Q2 2026 13F · SEC CIK 1483467

Westover Capital Advisors, LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $601.9M
Reported positions: 240
Top holdings a year, 3 yrs: +20.6%
Assets under management: $652.9M

Westover Capital Advisors, LLC is a wealth manager that reported 240 positions worth $601.9M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Apple Inc (AAPL, 5.5%), Alphabet Inc (GOOGL, 5.0%), Nvidia Corporation Com (NVDA, 4.9%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Westover Capital Advisors, LLC holdings largest 50 of 240 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Westover Capital Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.5%	5.3%	114,637	+1.1%	$33.2M
GOOGLAlphabet Inc	5.0%	4.5%	84,614	-0.1%	$30.2M
NVDANvidia Corporation Com	4.9%	4.7%	146,961	+0.4%	$29.4M
AVGOBroadcom Inc	3.1%	2.9%	49,947	-0.3%	$18.9M
AMZNAmazon Com Inc Com	3.0%	2.8%	75,506	+2.2%	$18.0M
GLDSpdr Gold Shares	2.7%	3.6%	44,336	-2.6%	$16.3M
FNDFSchwab Strategic Tr	2.5%	2.6%	285,332	+0.4%	$15.1M
MSFTMicrosoft Corp	2.5%	2.7%	40,093	-0.1%	$15.0M
PANWPalo Alto Networks Inc	2.3%	1.3%	40,857	-5.3%	$13.9M
JPMJpmorgan Chase & Co	2.2%	2.3%	40,663	-3.9%	$13.3M
CLSCelestica Inc	2.0%	1.8%	33,788	-4.3%	$12.3M
SCHOSchwab Short-Term U.S. Treasury ETF	2.0%	2.2%	507,206	+0.7%	$12.2M
GSGoldman Sachs Group Inc	2.0%	1.9%	12,087	-0.7%	$12.2M
MBBIshares Tr	1.9%	2.1%	122,526	+2.4%	$11.6M
TSMTaiwan Semiconductor Manufac	1.9%	1.4%	24,005	+7.0%	$11.5M
USIGiShares Broad USD Invm Grd Cor	1.9%	2.1%	217,402	-1.2%	$11.2M
SCHPSchwab Strategic Tr	1.8%	2.0%	418,819	+3.8%	$11.1M
JAAAJanus Detroit Str Tr	1.6%	1.7%	191,266	+4.5%	$9.7M
VRPInvesco Exch Traded Fd Tr II	1.6%	1.7%	385,907	+0.8%	$9.4M
KLACKla Corp	1.4%	0.8%	27,770	+866.9%	$8.4M
COSTCostco Whsl Corp New	1.1%	1.3%	7,331	+2.4%	$6.9M
FNDESchwab Fundamental Emerging Markets Equi	1.1%	1.1%	164,701	+3.1%	$6.5M
NFLXNetflix Inc Total	1.1%	1.7%	91,108	-2.4%	$6.5M
VSTVistra Corp Com	1.0%	1.1%	39,002	-4.0%	$6.2M
SPSBSpdr Series Trust	1.0%	1.1%	202,234	+0.2%	$6.1M
WMTWalmart Inc	0.9%	1.1%	50,238	+1.8%	$5.7M
ASMLAsml Hldg NV	0.9%	0.7%	2,778	+2.9%	$5.5M
EMEEmcor Group Inc	0.9%	0.9%	6,603	-3.7%	$5.5M
GDXVaneck Gold Miners ETF	0.9%	1.3%	72,262	-4.7%	$5.5M
WELLWelltower Inc	0.9%	0.9%	23,389	-0.3%	$5.3M
GDGeneral Dynamics Corp	0.8%	0.8%	14,451	+9.3%	$5.1M
METAMeta Platforms Inc Class A	0.8%	0.9%	8,956	-0.3%	$5.0M
CATCaterpillar Inc Com	0.8%	0.6%	4,676	+0.0%	$5.0M
EXELExelixis Inc	0.8%	0.7%	91,034	+2.3%	$5.0M
AMATApplied Matls Inc	0.8%	—	6,668	—	$4.8M
IAUIshares Gold Trust	0.8%	1.0%	62,895	+1.4%	$4.7M
XOMExxon Mobil Corp	0.8%	1.1%	34,367	-1.1%	$4.7M
MUBIshares National Muni Bond ETF	0.8%	0.8%	42,965	-0.1%	$4.6M
LLYLilly Eli & Co	0.7%	0.6%	3,728	+2.0%	$4.5M
CORCencora Inc Com	0.6%	0.8%	13,565	-4.8%	$3.8M
DEDeere & Co Com	0.6%	0.6%	5,817	+0.0%	$3.7M
GLWCorning Inc.	0.6%	—	14,430	—	$3.7M
HESMHess Midstream LP	0.6%	0.7%	96,913	+1.0%	$3.6M
LRCXLam Research Corp	0.6%	—	8,232	—	$3.6M
ENSGEnsign Group Inc	0.6%	0.8%	21,938	-3.6%	$3.5M
GOOGAlphabet Inc	0.5%	0.5%	9,361	+8.3%	$3.3M
PWRQuanta Svcs Inc Com	0.5%	0.5%	4,513	-4.2%	$3.2M
FTDRFrontdoor Inc	0.5%	—	40,795	—	$3.2M
IBOCInternational Bancshares Cor	0.5%	0.5%	41,517	-2.8%	$3.2M
SPLGSpdr Series Trust	0.5%	0.5%	34,647	-6.8%	$3.0M

What Westover Capital Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.8% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: +10.0% /yr; S&P 500 +10.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$601.9M	240
Q1 2026	$543.4M	235
Q4 2025	$549.4M	230
Q3 2025	$540.7M	217
Q2 2025	$500.3M	224
Q1 2025	$450.2M	232
Q4 2024	$454.4M	237
Q3 2024	$520.3M	243
Q2 2024	$388.2M	213
Q1 2024	$341.7M	183
Q4 2023	$307.3M	171
Q3 2023	$276.0M	173

Questions about Westover Capital Advisors, LLC's portfolio

What stocks does Westover Capital Advisors, LLC own?

Westover Capital Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 240 positions worth $601.9M. The largest are Apple Inc (AAPL) at 5.5%, Alphabet Inc (GOOGL) at 5.0%, Nvidia Corporation Com (NVDA) at 4.9%, Broadcom Inc (AVGO) at 3.1% and Amazon Com Inc Com (AMZN) at 3.0%.

What did Westover Capital Advisors, LLC buy last quarter?

In Q2 2026, Westover Capital Advisors, LLC added Kla Corp (KLAC) (+866.9% shares), General Dynamics Corp (GD) (+9.3% shares) and Alphabet Inc (GOOG) (+8.3% shares), compared with its Q1 2026 filing.

What did Westover Capital Advisors, LLC sell last quarter?

In Q2 2026, Westover Capital Advisors, LLC cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Caseys Gen Stores Inc (CASY), cut from its top 50 Lowes Cos Inc (LOW), cut from its top 50 US Foods Hldg Corp (USFD), Spdr Series Trust (SPLG) (-6.8% shares) and Palo Alto Networks Inc (PANW) (-5.3% shares), compared with its Q1 2026 filing.

How has Westover Capital Advisors, LLC's portfolio performed?

A portfolio copying Westover Capital Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.8% against +20.1%. Over 5 years: +10.0% a year against +10.4%.

When is Westover Capital Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Westover Capital Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Westover Capital Advisors, LLC manage?

Westover Capital Advisors, LLC reported $652.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $601.9M.