Westover Capital Advisors, LLC holds a diversified book of 240 stocks worth $601.9M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Frontdoor Inc and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Westover Capital Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $839.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $519.1B |
| MORGAN STANLEY | 80 / 80 | $517.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $354.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $146.1B |
| UBS Group AG | 80 / 80 | $145.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $131.9B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $79.7B |
Ranked by how many of Westover Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $33.2M | 114.6K | 5.5% | ▲+1.1% Added · +1K sh | |
| 2 | Alphabet Inc CAP STK CL A | $30.2M | 84.6K | 5.0% | ▼−0.1% Reduced · −70 sh | |
| 3 | Nvidia Corporation COM | $29.4M | 147.0K | 4.9% | ▲+0.4% Added · +532 sh | |
| 4 | Broadcom Inc COM | $18.9M | 49.9K | 3.1% | ▼−0.3% Reduced · −160 sh | |
| 5 | Amazon Com Inc COM | $18.0M | 75.5K | 3.0% | ▲+2.2% Added · +2K sh | |
| 6 | SPDR Gold TR GOLD SHS | $16.3M | 44.3K | 2.7% | ▼−2.6% Reduced · −1K sh | |
| 7 | Schwab Strategic TR FUNDAMENTAL INTL | $15.1M | 285.3K | 2.5% | ▲+0.4% Added · +1K sh | |
| 8 | Microsoft Corp COM | $15.0M | 40.1K | 2.5% | ▼−0.1% Reduced · −45 sh | |
| 9 | Palo Alto Networks Inc COM | $13.9M | 40.9K | 2.3% | ▼−5.3% Reduced · −2K sh | |
| 10 | JPMorgan Chase & Co COM | $13.3M | 40.7K | 2.2% | ▼−3.9% Reduced · −2K sh | |
| 11 | Celestica Inc COM | $12.3M | 33.8K | 2.0% | ▼−4.3% Reduced · −2K sh | |
| 12 | Schwab Strategic TR SHT TM US TRES | $12.2M | 507.2K | 2.0% | ▲+0.7% Added · +4K sh | |
| 13 | Goldman Sachs Group Inc COM | $12.2M | 12.1K | 2.0% | ▼−0.7% Reduced · −84 sh | |
| 14 | Ishares TR MBS ETF | $11.6M | 122.5K | 1.9% | ▲+2.4% Added · +3K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.5M | 24.0K | 1.9% | ▲+7.0% Added · +2K sh | |
| 16 | Ishares TR USD INV GRDE ETF | $11.2M | 217.4K | 1.9% | ▼−1.2% Reduced · −3K sh | |
| 17 | Schwab Strategic TR US TIPS ETF | $11.1M | 418.8K | 1.8% | ▲+3.8% Added · +15K sh | |
| 18 | Janus Detroit STR TR HENDRSON AAA CL | $9.7M | 191.3K | 1.6% | ▲+4.5% Added · +8K sh | |
| 19 | Invesco Exch Traded FD TR II VAR RATE PFD | $9.4M | 385.9K | 1.6% | ▲+0.8% Added · +3K sh | |
| 20 | Kla Corp COM NEW | $8.4M | 27.8K | 1.4% | ▲+867% Added · +25K sh | |
| 21 | Costco Wholesale Corporation COM | $6.9M | 7.3K | 1.1% | ▲+2.4% Added · +174 sh | |
| 22 | Schwab Strategic TR FUND EM EQUI ETF | $6.5M | 164.7K | 1.1% | ▲+3.1% Added · +5K sh | |
| 23 | Netflix Inc. COM | $6.5M | 91.1K | 1.1% | ▼−2.4% Reduced · −2K sh | |
| 24 | Vistra Corp COM | $6.2M | 39.0K | 1.0% | ▼−4.0% Reduced · −2K sh | |
| 25 | SPDR Series Trust ST SHOR CORP ETF | $6.1M | 202.2K | 1.0% | ▲+0.2% Added · +426 sh | |
| 26 | Walmart Inc COM | $5.7M | 50.2K | 0.9% | ▲+1.8% Added · +883 sh | |
| 27 | ASML Hldg NV N Y REGISTRY SHS | $5.5M | 2.8K | 0.9% | ▲+2.9% Added · +79 sh | |
| 28 | Emcor Group Inc COM | $5.5M | 6.6K | 0.9% | ▼−3.7% Reduced · −251 sh | |
| 29 | Vaneck ETF Trust GOLD MINERS ETF | $5.5M | 72.3K | 0.9% | ▼−4.7% Reduced · −4K sh | |
| 30 | Welltower Inc COM | $5.3M | 23.4K | 0.9% | ▼−0.3% Reduced · −82 sh | |
| 31 | General Dynamics Corp COM | $5.1M | 14.5K | 0.9% | ▲+9.3% Added · +1K sh | |
| 32 | Meta Platforms Inc CL A | $5.0M | 9.0K | 0.8% | ▼−0.3% Reduced · −29 sh | |
| 33 | Caterpillar Inc COM | $5.0M | 4.7K | 0.8% | —Held | |
| 34 | Exelixis Inc COM | $5.0M | 91.0K | 0.8% | ▲+2.3% Added · +2K sh | |
| 35 | Applied Matls Inc COM | $4.8M | 6.7K | 0.8% | —Held | |
| 36 | Ishares Gold TR ISHARES NEW | $4.7M | 62.9K | 0.8% | ▲+1.4% Added · +890 sh | |
| 37 | Exxon Mobil Corp COM | $4.7M | 34.4K | 0.8% | ▼−1.1% Reduced · −380 sh | |
| 38 | Ishares TR NATIONAL MUN ETF | $4.6M | 43.0K | 0.8% | ▼−0.1% Reduced · −30 sh | |
| 39 | Eli Lilly & Co COM | $4.5M | 3.7K | 0.7% | ▲+2.0% Added · +72 sh | |
| 40 | Cencora Inc COM | $3.8M | 13.6K | 0.6% | ▼−4.8% Reduced · −690 sh | |
| 41 | Deere & Co COM | $3.7M | 5.8K | 0.6% | —Held | |
| 42 | Corning Inc COM | $3.7M | 14.4K | 0.6% | ▼−0.2% Reduced · −30 sh | |
| 43 | Hess Midstream LP CL A SHS | $3.6M | 96.9K | 0.6% | ▲+0.9% Added · +920 sh | |
| 44 | Lam Research Corp COM NEW | $3.6M | 8.2K | 0.6% | ▲+2.9% Added · +232 sh | |
| 45 | Ensign Group Inc COM | $3.5M | 21.9K | 0.6% | ▼−3.6% Reduced · −814 sh | |
| 46 | Alphabet Inc CAP STK CL C | $3.3M | 9.4K | 0.5% | ▲+8.3% Added · +720 sh | |
| 47 | Quanta Svcs Inc COM | $3.2M | 4.5K | 0.5% | ▼−4.2% Reduced · −198 sh | |
| 48 | Frontdoor Inc COM | $3.2M | 40.8K | 0.5% | ▲New New position | |
| 49 | International Bancshares Cor COM | $3.2M | 41.5K | 0.5% | ▼−2.8% Reduced · −1K sh | |
| 50 | SPDR Series Trust ST STR P500ETF | $3.0M | 34.6K | 0.5% | ▼−6.8% Reduced · −3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1483467/holdings"
Use Arkolith to show Westover Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.