StockDriftsStockDriftsTop 50 Westend Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR SBI INT- | 14.45% | 3.35M | $655.2M | -0.40%(-13.54K) | $70.26(+160.95%) | 2026-09-30 | |
| IEUR | ISHARES TR CORE MSCI EURO | 8.02% | 4.93M | $363.6M | +1.89%(+91.59K) | $67.35(+9.73%) | 2026-09-30 | |
| XLC | SELECT SECTOR SPDR TR COMMUNIC | 7.73% | 3.16M | $350.8M | +43.46%(+957.53K) | $87.02(+21.80%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F A | 6.77% | 3.70M | $307.2M | +2.96%(+106.39K) | $56.75(+43.57%) | 2026-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 6.5% | 1.75M | $294.6M | -10.31%(-200.94K) | $124.20(+44.32%) | 2026-09-30 | |
| XLF | SELECT SECTOR SPDR TR SBI INT- | 5.27% | 4.47M | $238.9M | -48.34%(-4.19M) | $45.95(+21.75%) | 2026-09-30 | |
| XLU | SELECT SECTOR SPDR TR SBI INT- | 4.81% | 5.53M | $217.9M | +113.25%(+2.93M) | $42.44(+0.17%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT-T | 3.38% | 1.98M | $153.2M | +2.09%(+40.53K) | $80.14(-3.07%) | 2026-09-30 | |
| TLT | ISHARES TR 20 YR TRS BD | 2.83% | 1.65M | $128.3M | -4.50%(-77.69K) | $96.25(-15.19%) | 2026-09-30 | |
| IEI | ISHARES TR LEHMAN 3-7 YR | 2.82% | 1.13M | $127.9M | +2.50%(+27.45K) | $118.91(-3.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.04% | +48.31% | +5.61% | +31.35% |
| Top 20 Holdings Unweighted | +11.67% | +39.27% | +4.55% | +24.93% |
Westend Advisors LLC reports $4.53B in US-listed equity holdings across 427 positions in its most recent 13F filing. Its largest disclosed positions are XLK (14.4%), IEUR (8.0%) and XLC (7.7%). The top 20 holdings account for 84.1% of reported assets. Its disclosed equity book has returned +48.31% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westend Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1351731). View Westend Advisors LLC’s 13F filings on SEC