Westover Capital Advisors, LLC

CIK 0001483467 · WILMINGTON, DE · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Westover Capital Advisors, LLC reported 240 positions worth $601.9M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AAPL (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$601.9M
2026 Q2
Positions
240
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.8%
Est. Net Flow (Q)
2026 Q2
10 / 240 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$33.2M5.51%114,637
2GOOGLALPHABET INCSH$30.2M5.02%84,614
3NVDANVIDIA CORPORATIONSH$29.4M4.89%146,961
4AVGOBROADCOM INCSH$18.9M3.13%49,947
5AMZNAMAZON COM INCSH$18.0M2.99%75,506
6GLDSPDR GOLD TRSH$16.3M2.71%44,336
7FNDFSCHWAB STRATEGIC TRSH$15.1M2.50%285,332
8MSFTMICROSOFT CORPSH$15.0M2.48%40,093
9PANWPALO ALTO NETWORKS INCSH$13.9M2.31%40,857
10JPMJPMORGAN CHASE & COSH$13.3M2.21%40,663

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Westover Capital Advisors, LLC hold as of Q2 2026?

Westover Capital Advisors, LLC reported 240 positions worth $601.9M in its Q2 2026 13F filing. Largest positions: AAPL (5.5%), GOOGL (5.0%), NVDA (4.9%), AVGO (3.1%) and AMZN (3.0%).

What did Westover Capital Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Westover Capital Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.