Sign In
test

Chip Sawyer

Westover Capital Advisors, Llc

Assets Managed
$543.406M
Holdings
235
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-1.08%(2Q avg: 0.26%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westover Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 235 positions.

Assets under management

The assets under management (AUM) of Westover Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 543.406M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of 0.26%. The portfolio is managed by Chip Sawyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.74%
5.3%
$28.781M
113,402 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.08%
4.7%
$25.537M
146,429 shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.01%
4.49%
$24.352M
84,684 shares@ $287.57 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -5.81%
3.61%
$19.584M
45,512 shares@ $430.3 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -8.69%
2.86%
$15.509M
50,107 shares@ $309.52 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.88%
2.84%
$15.381M
73,849 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.32%
2.74%
$14.858M
40,138 shares@ $370.17 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 1.79%
2.56%
$13.907M
284,226 shares@ $48.93 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.92%
2.3%
$12.45M
42,322 shares@ $294.17 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 3.06%
2.25%
$12.221M
503,560 shares@ $24.27 avg price

1-10 of 235