Latest WEST CHESTER CAPITAL ADVISORS, INC Stock Portfolio
WEST CHESTER CAPITAL ADVISORS, INC Performance:
2025 Q4: -0.59%YTD: 7.19%2024: 1.38%
Performance for 2025 Q4 is -0.59%, and YTD is 7.19%, and 2024 is 1.38%.
About WEST CHESTER CAPITAL ADVISORS, INC and 13F Hedge Fund Stock Holdings
AmeriServ Wealth Advisors is a hedge fund based in Johnstown, PA. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, AmeriServ Wealth Advisors reported an equity portfolio of $172 Millions as of 31 Dec, 2025.
The top stock holdings of AmeriServ Wealth Advisors are VB, IJR, AAXJ. The fund has invested 47.1% of it's portfolio in VANGUARD INDEX FDS and 9.3% of portfolio in ISHARES TR.
The fund managers got completely rid off NETFLIX INC (NFLX) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AAXJ). AmeriServ Wealth Advisors opened new stock positions in SPDR GOLD TR (GLD), CONSTELLATION ENERGY CORP (CEG) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (BIB), SELECT SECTOR SPDR TR (XLB) and SPDR S&P 500 ETF TR (SPY).
The top stock holdings of AmeriServ Wealth Advisors are VB, IJR, AAXJ. The fund has invested 47.1% of it's portfolio in VANGUARD INDEX FDS and 9.3% of portfolio in ISHARES TR.
The fund managers got completely rid off NETFLIX INC (NFLX) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AAXJ). AmeriServ Wealth Advisors opened new stock positions in SPDR GOLD TR (GLD), CONSTELLATION ENERGY CORP (CEG) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (BIB), SELECT SECTOR SPDR TR (XLB) and SPDR S&P 500 ETF TR (SPY).
WEST CHESTER CAPITAL ADVISORS, INC Annual Return Estimates Vs S&P 500
Our best estimate is that AmeriServ Wealth Advisors made a return of -0.59% in the last quarter. In trailing 12 months, it's portfolio return was 7.19%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr gold tr | 798,960 |
| constellation energy corp | 531,670 |
| abbvie inc | 238,314 |
New stocks bought by WEST CHESTER CAPITAL ADVISORS, INC
Additions
| Ticker | % Inc. |
|---|---|
| proshares tr | 89.79 |
| select sector spdr tr | 89.04 |
| select sector spdr tr | 87.6 |
| select sector spdr tr | 86.5 |
| proshares tr | 86.23 |
| select sector spdr tr | 80.94 |
| spdr s&p 500 etf tr | 19.46 |
| alphabet inc | 10.19 |
Additions to existing portfolio by WEST CHESTER CAPITAL ADVISORS, INC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -61.54 |
| select sector spdr tr | -52.61 |
| ishares tr | -45.79 |
| litman gregory fds tr | -41.07 |
| costco whsl corp new | -37.61 |
| meta platforms inc | -31.92 |
| vanguard scottsdale fds | -30.96 |
| ishares tr | -30.53 |
WEST CHESTER CAPITAL ADVISORS, INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| abbott labs | -202,784 |
| netflix inc | -416,025 |
WEST CHESTER CAPITAL ADVISORS, INC got rid off the above stocks
Sector Distribution
AmeriServ Wealth Advisors has about 87.3% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Healthcare
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 87.3 |
| Technology | 3.6 |
| Financial Services | 3 |
| Healthcare | 2 |
| Consumer Defensive | 1.4 |
Market Cap. Distribution
AmeriServ Wealth Advisors has about 10.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- NANO-CAP
| Category | % |
|---|---|
| UNALLOCATED | 87.3 |
| MEGA-CAP | 8.2 |
| LARGE-CAP | 2.6 |
| NANO-CAP | 1.6 |
Stocks belong to which Index?
About 10.6% of the stocks held by AmeriServ Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 89.4 |
| S&P 500 | 10.6 |
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 59 stocks in it's portfolio. About 80.5% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for AmeriServ Wealth Advisors last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.42 | 8,952 | 2,433,690 | reduced | -3.98 | ||
| AAXJ | ishares tr | 9.00 | 129,713 | 15,481,200 | reduced | -28.62 | ||
| AAXJ | ishares tr | 3.19 | 103,884 | 5,493,380 | reduced | -28.43 | ||
| AAXJ | ishares tr | 0.98 | 31,361 | 1,689,730 | reduced | -45.79 | ||
| AAXJ | ishares tr | 0.41 | 8,685 | 700,271 | added | 2.78 | ||
| ABBV | abbvie inc | 0.14 | 1,043 | 238,314 | new | |||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.36 | 2,670 | 616,288 | reduced | -5.79 | ||
| ASRV | ameriserv finl inc | 1.65 | 888,709 | 2,834,980 | reduced | -0.23 | ||
| BA | boeing co | 0.35 | 2,807 | 609,455 | reduced | -8.18 | ||
| BAC | bank america corp | 0.15 | 4,776 | 262,680 | reduced | -2.43 | ||
| BGRN | ishares tr | 0.16 | 5,161 | 274,306 | reduced | -0.37 | ||
| BIB | proshares tr | 0.58 | 14,075 | 991,020 | added | 86.23 | ||
| BIB | proshares tr | 0.55 | 16,373 | 948,323 | added | 89.79 | ||
| BNDW | vanguard scottsdale fds | 3.69 | 108,028 | 6,344,480 | reduced | -30.96 | ||
| BNDW | vanguard scottsdale fds | 2.14 | 66,090 | 3,687,820 | reduced | -61.54 | ||
| CEG | constellation energy corp | 0.31 | 1,505 | 531,670 | new | |||
| COST | costco whsl corp new | 0.39 | 778 | 670,899 | reduced | -37.61 | ||
| DBEH | litman gregory fds tr | 0.76 | 46,834 | 1,314,160 | reduced | -41.07 | ||
| DUK | duke energy corp new | 0.17 | 2,460 | 288,336 | reduced | -13.74 | ||