Q2 2026 13F · SEC CIK 2073768

Westview Management dba Westview Investment Advisors

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $204.4M
Reported positions: 67
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Westview Management dba Westview Investment Advisors is a wealth manager that reported 67 positions worth $204.4M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Vanguard Scottsdale Fds (VCIT, 6.4%), Ishares (IEI, 5.7%), Ishares Tr (EMB, 3.8%).

Westview Management dba Westview Investment Advisors holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Westview Management dba Westview Investment Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VCITVanguard Scottsdale Fds	6.4%	6.4%	157,538	+6.3%	$13.0M
IEIIshares	5.7%	6.2%	99,971	-0.6%	$11.7M
EMBIshares Tr	3.8%	3.6%	80,680	+10.4%	$7.8M
GLWCorning Inc.	3.7%	2.2%	29,911	-2.0%	$7.6M
JAAAJanus Detroit Str Tr	3.6%	3.9%	144,078	-4.0%	$7.3M
FPEIFirst Tr Exch Traded Fd III	3.2%	3.5%	343,661	-3.2%	$6.6M
SRLNSsga Active ETF Tr	3.1%	3.1%	157,912	+5.3%	$6.4M
GOOGAlphabet Inc	3.1%	2.8%	17,867	-3.7%	$6.3M
AMDAdvanced Micro Devices Inc	3.0%	1.3%	10,662	-10.5%	$6.2M
NVDANvidia Corporation Com	3.0%	2.8%	30,181	-1.4%	$6.0M
EYLDCambria Emerging Shareholder Yield ETF	2.9%	2.8%	131,563	+1.4%	$6.0M
PANWPalo Alto Networks Inc	2.9%	1.6%	17,119	-9.2%	$5.8M
EUFNIshares Tr	2.8%	2.6%	144,340	-0.7%	$5.6M
CASYCaseys Gen Stores Inc	2.5%	2.4%	6,379	-0.9%	$5.1M
FLJPFranklin Templeton ETF Tr	2.4%	2.4%	124,364	-1.3%	$4.9M
SNSharkninja Inc Com Shs	2.3%	1.8%	31,060	-5.0%	$4.7M
AMZNAmazon Com Inc Com	2.3%	2.2%	19,780	-1.3%	$4.7M
MSFTMicrosoft Corp	2.0%	2.1%	11,122	+3.6%	$4.1M
SHVIshares Tr	2.0%	2.0%	37,159	+8.1%	$4.1M
KRESpdr Series Trust	1.9%	1.9%	51,139	-8.2%	$3.8M
ILFIshares Tr	1.8%	2.1%	111,800	-1.6%	$3.8M
MAMastercard Inc.	1.7%	1.8%	6,891	-0.6%	$3.5M
TJXTjx Cos Inc New Com	1.7%	1.9%	22,774	-1.2%	$3.5M
MMUWestern Asset Managed Muns F	1.5%	1.6%	294,741	-0.6%	$3.1M
AZNAstrazeneca PLC Ord	1.5%	1.7%	16,099	-5.3%	$3.1M
JPMJpmorgan Chase & Co	1.5%	1.5%	9,261	-3.2%	$3.0M
VRTXVertex Pharmaceuticals Inc	1.5%	1.4%	5,981	+2.2%	$3.0M
SCHWSchwab Charles Corp	1.4%	1.5%	30,304	-1.0%	$2.8M
CRHCrh PLC	1.4%	1.5%	25,956	-3.4%	$2.8M
ARESAres Management Corporation	1.4%	—	24,851	—	$2.8M
SHELShell PLC	1.3%	1.7%	33,246	-6.4%	$2.6M
CEGConstellation Energy Corp	1.2%	—	10,123	—	$2.5M
COSTCostco Whsl Corp New	1.2%	1.4%	2,661	+1.8%	$2.5M
SSDSimpson Manufacturing Co Inc.	1.2%	1.0%	11,286	-1.6%	$2.4M
AVGOBroadcom Inc	1.1%	0.9%	5,852	+2.3%	$2.2M
SHWSherwin Williams Co Com	1.0%	1.0%	5,947	-3.8%	$2.0M
VLUEIshares	1.0%	0.8%	10,081	-3.1%	$2.0M
VONGVanguard Russell 1000 Growth ETF	1.0%	0.9%	15,613	+0.0%	$2.0M
VBVanguard Indx Fd	0.9%	0.8%	6,407	+6.8%	$1.9M
SCHMSchwab Strategic Tr	0.9%	0.8%	52,225	-0.5%	$1.9M
AAONAaon Inc	0.9%	0.6%	15,091	+1.3%	$1.9M
SCHDSchwab Strategic Tr	0.9%	0.9%	57,186	+1.0%	$1.8M
VCYTVeracyte Inc	0.9%	—	30,563	—	$1.8M
FRNWFidelity Covington Trust	0.9%	—	71,395	—	$1.7M
TGTXTg Therapeutics Inc	0.8%	—	29,224	—	$1.6M
ARGNFargenx SE Sponsored ADR	0.8%	0.7%	1,707	-1.7%	$1.6M
MHDBlackrock Muniholdings Fd in	0.7%	0.7%	122,349	+2.8%	$1.5M
MYIBlackrock Muniyield Quality	0.6%	—	115,250	—	$1.3M
NBIXNeurocrine Biosciences Inc	0.6%	—	6,883	—	$1.2M
IGSBIshares 1-3 Yr Credit Bond ETF	0.5%	0.6%	19,731	-15.0%	$1.0M

What Westview Management dba Westview Investment Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

EMB Ishares Tr+10.4% shares
SHV Ishares Tr+8.1% shares
VB Vanguard Indx Fd+6.8% shares
VCIT Vanguard Scottsdale Fds+6.3% shares
SRLN Ssga Active ETF Tr+5.3% shares

Reduced

IGSB Ishares 1-3 Yr Credit Bond ETF-15.0% shares
AMD Advanced Micro Devices Inc-10.5% shares
PANW Palo Alto Networks Inc-9.2% shares
KRE Spdr Series Trust-8.2% shares
SHEL Shell PLC-6.4% shares
AZN Astrazeneca PLC Ord-5.3% shares
SN Sharkninja Inc Com Shs-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$204.4M	67
Q1 2026	$192.2M	70
Q4 2025	$209.9M	75

Questions about Westview Management dba Westview Investment Advisors's portfolio

What stocks does Westview Management dba Westview Investment Advisors own?

Westview Management dba Westview Investment Advisors's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 67 positions worth $204.4M. The largest are Vanguard Scottsdale Fds (VCIT) at 6.4%, Ishares (IEI) at 5.7%, Ishares Tr (EMB) at 3.8%, Corning Inc. (GLW) at 3.7% and Janus Detroit Str Tr (JAAA) at 3.6%.

What did Westview Management dba Westview Investment Advisors buy last quarter?

In Q2 2026, Westview Management dba Westview Investment Advisors added Ishares Tr (EMB) (+10.4% shares), Ishares Tr (SHV) (+8.1% shares) and Vanguard Indx Fd (VB) (+6.8% shares), compared with its Q1 2026 filing.

What did Westview Management dba Westview Investment Advisors sell last quarter?

In Q2 2026, Westview Management dba Westview Investment Advisors cut from its top 50 Spdr Series Trust (XOP), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Waste Connections Inc (WCN), cut from its top 50 Intuit (INTU), cut from its top 50 Tractor Supply Co (TSCO), Ishares 1-3 Yr Credit Bond ETF (IGSB) (-15.0% shares), Advanced Micro Devices Inc (AMD) (-10.5% shares) and Palo Alto Networks Inc (PANW) (-9.2% shares), compared with its Q1 2026 filing.

When is Westview Management dba Westview Investment Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Westview Management dba Westview Investment Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.