Westend Advisors, LLC
WestEnd Advisors, LLC is a registered investment adviser founded in 2004 and headquartered in Charlotte, North Carolina. The firm specializes in third-party ETF model strategies, serving financial advisors with turnkey core model allocation solutions aimed at providing holistic investment options and complementary sources of alpha. As of December 2021, WestEnd operates as an autonomous franchise of Victory Capital Holdings, Inc. The firm is regulated by the SEC, employs 28 people, and provides discretionary investment management services to a diverse client base including individuals, pension plans, charitable organizations, government entities, and corporations.
Investment Strategy
WestEnd Advisors offers turnkey, core model allocation strategies that primarily use ETFs and focus on active, top-down asset allocation. Their approach leverages macroeconomic analysis to identify sector rotation opportunities, seeking to deliver both holistic investment solutions and complementary sources of alpha for financial advisors. They primarily serve as a model strategist and emphasize providing diversified, risk-managed portfolios that adapt to changing market conditions through thoughtful allocation and sector selection.
Latest 13F Filing Activity
Westend Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 386 equity positions with a total 13F market value of $4B. The fund increased holdings in Ishares TR GLDM Sachs Tec, Select Sector SPDR TR Sbi Int-, S and P Global Inc. among other positions. Westend Advisors, LLC reduced exposure to Ishares N American Tech Soft, Select Sector SPDR TR Sbi Heal, Select Sector SPDR TR Sbi Int- among others.
Top Holdings
Equity Positions (386)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR SBI INT- | 11.93% | $510.3M | 1,810,509 | $137.44 | $281.86 | -$36.1M |
X XLC | SELECT SECTOR SPDR TR COMMUNIC | 8.08% | $345.5M | 2,919,133 | $78.21 | $118.37 | +$16.0M |
X XLF | SELECT SECTOR SPDR TR SBI INT- | 7.73% | $330.8M | 6,140,116 | $44.35 | $53.87 | +$17.5M |
X XLV | SELECT SECTOR SPDR TR SBI HEAL | 6.64% | $284.1M | 2,041,262 | $123.62 | $139.17 | -$69.7M |
V VEU | VANGUARD INTL EQUITY INDEX F A | 6.36% | $271.8M | 3,808,858 | $56.28 | $71.37 | +$4.5M |
Industry Allocation
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