WestEnd Advisors, LLC

Est. AUM

$4.14B

13F long equity, this entity only

Positions

391

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SELECT SECTOR SPDR TR SBI INT-	Common Stock	$428.4M	3223539	10.34%	SOLE
2	SELECT SECTOR SPDR TR SBI INT-	Common Stock	$383.3M	7763625	9.25%	SOLE
3	SELECT SECTOR SPDR TR COMMUNIC	Common Stock	$314.7M	2838788	7.60%	SOLE
4	VANGUARD INTL EQUITY INDEX F A	Common Stock	$285.1M	3796683	6.88%	SOLE
5	SELECT SECTOR SPDR TR	Common Stock	$275.4M	1878114	6.65%	SOLE
6	ISHARES TR CORE MSCI EURO	Common Stock	$270.1M	3843829	6.52%	SOLE
7	SELECT SECTOR SPDR TR SBI CONS	Common Stock	$231.9M	2828614	5.60%	SOLE
8	ISHARES TR LEHMAN 3-7 YR	Common Stock	$143.0M	1205864	3.45%	SOLE
9	ISHARES TR SANDP SMLCAP 600	Common Stock	$116.5M	937250	2.81%	SOLE
10	VANGUARD SCOTTSDALE FDS SHRT-T	Common Stock	$115.5M	1456549	2.79%	SOLE
11	SELECT SECTOR SPDR TR SBI INT-	Common Stock	$110.8M	2413428	2.67%	SOLE
12	ISHARES TR ISHARES BIOTECH	Common Stock	$109.4M	648103	2.64%	SOLE
13	SELECT SECTOR SPDR TR SBI CONS	Common Stock	$102.1M	936429	2.46%	SOLE
14	ISHARES TR GLDM SACHS TEC	Common Stock	$99.1M	836049	2.39%	SOLE
15	ISHARES TR 20 YR TRS BD	Common Stock	$81.8M	943366	1.97%	SOLE
16	ISHARES TR 7-10 YR TRS BD	Common Stock	$74.4M	779648	1.80%	SOLE
17	VANGUARD SCOTTSDALE FDS INT-TE	Common Stock	$59.2M	715751	1.43%	SOLE
18	NVIDIA CORP	Common Stock	$57.2M	327830	1.38%	SOLE
19	VANGUARD INTL EQUITY INDEX F P	Common Stock	$56.2M	574734	1.36%	SOLE
20	ISHARES INC EMKTS ASIA IDX	Common Stock	$55.3M	577426	1.33%	SOLE
21	APPLE INC COM	Common Stock	$47.4M	186717	1.14%	SOLE
22	WALMART INC	Common Stock	$41.1M	330306	0.99%	SOLE
23	CHUBB LIMITED COM	Common Stock	$40.6M	124656	0.98%	SOLE
24	THERMO FISHER SCIENTIFIC INC C	Common Stock	$40.6M	82614	0.98%	SOLE
25	AMAZON COM INC	Common Stock	$40.6M	194883	0.98%	SOLE
26	TJX COS INC	Common Stock	$40.4M	252700	0.97%	SOLE
27	J P MORGAN CHASE AND CO	Common Stock	$40.1M	136300	0.97%	SOLE
28	ALPHABET INC CAP STK CL A	Common Stock	$39.9M	138618	0.96%	SOLE
29	MASTERCARD INCORPORATED CL A	Common Stock	$39.8M	79600	0.96%	SOLE
30	MICROSOFT CORP	Common Stock	$39.8M	107393	0.96%	SOLE
31	SALESFORCE INC COM	Common Stock	$39.3M	210778	0.95%	SOLE
32	TEXAS INSTRS INC	Common Stock	$39.1M	201323	0.94%	SOLE
33	MEDTRONIC PLC SHS	Common Stock	$38.4M	443199	0.93%	SOLE
34	PEPSICO INC	Common Stock	$38.3M	246738	0.93%	SOLE
35	META PLATFORMS INC CL A	Common Stock	$37.5M	65539	0.91%	SOLE
36	INTUIT	Common Stock	$35.1M	81251	0.85%	SOLE
37	S AND P GLOBAL INC	Common Stock	$34.1M	80122	0.82%	SOLE
38	T-MOBILE US INC	Common Stock	$29.0M	138158	0.70%	SOLE
39	REGENERON PHARMACEUTICALS	Common Stock	$19.8M	25613	0.48%	SOLE
40	QUALCOMM INC	Common Stock	$16.7M	130030	0.40%	SOLE
41	STATE STR SPDR SNP 500 ETF TR	Common Stock	$16.6M	25582	0.40%	SOLE
42	ISHARES TR MSCI ACWI INDX	Common Stock	$9.5M	68550	0.23%	SOLE
43	ISHARES TR SNP GRWTH ALL	Common Stock	$5.2M	80083	0.12%	SOLE
44	ISHARES RUSSELL 1000 ETF	Common Stock	$376K	1055	0.01%	SOLE
45	ISHARES TR MSCI INDIA IDX	Common Stock	$258K	5503	0.01%	SOLE
46	ISHARES INC MSCI CDA INDEX	Common Stock	$254K	4627	0.01%	SOLE
47	ISHARES INC MSCI TIW ETF NEW	Common Stock	$230K	3249	0.01%	SOLE
48	GLOBAL X FDS GLB X MLP ENRG I	Common Stock	$205K	2777	0.00%	SOLE
49	ISHARES INC MSCI S KOREA	Common Stock	$203K	1654	0.00%	SOLE
50	ISHARES CORE S&P 500 ETF	Common Stock	$183K	280	0.00%	SOLE

1–50 of 391

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.