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Westover Capital Advisors, LLC
Westover Capital Advisors, LLC is a Wilmington, Delaware-based registered investment adviser providing wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals and their families. The firm has operated for over 25 years and is focused on delivering personalized, comprehensive strategies to help clients achieve long-term financial goals through client-centered service and all-inclusive wealth planning. Westover Capital is a boutique firm serving clients throughout the region with a team of experienced professionals.
Investment Strategy
Westover Capital Advisors, LLC customizes investment solutions for each client, focusing on a blend of long-term wealth preservation and growth. The firm builds tailored portfolios based on clients’ risk tolerance, financial objectives, and time horizon, emphasizing transparency, fiduciary standards, and tax efficiency. Westover combines equity, fixed income, and alternative investments to create diversified portfolios and offers ongoing financial planning advice to adapt strategies as clients' circumstances evolve, serving high-net-worth and multi-generational families.
Latest 13F Filing Activity
Westover Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 223 equity positions with a total 13F market value of $500M. The fund increased holdings in Invesco Exch Traded FD TR II, Nvidia Corporation, Broadcom Inc. among other positions. Westover Capital Advisors, LLC reduced exposure to Ishares TR, Vanguard Mun BD FDS, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (223)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.70% | $23.5M | 148,725 | $44.77 | $157.99 | +$7.2M |
A AAPL | APPLE INC | 4.45% | $22.3M | 108,482 | $37.58 | $205.17 | -$2.0M |
M MSFT | MICROSOFT CORP | 3.84% | $19.2M | 38,640 | $228.29 | $497.41 | +$4.0M |
A AVGO | BROADCOM INC | 3.39% | $17.0M | 61,586 | $37.18 | $275.65 | +$6.5M |
G GLD | SPDR GOLD TR | 3.16% | $15.8M | 51,878 | $160.71 | $304.83 | +$552.5K |
Industry Allocation
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