WestEnd Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1351731
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$4.5B
Holdings
408
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WestEnd Advisors, LLC disclosed 408 positions worth $4.5B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 55 new positions and exited 38 and a full exit from $DBP. The portfolio is most concentrated in Other (83.8% of disclosed assets). All figures are sourced directly from WestEnd Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1351731.
AI Fund Analysis
ConcentratingSELECT SECTOR SPDR TR SBI
14.3% weight
Held 10 quarters
SELECT SECTOR SPDR TR SBI
10.3% weight
Held 10 quarters
ISHARES TR CORE MSCI EURO
8.1% weight
Held 10 quarters
SELECT SECTOR SPDR TR - Co
6.9% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
6.7% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS SH
4 quarters accumulating
SELECT SECTOR SPDR TR SBI
4 quarters accumulating
ISHARES TR 7-10 YR TRS BD
4 quarters accumulating
ISHARES CORE S&P 500 ETF -
4 quarters accumulating
SELECT SECTOR SPDR TR SBI
3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SELECT SECTOR SPDR TR SBI INT- - Common Stock
—Quality
$640.2M3,360,440 shSELECT SECTOR SPDR TR SBI INT- - Common Stock
—Quality
$464.4M8,662,021 shISHARES TR CORE MSCI EURO - Common Stock
—Quality
$364.0M4,841,845 shSELECT SECTOR SPDR TR - Common Stock
—Quality
$309.4M1,949,867 shVANGUARD INTL EQUITY INDEX F A - Common Stock
—Quality
$301.1M3,595,668 shSELECT SECTOR SPDR TR COMMUNIC - Common Stock
—Quality
$236.0M2,203,231 shVANGUARD SCOTTSDALE FDS SHRT-T - Common Stock
—Quality
$153.6M1,942,950 shISHARES TR 20 YR TRS BD - Common Stock
—Quality
$149.3M1,727,307 shISHARES TR LEHMAN 3-7 YR - Common Stock
—Quality
$129.2M1,099,976 shISHARES TR SANDP SMLCAP 600 - Common Stock
—Quality
$125.7M847,232 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SELECT SECTOR SPDR TR SBI INT- - Common Stock | — | $640.2M | 3,360,440 |
| SELECT SECTOR SPDR TR SBI INT- - Common Stock | — | $464.4M | 8,662,021 |
| ISHARES TR CORE MSCI EURO - Common Stock | — | $364.0M | 4,841,845 |
| SELECT SECTOR SPDR TR - Common Stock | — | $309.4M | 1,949,867 |
| VANGUARD INTL EQUITY INDEX F A - Common Stock | — | $301.1M | 3,595,668 |
| SELECT SECTOR SPDR TR COMMUNIC - Common Stock | — | $236.0M | 2,203,231 |
| VANGUARD SCOTTSDALE FDS SHRT-T - Common Stock | — | $153.6M | 1,942,950 |
| ISHARES TR 20 YR TRS BD - Common Stock | — | $149.3M | 1,727,307 |
| ISHARES TR LEHMAN 3-7 YR - Common Stock | — | $129.2M | 1,099,976 |
| ISHARES TR SANDP SMLCAP 600 - Common Stock | — | $125.7M | 847,232 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WestEnd Advisors, LLC's 408 positions.
Showing top 10 of 408 holdings.
Sector Allocation
Other
$3.8B
Technology
$374.4M
Financials
$141.8M
Consumer Discretionary
$76.7M
Healthcare
$42.3M
Industrials
$40.9M
Consumer Staples
$29.7M
Communication Services
$20.4M
Top Holdings — WestEnd Advisors, LLC (Q2 2026)
Top 150 of 408 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SELECT SECTOR SPDR TR SBI INT- - Common Stock | $640.2M | 14.3% | +4% | — |
| 2 | — | SELECT SECTOR SPDR TR SBI INT- - Common Stock | $464.4M | 10.3% | +12% | — |
| 3 | — | ISHARES TR CORE MSCI EURO - Common Stock | $364.0M | 8.1% | +26% | — |
| 4 | — | SELECT SECTOR SPDR TR - Common Stock | $309.4M | 6.9% | +4% | — |
| 5 | — | VANGUARD INTL EQUITY INDEX F A - Common Stock | $301.1M | 6.7% | -5% | — |
| 6 | — | SELECT SECTOR SPDR TR COMMUNIC - Common Stock | $236.0M | 5.3% | -22% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS SHRT-T - Common Stock | $153.6M | 3.4% | +33% | — |
| 8 | — | ISHARES TR 20 YR TRS BD - Common Stock | $149.3M | 3.3% | +83% | — |
| 9 | — | ISHARES TR LEHMAN 3-7 YR - Common Stock | $129.2M | 2.9% | -9% | — |
| 10 | — | ISHARES TR SANDP SMLCAP 600 - Common Stock | $125.7M | 2.8% | -10% | — |
| 11 | — | ISHARES TR ISHARES BIOTECH - Common Stock | $124.7M | 2.8% | +1% | — |
| 12 | — | SELECT SECTOR SPDR TR SBI CONS - Common Stock | $120.3M | 2.7% | +10% | — |
| 13 | — | ISHARES TR US TRSPRTION - Common Stock | $120.0M | 2.7% | NEW | — |
| 14 | — | SELECT SECTOR SPDR TR SBI INT- - Common Stock | $117.5M | 2.6% | +7% | — |
| 15 | — | ISHARES TR GLDM SACHS TEC - Common Stock | $116.9M | 2.6% | -14% | — |
| 16 | — | SELECT SECTOR SPDR TR SBI MATE - Common Stock | $113.3M | 2.5% | NEW | — |
| 17 | — | ISHARES TR 7-10 YR TRS BD - Common Stock | $80.6M | 1.8% | +9% | — |
| 18 | — | VANGUARD INTL EQUITY INDEX F P - Common Stock | $60.3M | 1.3% | -9% | — |
| 19 |  $NVDA | NVIDIA CORP | $58.4M | 1.3% | -11% | 85.9 |
| 20 |  $TXN | TEXAS INSTRUMENTS INC | $53.8M | 1.2% | -10% | 73.4 |
| 21 |  $AAPL | Apple Inc. | $48.7M | 1.1% | -10% | 76.4 |
| 22 |  $GOOG | Alphabet Inc. | $44.6M | 1.0% | -10% | 78.2 |
| 23 |  $AMZN | AMAZON COM INC | $41.7M | 0.9% | -10% | 68.7 |
| 24 |  $UPS | UNITED PARCEL SERVICE INC | $40.8M | 0.9% | NEW | 58.6 |
| 25 |  $JPM | JPMORGAN CHASE & CO | $39.7M | 0.9% | -11% | 70.7 |
| 26 |  $CB | Chubb Ltd | $37.8M | 0.8% | -11% | — |
| 27 |  $MSFT | MICROSOFT CORP | $36.7M | 0.8% | -8% | 79.8 |
| 28 |  $MA | Mastercard Inc | $36.2M | 0.8% | -11% | 85.1 |
| 29 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $35.5M | 0.8% | -14% | 65.1 |
| 30 |  $TJX | TJX COMPANIES INC /DE/ | $34.2M | 0.8% | -11% | 68.7 |
| 31 |  $META | Meta Platforms, Inc. | $31.5M | 0.7% | -15% | 79.6 |
| 32 |  $MDT | Medtronic plc | $30.0M | 0.7% | -14% | 68.7 |
| 33 |  $PEP | PEPSICO INC | $29.7M | 0.7% | -11% | 63.4 |
| 34 |  $SPGI | S&P Global Inc. | $27.5M | 0.6% | -16% | 76.1 |
| 35 |  $CRM | Salesforce, Inc. | $26.9M | 0.6% | -19% | 77 |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $22.6M | 0.5% | +18% | — |
| 37 |  $QCOM | QUALCOMM INC/DE | $21.3M | 0.5% | -11% | 70.5 |
| 38 |  $TMUS | T-Mobile US, Inc. | $20.4M | 0.5% | -12% | 69.1 |
| 39 |  $INTU | INTUIT INC. | $16.9M | 0.4% | -21% | 79.3 |
| 40 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $12.1M | 0.3% | -24% | 71 |
| 41 | — | SELECT SECTOR SPDR TR SBI CONS - Common Stock | $2.2M | 0.1% | -99% | — |
| 42 | — | ISHARES INC EMKTS ASIA IDX - Common Stock | $1.8M | 0.0% | -97% | — |
| 43 | — | ISHARES TR MSCI ACWI INDX - Common Stock | $1.5M | 0.0% | -86% | — |
| 44 | — | ISHARES TR SNP GRWTH ALL - Common Stock | $941,788 | 0.0% | -83% | — |
| 45 |  $WMT | Walmart Inc. | $820,565 | 0.0% | -98% | 60.2 |
| 46 | — | ISHARES CORE S&P 500 ETF - Common Stock | $786,260 | 0.0% | +275% | — |
| 47 | — | VANGUARD SCOTTSDALE FDS INT-TE - Common Stock | $644,379 | 0.0% | -99% | — |
| 48 | — | ISHARES RUSSELL 1000 ETF - Common Stock | $427,924 | 0.0% | -1% | — |
| 49 | — | GLOBAL X FDS GLB X MLP ENRG I - Common Stock | $189,380 | 0.0% | -7% | — |
| 50 | — | ISHARES INC MSCI TIW ETF NEW - Common Stock | $173,885 | 0.0% | -51% | — |
| 51 | — | ISHARES INC MSCI S KOREA - Common Stock | $170,807 | 0.0% | -49% | — |
| 52 | — | SELECT SECTOR SPDR TR SBI INT- - Common Stock | $155,038 | 0.0% | NEW | — |
| 53 | — | ISHARES TR MSCI INDIA IDX - Common Stock | $147,232 | 0.0% | -46% | — |
| 54 |  $DBB | INVESCO DB BASE METALS FUND | $117,319 | 0.0% | -11% | — |
| 55 |  $DBE | Invesco DB Energy Fund | $105,483 | 0.0% | NEW | — |
| 56 | — | ISHARES INC MSCI CDA INDEX - Common Stock | $105,251 | 0.0% | -61% | — |
| 57 | — | SPDR INDEX SHS FDS GLB NAT RES - Common Stock | $99,417 | 0.0% | +3% | — |
| 58 |  $GLDM | World Gold Trust | $88,474 | 0.0% | +18% | — |
| 59 |  $WELL | WELLTOWER INC. | $66,880 | 0.0% | -62% | 59.8 |
| 60 |  $UNH | UNITEDHEALTH GROUP INC | $64,874 | 0.0% | +2% | 62.7 |
| 61 | — | SELECT SECTOR SPDR TR SBI INT- - Common Stock | $51,569 | 0.0% | +18% | — |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $44,034 | 0.0% | +49% | 73.8 |
| 63 |  $ABBV | AbbVie Inc. | $40,011 | 0.0% | +15% | 72.6 |
| 64 |  $GOOGL | Alphabet Inc. | $37,453 | 0.0% | -34% | 78.2 |
| 65 |  $V | VISA INC. | $36,711 | 0.0% | +98% | 82.9 |
| 66 | — | VANGUARD SCOTTSDALE FDS LG-TER - Common Stock | $32,884 | 0.0% | +6% | — |
| 67 |  $AVGO | Broadcom Inc. | $30,598 | 0.0% | +4% | 84.5 |
| 68 | — | ISHARES TR ISHS 5-10YR INVT - Common Stock | $29,882 | 0.0% | +7% | — |
| 69 |  $LLY | ELI LILLY & Co | $28,786 | 0.0% | +9% | 87.5 |
| 70 | — | ISHARES US BROKER-DEALER ETF - Common Stock | $24,449 | 0.0% | -1% | — |
| 71 |  $MU | MICRON TECHNOLOGY INC | $24,240 | 0.0% | +17% | 86.2 |
| 72 | — | SPDR SERIES TRUST BARC CAPTL E - Common Stock | $20,797 | 0.0% | NEW | — |
| 73 | — | ISHARES TR HIGH YLD CORP - Common Stock | $20,312 | 0.0% | NEW | — |
| 74 | — | ISHARES INC MSCI MEXICO - Common Stock | $19,043 | 0.0% | NEW | — |
| 75 |  $ET | Energy Transfer LP | $18,317 | 0.0% | NEW | 64.4 |
| 76 |  $JNJ | JOHNSON & JOHNSON | $18,286 | 0.0% | +11% | 69 |
| 77 |  $AMGN | AMGEN INC | $17,382 | 0.0% | +17% | 79.2 |
| 78 |  $AMD | ADVANCED MICRO DEVICES INC | $16,265 | 0.0% | +8% | 79.8 |
| 79 | — | ISHARES TR MBS FIXED BDFD - Common Stock | $15,501 | 0.0% | +0% | — |
| 80 | — | VANGUARD INDEX TR STK MRK VIPE - Common Stock | $15,172 | 0.0% | +3% | — |
| 81 |  $GILD | GILEAD SCIENCES, INC. | $14,024 | 0.0% | +16% | 57.4 |
| 82 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $13,568 | 0.0% | NEW | 61.7 |
| 83 |  $UNP | UNION PACIFIC CORP | $13,056 | 0.0% | NEW | 69.7 |
| 84 |  $BAC | BANK OF AMERICA CORP /DE/ | $13,048 | 0.0% | +3% | 67.6 |
| 85 |  $TSLA | Tesla, Inc. | $13,039 | 0.0% | +7% | 53.9 |
| 86 |  $LIN | LINDE PLC | $12,974 | 0.0% | NEW | — |
| 87 |  $LNG | Cheniere Energy, Inc. | $11,951 | 0.0% | NEW | 66.5 |
| 88 |  $UBER | Uber Technologies, Inc | $11,473 | 0.0% | NEW | 73.5 |
| 89 |  $INTC | INTEL CORP | $11,450 | 0.0% | +14% | 45.6 |
| 90 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $10,928 | 0.0% | +16% | 75.4 |
| 91 |  $DOV | DOVER Corp | $10,832 | 0.0% | -42% | 58.1 |
| 92 | — | ISHARES N AMERICAN TECH SOFT - Common Stock | $10,611 | 0.0% | +113% | — |
| 93 |  $GS | GOLDMAN SACHS GROUP INC | $10,259 | 0.0% | -9% | 73.5 |
| 94 | — | VANGUARD WHITEHALL FDS INC INT - Common Stock | $10,213 | 0.0% | +0% | — |
| 95 |  $AMAT | APPLIED MATERIALS INC /DE | $10,122 | 0.0% | +8% | 72.3 |
| 96 |  $LRCX | LAM RESEARCH CORP | $9,533 | 0.0% | +5% | 79.4 |
| 97 |  $MRK | Merck & Co., Inc. | $9,381 | 0.0% | +9% | 59.9 |
| 98 |  $WFC | WELLS FARGO & COMPANY/MN | $8,842 | 0.0% | +3% | 61.8 |
| 99 |  $MS | MORGAN STANLEY | $8,780 | 0.0% | +8% | 75.8 |
| 100 |  $C | CITIGROUP INC | $8,398 | 0.0% | +0% | 65 |
| 101 |  $NEE | NEXTERA ENERGY INC | $8,338 | 0.0% | +7% | 64.6 |
| 102 |  $CSCO | CISCO SYSTEMS, INC. | $7,987 | 0.0% | +8% | 70.3 |
| 103 |  $CASY | CASEYS GENERAL STORES INC | $7,153 | 0.0% | NEW | 65.1 |
| 104 |  $CSX | CSX CORP | $7,130 | 0.0% | NEW | 65.2 |
| 105 |  $KLAC | KLA CORP | $6,939 | 0.0% | +1050% | 78.6 |
| 106 | — | ISHARES TR TRS FLT RT BD - Common Stock | $6,835 | 0.0% | +0% | — |
| 107 |  $SNDK | Sandisk Corp | $6,821 | 0.0% | +0% | 87.7 |
| 108 |  $NFLX | NETFLIX INC | $6,783 | 0.0% | -30% | 78.8 |
| 109 |  $AXP | AMERICAN EXPRESS CO | $6,427 | 0.0% | +6% | 69.4 |
| 110 |  $DAL | DELTA AIR LINES, INC. | $5,901 | 0.0% | NEW | 57.5 |
| 111 |  $NSC | NORFOLK SOUTHERN CORP | $5,663 | 0.0% | NEW | 63.2 |
| 112 | — | ISHARES TR US TREASURY BD - Common Stock | $5,513 | 0.0% | +1% | — |
| 113 |  $NEM | NEWMONT Corp /DE/ | $5,511 | 0.0% | NEW | 86.8 |
| 114 |  $SCHW | SCHWAB CHARLES CORP | $5,259 | 0.0% | +4% | 79.4 |
| 115 |  $PANW | Palo Alto Networks Inc | $5,115 | 0.0% | +50% | 65.5 |
| 116 |  $SO | SOUTHERN CO | $4,977 | 0.0% | +11% | 62 |
| 117 |  $FCX | FREEPORT-MCMORAN INC | $4,968 | 0.0% | NEW | 62 |
| 118 |  $DHR | DANAHER CORP /DE/ | $4,952 | 0.0% | -7% | 64.8 |
| 119 |  $ABT | ABBOTT LABORATORIES | $4,809 | 0.0% | +13% | 65.5 |
| 120 |  $BLK | BlackRock, Inc. | $4,808 | 0.0% | +25% | 70 |
| 121 | — | ISHARES INC EMRGMKT DIVIDX - Common Stock | $4,738 | 0.0% | +0% | — |
| 122 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4,499 | 0.0% | +7% | 70 |
| 123 |  $SHW | SHERWIN WILLIAMS CO | $4,476 | 0.0% | NEW | 61.3 |
| 124 |  $MRVL | Marvell Technology, Inc. | $4,468 | 0.0% | NEW | 76.5 |
| 125 |  $PLTR | Palantir Technologies Inc. | $4,433 | 0.0% | +3% | 84.6 |
| 126 |  $DUK | Duke Energy CORP | $4,430 | 0.0% | +3% | 56.4 |
| 127 |  $COF | CAPITAL ONE FINANCIAL CORP | $4,414 | 0.0% | +5% | 62.4 |
| 128 |  $PGR | PROGRESSIVE CORP/OH/ | $4,369 | 0.0% | +5% | 80.1 |
| 129 |  $UAL | United Airlines Holdings, Inc. | $4,352 | 0.0% | NEW | 60.8 |
| 130 |  $HD | HOME DEPOT, INC. | $4,232 | 0.0% | +20% | 60.3 |
| 131 |  $ECL | ECOLAB INC. | $4,179 | 0.0% | NEW | 63.3 |
| 132 |  $ORCL | ORACLE CORP | $4,103 | 0.0% | +4% | 66.2 |
| 133 |  $FDX | FEDEX CORP | $4,071 | 0.0% | NEW | 60.3 |
| 134 |  $PFE | PFIZER INC | $4,070 | 0.0% | +12% | 62 |
| 135 |  $CRH | CRH PUBLIC LTD CO | $4,066 | 0.0% | NEW | — |
| 136 |  $VZ | VERIZON COMMUNICATIONS INC | $4,022 | 0.0% | -30% | 65.8 |
| 137 |  $ISRG | INTUITIVE SURGICAL INC | $3,977 | 0.0% | +0% | 79.9 |
| 138 |  $CVS | CVS HEALTH Corp | $3,931 | 0.0% | +12% | 59.4 |
| 139 |  $APH | AMPHENOL CORP /DE/ | $3,879 | 0.0% | +10% | 79.3 |
| 140 |  $STX | Seagate Technology Holdings plc | $3,860 | 0.0% | +33% | — |
| 141 |  $DIS | Walt Disney Co | $3,850 | 0.0% | -32% | 60.1 |
| 142 |  $WDC | WESTERN DIGITAL CORP | $3,832 | 0.0% | +0% | 80.7 |
| 143 |  $GLW | CORNING INC /NY | $3,831 | 0.0% | +15% | 73.7 |
| 144 |  $CEG | Constellation Energy Corp | $3,726 | 0.0% | +0% | 59.4 |
| 145 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3,693 | 0.0% | +15% | 73.7 |
| 146 |  $ADI | ANALOG DEVICES INC | $3,575 | 0.0% | +13% | 79.2 |
| 147 |  $APD | Air Products & Chemicals, Inc. | $3,518 | 0.0% | NEW | 46.4 |
| 148 |  $BNY | Bank of New York Mellon Corp | $3,471 | 0.0% | +9% | 74.1 |
| 149 |  $BMY | BRISTOL MYERS SQUIBB CO | $3,457 | 0.0% | +13% | 70.4 |
| 150 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $3,420 | 0.0% | +9% | 66.8 |
New Positions (55)
ISHARES TR US TRSPRTION - Common Stock$120.0M
$UPS UNITED PARCEL SERVICE INC$40.8M SELECT SECTOR SPDR TR SBI INT- - Common Stock$155,038
$DBE Invesco DB Energy Fund$105,483 SPDR SERIES TRUST BARC CAPTL E - Common Stock$20,797
ISHARES TR HIGH YLD CORP - Common Stock$20,312
ISHARES INC MSCI MEXICO - Common Stock$19,043
$ET Energy Transfer LP$18,317$AEIS ADVANCED ENERGY INDUSTRIES INC$13,568$UNP UNION PACIFIC CORP$13,056$LIN LINDE PLC$12,974$LNG Cheniere Energy, Inc.$11,951$UBER Uber Technologies, Inc$11,473$CASY CASEYS GENERAL STORES INC$7,153$CSX CSX CORP$7,130Exited Positions (38)
$DBP Invesco DB Precious Metals Fund ISHARES INC MSCI BRAZIL
ISHARES GLOBAL 100 ETF
$COST COSTCO WHOLESALE CORP /NEW
$PG PROCTER & GAMBLE Co
$KO COCA COLA CO
$PM Philip Morris International Inc.
$MO ALTRIA GROUP, INC.
$MDLZ Mondelez International, Inc.
$CL COLGATE PALMOLIVE CO
$TGT TARGET CORP
$MNST Monster Beverage Corp
$KR KROGER CO
$KDP Keurig Dr Pepper Inc.
$ADM Archer-Daniels-Midland CoBrowse Top Institutional Investors
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