Westover Capital Advisors, LLC ETF holdings
Wilmington, DE
Reported $139.8M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$139.8M
ETFs held
37
Change from prior quarter
-0.3%
With price moves
ETFs as a share of its 13F
23.2%
of $601.9M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GLD | SPDR Gold Shares | $16.3M | 44,336 | −1,176 shares |
| FNDF | Schwab Fundamental International Equity ETF | $15.1M | 285,332 | +1,106 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $12.2M | 507,206 | +3,646 shares |
| MBB | iShares MBS ETF | $11.6M | 122,526 | +2,858 shares |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | $11.2M | 217,402 | −2,679 shares |
| SCHP | Schwab U.S. TIPS ETF | $11.1M | 418,819 | +15,168 shares |
| JAAA | Janus Henderson AAA CLO ETF | $9.7M | 191,266 | +8,289 shares |
| VRP | Invesco Variable Rate Preferred ETF | $9.4M | 385,907 | +3,061 shares |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | $6.5M | 164,701 | +5,016 shares |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond Index ETF | $6.1M | 202,234 | +426 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001483467. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Westover Capital Advisors, LLC own?
Westover Capital Advisors, LLC reported 37 ETF positions worth $139.8M in its Form 13F for June 30, 2026. The largest was GLD, at $16.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.