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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, EMB, GLW, JAAA, and represent 23.22% of Westview Management dba Westview Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: ARES, CEG, FRNW, NBIX, MYI, VCIT, EMB, SRLN, SHV, CVIE.
Started 5 new stock positions in ARES, CEG, NBIX, CVIE, FRNW.
Reduced shares in these 10 stocks: XOP, , WCN, INTU, TSCO, MELI, AMD, PANW, NZF, KRE.
Sold out of its positions in MQY, META, INTU, BKLN, MELI, XOP, TSCO, WCN.
Westview Management dba Westview Investment Advisors was a net seller of stock by $-12M.
Westview Management dba Westview Investment Advisors has $204M in assets under management (AUM), dropping by 6.33%.
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 67 positions in its portfolio as reported in the June 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	$13M	+6%	158k	82.65	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	5.7	$12M		100k	117.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	3.8	$7.8M	+10%	81k	96.44	View chart
Corning Incorporated (GLW)	3.7	$7.6M		30k	255.43	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.6	$7.3M	-3%	144k	50.49	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	3.2	$6.6M	-3%	344k	19.29	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	3.1	$6.4M	+5%	158k	40.29	View chart
Alphabet Cap Stk Cl C (GOOG)	3.1	$6.3M	-3%	18k	353.34	View chart
Advanced Micro Devices (AMD)	3.0	$6.2M	-10%	11k	580.90	View chart
NVIDIA Corporation (NVDA)	3.0	$6.0M		30k	200.09	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	2.9	$6.0M		132k	45.41	View chart
Palo Alto Networks (PANW)	2.9	$5.8M	-9%	17k	341.03	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	2.8	$5.6M		144k	38.99	View chart
Casey's General Stores (CASY)	2.5	$5.1M		6.4k	794.80	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	2.4	$4.9M		124k	39.75	View chart
Sharkninja Com Shs (SN)	2.3	$4.7M	-5%	31k	152.27	View chart
Amazon (AMZN)	2.3	$4.7M		20k	238.34	View chart
Microsoft Corporation (MSFT)	2.0	$4.1M	+3%	11k	373.03	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	2.0	$4.1M	+8%	37k	110.35	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	1.9	$3.8M	-8%	51k	74.85	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	1.8	$3.8M		112k	33.75	View chart
Mastercard Incorporated Cl A (MA)	1.7	$3.5M		6.9k	513.62	View chart
TJX Companies (TJX)	1.7	$3.5M		23k	151.50	View chart
Western Asset Managed Municipals Fnd (MMU)	1.5	$3.1M		295k	10.42	View chart
Astrazeneca Ord (AZN)	1.5	$3.1M	-5%	16k	189.62	View chart
JPMorgan Chase & Co. (JPM)	1.5	$3.0M	-3%	9.3k	327.33	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	1.5	$3.0M	+2%	6.0k	496.74	View chart
Charles Schwab Corporation (SCHW)	1.4	$2.8M		30k	92.27	View chart
CRH Ord (CRH)	1.4	$2.8M	-3%	26k	107.00	View chart
Ares Management Corporation Cl A Com Stk (ARES)	1.4	$2.8M	NEW	25k	111.31	View chart
Shell Spon Ads (SHEL)	1.3	$2.6M	-6%	33k	77.54	View chart
Constellation Energy (CEG)	1.2	$2.5M	NEW	10k	248.37	View chart
Costco Wholesale Corporation (COST)	1.2	$2.5M		2.7k	935.41	View chart
Simpson Manufacturing (SSD)	1.2	$2.4M		11k	209.34	View chart
Broadcom (AVGO)	1.1	$2.2M	+2%	5.9k	377.75	View chart
Sherwin-Williams Company (SHW)	1.0	$2.0M	-3%	5.9k	344.33	View chart
Ishares Tr Msci Usa Value (VLUE)	1.0	$2.0M	-3%	10k	199.80	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$2.0M		16k	127.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.9M	+6%	6.4k	303.10	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.9M		52k	36.87	View chart
Aaon Com Par $0.004 (AAON)	0.9	$1.9M		15k	126.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.8M		57k	31.71	View chart
Veracyte (VCYT)	0.9	$1.8M		31k	58.73	View chart
Fidelity Covington Trust Clean Energy Etf (FRNW)	0.9	$1.7M	NEW	71k	24.38	View chart
Tg Therapeutics (TGTX)	0.8	$1.6M		29k	54.94	View chart
Argenx Se Sponsored Adr (ARGX)	0.8	$1.6M		1.7k	927.77	View chart
BlackRock MuniHoldings Fund (MHD)	0.7	$1.5M	+2%	122k	11.90	View chart
Blackrock Muniyield Insured Fund (MYI)	0.6	$1.3M	+479%	115k	11.11	View chart
Neurocrine Biosciences (NBIX)	0.6	$1.2M	NEW	6.9k	168.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$1.0M	-14%	20k	52.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.0M	-8%	2.8k	357.35	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.5	$949k	-36%	75k	12.68	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$756k	-7%	6.5k	117.06	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$617k	-8%	12k	49.99	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.3	$566k		35k	16.17	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$561k	-36%	8.3k	67.24	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$434k	-33%	36k	12.12	View chart
Ishares Tr Esg Select Scre (XJH)	0.2	$401k	-12%	7.7k	52.15	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$390k	-34%	3.8k	103.96	View chart
United Parcel Svcs CL B (UPS)	0.2	$387k	+5%	3.6k	107.50	View chart
Oneok (OKE)	0.2	$357k		4.1k	86.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$267k	-19%	725.00	368.38	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$242k	-14%	4.6k	52.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$240k	-17%	1.1k	212.77	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.1	$207k	NEW	2.4k	85.01	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.1	$161k		15k	10.54	View chart
Eaton Vance Mun Income Tr Sh Ben Int (EVN)	0.1	$153k	-58%	14k	11.26	View chart

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 Q2 filed July 31, 2026
Westview Management dba Westview Investment Advisors 2026 Q1 filed May 8, 2026
Westview Management dba Westview Investment Advisors 2025 Q4 filed Jan. 9, 2026

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