Westview Management Dba Westview Investment Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Westview Management Dba Westview Investment Advisors disclosed 65 stock positions valued at approximately $204.36M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 65
- Portfolio Value
- $204.36M
Holdings by Sector
Westview Management Dba Westview Investment Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 6.37% | 157,538 | +9,286 | +6.26% | $13,020,512 |
| ISHARES TR | IEI | Other | 5.75% | 99,971 | -641 | -0.64% | $11,741,608 |
| ISHARES TR | EMB | Other | 3.81% | 80,680 | +7,621 | +10.43% | $7,780,780 |
| CORNING INC | GLW | Technology | 3.74% | 29,911 | -609 | -2.00% | $7,640,128 |
| JANUS DETROIT STR TR | JAAA | Other | 3.56% | 144,078 | -5,941 | -3.96% | $7,274,507 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 3.24% | 343,661 | -11,373 | -3.20% | $6,629,220 |
| SSGA ACTIVE ETF TR | SRLN | Other | 3.11% | 157,912 | +7,906 | +5.27% | $6,362,283 |
| ALPHABET INC | GOOG | Communication Services | 3.09% | 17,867 | -678 | -3.66% | $6,313,048 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.03% | 10,662 | -1,252 | -10.51% | $6,193,506 |
| NVIDIA CORPORATION | NVDA | Technology | 2.96% | 30,181 | -430 | -1.40% | $6,038,900 |
| CAMBRIA ETF TR | EYLD | Other | 2.92% | 131,563 | +1,840 | +1.42% | $5,974,278 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.86% | 17,119 | -1,738 | -9.22% | $5,838,027 |
| ISHARES TR | EUFN | Other | 2.75% | 144,340 | -1,005 | -0.69% | $5,627,814 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 2.48% | 6,379 | -57 | -0.89% | $5,070,048 |
| FRANKLIN TEMPLETON ETF TR | FLJP | Other | 2.42% | 124,364 | -1,665 | -1.32% | $4,943,486 |
| SHARKNINJA INC | SN | Other | 2.31% | 31,060 | -1,648 | -5.04% | $4,729,506 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.31% | 19,780 | -267 | -1.33% | $4,714,375 |
| MICROSOFT CORP | MSFT | Technology | 2.03% | 11,122 | +387 | +3.61% | $4,148,869 |
| ISHARES TR | SHV | Other | 2.01% | 37,159 | +2,771 | +8.06% | $4,100,526 |
| SPDR SERIES TRUST | KRE | Other | 1.87% | 51,139 | -4,578 | -8.22% | $3,827,730 |
| ISHARES TR | ILF | Other | 1.85% | 111,800 | -1,871 | -1.65% | $3,773,247 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.73% | 6,891 | -45 | -0.65% | $3,539,359 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.69% | 22,774 | -272 | -1.18% | $3,450,214 |
| WESTERN ASSET MANAGED MUNS F | MMU | Financial Services | 1.50% | 294,741 | -1,916 | -0.65% | $3,071,203 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.48% | 9,261 | -302 | -3.16% | $3,031,437 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.45% | 5,981 | +127 | +2.17% | $2,970,992 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.37% | 30,304 | -308 | -1.01% | $2,796,158 |
| CRH PLC | CRH | Other | 1.36% | 25,956 | -916 | -3.41% | $2,777,292 |
| ARES MANAGEMENT CORPORATION | ARES | Financial Services | 1.35% | 24,851 | +24,851 | +100.00% | $2,766,137 |
| SHELL PLC | SHEL | Energy | 1.26% | 33,246 | -2,257 | -6.36% | $2,577,929 |
Showing 30 of 65 holdings in the latest reporting period.