Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Westover Capital Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Westover Capital Advisors, LLC (CIK 1483467) reported $543.4M across 235 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($28.8M, 5.30%), NVDA ($25.5M, 4.70%), GOOGL ($24.4M, 4.48%), GLD ($19.6M, 3.60%), AVGO ($15.5M, 2.85%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$28.8M5.30%113,402Added
2NVDANVIDIA CORPORATION$25.5M4.70%146,429Trimmed
3GOOGLALPHABET INC$24.4M4.48%84,684Added
4GLDSPDR GOLD TR$19.6M3.60%45,512Trimmed
5AVGOBROADCOM INC$15.5M2.85%50,107Trimmed
6AMZNAMAZON COM INC$15.4M2.83%73,849Added
7MSFTMICROSOFT CORP$14.9M2.73%40,138Added
8FNDFSCHWAB STRATEGIC TR$13.9M2.56%284,226Added
9JPMJPMORGAN CHASE & CO$12.4M2.29%42,322Trimmed
10SCHOSCHWAB STRATEGIC TR$12.2M2.25%503,560Added
11MBBISHARES TR$11.4M2.09%119,668Added
12USIGISHARES TR$11.3M2.07%220,081Trimmed
13SCHPSCHWAB STRATEGIC TR$10.7M1.98%403,651Added
14GSGOLDMAN SACHS GROUP INC$10.3M1.89%12,171Trimmed
15CLSCELESTICA INC$9.9M1.83%35,297Trimmed
16JAAAJANUS DETROIT STR TR$9.2M1.70%182,977Added
17VRPINVESCO EXCH TRADED FD TR II$9.2M1.69%382,846Added
18NFLXNETFLIX INC.$9.0M1.65%93,344Trimmed
19TSMTAIWAN SEMICONDUCTOR MANUFAC$7.6M1.40%22,431Added
20COSTCOSTCO WHOLESALE CORPORATION$7.1M1.31%7,157Trimmed
21GDXVANECK ETF TRUST$7.0M1.28%75,790Trimmed
22PANWPALO ALTO NETWORKS INC$6.9M1.27%43,121Added
23WMTWALMART INC$6.1M1.13%49,355Trimmed
24VSTVISTRA CORP$6.1M1.12%40,627Added
25FNDESCHWAB STRATEGIC TR$6.1M1.12%159,685Added

Source: SEC Form 13F filings · as of 2026-03-31