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CIK: 0001351731
Total reported value
$4.5B
$4.5B
391 檔
37.6%
According to the latest 13F quarterly dataset, WestEnd Advisors, LLC managed an equity portfolio of $4.5B at the end of Q1 2026, spanning 391 distinct U.S. exchange-listed positions.
WestEnd Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 6 holdings and trimming 32 positions.
Showing top 200 holdings (of 391 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 10.34% | +3.93% | +1.53% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 9.25% | +1.10% | -2.46% | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 7.60% | -2.34% | +1.90% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.88% | -0.17% | +1.46% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 6.65% | +0.25% | +1.70% | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 6.52% | +1.59% | +382.40% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 5.60% | -5.55% | +2.50% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.45% | -0.57% | +2.80% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.81% | -0.01% | +2.40% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.79% | +0.63% | +2.83% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.67% | -0.05% | +2.31% | |
| 12 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.64% | +0.14% | +2.93% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.46% | +0.22% | +0.92% | |
| 14 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.39% | +0.22% | +1.50% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.97% | +1.36% | +5.88% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.80% | — | +2.98% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.43% | -1.42% | +2.97% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | -0.08% | -4.42% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.36% | -0.02% | -67.77% | |
| 20 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 1.33% | -1.29% | -65.88% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.05% | -4.71% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.97% | -19.19% | |
| 23 | CB | Chubb Limited | Stock-Financials | 0.98% | -0.14% | -4.76% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.19% | -5.74% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.05% | -4.67% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.97% | -0.21% | -13.09% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.08% | -15.63% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.03% | -24.35% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.96% | -0.15% | +3.02% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.14% | +10.12% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.95% | -0.35% | +45.54% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.94% | +0.26% | -11.04% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.93% | -0.26% | -4.97% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.27% | +6.61% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.21% | +14.24% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.85% | -0.47% | +38.92% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.82% | -0.21% | +7.92% | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.70% | -0.24% | -4.26% | |
| 39 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.48% | -0.21% | +365800.00% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.08% | -6.02% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.10% | -14.24% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.23% | -0.20% | +518.91% | |
| 43 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.12% | -0.10% | +60.34% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.01% | — | -9.67% | |
| 45 | INDA | Ishares Msci India ETF | ETF-Other | 0.01% | -0.01% | +37.03% | |
| 46 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.01% | -0.01% | +30.30% | |
| 47 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.01% | -0.01% | +51.12% | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-Other | — | — | +104.79% | |
| 49 | EWY | Ishares Msci South Korea ETF | ETF-Other | — | — | +39.46% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | — | +0.02% | +97.18% |
According to official SEC Form 13F filings, WestEnd Advisors, LLC reported a total U.S. public equity portfolio value of $4.5B across 391 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, XLF, XLC) accounted for 37.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
GNR
市值: $107.1K
Top Position Liquidated / Trimmed
EWJ
前期市值: $328.5K
During Q1 2026, WestEnd Advisors, LLC's top holdings by market value included XLK (10.3%)、XLF (9.3%)、XLC (7.6%). The largest single position, XLK, represented 10.3% of total portfolio value.
In Q1 2026, WestEnd Advisors, LLC made 83 total portfolio adjustments, initiating 9 new buys, adding to 36 positions, trimming 32 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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