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Filers›WestEnd Advisors, LLC

DOSSIER · 13F-HR · Q1 2026

WestEnd Advisors, LLC

$4.1B in tracked AUM across 391 positions as of Q1 2026.

WA

CIK 0001351731 · last filed Mar 31, 2026

Total AUM

$4.1B

as of Q1 2026

Holdings

391

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026 · Q1 2026

WestEnd Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SELECT SECTOR SPDR TR SBI INT-

$428M3.2M10.3%02

SELECT SECTOR SPDR TR SBI INT-

$383M7.8M9.3%03

SELECT SECTOR SPDR TR COMMUNIC

$315M2.8M7.6%04

VANGUARD INTL EQUITY INDEX F A

$285M3.8M6.9%05

SELECT SECTOR SPDR TR

$275M1.9M6.6%06

ISHARES TR CORE MSCI EURO

$270M3.8M6.5%07

SELECT SECTOR SPDR TR SBI CONS

$232M2.8M5.6%08

ISHARES TR LEHMAN 3-7 YR

$143M1.2M3.5%09

ISHARES TR SANDP SMLCAP 600

$117M937K2.8%10

VANGUARD SCOTTSDALE FDS SHRT-T

Filing history

Filing history loading…

AI Agent · grounded in WestEnd

haiku-4-5 · 391 positions indexed

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