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Portfolio (Quarterly) Guide ↗

WestEnd Advisors, LLC

· CIK 0001351731
13F Portfolio $4.5B AUM 408 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 408 New
Page 3 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLP SELECT SECTOR SPDR TR SBI CONS 26,712.0 $2.2M 0.05% NEW $83.07 +4.2%
42 EEMA ISHARES INC EMKTS ASIA IDX 15,107.0 $1.8M 0.04% NEW $116.96 -0.7%
43 ACWI ISHARES TR MSCI ACWI INDX 9,745.0 $1.5M 0.03% NEW $156.97 +2.6%
44 AOR ISHARES TR SNP GRWTH ALL 13,551.0 $942K 0.02% NEW $69.50 +0.8%
45 WMT WALMART INC Consumer Defensive 7,245.0 $821K 0.02% NEW $113.26 -7.0%
46 IVV ISHARES CORE S&P 500 ETF 1,050.0 $786K 0.02% NEW $748.82 +2.8%
47 VCIT VANGUARD SCOTTSDALE FDS INT-TE 7,796.0 $644K 0.01% NEW $82.66 -1.3%
48 IWB ISHARES RUSSELL 1000 ETF 1,045.0 $428K 0.01% NEW $409.50 +2.5%
49 MLPX GLOBAL X FDS GLB X MLP ENRG I 2,571.0 $189K 0.00% NEW $73.66 +0.3%
50 EWT ISHARES INC MSCI TIW ETF NEW 1,601.0 $174K 0.00% NEW $108.61 -3.0%
51 EWY ISHARES INC MSCI S KOREA 846.0 $171K 0.00% NEW $201.90 -10.8%
52 XLI SELECT SECTOR SPDR TR SBI INT- 837.0 $155K 0.00% NEW $185.23 -3.7%
53 INDA ISHARES TR MSCI INDIA IDX 2,981.0 $147K 0.00% NEW $49.39 +1.7%
54 DBB INVESCO DB MLTI SECTR CMMTY BA Financial Services 4,868.0 $117K 0.00% NEW $24.10 +6.7%
55 DBE INVESCO DB MLTI SECTR CMMTY EN Financial Services 4,023.0 $105K 0.00% NEW $26.22 +19.9%
56 EWC ISHARES INC MSCI CDA INDEX 1,826.0 $105K 0.00% NEW $57.64 +8.7%
57 GNR SPDR INDEX SHS FDS GLB NAT RES 1,477.0 $99K 0.00% NEW $67.31 +17.4%
58 GLDM WORLD GOLD TR SPDR GLD MINIS Financial Services 1,114.0 $88K 0.00% NEW $79.42 +16.3%
59 WELL WELLTOWER INC Real Estate 295.0 $67K 0.00% NEW $226.71 +6.4%
60 UNH UNITEDHEALTH GROUP INC Healthcare 156.0 $65K 0.00% NEW $415.86 -4.6%
Page 3 of 21  ·  408 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 21.9%
Communication Services 12.9%
Healthcare 10.4%
Consumer Cyclical 10.1%
Industrials 5.5%
Consumer Defensive 4.1%
Utilities 0.0%
Basic Materials 0.0%
Energy 0.0%