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WestEnd Advisors, LLC - Portfolio Stock Holdings

WestEnd Advisors, LLC disclosed 434 stock positions in a recent SEC 13F filing. $4,534,649,187 of stock holdings were filed, with the largest holdings including XLK, IEUR, and XLC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,868,015,699 and has 29 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

434

Est. Stock Holding Value:

$4,534,649,187

Top Stock Holdings By Sector

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Portfolio Stock Holdings - WestEnd Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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