WestEnd Advisors, LLC holds a focused book of 391 stocks worth $4.1B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened State Street SPDR S&P Global and trimmed SS Financial Select Sector. Their largest long position is SS Technology Select Sector at 10% of the equity book. Cloning the disclosed picks since 2013 would be +267% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1351731/holdings"
Use Arkolith to show WestEnd Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +273.3%, a 6.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning WestEnd Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR Sbi Int- Common Stock | $428.4M | 3.22M | 10.3% | ▲+1.5% Added · +49K sh | |
| 2 | Select Sector SPDR TR Sbi Int- Common Stock | $383.3M | 7.76M | 9.3% | ▼−2.5% Reduced · −196K sh | |
| 3 | Select Sector SPDR TR Communic Common Stock | $314.7M | 2.84M | 7.6% | ▲+1.9% Added · +53K sh | |
| 4 | Vanguard Intl Equity Index F A Common Stock | $285.1M | 3.80M | 6.9% | ▲+1.5% Added · +55K sh | |
| 5 | Select Sector SPDR TR Common Stock | $275.4M | 1.88M | 6.6% | ▲+1.7% Added · +31K sh | |
| 6 | Ishares TR Core Msci Euro Common Stock | $270.1M | 3.84M | 6.5% | ▲+382% Added · +3.0M sh | |
| 7 | Select Sector SPDR TR Sbi Cons Common Stock | $231.9M | 2.83M | 5.6% | ▲+2.5% Added · +69K sh | |
| 8 | Ishares TR Lehman 3-7 Yr Common Stock | $143.0M | 1.21M | 3.5% | ▲+2.8% Added · +33K sh | |
| 9 | Ishares TR Sandp Smlcap 600 Common Stock | $116.5M | 937.3K | 2.8% | ▲+2.4% Added · +22K sh | |
| 10 | Vanguard Scottsdale FDS SHRT-T Common Stock | $115.5M | 1.46M | 2.8% | ▲+2.8% Added · +40K sh | |
| 11 | Select Sector SPDR TR Sbi Int- Common Stock | $110.8M | 2.41M | 2.7% | ▲+2.3% Added · +54K sh | |
| 12 | Ishares TR Ishares Biotech Common Stock | $109.4M | 648.1K | 2.6% | ▲+2.9% Added · +18K sh | |
| 13 | Select Sector SPDR TR Sbi Cons Common Stock | $102.1M | 936.4K | 2.5% | ▲+0.9% Added · +9K sh | |
| 14 | Ishares TR GLDM Sachs Tec Common Stock | $99.1M | 836.0K | 2.4% | ▲+1.5% Added · +12K sh | |
| 15 | Ishares TR 20 Yr TRS BD Common Stock | $81.8M | 943.4K | 2.0% | ▲+5.9% Added · +52K sh | |
| 16 | Ishares TR 7-10 Yr TRS BD Common Stock | $74.4M | 779.6K | 1.8% | ▲+3.0% Added · +23K sh | |
| 17 | Vanguard Scottsdale FDS Int-Te Common Stock | $59.2M | 715.8K | 1.4% | ▲+3.0% Added · +21K sh | |
| 18 | Nvidia Corp Common Stock | $57.2M | 327.8K | 1.4% | ▼−4.4% Reduced · −15K sh | |
| 19 | Vanguard Intl Equity Index F P Common Stock | $56.2M | 574.7K | 1.4% | ▼−68% Reduced · −1.2M sh | |
| 20 | Ishares Inc Emkts Asia Idx Common Stock | $55.3M | 577.4K | 1.3% | ▼−66% Reduced · −1.1M sh | |
| 21 | Apple Inc Com Common Stock | $47.4M | 186.7K | 1.1% | ▼−4.7% Reduced · −9K sh | |
| 22 | Walmart Inc Common Stock | $41.1M | 330.3K | 1.0% | ▼−19% Reduced · −78K sh | |
| 23 | Chubb Limited Com Common Stock | $40.6M | 124.7K | 1.0% | ▼−4.8% Reduced · −6K sh | |
| 24 | Thermo Fisher Scientific Inc C Common Stock | $40.6M | 82.6K | 1.0% | ▼−5.7% Reduced · −5K sh | |
| 25 | Amazon Com Inc Common Stock | $40.6M | 194.9K | 1.0% | ▼−4.7% Reduced · −10K sh | |
| 26 | TJX Cos Inc Common Stock | $40.4M | 252.7K | 1.0% | ▼−13% Reduced · −38K sh | |
| 27 | J P Morgan Chase And Co Common Stock | $40.1M | 136.3K | 1.0% | ▼−16% Reduced · −25K sh | |
| 28 | Alphabet Inc Cap STK CL A Common Stock | $39.9M | 138.6K | 1.0% | ▼−24% Reduced · −45K sh | |
| 29 | Mastercard Incorporated CL A Common Stock | $39.8M | 79.6K | 1.0% | ▲+3.0% Added · +2K sh | |
| 30 | Microsoft Corp Common Stock | $39.8M | 107.4K | 1.0% | ▲+10% Added · +10K sh | |
| 31 | Salesforce Inc Com Common Stock | $39.3M | 210.8K | 1.0% | ▲+46% Added · +66K sh | |
| 32 | Texas Instrs Inc Common Stock | $39.1M | 201.3K | 0.9% | ▼−11% Reduced · −25K sh | |
| 33 | Medtronic PLC SHS Common Stock | $38.4M | 443.2K | 0.9% | ▼−5.0% Reduced · −23K sh | |
| 34 | Pepsico Inc Common Stock | $38.3M | 246.7K | 0.9% | ▲+6.6% Added · +15K sh | |
| 35 | Meta Platforms Inc CL A Common Stock | $37.5M | 65.5K | 0.9% | ▲+14% Added · +8K sh | |
| 36 | Intuit Common Stock | $35.1M | 81.3K | 0.8% | ▲+39% Added · +23K sh | |
| 37 | S And P Global Inc Common Stock | $34.1M | 80.1K | 0.8% | ▲+7.9% Added · +6K sh | |
| 38 | T-Mobile US Inc Common Stock | $29.0M | 138.2K | 0.7% | ▼−4.3% Reduced · −6K sh | |
| 39 | Regeneron Pharmaceuticals Common Stock | $19.8M | 25.6K | 0.5% | ▲4k× Added · +26K sh | |
| 40 | Qualcomm Inc Common Stock | $16.7M | 130.0K | 0.4% | ▼−6.0% Reduced · −8K sh | |
| 41 | State STR SPDR SNP 500 ETF TR Common Stock | $16.6M | 25.6K | 0.4% | ▼−14% Reduced · −4K sh | |
| 42 | Ishares TR Msci Acwi Indx Common Stock | $9.5M | 68.5K | 0.2% | ▲+519% Added · +57K sh | |
| 43 | Ishares TR SNP GRWTH All Common Stock | $5.2M | 80.1K | 0.1% | ▲+60% Added · +30K sh | |
| 44 | Ishares Russell 1000 ETF Common Stock | $376K | 1.1K | 0.0% | ▼−9.7% Reduced · −113 sh | |
| 45 | Ishares TR Msci India Idx Common Stock | $258K | 5.5K | 0.0% | ▲+37% Added · +1K sh | |
| 46 | Ishares Inc Msci Cda Index Common Stock | $254K | 4.6K | 0.0% | ▲+30% Added · +1K sh | |
| 47 | Ishares Inc Msci Tiw ETF New Common Stock | $230K | 3.2K | 0.0% | ▲+51% Added · +1K sh | |
| 48 | Global X FDS GLB X MLP Enrg I Common Stock | $205K | 2.8K | 0.0% | ▲+105% Added · +1K sh | |
| 49 | Ishares Inc Msci S Korea Common Stock | $203K | 1.7K | 0.0% | ▲+39% Added · +468 sh | |
| 50 | Ishares Core S&P 500 ETF Common Stock | $183K | 280 | 0.0% | ▲+97% Added · +138 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 391 | $4.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 390 | $4.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 390 | $4.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 367 | $4.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 362 | $3.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 341 | $3.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 399 | $4.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 367 | $3.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 355 | $3.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 18, 2024 | 301 | $3.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 301 | $3.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 21, 2023 | 42 | $3.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 28, 2023 | 312 | $3.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 311 | $3.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 27, 2022 | 323 | $3.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 28, 2022 | 308 | $3.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 26, 2022 | 331 | $3.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 387 | $3.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 383 | $3.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 15, 2021 | 379 | $3.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 27, 2021 | 54 | $2.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 28, 2021 | 55 | $2.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 22, 2020 | 55 | $1.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 22, 2020 | 56 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.