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Latest WEST CHESTER CAPITAL ADVISORS, INC Stock Portfolio

$156Million | No. of Holdings #59

WEST CHESTER CAPITAL ADVISORS, INC Performance

2026 Q1-2.77%
YTD-2.77%
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 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, AmeriServ Wealth Advisors reported an equity portfolio of $156.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of AmeriServ Wealth Advisors are VB, IJR, AAXJ. The fund has invested 47.9% of it's portfolio in VANGUARD INDEX FDS and 9.4% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off PROSHARES TR (BIB) and BLACKROCK MUNIYIELD FD INC stocks. They significantly reduced their stock positions in LITMAN GREGORY FDS TR (DBEH), STATE STR SPDR S&P 500 ETF T (SPY) and VANGUARD ADMIRAL FDS INC (IVOG). AmeriServ Wealth Advisors opened new stock positions in EXXON MOBIL CORP (XOM), BLACKROCK MUNIYILD QULT FD I and CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to PHILIP MORRIS INTL INC (PM), HOME DEPOT INC (HD) and EXELON CORP (EXC).
WEST CHESTER CAPITAL ADVISORS, INC Equity Portfolio Value
Last Reported on: 13 May, 2026
$156Million
  as of May 13, 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 -2.77% in the last quarter. In trailing 12 months, it's portfolio return was 8.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil corp341,864
blackrock muniyild qult fd i226,089
chevron corporation210,210
New stocks bought by WEST CHESTER CAPITAL ADVISORS, INC

Additions

Ticker% Inc.
philip morris intl inc15.34
home depot inc13.61
exelon corp6.07
duke energy corp new5.65
pnc finl svcs group inc5.06
altria group inc2.86
ameriserv finl inc0.04
Additions to existing portfolio by WEST CHESTER CAPITAL ADVISORS, INC

Reductions

Ticker% Reduced
litman gregory fds tr-39.82
state str spdr s&p 500 etf t-39.24
vanguard admiral fds inc-34.4
select sector spdr tr-19.78
select sector spdr tr-18.61
select sector spdr tr-17.35
constellation energy corp-16.48
boeing co-13.89
WEST CHESTER CAPITAL ADVISORS, INC reduced stake in above stock

Sold off

Ticker$ Sold
blackrock muniyield fd inc-234,713
proshares tr-948,323
proshares tr-991,020
WEST CHESTER CAPITAL ADVISORS, INC got rid off the above stocks

Sector Distribution

AmeriServ Wealth Advisors has about 86.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Defensive
Sector%
Others86.6
Technology3.4
Financial Services3.4
Healthcare1.8
Consumer Defensive1.8

Market Cap. Distribution

AmeriServ Wealth Advisors has about 11.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
UNALLOCATED86.6
MEGA-CAP9
LARGE-CAP2.1
MICRO-CAP2.1

Stocks belong to which Index?

About 11% of the stocks held by AmeriServ Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89
S&P 50011
Top 5 Winners (%)%
XLB
select sector spdr tr
35.5 %
INTC
intel corp
18.8 %
COST
costco wholesale corporation
15.3 %
MO
altria group inc
14.2 %
ASRV
ameriserv finl inc
13.5 %
Top 5 Winners ($)$
ASRV
ameriserv finl inc
0.4 M
XLB
select sector spdr tr
0.2 M
XLB
select sector spdr tr
0.1 M
WMT
walmart inc
0.1 M
COST
costco wholesale corporation
0.1 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.1 %
CEG
constellation energy corp
-19.2 %
PLTR
palantir technologies inc
-16.9 %
LLY
eli lilly & co
-14.1 %
V
visa inc
-13.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.8 M
LLY
eli lilly & co
-0.4 M
MSFT
microsoft corp
-0.3 M
AAPL
apple inc
-0.2 M
NVDA
nvidia corporation
-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 59 stocks in it's portfolio. About 81.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. ASRV was the most profitable stock for AmeriServ Wealth Advisors last quarter.

$156.67MTotal Value
62.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of WEST CHESTER CAPITAL ADVISORS, INC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
9.12%120,458
$14.29M
9.12%
decreased 7.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
3.17%94,402
$4.96M
3.17%
decreased 9.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.94%27,594
$1.47M
0.94%
decreased 12.01 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.42%8,364
$665.4K
0.42%
decreased 3.7 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.18%5,161
$278.4K
0.18%
unchanged 0 percentunchanged
BIB
Proshares Tr

Proshares Tr

BIB
WEST CHESTER CAPITAL ADVISORS, INC's holding in Proshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIB
Proshares Tr

Proshares Tr

BIB
WEST CHESTER CAPITAL ADVISORS, INC's holding in Proshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WEST CHESTER CAPITAL ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
3.72%99,678
$5.84M
3.72%
decreased 7.73 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WEST CHESTER CAPITAL ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
2.11%59,785
$3.31M
2.11%
decreased 9.54 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
0.54%28,183
$849.7K
0.54%
decreased 39.82 percentreduced