Westview Management dba Westview Investment Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Westview Management dba Westview Investment Advisors reported 67 stock positions worth $204.4 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 6.4% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 5.7%) and iShares JP Morgan Usd Emergi (EMB, 3.8%). Compared with Q1 2026, it opened 5 new positions, sold out of 8, added to 16 and reduced 44. The biggest buy was a new position in Ares Management Class A (ARES) and the biggest sale an exit from SS SPDR S&P Og Exp & Prod (XOP).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGTON, VT
- CIK
- 0002073768
- Portfolio Value
- $204.4M (Q2 2026)
- SEC Filing
- 0002073768-26-000003 ↗ filed Jul 31, 2026
Holdings Value
Holdings 67 stocks · $204.4M
| VCIT Vanguard Int-Term Corporate | 6.37% | 157,538 | $13.0M | Add +6.3% |
| IEI iShares 3-7 Year Treasury Bo | 5.75% | 99,971 | $11.7M | Reduce -0.6% |
| EMB iShares JP Morgan Usd Emergi | 3.81% | 80,680 | $7.8M | Add +10.4% |
| GLW Corning Inc. | 3.74% | 29,911 | $7.6M | Reduce -2.0% |
| JAAA Janus Henderson Aaa Clo ETF | 3.56% | 144,078 | $7.3M | Reduce -4.0% |
| FPEI First Trust Institutional PR | 3.24% | 343,661 | $6.6M | Reduce -3.2% |
| SRLN SS Blackstone Sr Loan ETF | 3.11% | 157,912 | $6.4M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 3.09% | 17,867 | $6.3M | Reduce -3.7% |
| AMD Advanced Micro Devices | 3.03% | 10,662 | $6.2M | Reduce -10.5% |
| NVDA Nvidia Corp. | 2.96% | 30,181 | $6.0M | Reduce -1.4% |
| EYLD Cambria Emerg Shrhldr Yield | 2.92% | 131,563 | $6.0M | Add +1.4% |
| PANW Palo Alto Networks Inc. | 2.86% | 17,119 | $5.8M | Reduce -9.2% |
| EUFN iShares MSCI Europe Financia | 2.75% | 144,340 | $5.6M | Reduce -0.7% |
| CASY Casey's General Stores Inc. | 2.48% | 6,379 | $5.1M | Reduce -0.9% |
| FLJP Franklin Ftse Japan ETF | 2.42% | 124,364 | $4.9M | Reduce -1.3% |
| SN Sharkninja Inc. | 2.31% | 31,060 | $4.7M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 2.31% | 19,780 | $4.7M | Reduce -1.3% |
| MSFT Microsoft Corp. | 2.03% | 11,122 | $4.1M | Add +3.6% |
| SHV iShares 0-1 Year Treasury Bo | 2.01% | 37,159 | $4.1M | Add +8.1% |
| KRE SS SPDR S&P Regional Bank | 1.87% | 51,139 | $3.8M | Reduce -8.2% |
| ILF iShares Latin America 40 ETF | 1.85% | 111,800 | $3.8M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 1.73% | 6,891 | $3.5M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.69% | 22,774 | $3.5M | Reduce -1.2% |
| MMU Western Asset Managed Munici | 1.50% | 294,741 | $3.1M | Reduce -0.7% |
| AZN Astrazeneca PLC | 1.49% | 16,099 | $3.1M | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 1.48% | 9,261 | $3.0M | Reduce -3.2% |
| VRTX Vertex Pharmaceuticals Inc. | 1.45% | 5,981 | $3.0M | Add +2.2% |
| SCHW Schwab (charles) Corp. | 1.37% | 30,304 | $2.8M | Reduce -1.0% |
| CRH CRH PLC | 1.36% | 25,956 | $2.8M | Reduce -3.4% |
| ARES Ares Management Corp. Class A | 1.35% | 24,851 | $2.8M | New |
| SHEL Shell PLC-ADR | 1.26% | 33,246 | $2.6M | Reduce -6.4% |
| CEG Constellation Energy | 1.23% | 10,123 | $2.5M | New |
| COST Costco Wholesale Corp. | 1.22% | 2,661 | $2.5M | Add +1.8% |
| SSD Simpson Manufacturing Co. Inc. | 1.16% | 11,286 | $2.4M | Reduce -1.6% |
| AVGO Broadcom Inc. | 1.08% | 5,852 | $2.2M | Add +2.3% |
| SHW The Sherwin-Williams Co. | 1.00% | 5,947 | $2.0M | Reduce -3.8% |
| VLUE iShares MSCI USA Value Facto | 0.99% | 10,081 | $2.0M | Reduce -3.1% |
| VONG Vanguard Russell 1000 Growth | 0.98% | 15,613 | $2.0M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.95% | 6,407 | $1.9M | Add +6.8% |
| SCHM Schwab US Mid Cap ETF | 0.94% | 52,225 | $1.9M | Reduce -0.5% |
| AAON Aaon Inc. | 0.94% | 15,091 | $1.9M | Add +1.3% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 57,186 | $1.8M | Add +1.0% |
| VCYT Veracyte Inc. | 0.88% | 30,563 | $1.8M | Reduce -0.1% |
| FRNW Fidelity Clean Energy ETF | 0.85% | 71,395 | $1.7M | New |
| TGTX TG Therapeutics Inc. | 0.79% | 29,224 | $1.6M | Reduce -0.1% |
| ARGX Argenx SE - ADR | 0.78% | 1,707 | $1.6M | Reduce -1.7% |
| MHD BlackRock Muniholdings Fund | 0.71% | 122,349 | $1.5M | Add +2.8% |
| MYI BlackRock Muniyield QLTY III | 0.63% | 115,250 | $1.3M | Add +479.1% |
| NBIX Neurocrine Biosciences Inc. | 0.57% | 6,883 | $1.2M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.51% | 19,731 | $1.0M | Reduce -15.0% |
| GOOGL Alphabet Inc. Class A | 0.49% | 2,818 | $1.0M | Reduce -8.3% |
| NZF Nuveen Municipal Credit Inc. | 0.46% | 74,839 | $949K | Reduce -36.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.37% | 6,462 | $756K | Reduce -7.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.30% | 12,346 | $617K | Reduce -8.6% |
| BBN BlackRock Taxable Muni BND | 0.28% | 35,005 | $566K | Reduce -1.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.27% | 8,346 | $561K | Reduce -36.1% |
| NAD Nuveen Quality Municipal Inc. | 0.21% | 35,811 | $434K | Reduce -33.3% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.20% | 7,694 | $401K | Reduce -12.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.19% | 3,751 | $390K | Reduce -34.2% |
| UPS United Parcel Service Class B | 0.19% | 3,600 | $387K | Add +5.9% |
| OKE Oneok Inc. | 0.17% | 4,100 | $356K | No change |
| GLD SPDR Gold Shares | 0.13% | 725 | $267K | Reduce -19.4% |
| NUSC Nuveen ESG Small-Cap ETF | 0.12% | 4,638 | $242K | Reduce -14.1% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 1,129 | $240K | Reduce -17.1% |
| CVIE Cal Intl Responsible Index | 0.10% | 2,432 | $207K | New |
| PMO Franklin Muncipl Opps Tst-Ui | 0.08% | 15,300 | $161K | No change |
| EVN Eaton Vance Muni Inc. TR | 0.08% | 13,624 | $153K | Reduce -58.6% |
Portfolio Sells Q1 2026 → Q2 2026
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −1.94 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.93 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −1.49 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.44 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −1.07 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −1.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.6% | 5.75% | −0.46 |
| SHEL Shell PLC-ADR | Reduce -6.4% | 1.26% | −0.46 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -4.0% | 3.56% | −0.37 |
| NZF Nuveen Municipal Credit Inc. | Reduce -36.1% | 0.46% | −0.28 |
| FPEI First Trust Institutional PR | Reduce -3.2% | 3.24% | −0.27 |
| ILF iShares Latin America 40 ETF | Reduce -1.6% | 1.85% | −0.25 |
| AZN Astrazeneca PLC | Reduce -5.3% | 1.49% | −0.25 |
| TJX TJX Companies Inc. | Reduce -1.2% | 1.69% | −0.23 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -36.1% | 0.27% | −0.17 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.14 |
| SCHW Schwab (charles) Corp. | Reduce -1.0% | 1.37% | −0.13 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -15.0% | 0.51% | −0.13 |
| CRH CRH PLC | Reduce -3.4% | 1.36% | −0.11 |
| NAD Nuveen Quality Municipal Inc. | Reduce -33.3% | 0.21% | −0.11 |
| EVN Eaton Vance Muni Inc. TR | Reduce -58.6% | 0.08% | −0.10 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -34.2% | 0.19% | −0.10 |
| MMU Western Asset Managed Munici | Reduce -0.7% | 1.50% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 1.73% | −0.07 |
| GLD SPDR Gold Shares | Reduce -19.4% | 0.13% | −0.07 |
| MQY BlackRock Muniyield Quality | Sold out | 0.00% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -3.8% | 1.00% | −0.03 |
| BBN BlackRock Taxable Muni BND | Reduce -1.9% | 0.28% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -17.1% | 0.12% | −0.02 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -8.6% | 0.30% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Reduce -8.2% | 1.87% | −0.02 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -12.9% | 0.20% | −0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -14.1% | 0.12% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 1.48% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -8.3% | 0.49% | +0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -7.2% | 0.37% | +0.04 |
| CASY Casey's General Stores Inc. | Reduce -0.9% | 2.48% | +0.04 |
| FLJP Franklin Ftse Japan ETF | Reduce -1.3% | 2.42% | +0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.5% | 0.94% | +0.10 |
| ARGX Argenx SE - ADR | Reduce -1.7% | 0.78% | +0.12 |
| EUFN iShares MSCI Europe Financia | Reduce -0.7% | 2.75% | +0.12 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -1.6% | 1.16% | +0.13 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 2.31% | +0.13 |
| NVDA Nvidia Corp. | Reduce -1.4% | 2.96% | +0.18 |
| VLUE iShares MSCI USA Value Facto | Reduce -3.1% | 0.99% | +0.22 |
| TGTX TG Therapeutics Inc. | Reduce -0.1% | 0.79% | +0.28 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 3.09% | +0.32 |
| VCYT Veracyte Inc. | Reduce -0.1% | 0.88% | +0.37 |
| SN Sharkninja Inc. | Reduce -5.0% | 2.31% | +0.51 |
| PANW Palo Alto Networks Inc. | Reduce -9.2% | 2.86% | +1.28 |
Portfolio Buys Q1 2026 → Q2 2026
| ARES Ares Management Corp. Class A | New | 1.35% | +1.35 |
| CEG Constellation Energy | New | 1.23% | +1.23 |
| FRNW Fidelity Clean Energy ETF | New | 0.85% | +0.85 |
| NBIX Neurocrine Biosciences Inc. | New | 0.57% | +0.57 |
| MYI BlackRock Muniyield QLTY III | Add +479.1% | 0.63% | +0.52 |
| AAON Aaon Inc. | Add +1.3% | 0.94% | +0.30 |
| EMB iShares JP Morgan Usd Emergi | Add +10.4% | 3.81% | +0.24 |
| AVGO Broadcom Inc. | Add +2.3% | 1.08% | +0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.8% | 0.95% | +0.13 |
| EYLD Cambria Emerg Shrhldr Yield | Add +1.4% | 2.92% | +0.13 |
| CVIE Cal Intl Responsible Index | New | 0.10% | +0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.2% | 1.45% | +0.09 |
| VONG Vanguard Russell 1000 Growth | Add +0.0% | 0.98% | +0.09 |
| SHV iShares 0-1 Year Treasury Bo | Add +8.1% | 2.01% | +0.03 |
| UPS United Parcel Service Class B | Add +5.9% | 0.19% | +0.02 |
| MHD BlackRock Muniholdings Fund | Add +2.8% | 0.71% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +6.3% | 6.37% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.0% | 0.89% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Add +5.3% | 3.11% | −0.02 |
| MSFT Microsoft Corp. | Add +3.6% | 2.03% | −0.04 |
| COST Costco Wholesale Corp. | Add +1.8% | 1.22% | −0.14 |