Westover Capital Advisors, LLC
All 13F Filings
- Location
- Wilmington, DE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 601,932
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 472.1 K | 78.4% | 59.23 K | 0 | 59.23 K |
| ETFs | 129.8 K | 21.6% | 0 | 702 | -702 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
601,932
Holdings
240
QoQ value change ($000)
58,526
(10.8%)
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.