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WestEnd Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001351731

$4.49B

disclosed book value

408

positions

14.3%

largest position share

Positions, as of 2026-06-30

top 100 of 408 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1XLKSELECT SECTOR SPDR TR SBI INT-3.4M$640.2M14.3%
2XLFSELECT SECTOR SPDR TR SBI INT-8.7M$464.4M10.4%
3IEURISHARES TR CORE MSCI EURO4.8M$364.0M8.1%
4XLVSELECT SECTOR SPDR TR1.9M$309.4M6.9%
5VEUVANGUARD INTL EQUITY INDEX F A3.6M$301.1M6.7%
6XLCSELECT SECTOR SPDR TR COMMUNIC2.2M$236.0M5.3%
7VCSHVANGUARD SCOTTSDALE FDS SHRT-T1.9M$153.6M3.4%
8TLTISHARES TR 20 YR TRS BD1.7M$149.3M3.3%
9IEIISHARES TR LEHMAN 3-7 YR1.1M$129.2M2.9%
10IJRISHARES TR SANDP SMLCAP 600847,232$125.7M2.8%
11IBBISHARES TR ISHARES BIOTECH655,852$124.7M2.8%
12XLYSELECT SECTOR SPDR TR SBI CONS1.0M$120.3M2.7%
13IYTISHARES TR US TRSPRTION1.4M$120.0M2.7%
14XLUSELECT SECTOR SPDR TR SBI INT-2.6M$117.5M2.6%
15IGMISHARES TR GLDM SACHS TEC714,852$116.9M2.6%
16XLBSELECT SECTOR SPDR TR SBI MATE2.2M$113.3M2.5%
17IEFISHARES TR 7-10 YR TRS BD852,633$80.6M1.8%
18VPLVANGUARD INTL EQUITY INDEX F P521,280$60.3M1.3%
19NVDANVIDIA CORP291,918$58.4M1.3%
20TXNTEXAS INSTRS INC180,372$53.8M1.2%
21AAPLAPPLE INC COM168,345$48.7M1.1%
22GOOGLALPHABET INC CAP STK CL A124,662$44.6M1%
23AMZNAMAZON COM INC174,758$41.7M0.9%
24UPSUNITED PARCEL SERVICE INC379,569$40.8M0.9%
25JPMJ P MORGAN CHASE AND CO121,431$39.7M0.9%
26CHUBB LIMITED COM110,931$37.8M0.8%
27MSFTMICROSOFT CORP98,269$36.7M0.8%
28MAMASTERCARD INCORPORATED CL A70,507$36.2M0.8%
29TMOTHERMO FISHER SCIENTIFIC INC C70,784$35.5M0.8%
30TJXTJX COS INC225,600$34.2M0.8%
31METAMETA PLATFORMS INC CL A55,937$31.5M0.7%
32MEDTRONIC PLC SHS382,943$30.0M0.7%
33PEPPEPSICO INC219,077$29.7M0.7%
34SPGIS AND P GLOBAL INC67,399$27.5M0.6%
35CRMSALESFORCE INC COM171,546$26.9M0.6%
36SPYSTATE STR SPDR SNP 500 ETF TR30,214$22.6M0.5%
37QCOMQUALCOMM INC115,407$21.3M0.5%
38TMUST-MOBILE US INC121,742$20.4M0.5%
39INTUINTUIT64,569$16.9M0.4%
40REGNREGENERON PHARMACEUTICALS19,419$12.1M0.3%
41XLPSELECT SECTOR SPDR TR SBI CONS26,712$2.2M0%
42EEMAISHARES INC EMKTS ASIA IDX15,107$1.8M0%
43ACWIISHARES TR MSCI ACWI INDX9,745$1.5M0%
44AORISHARES TR SNP GRWTH ALL13,551$941,7880%
45WMTWALMART INC7,245$820,5650%
46IVVISHARES CORE S&P 500 ETF1,050$786,2600%
47VCITVANGUARD SCOTTSDALE FDS INT-TE7,796$644,3790%
48IWBISHARES RUSSELL 1000 ETF1,045$427,9240%
49MLPXGLOBAL X FDS GLB X MLP ENRG I2,571$189,3800%
50EWTISHARES INC MSCI TIW ETF NEW1,601$173,8850%
51EWYISHARES INC MSCI S KOREA846$170,8070%
52XLISELECT SECTOR SPDR TR SBI INT-837$155,0380%
53INDAISHARES TR MSCI INDIA IDX2,981$147,2320%
54DBBINVESCO DB MLTI SECTR CMMTY BA4,868$117,3190%
55DBEINVESCO DB MLTI SECTR CMMTY EN4,023$105,4830%
56EWCISHARES INC MSCI CDA INDEX1,826$105,2510%
57GNRSPDR INDEX SHS FDS GLB NAT RES1,477$99,4170%
58GLDMWORLD GOLD TR SPDR GLD MINIS1,114$88,4740%
59WELLWELLTOWER INC295$66,8800%
60UNHUNITEDHEALTH GROUP INC156$64,8740%
61XLESELECT SECTOR SPDR TR SBI INT-971$51,5690%
62BRK/BBERKSHIRE HATHAWAY INC DEL CL88$44,0340%
63ABBVABBVIE INC159$40,0110%
64GOOGALPHABET INC CAP STK CL C106$37,4530%
65VVISA INC107$36,7110%
66VCLTVANGUARD SCOTTSDALE FDS LG-TER437$32,8840%
67AVGOBROADCOM INC COM81$30,5980%
68IGIBISHARES TR ISHS 5-10YR INVT562$29,8820%
69LLYLILLY ELI AND CO24$28,7860%
70IAIISHARES US BROKER-DEALER ETF139$24,4490%
71MUMICRON TECHNOLOGY INC21$24,2400%
72SPSBSPDR SERIES TRUST BARC CAPTL E693$20,7970%
73HYGISHARES TR HIGH YLD CORP254$20,3120%
74EWWISHARES INC MSCI MEXICO253$19,0430%
75ETENERGY TRANSFER LP958$18,3170%
76JNJJOHNSON AND JOHNSON72$18,2860%
77AMGNAMGEN INC48$17,3820%
78AMDADVANCED MICRO DEVICES INC28$16,2650%
79MBBISHARES TR MBS FIXED BDFD164$15,5010%
80VTIVANGUARD INDEX TR STK MRK VIPE41$15,1720%
81GILDGILEAD SCIENCES INC111$14,0240%
82AEISADVANCED ENERGY IND INC36$13,5680%
83UNPUNION PAC CORP48$13,0560%
84BACBANK OF AMERICA CORPORATION229$13,0480%
85TSLATESLA MTRS INC31$13,0390%
86LINDE PLC SHS25$12,9740%
87LNGCHENIERE ENERGY INC50$11,9510%
88UBERUBER TECHNOLOGIES INC COM159$11,4730%
89INTCINTEL CORP82$11,4500%
90VRTXVERTEX PHARMACEUTICALS INC22$10,9280%
91VTVANGUARD TTL WRLD STK INDX69$10,8320%
92IGVISHARES N AMERICAN TECH SOFT117$10,6110%
93GSGOLDMAN SACHS GROUP INC10$10,2590%
94VYMIVANGUARD WHITEHALL FDS INC INT104$10,2130%
95AMATAPPLIED MATLS INC14$10,1220%
96LRCXLAM RESEARCH CORP COM NEW22$9,5330%
97MRKMERCK N CO INC NEW73$9,3810%
98WFCWELLS FARGO AND CO NEW107$8,8420%
99MSMORGAN STANLEY42$8,7800%
100CCITIGROUP INC60$8,3980%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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