13F Insight
DOSSIER · 13F-HR · Q2 2026

WestEnd Advisors, LLC

$4.5B in tracked AUM across 408 positions as of Q2 2026.

WA
CIK 0001351731 · last filed Jun 30, 2026
Total AUM
$4.5B
as of Q2 2026
Holdings
408
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WestEnd Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XLK
SELECT SECTOR SPDR TR SBI INT-
$640M3.4M14.3%02
XLF
SELECT SECTOR SPDR TR SBI INT-
$464M8.7M10.4%03
IEUR
ISHARES TR CORE MSCI EURO
$364M4.8M8.1%04
XLV
SELECT SECTOR SPDR TR
$309M1.9M6.9%05
VEU
VANGUARD INTL EQUITY INDEX F A
$301M3.6M6.7%06
XLC
SELECT SECTOR SPDR TR COMMUNIC
$236M2.2M5.3%07
VCSH
VANGUARD SCOTTSDALE FDS SHRT-T
$154M1.9M3.4%08
TLT
ISHARES TR 20 YR TRS BD
$149M1.7M3.3%09
IEI
ISHARES TR LEHMAN 3-7 YR
$129M1.1M2.9%10
IJR
ISHARES TR SANDP SMLCAP 600
$126M847K2.8%

Filing history

2026Q2Jun 30
$4.5B▲ 8.3%
408 positionsView →2026Q1Mar 31
$4.1B▼ 3.6%
391 positionsView →2025Q4Dec 31
$4.3B▲ 0.4%
390 positionsView →2025Q3Sep 30
$4.3B▲ 6.0%
390 positionsView →2025Q2Jun 30
$4.0B▲ 7.0%
367 positionsLocked2025Q1Mar 31
$3.8B▼ 4.0%
362 positionsLocked2024Q4Dec 31
$3.9B▼ 3.6%
341 positionsLocked2024Q3Sep 30
$4.1B▲ 5.3%
399 positionsLocked2024Q2Jun 30
$3.9B▲ 0.2%
367 positionsLocked2024Q1Mar 31
$3.9B▲ 5.9%
355 positionsLocked2023Q4Dec 31
$3.6B▲ 9.7%
301 positionsLocked2023Q3Sep 30
$3.3B▼ 2.0%
301 positionsLocked
Showing 12 of 77