13F filer

Westover Capital Advisors

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 1483467 SEC filings ↗
13F Value
$615.7M
Positions
244
Top Position
AAPL6.2%
Top 5
23.2%

Latest filing changes

vs Jun 30, 2026
1 CAT Caterpillar +70.1%+$2.7M
3 LLY Eli Lilly +38.1%+$1.6M
4 GOOGL Alphabet Class A +4.2%+$1.2M
5 AMZN Amazon +5.1%+$961K
Holdings244
# Trend (4Q)
1 AAPL 6.2% $38.2M +0.1% 114.8K 5.5% Common Stock
2 NVDA 5.6% $34.3M +2.2% 150.2K 4.9% Common Stock
3 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 88,151 reported quantity $30,330,982 reported value
4.9% $30.3M +4.2% 88.2K 5.0% Common Stock
4 MSFT 3.3% $20.1M -2.0% 39.3K 2.5% Common Stock
5 AMZN 3.2% $19.8M +5.1% 79.4K 3.0% Common Stock
6 AVGO 2.9% $17.6M +0.2% 50.1K 3.1% Common Stock
7 GLD 2.7% $16.6M -1.5% 43.7K 2.7% Trust
8 FNDF 2.6% $15.8M +3.2% 294.4K 2.5% ETF
9 PANW 2.5% $15.7M -3.3% 39.5K 2.3% Common Stock
10 JPM 2.3% $14.2M +5.2% 42.8K 2.2% Common Stock
11 CLS 1.9% $11.9M -2.4% 33.0K 2.0% Common Stock
12 TSM 1.9% $11.9M +8.4% 26.0K 1.9% ADR
13 VGSH 1.9% $11.6M NEW 201.8K — ETF
14 GS 1.8% $11.1M +1.6% 12.3K 2.0% Common Stock
15 MBB 1.8% $10.8M -1.4% 120.9K 1.9% ETF
16 JAAA 1.7% $10.5M +9.0% 208.4K 1.6% ETF
17 SCHP 1.7% $10.4M -1.4% 413.2K 1.8% ETF
18 VCIT 1.6% $10.1M NEW 129.6K — ETF
19 VRP 1.6% $9.9M +7.8% 416.2K 1.6% ETF
20 FNDE 1.2% $7.5M +8.3% 178.3K 1.1% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing20
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.