account_balance

Investment manager · 13F filer · SEC CIK 1351731

WestEnd Advisors, LLC

Reported value$4.53Bas of Sep 30, 2026

Positions427 28 new, 9 sold out

Top 10 weight62.6%XLK alone is 14%

FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

XLKSelect Sector SPDR Tr Sbi Int-

14.4%

IEURiShares Tr Core MSCI Euro

8.0%

XLCSelect Sector SPDR Tr Communic

7.7%Added +43%

VEUVanguard Intl Equity Index F A

6.8%Added +3%

XLVSelect Sector SPDR Tr

6.5%Trimmed −10%

XLFSelect Sector SPDR Tr Sbi Int-

5.3%Trimmed −48%

XLUSelect Sector SPDR Tr Sbi Int-

4.8%Added +113%

VCSHVanguard Scottsdale FDS SHRT-T

3.4%Added +2%

TLTiShares Tr 20 Yr TRS Bd

2.8%−4%

IEIiShares Tr Lehman 3-7 Yr

2.8%+2%

IJRiShares Tr Sandp Smlcap 600

2.7%+6%

IGMiShares Tr GLDM Sachs Tec

2.6%

XLKSelect Sector SPDR Tr Sbi Int-

14.4%

IEURiShares Tr Core MSCI Euro

8.0%

XLCSelect Sector SPDR Tr Communic

7.7%

VEUVanguard Intl Equity Index F A

6.8%

XLVSelect Sector SPDR Tr

6.5%−10%

XLFSelect Sector SPDR Tr Sbi Int-

5.3%

XLUSelect Sector SPDR Tr Sbi Int-

4.8%

VCSH3.4%

TLT2.8%

IEI2.8%

IJR2.7%

IGM2.6%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

XLK Select Sector SPDR Tr Sbi Int- 14.4% Held

IEUR iShares Tr Core MSCI Euro 8.0% Held

XLC Select Sector SPDR Tr Communic 7.7% Added +43%

VEU Vanguard Intl Equity Index F A 6.8% Added +3%

XLV Select Sector SPDR Tr 6.5% Trimmed −10%

XLF Select Sector SPDR Tr Sbi Int- 5.3% Trimmed −48%

XLU Select Sector SPDR Tr Sbi Int- 4.8% Added +113%

VCSH Vanguard Scottsdale FDS SHRT-T 3.4% Added +2%

TLT iShares Tr 20 Yr TRS Bd 2.8% Trimmed −4%

IEI iShares Tr Lehman 3-7 Yr 2.8% Added +2%

IJR iShares Tr Sandp Smlcap 600 2.7% Added +6%

IGM iShares Tr GLDM Sachs Tec 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 22, 2026 filing

add_circleNew

SMH $4.66M
RSPF $2.52M
ITB $378K
TDIV $158K

arrow_upwardAdded

LIN +232360%
AVGO +100632%
AOR +2401%
XLU +113%

arrow_downwardTrimmed

SPY −59%
XLF −48%
TXN −28%
AAPL −24%

remove_circleSold out

INDA $147K
DBB $117K
VCLT $32.9K
ET $18.3K

WestEnd Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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