CIK 1331997
Westend Capital Management, LLC
Institutional 13F holdings & portfolio
Holdings
238
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 238
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 267 | $100K–$500K | SH |
| DVY | ISHARES DJ SELECT DIVIDEND | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 840 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP COM | 3K | $100K–$500K | SH |
| TEX | TEREX CORP NEW COM | 3K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 825 | $100K–$500K | SH |
| SHEL | ROYAL DUTCH SHELL PLC-ADR | 2K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 218 | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 395 | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 913 | $100K–$500K | SH |
| WPC | WP CAREY INC COM | 2K | $100K–$500K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 2K | $100K–$500K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | 1K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 250 | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND COM | 3K | $100K–$500K | SH |
| ECH | ISHARES MSCI CHILE ETF | 3K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 345 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 2K | $100K–$500K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 1K | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 419 | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 535 | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 194 | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC COM | 1K | $50K–$100K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 519 | $50K–$100K | SH |
| SNOY | YIELDMAX SNOW OPTION INCOME STRATEGY ETF | 8K | $50K–$100K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 4K | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW COM | 551 | $50K–$100K | SH |
| PEP | PEPSICO INC COM | 574 | $50K–$100K | SH |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 3K | $50K–$100K | SH |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 2K | $50K–$100K | SH |
| WMT | WALMART INC COM | 630 | $50K–$100K | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 503 | $50K–$100K | SH |
| ORCL | ORACLE CORPORATION | 356 | $50K–$100K | SH |
| QQQ | POWERSHARES QQQ TR | 109 | $50K–$100K | SH |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | 3K | $50K–$100K | SH |
| COP | CONOCOPHILLIPS COM | 660 | $50K–$100K | SH |
| SPXL | DIREXION DAILY S&P 500 BULL 3X SHARES | 275 | $50K–$100K | SH |
| WMB | WILLIAMS COS INC COM | 979 | $50K–$100K | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 471 | $50K–$100K | SH |
| DX | DYNEX CAPITAL INC | 4K | $50K–$100K | SH |
| ETN | EATON CORP PLC SHS | 166 | $50K–$100K | SH |
| VO | VANGUARD MID-CAP ETF | 175 | $50K–$100K | SH |
| XMTR | XOMETRY INC CLASS A COM | 750 | $15K–$50K | SH |
| VV | VANGUARD LARGE-CAP ETF | 141 | $15K–$50K | SH |
| DAVE | DAVE INC CLASS A COM NEW | 200 | $15K–$50K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 489 | $15K–$50K | SH |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 1K | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 230 | $15K–$50K | SH |
| KR | KROGER CO COM | 612 | $15K–$50K | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 285 | $15K–$50K | SH |