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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%

Performance for 2026 Q1 is -2.77%, and YTD is -2.77%, and 2025 is 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.

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.

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

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 corp	341,864
blackrock muniyild qult fd i	226,089
chevron corporation	210,210

New stocks bought by WEST CHESTER CAPITAL ADVISORS, INC

Additions

Ticker	% Inc.
philip morris intl inc	15.34
home depot inc	13.61
exelon corp	6.07
duke energy corp new	5.65
pnc finl svcs group inc	5.06
altria group inc	2.86
ameriserv finl inc	0.04

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.

Sector	%
Others	86.6
Technology	3.4
Financial Services	3.4
Healthcare	1.8
Consumer Defensive	1.8

Market Cap. Distribution

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

Category	%
UNALLOCATED	86.6
MEGA-CAP	9
LARGE-CAP	2.1
MICRO-CAP	2.1

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.

Index	%
Others	89
S&P 500	11

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.

Last Reported on: 13 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.43	8,819	2,238,170	reduced	-1.49

AAXJ	ishares tr	9.12	120,458	14,286,300	reduced	-7.13

AAXJ	ishares tr	3.17	94,402	4,961,770	reduced	-9.13

AAXJ	ishares tr	0.94	27,594	1,468,550	reduced	-12.01

AAXJ	ishares tr	0.42	8,364	665,439	reduced	-3.7

ABBV	abbvie inc	0.13	928	201,830	reduced	-11.03

AMZN	amazon com inc	0.34	2,547	530,462	reduced	-4.61

ASRV	ameriserv finl inc	2.05	889,090	3,218,500	added	0.04

BA	boeing co	0.31	2,417	481,054	reduced	-13.89

BAC	bank america corp	0.15	4,776	232,829	unchanged	0.00

BGRN	ishares tr	0.18	5,161	278,435	unchanged	0.00

BIB	proshares tr	0.00	0.00	0.00	sold off	-100

BIB	proshares tr	0.00	0.00	0.00	sold off	-100

BNDW	vanguard scottsdale fds	3.72	99,678	5,835,150	reduced	-7.73

BNDW	vanguard scottsdale fds	2.11	59,785	3,309,400	reduced	-9.54

CEG	constellation energy corp	0.22	1,257	351,017	reduced	-16.48

COST	costco wholesale corporation	0.48	758	755,293	reduced	-2.57

CVX	chevron corporation	0.13	1,016	210,210	new

DBEH	litman gregory fds tr	0.54	28,183	849,717	reduced	-39.82

DUK	duke energy corp new	0.22	2,599	340,312	added	5.65