WestEnd Advisors, LLC

Name: WestEnd Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001351731 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗

WestEnd Advisors, LLC reported 408 positions worth $4.49B as of June 30, 2026 (13F filed July 22, 2026). Largest holding: XLK (14.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$4.49B

2026 Q2

Positions

408

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

64.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 408 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	XLK	SELECT SECTOR SPDR TR SBI INT-	SH	$640.2M	14.27%	3,360,440	—	—
▸ 2	XLF	SELECT SECTOR SPDR TR SBI INT-	SH	$464.4M	10.35%	8,662,021	—	—
▸ 3	IEUR	ISHARES TR CORE MSCI EURO	SH	$364.0M	8.12%	4,841,845	—	—
▸ 4	XLV	SELECT SECTOR SPDR TR	SH	$309.4M	6.90%	1,949,867	—	—
▸ 5	VEU	VANGUARD INTL EQUITY INDEX F A	SH	$301.1M	6.71%	3,595,668	—	—
▸ 6	XLC	SELECT SECTOR SPDR TR COMMUNIC	SH	$236.0M	5.26%	2,203,231	—	—
▸ 7	VCSH	VANGUARD SCOTTSDALE FDS SHRT-T	SH	$153.6M	3.42%	1,942,950	—	—
▸ 8	TLT	ISHARES TR 20 YR TRS BD	SH	$149.3M	3.33%	1,727,307	—	—
▸ 9	IEI	ISHARES TR LEHMAN 3-7 YR	SH	$129.2M	2.88%	1,099,976	—	—
▸ 10	IJR	ISHARES TR SANDP SMLCAP 600	SH	$125.7M	2.80%	847,232	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WestEnd Advisors, LLC hold as of Q2 2026?

WestEnd Advisors, LLC reported 408 positions worth $4.49B in its Q2 2026 13F filing. Largest positions: XLK (14.3%), XLF (10.4%), IEUR (8.1%), XLV (6.9%) and VEU (6.7%).

What did WestEnd Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WestEnd Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.