Q3 2026 13F · SEC CIK 1351731

WestEnd Advisors, LLC

Investment managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.5B
Reported positions: 426
Top holdings a year, 3 yrs: +14.7%
Average holding period: 7.5 yrs

WestEnd Advisors, LLC is an investment manager that reported 426 positions worth $4.5B in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Select Sector Spdr Tr (XLK, 14.4%), Ishares Core Msci Europeetf (IEUR, 8.0%), Select Sector Spdr Tr (XLC, 7.7%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 22.3% for the S&P 500.

WestEnd Advisors, LLC holdings largest 50 of 426 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

WestEnd Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
XLKSelect Sector Spdr Tr	14.4%	14.3%	3,346,905	-0.4%	$655.2M
IEURIshares Core Msci Europeetf	8.0%	8.1%	4,933,437	+1.9%	$363.6M
XLCSelect Sector Spdr Tr	7.7%	5.3%	3,160,758	+43.5%	$350.8M
VEUVanguard Intl Equity Index F	6.8%	6.7%	3,702,059	+3.0%	$307.2M
XLVSelect Sector Spdr Tr	6.5%	6.9%	1,748,924	-10.3%	$294.6M
XLFSelect Sector Spdr Tr	5.3%	10.4%	4,474,411	-48.3%	$238.9M
XLUSelect Sector Spdr Tr	4.8%	2.6%	5,525,507	+113.2%	$217.9M
VCSHVanguard Scottsdale Fds	3.4%	3.4%	1,983,481	+2.1%	$153.2M
TLTIshares Tr	2.8%	3.3%	1,649,613	-4.5%	$128.3M
IEIIshares Tr	2.8%	2.9%	1,127,424	+2.5%	$127.9M
IJRIshares Tr	2.7%	2.8%	898,601	+6.1%	$122.2M
IGMIshares Tr	2.6%	2.6%	708,110	-0.9%	$119.7M
XLBSelect Sector Spdr Tr	2.6%	2.5%	2,447,685	+9.8%	$119.2M
IBBIshares Tr	2.6%	2.8%	563,558	-14.1%	$118.7M
XLYSelect Sector Spdr Tr	2.6%	2.7%	1,081,552	+5.4%	$117.7M
IYTIshares Tr	2.6%	2.7%	1,486,240	+7.4%	$116.7M
IEFIshares Tr	1.7%	1.8%	882,562	+3.5%	$78.8M
NVDANvidia Corporation	1.5%	1.3%	292,183	+0.1%	$66.7M
VPLVanguard Intl Equity Index F	1.4%	1.3%	548,879	+5.3%	$63.6M
MSFTMicrosoft Corp	1.1%	0.8%	101,468	+3.3%	$52.0M
CRMSalesforce Inc	1.1%	0.6%	225,477	+31.4%	$51.8M
TMOThermo Fisher Scientific Inc	1.1%	0.8%	74,543	+5.3%	$50.3M
METAMeta Platforms Inc	1.0%	0.7%	61,470	+9.9%	$44.6M
AAPLApple Inc	0.9%	1.1%	127,332	-24.4%	$42.4M
MAMastercard Incorporated	0.9%	0.8%	73,127	+3.7%	$40.3M
AMZNAmazon Com Inc	0.9%	0.9%	158,850	-9.1%	$39.6M
MDTMedtronic PLC	0.9%	0.7%	454,423	+18.7%	$39.2M
JPMJpmorgan Chase & Co	0.8%	0.9%	115,396	-5.0%	$38.2M
GOOGLAlphabet Inc	0.8%	1.0%	107,122	-14.1%	$36.9M
TXNTexas Instrs Inc	0.8%	1.2%	129,852	-28.0%	$36.4M
CBChubb Limited	0.8%	0.8%	106,969	-3.6%	$34.8M
TJXTjx Cos Inc New	0.7%	0.8%	245,398	+8.8%	$32.5M
SPGIS&p Global Inc	0.7%	0.6%	78,117	+15.9%	$30.8M
UPSUnited Parcel Svcs Inc	0.7%	0.9%	328,553	-13.4%	$30.7M
AVGOBroadcom Inc	0.6%	—	81,593	—	$28.7M
LINLinde PLC	0.6%	—	58,115	—	$27.6M
AORIshares Tr	0.5%	0.0%	338,873	+2400.7%	$23.2M
REGNRegeneron Pharmaceuticals	0.5%	0.3%	27,947	+43.9%	$21.2M
TMUST-Mobile US Inc	0.4%	0.5%	122,267	+0.4%	$19.9M
INTUIntuit	0.4%	0.4%	66,056	+2.3%	$18.2M
SPYState Str Spdr S&p 500 ETF T	0.2%	0.5%	12,526	-58.5%	$9.6M
ACWIIshares Tr	0.2%	0.0%	52,125	+434.9%	$8.3M
SMHVaneck ETF Trust	0.1%	—	7,656	—	$4.7M
RYFInvesco S&p 500 Equal Weight	0.1%	—	32,577	—	$2.5M
XLPSelect Sector Spdr Tr	0.0%	0.0%	18,206	-31.8%	$1.5M
EEMAIshares Msci Em Markets Asia	0.0%	0.0%	10,775	-28.7%	$1.2M
AOMIshares Tr	0.0%	—	12,302	—	$600K
WMTWalmart Inc	0.0%	0.0%	4,840	-33.2%	$503K
PEPPepsico Inc	0.0%	0.7%	3,393	-98.5%	$430K
EWTIshares Inc	0.0%	0.0%	3,686	+130.2%	$416K

What WestEnd Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

AOR Ishares Tr+2400.7% shares
ACWI Ishares Tr+434.9% shares
EWT Ishares Inc+130.2% shares
XLU Select Sector Spdr Tr+113.2% shares
REGN Regeneron Pharmaceuticals+43.9% shares
XLC Select Sector Spdr Tr+43.5% shares
CRM Salesforce Inc+31.4% shares
MDT Medtronic PLC+18.7% shares

Reduced

PEP Pepsico Inc-98.5% shares
SPY State Str Spdr S&p 500 ETF T-58.5% shares
XLF Select Sector Spdr Tr-48.3% shares
WMT Walmart Inc-33.2% shares
XLP Select Sector Spdr Tr-31.8% shares
EEMA Ishares Msci Em Markets Asia-28.7% shares
TXN Texas Instrs Inc-28.0% shares
AAPL Apple Inc-24.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.3% /yr; S&P 500 +11.7%
3 years: +14.7% /yr; S&P 500 +22.3%
5 years: +4.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$4.5B	426
Q2 2026	$4.5B	408
Q1 2026	$4.1B	391
Q4 2025	$4.3B	388
Q3 2025	$4.3B	389
Q2 2025	$4.0B	366
Q1 2025	$3.8B	361
Q4 2024	$3.9B	340
Q3 2024	$4.1B	397
Q2 2024	$3.9B	364
Q1 2024	$3.9B	354
Q4 2023	$3.6B	301

Questions about WestEnd Advisors, LLC's portfolio

What stocks does WestEnd Advisors, LLC own?

WestEnd Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 426 positions worth $4.5B. The largest are Select Sector Spdr Tr (XLK) at 14.4%, Ishares Core Msci Europeetf (IEUR) at 8.0%, Select Sector Spdr Tr (XLC) at 7.7%, Vanguard Intl Equity Index F (VEU) at 6.8% and Select Sector Spdr Tr (XLV) at 6.5%.

What did WestEnd Advisors, LLC buy last quarter?

In Q3 2026, WestEnd Advisors, LLC added Ishares Tr (AOR) (+2400.7% shares), Ishares Tr (ACWI) (+434.9% shares) and Ishares Inc (EWT) (+130.2% shares), compared with its Q2 2026 filing.

What did WestEnd Advisors, LLC sell last quarter?

In Q3 2026, WestEnd Advisors, LLC cut from its top 50 Qualcomm Inc (QCOM), cut from its top 50 Ishares Tr (IVV), cut from its top 50 Vanguard Scottsdale Fds (VCIT), cut from its top 50 Ishares Tr (IWB), cut from its top 50 Global X Fds (MLPX), Pepsico Inc (PEP) (-98.5% shares), State Str Spdr S&p 500 ETF T (SPY) (-58.5% shares) and Select Sector Spdr Tr (XLF) (-48.3% shares), compared with its Q2 2026 filing.

How has WestEnd Advisors, LLC's portfolio performed?

A portfolio copying WestEnd Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.3% against +11.7%. Over 5 years: +4.7% a year against +10.6%.

When is WestEnd Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. WestEnd Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.