Q3 2026 13F · SEC CIK 1483467

Westover Capital Advisors, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $615.7M
Reported positions: 244
Top holdings a year, 3 yrs: +20.6%
Assets under management: $652.9M

Westover Capital Advisors, LLC is a wealth manager that reported 244 positions worth $615.7M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Apple Inc (AAPL, 6.2%), Nvidia Corporation (NVDA, 5.6%), Alphabet Inc (GOOGL, 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 244 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	6.2%	5.5%	114,760	+0.1%	$38.2M
NVDANvidia Corporation	5.6%	4.9%	150,167	+2.2%	$34.3M
GOOGLAlphabet Inc	4.9%	5.0%	88,151	+4.2%	$30.3M
MSFTMicrosoft Corp	3.3%	2.5%	39,275	-2.0%	$20.1M
AMZNAmazon Com Inc	3.2%	3.0%	79,362	+5.1%	$19.8M
AVGOBroadcom Inc	2.9%	3.1%	50,069	+0.2%	$17.6M
GLDSpdr Gold Tr	2.7%	2.7%	43,657	-1.5%	$16.6M
FNDFSchwab Strategic Tr	2.6%	2.5%	294,366	+3.2%	$15.8M
PANWPalo Alto Networks Inc	2.5%	2.3%	39,513	-3.3%	$15.7M
JPMJpmorgan Chase & Co	2.3%	2.2%	42,796	+5.2%	$14.2M
CLSCelestica Inc	1.9%	2.0%	32,972	-2.4%	$11.9M
TSMTaiwan Semiconductor Manufac	1.9%	1.9%	26,033	+8.4%	$11.9M
VGSHVanguard Scottsdale Fds	1.9%	—	201,797	—	$11.6M
GSGoldman Sachs Group Inc	1.8%	2.0%	12,282	+1.6%	$11.1M
MBBIshares Tr	1.8%	1.9%	120,866	-1.4%	$10.8M
JAAAJanus Detroit Str Tr	1.7%	1.6%	208,416	+9.0%	$10.5M
SCHPSchwab Strategic Tr	1.7%	1.8%	413,151	-1.4%	$10.4M
VCITVanguard Scottsdale Fds	1.6%	—	129,603	—	$10.1M
VRPInvesco Exch Traded Fd Tr II	1.6%	1.6%	416,172	+7.8%	$9.9M
FNDESchwab Strategic Tr	1.2%	1.1%	178,334	+8.3%	$7.5M
METAMeta Platforms Inc	1.1%	0.8%	9,640	+7.6%	$7.0M
COSTCostco Wholesale Corporation	1.1%	1.1%	7,291	-0.5%	$6.6M
CATCaterpillar Inc	1.0%	0.8%	7,953	+70.1%	$6.4M
XOMExxonmobil Holdings Corp	1.0%	—	37,574	—	$6.1M
NFLXNetflix Inc.	1.0%	1.1%	87,059	-4.4%	$6.1M
LLYEli Lilly & Co	1.0%	0.7%	5,147	+38.1%	$6.0M
VCSHVanguard Scottsdale Fds	0.9%	—	71,045	—	$5.5M
VSTVistra Corp	0.9%	1.0%	38,752	-0.6%	$5.4M
EXELExelixis Inc	0.9%	0.8%	90,996	-0.0%	$5.3M
WELLWelltower Inc	0.8%	0.9%	22,450	-4.0%	$5.2M
ASMLAsml Hldg NV	0.8%	0.9%	2,853	+2.7%	$5.2M
KLACKla Corp	0.8%	1.4%	26,361	-5.1%	$5.1M
GDGeneral Dynamics Corp	0.8%	0.8%	15,268	+5.7%	$5.1M
WMTWalmart Inc	0.8%	0.9%	48,592	-3.3%	$5.0M
IAUIshares Gold Tr	0.8%	0.8%	62,930	+0.1%	$4.9M
VTEBVanguard Mun Bd Fds	0.7%	—	96,050	—	$4.5M
DEDeere & Co	0.6%	0.6%	5,924	+1.8%	$4.0M
EMEEmcor Group Inc	0.6%	0.9%	5,190	-21.4%	$3.9M
FTDRFrontdoor Inc	0.6%	0.5%	52,499	+28.7%	$3.8M
TMOThermo Fisher Scientific Inc	0.6%	—	5,605	—	$3.8M
ENSGEnsign Group Inc	0.6%	0.6%	21,582	-1.6%	$3.7M
HESMHess Midstream LP	0.6%	0.6%	95,891	-1.1%	$3.6M
AMATApplied Matls Inc	0.6%	0.8%	6,823	+2.3%	$3.5M
GOOGAlphabet Inc	0.5%	0.5%	9,291	-0.7%	$3.2M
LRCXLam Research Corp	0.5%	0.6%	9,371	+13.8%	$3.1M
SCHWCharles Schwab Corp (the)	0.5%	—	31,032	—	$3.0M
SPLGSpdr Series Trust	0.5%	0.5%	33,405	-3.6%	$3.0M
USFDUS Foods Hldg Corp	0.5%	—	31,739	—	$2.9M
CORCencora Inc	0.5%	0.6%	9,605	-29.2%	$2.9M
PWRQuanta Svcs Inc	0.5%	0.5%	4,452	-1.4%	$2.9M

What Westover Capital Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$615.7M	244
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

Questions about Westover Capital Advisors, LLC's portfolio

What stocks does Westover Capital Advisors, LLC own?

Westover Capital Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 244 positions worth $615.7M. The largest are Apple Inc (AAPL) at 6.2%, Nvidia Corporation (NVDA) at 5.6%, Alphabet Inc (GOOGL) at 4.9%, Microsoft Corp (MSFT) at 3.3% and Amazon Com Inc (AMZN) at 3.2%.

What did Westover Capital Advisors, LLC buy last quarter?

In Q3 2026, Westover Capital Advisors, LLC added Caterpillar Inc (CAT) (+70.1% shares), Eli Lilly & Co (LLY) (+38.1% shares) and Frontdoor Inc (FTDR) (+28.7% shares), compared with its Q2 2026 filing.

What did Westover Capital Advisors, LLC sell last quarter?

In Q3 2026, Westover Capital Advisors, LLC cut from its top 50 Schwab Strategic Tr (SCHO), cut from its top 50 Ishares Tr (USIG), cut from its top 50 Spdr Series Trust (SPSB), cut from its top 50 Vaneck ETF Trust (GDX), cut from its top 50 Exxon Mobil Corp (XOM), Cencora Inc (COR) (-29.2% shares), Emcor Group Inc (EME) (-21.4% shares) and Kla Corp (KLAC) (-5.1% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $615.7M.