Westview Management Dba Westview Investment Advisors Portfolio Stock Holdings
Westview Management Dba Westview Investment Advisors disclosed 70 stock positions valued at approximately $192.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, ISHARES TR, and JANUS DETROIT STR TR. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 70
- Portfolio Value
- $192.2M
Holdings by Sector
Westview Management Dba Westview Investment Advisors Portfolio Holdings in Q1 2026
69 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 6.38% | 148,252 | -14,158 | -8.72% | $12,267,819 |
| ISHARES TR | IEI | Other | 6.21% | 100,612 | -4,237 | -4.04% | $11,932,610 |
| JANUS DETROIT STR TR | JAAA | Other | 3.93% | 150,019 | -14,423 | -8.77% | $7,556,442 |
| ISHARES TR | EMB | Other | 3.57% | 73,059 | -5,698 | -7.23% | $6,862,388 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 3.51% | 355,034 | -30,741 | -7.97% | $6,745,654 |
| SSGA ACTIVE ETF TR | SRLN | Other | 3.13% | 150,006 | -11,141 | -6.91% | $6,021,224 |
| CAMBRIA ETF TR | EYLD | Other | 2.80% | 129,723 | -1,542 | -1.17% | $5,371,817 |
| NVIDIA CORPORATION | NVDA | Technology | 2.78% | 30,611 | -2,710 | -8.13% | $5,338,512 |
| ALPHABET INC | GOOG | Communication Services | 2.77% | 18,545 | -2,491 | -11.84% | $5,319,959 |
| ISHARES TR | EUFN | Other | 2.64% | 145,345 | -10,792 | -6.91% | $5,065,269 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 2.44% | 6,436 | -2,261 | -26.00% | $4,684,169 |
| FRANKLIN TEMPLETON ETF TR | FLJP | Other | 2.37% | 126,029 | -8,412 | -6.26% | $4,559,722 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.17% | 20,047 | -1,268 | -5.95% | $4,175,197 |
| CORNING INC | GLW | Technology | 2.16% | 30,520 | -22,332 | -42.25% | $4,149,758 |
| ISHARES TR | ILF | Other | 2.10% | 113,671 | +113,671 | +100.00% | $4,037,594 |
| MICROSOFT CORP | MSFT | Technology | 2.07% | 10,735 | +139 | +1.31% | $3,973,863 |
| ISHARES TR | SHV | Other | 1.98% | 34,388 | -1,410 | -3.94% | $3,796,121 |
| SPDR SERIES TRUST | XOP | Other | 1.94% | 20,534 | +20,534 | +100.00% | $3,733,724 |
| META PLATFORMS INC | META | Communication Services | 1.93% | 6,474 | -502 | -7.20% | $3,703,722 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.92% | 23,046 | -2,746 | -10.65% | $3,680,486 |
| SPDR SERIES TRUST | KRE | Other | 1.89% | 55,717 | -6,182 | -9.99% | $3,629,939 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.80% | 6,936 | -607 | -8.05% | $3,465,436 |
| SHARKNINJA INC | SN | Other | 1.80% | 32,708 | -3,948 | -10.77% | $3,463,777 |
| SHELL PLC | SHEL | Energy | 1.72% | 35,503 | -2,543 | -6.68% | $3,301,793 |
| WESTERN ASSET MANAGED MUNS F | MMU | Financial Services | 1.59% | 296,657 | -452 | -0.15% | $3,049,639 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.57% | 18,857 | +2,319 | +14.02% | $3,023,204 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.50% | 30,612 | -2,181 | -6.65% | $2,876,878 |
| WASTE CONNECTIONS INC | WCN | Industrials | 1.49% | 17,658 | -1,100 | -5.86% | $2,868,445 |
| CRH PLC | CRH | Other | 1.47% | 26,872 | -2,170 | -7.47% | $2,824,785 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.46% | 9,563 | -957 | -9.10% | $2,813,196 |
| INTUIT | INTU | Technology | 1.44% | 6,380 | +6,380 | +100.00% | $2,758,584 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.36% | 5,854 | -430 | -6.84% | $2,614,090 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.35% | 2,613 | +108 | +4.31% | $2,603,492 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.26% | 11,914 | +782 | +7.02% | $2,423,610 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 1.07% | 45,466 | -13,979 | -23.52% | $2,059,629 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 1.03% | 6,179 | -2,014 | -24.58% | $1,980,571 |
| SIMPSON MFG INC | SSD | Basic Materials | 1.02% | 11,465 | -1,379 | -10.74% | $1,967,600 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.02% | 1,130 | -470 | -29.38% | $1,954,104 |
| BROADCOM INC | AVGO | Technology | 0.92% | 5,722 | +5,722 | +100.00% | $1,771,026 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.90% | 56,630 | -14,629 | -20.53% | $1,737,419 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.89% | 15,609 | -3,015 | -16.19% | $1,712,203 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.85% | 52,482 | -12,416 | -19.13% | $1,624,852 |
| VANGUARD INDEX FDS | VB | Other | 0.82% | 6,000 | +1,750 | +41.18% | $1,571,414 |
| ISHARES TR | VLUE | Other | 0.77% | 10,399 | +10,399 | +100.00% | $1,478,691 |
| NUVEEN MUN CR INCOME FD | NZF | Financial Services | 0.74% | 117,151 | -973 | -0.82% | $1,426,899 |
| BLACKROCK MUNIHOLDINGS FD IN | MHD | Financial Services | 0.70% | 119,038 | +119,038 | +100.00% | $1,342,752 |
| ARGENX SE | ARGX | Healthcare | 0.66% | 1,736 | +1,736 | +100.00% | $1,267,714 |
| AAON INC | AAON | Industrials | 0.64% | 14,900 | -2,900 | -16.29% | $1,232,977 |
| ISHARES TR | IGSB | Other | 0.63% | 23,201 | - | - | $1,219,468 |
| VERACYTE INC | VCYT | Healthcare | 0.51% | 30,601 | -2,089 | -6.39% | $985,658 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 0.51% | 29,261 | -2,763 | -8.63% | $972,050 |
| ALPHABET INC | GOOGL | Communication Services | 0.46% | 3,073 | -70 | -2.23% | $883,627 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.45% | 13,059 | - | - | $857,845 |
| NUSHARES ETF TR | NULG | Other | 0.33% | 6,962 | +1,694 | +32.16% | $633,129 |
| NUVEEN QUALITY MUNCP INCOME | NAD | Financial Services | 0.32% | 53,711 | - | - | $617,681 |
| NUSHARES ETF TR | NULV | Other | 0.32% | 13,510 | +3,357 | +33.06% | $614,718 |
| BLACKROCK TAX MUNICPAL BD TR | BBN | Financial Services | 0.30% | 35,696 | -8,156 | -18.60% | $577,199 |
| VANECK ETF TRUST | MOAT | Other | 0.29% | 5,704 | -17,123 | -75.01% | $551,577 |
| ISHARES TR | XJH | Other | 0.21% | 8,837 | +1,821 | +25.95% | $400,934 |
| SPDR GOLD TR | GLD | Other | 0.20% | 900 | -200 | -18.18% | $387,261 |
| ONEOK INC NEW | OKE | Energy | 0.19% | 4,100 | +200 | +5.13% | $370,599 |
| EATON VANCE MUN INCOME TR | EVN | Financial Services | 0.18% | 32,874 | -5,000 | -13.20% | $342,218 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.17% | 3,400 | +800 | +30.77% | $334,492 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.14% | 13,295 | - | - | $271,351 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.14% | 1,362 | +108 | +8.61% | $261,304 |
| NUSHARES ETF TR | NUSC | Other | 0.13% | 5,400 | +5,400 | +100.00% | $243,311 |
| BLACKROCK MUNIYIELD QUALITY | MYI | Financial Services | 0.11% | 19,900 | +300 | +1.53% | $209,149 |
| PUTNAM MUN OPPORTUNITIES TR | PMO | Financial Services | 0.08% | 15,300 | - | - | $157,590 |
| BLACKROCK MUNIYILD QULT FD I | MQY | Financial Services | 0.06% | 10,700 | - | - | $117,486 |