Westend Capital Management, LLC
All 13F Filings
- Location
- Sausalito, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 356,852
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 238 | 356,852 | 13F-HR | Westend Capital Management, LLC |
| Q3 2025 | 10/17/2025 | 254 | 343,228 | 13F-HR | Westend Capital Management, LLC |
| Q2 2025 | 7/14/2025 | 228 | 324,634 | 13F-HR | Westend Capital Management, LLC |
| Q1 2014 | 5/15/2014 | 47 | 84,184 | 13F-HR | Westend Capital Management LLC |
| Q4 2013 | 2/18/2014 | 89 | 93,179 | 13F-HR | Westend Capital Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 351.3 K | 98.4% | 12.9 K | 0 | 12.9 K |
| ETFs | 5.57 K | 1.6% | 717 | 0 | 717 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
356,852
Holdings
238
QoQ value change ($000)
13,624
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.