Westover Capital Advisors, LLC
All 13F Filings
- Location
- Wilmington, DE
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 615,651
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 244 | 615,651 | 13F-HR | Westover Capital Advisors, LLC |
| Q2 2026 | 8/4/2026 | 240 | 601,932 | 13F-HR | Westover Capital Advisors, LLC |
| Q1 2026 | 5/5/2026 | 235 | 543,406 | 13F-HR | Westover Capital Advisors, LLC |
| Q4 2025 | 2/9/2026 | 230 | 549,382 | 13F-HR | Westover Capital Advisors, LLC |
| Q3 2025 | 11/6/2025 | 217 | 540,730 | 13F-HR | Westover Capital Advisors, LLC |
| Q2 2025 | 8/11/2025 | 224 | 500,347 | 13F-HR | Westover Capital Advisors, LLC |
| Q1 2014 | 5/8/2014 | 80 | 107,221 | 13F-HR | Westover Capital Advisors, LLC |
| Q4 2013 | 2/13/2014 | 78 | 104,843 | 13F-HR | Westover Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 489.1 K | 79.4% | 16.95 K | 0 | 16.95 K |
| ETFs | 126.6 K | 20.6% | 0 | 3.226 K | -3.226 K |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
615,651
Holdings
244
QoQ value change ($000)
13,719
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.