13F filer

WestEnd Advisors

As of Sep 30, 2026 Filed Oct 27, 2026 CIK 1351731 SEC filings ↗

13F Value

$4.53B

Positions

427

Top Position

XLK14.4%

Top 5

43.5%

Latest filing changes

vs Jun 30, 2026

1 XLU State Street(R) Utilities Select Sector SPDR(R) ETF +113.2%+$115.7M

2 XLC State Street(R) Communication Services Select Sector SPDR(R) ETF +43.5%+$106.3M

3 AVGO Broadcom >999%+$28.6M

4 LIN Linde >999%+$27.6M

5 AOR iShares Core 60/40 Balanced Allocation ETF >999%+$22.3M

Holdings427

#
1	XLK State Street(R) Technology Select Sector SPDR(R) ETF	14.4%	$655.2M	-0.4%	3.35M	14.3%	ETF
2	IEUR iShares Core MSCI Europe ETF	8.0%	$363.6M	+1.9%	4.93M	8.1%	ETF
3	XLC State Street(R) Communication Services Select Sector SPDR(R) ETF	7.7%	$350.8M	+43.5%	3.16M	5.3%	ETF
4	VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares	6.8%	$307.2M	+3.0%	3.70M	6.7%	ETF
5	XLV State Street(R) Health Care Select Sector SPDR(R) ETF	6.5%	$294.6M	-10.3%	1.75M	6.9%	ETF
6	XLF State Street(R) Financial Select Sector SPDR(R) ETF	5.3%	$238.9M	-48.3%	4.47M	10.4%	ETF
7	XLU State Street(R) Utilities Select Sector SPDR(R) ETF	4.8%	$217.9M	+113.2%	5.53M	2.6%	ETF
8	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	3.4%	$153.2M	+2.1%	1.98M	3.4%	ETF
9	TLT iShares 20+ Year Treasury Bond ETF	2.8%	$128.3M	-4.5%	1.65M	3.3%	ETF
10	IEI iShares 3-7 Year Treasury Bond ETF	2.8%	$127.9M	+2.5%	1.13M	2.9%	ETF
11	IJR iShares Core S&P Small-Cap ETF	2.7%	$122.2M	+6.1%	898.6K	2.8%	ETF
12	IGM iShares Expanded Tech Sector ETF	2.6%	$119.7M	-0.9%	708.1K	2.6%	ETF
13	XLB State Street(R) Materials Select Sector SPDR(R) ETF	2.6%	$119.2M	+9.8%	2.45M	2.5%	ETF
14	IBB iShares Biotechnology ETF	2.6%	$118.7M	-14.1%	563.6K	2.8%	ETF
15	XLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	2.6%	$117.7M	+5.4%	1.08M	2.7%	ETF
16	IYT iShares U.S. Transportation ETF	2.6%	$116.7M	+7.4%	1.49M	2.7%	ETF
17	IEF iShares 7-10 Year Treasury Bond ETF	1.7%	$78.8M	+3.5%	882.6K	1.8%	ETF
18	NVDA NVIDIA	1.5%	$66.7M	+0.1%	292.2K	1.3%	Common Stock
19	VPL Vanguard Pacific Stock Index Fund — ETF Shares	1.4%	$63.6M	+5.3%	548.9K	1.3%	ETF
20	MSFT Microsoft	1.1%	$52.0M	+3.3%	101.5K	0.8%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing9

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.