WEST CHESTER CAPITAL ADVISORS, INC
Sector Allocation
- Other83.6%$105.3M
- Technology5.8%$7.4M
- Financials5.6%$7.0M
- Healthcare2.5%$3.1M
- Consumer Staples1.2%$1.5M
- Consumer Discretionary0.4%$449,217
- Materials0.3%$312,523
- Utilities0.2%$299,566
- Energy0.2%$287,742
- Industrials0.2%$287,447
AUM History
13fpro.ai/research/fund/west-chester-capital-advisors-inc-1102062
Conviction and streaks
Concentrating · top 10 = 84.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$76.6M
- ISHARES$6.2M
- ISHARES$6.0M
ASRV
$4.1MLLY
$3.1MAAPL
$2.9M- VANGUARD$2.6M
NVDA
$2.1M- ISHARES$2.0M
- ISHARES$1.3M
QQQ
$1.3M- VANGUARD$974K
MSFT
$891K- ISHARES$884K
- SELECT$818K
SPY
$787K- SELECT$780K
- IM$744K
GLD
$654KINTC
$624K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/west-chester-capital-advisors-inc-1102062
WEST CHESTER CAPITAL ADVISORS, INC 13F holdings — Q3 2026
$125.9M portfolio (-16.2% QoQ) · 50 holdings · Q3 2026 13F · top 10 are 85% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$76.6M
60.8% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - 3 7 YR TREAS BD
$6.2M
4.9% of stocks
-34%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - 7-10 YR TRSY BD
$6.0M
4.8% of stocks
-36%This quarter—Since filed—HeldAIQuality—Est. buy— $4.1M
3.3% of stocks
+0.0%This quarter-1.5%Since filed8+ qtrsHeld$3.1M
2.5% of stocks
-3%This quarter+0.7%Since filed8+ qtrsHeld$2.9M
2.3% of stocks
-0.9%This quarter-0.0%Since filed8+ qtrsHeld- 7
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$2.6M
2.1% of stocks
-30%This quarter—Since filed—HeldAIQuality—Est. buy— $2.1M
1.6% of stocks
-11%This quarter-2.7%Since filed8+ qtrsHeld- 9
ISHARES TR - ISHS 1-5YR INVS
$2.0M
1.6% of stocks
-35%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - RUSSELL 2000 ETF
$1.3M
1.1% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $76.6M | 60.8% | -11% | — | — | — | — | |
| 2 | ISHARES TR - 3 7 YR TREAS BD | $6.2M | 4.9% | -34% | — | — | — | — | |
| 3 | ISHARES TR - 7-10 YR TRSY BD | $6.0M | 4.8% | -36% | — | — | — | — | |
| 4 | $4.1M | 3.3% | +0.0% | -1.5% | 8+ qtrs | 50.2#1,633 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $3.1M | 2.5% | -3% | +0.7% | 8+ qtrsTrimmed 3 qtrs in a row | 85.6#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $2.9M | 2.3% | -0.9% | -0.0% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.6M | 2.1% | -30% | — | — | — | — | |
| 8 | $2.1M | 1.6% | -11% | -2.7% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - ISHS 1-5YR INVS | $2.0M | 1.6% | -35% | — | — | — | — | |
| 10 | ISHARES TR - RUSSELL 2000 ETF | $1.3M | 1.1% | -11% | — | — | — | — |
All holdings — WEST CHESTER CAPITAL ADVISORS, INC (Q3 2026)
50 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.3M | 1.1% | 1,793 | -23% | 6 qtrs | — | 13F | |
| 12 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREASetf/fund | — | $974K | 0.8% | 19K | -47% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $891K | 0.7% | 1,738 | -8% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $884K | 0.7% | 1,154 | — | — | — | 13F |
| 15 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $818K | 0.7% | 4,177 | -30% | — | — | 13F |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $787K | 0.6% | 1,032 | -5% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | SELECT SECTOR SPDR TR - ST STR MATER ETFetf/fund | — | $780K | 0.6% | 16K | -23% | — | — | 13F |
| 18 | — | IM GLOBAL PARTNER FUNDS - IMGP DBI MAN ETFetf/fund | — | $744K | 0.6% | 23K | -11% | — | — | 13F |
| 19 | SPDR GOLD TRUSTetf/fund | Financials | $654K | 0.5% | 1,717 | -12% | 4 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INTEL CORP | Technology | $624K | 0.5% | 5,193 | -23% | 7 qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | United States Natural Gas Fund, LPlp unit | Financials | $622K | 0.5% | 60K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund | — | $580K | 0.5% | 15K | -25% | — | — | 13F |
| 23 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX Fetf/fund | — | $532K | 0.4% | 6,222 | -24% | — | — | 13F |
| 24 | — | ISHARES TR - ISHS 5-10YR INVTetf/fund | — | $509K | 0.4% | 10K | -37% | — | — | 13F |
| 25 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $464K | 0.4% | 2,781 | -25% | — | — | 13F |
| 26 | $V | VISA INC. | Financials | $450K | 0.4% | 1,251 | -28% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $449K | 0.4% | 1,803 | -28% | |||
| 28 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $437K | 0.3% | 480 | -28% | |||
| 29 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $430K | 0.3% | 6,390 | -17% | |||
| 30 | — | ISHARES TR - RUS MID CAP ETF | — | $419K | 0.3% | 3,925 | -33% | |||
| 31 | $WMT | Walmart Inc. | Consumer Staples | $375K | 0.3% | 3,605 | -21% | |||
| 32 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $374K | 0.3% | 1,681 | -28% | |||
| 33 | $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | Other | $351K | 0.3% | 39K | — | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $339K | 0.3% | 994 | -24% | |||
| 35 | $FNB | FNB CORP/PA/ | Financials | $335K | 0.3% | 19K | -8% | |||
| 36 | $NUE | NUCOR CORP | Materials | $313K | 0.3% | 1,337 | -15% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $302K | 0.2% | 2,725 | -28% | |||
| 38 | $EXC | EXELON CORP | Utilities | $300K | 0.2% | 7,415 | -18% | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $299K | 0.2% | 4,862 | -26% | |||
| 40 | $GOOGL | Alphabet Inc. | Technology | $290K | 0.2% | 842 | -42% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $288K | 0.2% | 1,768 | — | |||
| 42 | $BA | BOEING CO | Industrials | $287K | 0.2% | 1,545 | -32% | |||
| 43 | $PM | Philip Morris International Inc. | Consumer Staples | $272K | 0.2% | 1,428 | — | |||
| 44 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $240K | 0.2% | 4,414 | -8% | |||
| 45 | $PLTR | Palantir Technologies Inc. | Technology | $232K | 0.2% | 1,240 | New | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $224K | 0.2% | 678 | -46% | |||
| 47 | — | ISHARES TR - CORE DIVID ETF | — | $210K | 0.2% | 3,262 | -4% | |||
| 48 | $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | Other | $204K | 0.2% | 21K | — | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $200K | 0.2% | 1,190 | -27% | |||
| 50 | $NAD | Nuveen Quality Municipal Income Fund | Other | $157K | 0.1% | 16K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 1 added to, 41 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$PLTRPalantir Technologies Inc.$232K
first bought this quarter
Added to (1)
now $4.1M · held 8+ qtrs
Trimmed (41)
- VANGUARD INDEX FDS - S&P 500 ETF SHS-11%
now $76.6M
- ISHARES TR - 7-10 YR TRSY BD-36%
now $6.0M
- ISHARES TR - 3 7 YR TREAS BD-34%
now $6.2M
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS-30%
now $2.6M
- ISHARES TR - ISHS 1-5YR INVS-35%
now $2.0M
- VANGUARD SCOTTSDALE FDS - LONG TERM TREAS-47%
now $974K
+35 more in the Excel export
Holdings by quarter
Every 13F WEST CHESTER CAPITAL ADVISORS, INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow WEST CHESTER CAPITAL ADVISORS?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WEST CHESTER CAPITAL ADVISORS's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 4% over the last 4
Top 10 weight
85%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WEST CHESTER CAPITAL ADVISORS, INC disclosed 50 positions worth $125.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 1 new position and exited 5 — including a new stake in $PLTR. The portfolio is most concentrated in Other (83.6% 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.
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