StockDriftsStockDriftsTop 50 WestEnd Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR SBI INT- | 14.27% | 3.36M | $640.2M | +4.25%(+136.90K) | $70.26(+171.46%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR SBI INT- | 10.35% | 8.66M | $464.4M | +11.57%(+898.40K) | $45.95(+26.47%) | 2026-06-30 | |
| IEUR | ISHARES TR CORE MSCI EURO | 8.11% | 4.84M | $364.0M | +25.96%(+998.02K) | $67.22(+16.50%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 6.9% | 1.95M | $309.4M | +3.82%(+71.75K) | $124.33(+34.57%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F A | 6.71% | 3.60M | $301.1M | -5.29%(-201.01K) | $56.07(+53.63%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR COMMUNIC | 5.26% | 2.20M | $236.0M | -22.39%(-635.56K) | $77.44(+45.85%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT-T | 3.42% | 1.94M | $153.6M | +33.39%(+486.40K) | $78.46(+0.22%) | 2026-06-30 | |
| TLT | ISHARES TR 20 YR TRS BD | 3.33% | 1.73M | $149.3M | +83.10%(+783.94K) | $96.25(-15.30%) | 2026-06-30 | |
| IEI | ISHARES TR LEHMAN 3-7 YR | 2.88% | 1.10M | $129.2M | -8.78%(-105.89K) | $119.00(-2.00%) | 2026-06-30 | |
| IJR | ISHARES TR SANDP SMLCAP 600 | 2.8% | 847.2K | $125.7M | -9.60%(-90.02K) | $119.57(+25.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.81% | +43.58% | +5.46% | +30.43% |
| Top 20 Holdings Unweighted | +11.45% | +38.43% | +4.52% | +24.71% |
WestEnd Advisors, LLC reports $4.49B in US-listed equity holdings across 408 positions in its most recent 13F filing. Its largest disclosed positions are XLK (14.3%), XLF (10.3%) and IEUR (8.1%). The top 20 holdings account for 85.57% of reported assets. Its disclosed equity book has returned +43.58% on a three-year cumulative basis. Figures reflect the Q2 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