Westover Capital Advisors, LLC — 13F holdings

Westover Capital Advisors, LLC reported 240 holdings worth $602M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. AAPL APPLE INC — $33.2M (5.5%)
  2. GOOGL ALPHABET INC — $30.2M (5.0%)
  3. NVDA NVIDIA CORPORATION — $29.4M (4.9%)
  4. AVGO BROADCOM INC — $18.9M (3.1%)
  5. AMZN AMAZON COM INC — $18.0M (3.0%)
  6. GLD SPDR GOLD TR — $16.3M (2.7%)
  7. FNDF SCHWAB STRATEGIC TR — $15.1M (2.5%)
  8. MSFT MICROSOFT CORP — $15.0M (2.5%)
  9. PANW PALO ALTO NETWORKS INC — $13.9M (2.3%)
  10. JPM JPMorgan Chase & Co. — $13.3M (2.2%)