Westview Management dba Westview Investment Advisors
Latest statistics and disclosures from Westview Management dba Westview Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, IEI, JAAA, EMB, FPEI, and represent 23.60% of Westview Management dba Westview Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ILF, XOP, AZN, INTU, AVGO, VLUE, MHD, ARGX, VB, PANW.
- Started 9 new stock positions in AVGO, XOP, INTU, ARGX, NUSC, VLUE, ILF, AZN, MHD.
- Reduced shares in these 10 stocks: AstraZeneca, GLW, , BSX, ADSK, RYAN, MOAT, CASY, , VCIT.
- Sold out of its positions in AES, AstraZeneca, ADSK, BFK, BLE, BSX, FLTB, FBND, IAU, IEFA. IEMG, USHY, RYAN, TROX.
- Westview Management dba Westview Investment Advisors was a net seller of stock by $-16M.
- Westview Management dba Westview Investment Advisors has $192M in assets under management (AUM), dropping by -8.44%.
- Central Index Key (CIK): 0002073768
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Portfolio Holdings for Westview Management dba Westview Investment Advisors
Westview Management dba Westview Investment Advisors holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.4 | $12M | -8% | 148k | 82.75 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 6.2 | $12M | -4% | 101k | 118.60 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.9 | $7.6M | -8% | 150k | 50.37 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 3.6 | $6.9M | -7% | 73k | 93.93 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 3.5 | $6.7M | -7% | 355k | 19.00 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 3.1 | $6.0M | -6% | 150k | 40.14 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 2.8 | $5.4M | 130k | 41.41 |
|
|
| NVIDIA Corporation (NVDA) | 2.8 | $5.3M | -8% | 31k | 174.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $5.3M | -11% | 19k | 286.87 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 2.6 | $5.1M | -6% | 145k | 34.85 |
|
| Casey's General Stores (CASY) | 2.4 | $4.7M | -25% | 6.4k | 727.81 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 2.4 | $4.6M | -6% | 126k | 36.18 |
|
| Amazon (AMZN) | 2.2 | $4.2M | -5% | 20k | 208.27 |
|
| Corning Incorporated (GLW) | 2.2 | $4.1M | -42% | 31k | 135.97 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 2.1 | $4.0M | NEW | 114k | 35.52 |
|
| Microsoft Corporation (MSFT) | 2.1 | $4.0M | 11k | 370.18 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 2.0 | $3.8M | -3% | 34k | 110.39 |
|
| Spdr Series Trust State Street Spd (XOP) | 1.9 | $3.7M | NEW | 21k | 181.83 |
|
| Meta Platforms Cl A (META) | 1.9 | $3.7M | -7% | 6.5k | 572.09 |
|
| TJX Companies (TJX) | 1.9 | $3.7M | -10% | 23k | 159.70 |
|
| Spdr Series Trust State Street Spd (KRE) | 1.9 | $3.6M | -9% | 56k | 65.15 |
|
| Mastercard Incorporated Cl A (MA) | 1.8 | $3.5M | -8% | 6.9k | 499.63 |
|
| Sharkninja Com Shs (SN) | 1.8 | $3.5M | -10% | 33k | 105.90 |
|
| Astrazeneca Ord (AZN) | 1.7 | $3.4M | NEW | 17k | 197.22 |
|
| Shell Spon Ads (SHEL) | 1.7 | $3.3M | -6% | 36k | 93.00 |
|
| Western Asset Managed Municipals Fnd (MMU) | 1.6 | $3.0M | 297k | 10.28 |
|
|
| Palo Alto Networks (PANW) | 1.6 | $3.0M | +14% | 19k | 160.32 |
|
| Charles Schwab Corporation (SCHW) | 1.5 | $2.9M | -6% | 31k | 93.98 |
|
| Waste Connections (WCN) | 1.5 | $2.9M | -5% | 18k | 162.44 |
|
| CRH Ord (CRH) | 1.5 | $2.8M | -7% | 27k | 105.12 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $2.8M | -9% | 9.6k | 294.18 |
|
| Intuit (INTU) | 1.4 | $2.8M | NEW | 6.4k | 432.38 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $2.6M | -6% | 5.9k | 446.55 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $2.6M | +4% | 2.6k | 996.36 |
|
| Advanced Micro Devices (AMD) | 1.3 | $2.4M | +7% | 12k | 203.43 |
|
| Tractor Supply Company (TSCO) | 1.1 | $2.1M | -23% | 46k | 45.30 |
|
| Sherwin-Williams Company (SHW) | 1.0 | $2.0M | -24% | 6.2k | 320.53 |
|
| Simpson Manufacturing (SSD) | 1.0 | $2.0M | -10% | 12k | 171.62 |
|
| MercadoLibre (MELI) | 1.0 | $2.0M | -29% | 1.1k | 1729.30 |
|
| Broadcom (AVGO) | 0.9 | $1.8M | NEW | 5.7k | 309.51 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.7M | -20% | 57k | 30.68 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.9 | $1.7M | -16% | 16k | 109.69 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $1.6M | -19% | 53k | 30.96 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $1.6M | +41% | 6.0k | 261.90 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.8 | $1.5M | NEW | 10k | 142.20 |
|
| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.7 | $1.4M | 117k | 12.18 |
|
|
| BlackRock MuniHoldings Fund (MHD) | 0.7 | $1.3M | NEW | 119k | 11.28 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.7 | $1.3M | NEW | 1.7k | 730.25 |
|
| Aaon Com Par $0.004 (AAON) | 0.6 | $1.2M | -16% | 15k | 82.75 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $1.2M | 23k | 52.56 |
|
|
| Veracyte (VCYT) | 0.5 | $986k | -6% | 31k | 32.21 |
|
| Tg Therapeutics (TGTX) | 0.5 | $972k | -8% | 29k | 33.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $884k | -2% | 3.1k | 287.55 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $858k | 13k | 65.69 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $633k | +32% | 7.0k | 90.94 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.3 | $618k | 54k | 11.50 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.3 | $615k | +33% | 14k | 45.50 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.3 | $577k | -18% | 36k | 16.17 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $552k | -75% | 5.7k | 96.70 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.2 | $401k | +25% | 8.8k | 45.37 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $387k | -18% | 900.00 | 430.29 |
|
| Oneok (OKE) | 0.2 | $371k | +5% | 4.1k | 90.39 |
|
| Eaton Vance Mun Income Tr Sh Ben Int (EVN) | 0.2 | $342k | -13% | 33k | 10.41 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $335k | +30% | 3.4k | 98.38 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $271k | 13k | 20.41 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $261k | +8% | 1.4k | 191.85 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $243k | NEW | 5.4k | 45.06 |
|
| Blackrock Muniyield Insured Fund (MYI) | 0.1 | $209k | 20k | 10.51 |
|
|
| Putnam Mun Opportunities Tr Sh Ben Int (PMO) | 0.1 | $158k | 15k | 10.30 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $118k | 11k | 10.98 |
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Past Filings by Westview Management dba Westview Investment Advisors
SEC 13F filings are viewable for Westview Management dba Westview Investment Advisors going back to 2025
- Westview Management dba Westview Investment Advisors 2026 Q1 filed May 8, 2026
- Westview Management dba Westview Investment Advisors 2025 Q4 filed Jan. 9, 2026