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WestEnd Advisors, LLC - Portfolio Stock Holdings

WestEnd Advisors, LLC disclosed 445 stock positions in a recent SEC 13F filing. $4,485,182,189 of stock holdings were filed, with the largest holdings including XLK, XLF, and IEUR. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.

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:

June 30, 2026

No. of Stocks:

445

Est. Stock Holding Value:

$4,485,182,189

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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