Grufity logo
Grufity logo

Latest WEST CHESTER CAPITAL ADVISORS, INC Stock Portfolio

$150Million | No. of Holdings #54

WEST CHESTER CAPITAL ADVISORS, INC Performance

2026 Q2+8.53%
YTD+5.52%
2025+10.06%

About WEST CHESTER CAPITAL ADVISORS, INC and 13F Hedge Fund Stock Holdings

AmeriServ Wealth Advisors is a hedge fund based in Johnstown, PA. On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, AmeriServ Wealth Advisors reported an equity portfolio of $150.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of AmeriServ Wealth Advisors are VB, IJR, AAXJ. The fund has invested 56.2% of it's portfolio in VANGUARD INDEX FDS and 6.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off NUVEEN PA INVT QUALITY MUN F, META PLATFORMS INC (META) and HOME DEPOT INC (HD) stocks. They significantly reduced their stock positions in WALMART INC (WMT), ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW). AmeriServ Wealth Advisors opened new stock positions in NUVEEN MUN HIGH INCOME OPPOR. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), NVIDIA CORPORATION (NVDA) and AMERISERV FINL INC (ASRV).
WEST CHESTER CAPITAL ADVISORS, INC Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$150Million
  as of Aug 03, 2026

WEST CHESTER CAPITAL ADVISORS, INC Annual Return Estimates Vs S&P 500

Our best estimate is that AmeriServ Wealth Advisors made a return of 8.53% in the last quarter. In trailing 12 months, it's portfolio return was 12.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nuveen mun high income oppor413,678
New stocks bought by WEST CHESTER CAPITAL ADVISORS, INC

Additions

Ticker% Inc.
vanguard admiral fds inc390
nvidia corporation0.31
ameriserv finl inc0.04
Additions to existing portfolio by WEST CHESTER CAPITAL ADVISORS, INC

Reductions

Ticker% Reduced
walmart inc-46.84
ishares tr-42.23
vanguard scottsdale fds-38.94
ishares tr-35.38
vanguard scottsdale fds-34.6
ishares tr-34.1
select sector spdr tr-31.99
ishares tr-31.78
WEST CHESTER CAPITAL ADVISORS, INC reduced stake in above stock

Sold off

Ticker$ Sold
nuveen pa invt quality mun f-397,042
palantir technologies inc-217,518
chevron corporation-210,210
abbvie inc-201,830
home depot inc-222,329
meta platforms inc-225,418
WEST CHESTER CAPITAL ADVISORS, INC got rid off the above stocks

Sector Distribution

AmeriServ Wealth Advisors has about 86% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Defensive
Sector%
Others86
Technology4.2
Financial Services3.8
Healthcare2.2
Consumer Defensive1.3

Market Cap. Distribution

AmeriServ Wealth Advisors has about 11.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MICRO-CAP
  • LARGE-CAP
Category%
UNALLOCATED86
MEGA-CAP9.4
MICRO-CAP2.3
LARGE-CAP2

Stocks belong to which Index?

About 11.4% of the stocks held by AmeriServ Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.6
S&P 50011.4
Top 5 Winners (%)%
INTC
intel corp
212.5 %
XLB
select sector spdr tr
36.4 %
LLY
eli lilly & co
30.2 %
QQQ
invesco qqq tr
27.5 %
NUE
nucor corp
26.8 %
Top 5 Winners ($)$
VB
vanguard index fds
11.1 M
LLY
eli lilly & co
0.8 M
INTC
intel corp
0.7 M
XLB
select sector spdr tr
0.4 M
QQQ
invesco qqq tr
0.4 M
Top 5 Losers (%)%
IVOG
vanguard admiral fds inc
-70.3 %
XOM
exxon mobil corp
-18.2 %
GLD
spdr gold tr
-14.3 %
MCD
mcdonalds corp
-13.0 %
XLB
select sector spdr tr
-11.6 %
Top 5 Losers ($)$
IVOG
vanguard admiral fds inc
-1.6 M
GLD
spdr gold tr
-0.1 M
AAXJ
ishares tr
-0.1 M
IJR
ishares tr
-0.1 M
WMT
walmart inc
-0.1 M

WEST CHESTER CAPITAL ADVISORS, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WEST CHESTER CAPITAL ADVISORS, INC

AmeriServ Wealth Advisors has 54 stocks in it's portfolio. About 82.8% of the portfolio is in top 10 stocks. IVOG proved to be the most loss making stock for the portfolio. VB was the most profitable stock for AmeriServ Wealth Advisors last quarter.

$150.24MTotal Value
60.00Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of WEST CHESTER CAPITAL ADVISORS, INC, last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
6.42%82,174
$9.65M
6.42%
decreased 31.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
2.13%60,999
$3.20M
2.13%
decreased 35.38 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.56%15,942
$847.6K
0.56%
decreased 42.23 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.43%8,082
$646.3K
0.43%
decreased 3.37 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.14%3,401
$209.5K
0.14%
decreased 34.1 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WEST CHESTER CAPITAL ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
2.52%65,185
$3.79M
2.52%
decreased 34.6 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WEST CHESTER CAPITAL ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
1.34%36,503
$2.01M
1.34%
decreased 38.94 percentreduced
DBEH
Litman Gregory Fds Tr

Litman Gregory Fds Tr

DBEH
WEST CHESTER CAPITAL ADVISORS, INC's holding in Litman Gregory Fds Tr over time
0.53%25,846
$791.1K
0.53%
decreased 8.29 percentreduced