | $768,701 | 0.5% | -13% | — |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $755,293 | 0.5% | -3% | 67 |
| 23 | — | ISHARES TR | $753,804 | 0.5% | +0% | — |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $710,820 | 0.5% | -39% | — |
| 25 | — | ISHARES TR | $703,847 | 0.5% | -12% | — |
| 26 |  $UNG | United States Natural Gas Fund, LP | $703,800 | 0.5% | +0% | — |
| 27 | — | VANGUARD ADMIRAL FDS INC | $679,618 | 0.4% | -34% | — |
| 28 | — | ISHARES TR | $665,439 | 0.4% | -4% | — |
| 29 |  $MO | ALTRIA GROUP, INC. | $660,361 | 0.4% | +3% | 72.1 |
| 30 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $565,796 | 0.4% | +5% | 70.9 |
| 31 |  $V | VISA INC. | $565,490 | 0.4% | -4% | 83.5 |
| 32 |  $EXC | EXELON CORP | $560,739 | 0.4% | +6% | 63.9 |
| 33 | — | SELECT SECTOR SPDR TR | $542,027 | 0.3% | -8% | — |
| 34 |  $AMZN | AMAZON COM INC | $530,462 | 0.3% | -5% | 74.6 |
| 35 | — | SELECT SECTOR SPDR TR | $525,919 | 0.3% | -20% | — |
| 36 |  $BA | BOEING CO | $481,054 | 0.3% | -14% | 51.8 |
| 37 |  $GOOG | Alphabet Inc. | $441,116 | 0.3% | -5% | 80.2 |
| 38 |  $FNB | FNB CORP/PA/ | $421,644 | 0.3% | -2% | — |
| 39 | — | NUVEEN PA INVT QUALITY MUN F | $397,042 | 0.3% | +0% | — |
| 40 |  $GOOGL | Alphabet Inc. | $388,981 | 0.3% | -7% | 80.2 |
| 41 |  $NUE | NUCOR CORP | $388,422 | 0.3% | +0% | 58.9 |
| 42 |  $JPM | JPMORGAN CHASE & CO | $371,523 | 0.2% | +0% | 35.6 |
| 43 | — | SELECT SECTOR SPDR TR | $364,301 | 0.2% | -17% | — |
| 44 |  $CEG | Constellation Energy Corp | $351,017 | 0.2% | -16% | 62.5 |
| 45 |  $XOM | EXXON MOBIL CORP | $341,864 | 0.2% | NEW | 61.8 |
| 46 |  $DUK | Duke Energy CORP | $340,312 | 0.2% | +6% | 64 |
| 47 | — | SELECT SECTOR SPDR TR | $325,180 | 0.2% | -19% | — |
| 48 |  $INTC | INTEL CORP | $309,880 | 0.2% | -8% | 41.5 |
| 49 | — | ISHARES TR | $278,435 | 0.2% | +0% | — |
| 50 |  $PM | Philip Morris International Inc. | $272,314 | 0.2% | +15% | 80.5 |
| 51 |  $MCD | MCDONALDS CORP | $265,103 | 0.2% | -10% | 73.9 |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $232,829 | 0.1% | +0% | 68.4 |
| 53 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $226,089 | 0.1% | NEW | — |
| 54 |  $META | Meta Platforms, Inc. | $225,418 | 0.1% | -9% | 80.9 |
| 55 |  $HD | HOME DEPOT, INC. | $222,329 | 0.1% | +14% | 69.2 |
| 56 |  $PLTR | Palantir Technologies Inc. | $217,518 | 0.1% | -9% | 85.8 |
| 57 |  $CVX | CHEVRON CORP | $210,210 | 0.1% | NEW | 54.7 |
| 58 |  $ABBV | AbbVie Inc. | $201,830 | 0.1% | -11% | 59.3 |
| 59 |  $NAD | Nuveen Quality Municipal Income Fund | $178,296 | 0.1% | +0% | — |
New Positions (3)
Exited Positions (3)
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