Westview Management dba Westview Investment Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Westview Management dba Westview Investment Advisors reported 75 stock positions worth $209.9 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 6.5% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 6.0%) and Janus Henderson Aaa Clo ETF (JAAA, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGTON, VT
- CIK
- 0002073768
- Portfolio Value
- $209.9M (Q4 2025)
- SEC Filing
- 0002073768-26-000001 ↗ filed Jan 9, 2026
Holdings Value
Holdings 75 stocks · $209.9M
| VCIT Vanguard Int-Term Corporate | 6.48% | 162,410 | $13.6M | — |
| IEI iShares 3-7 Year Treasury Bo | 5.96% | 104,849 | $12.5M | — |
| JAAA Janus Henderson Aaa Clo ETF | 3.96% | 164,442 | $8.3M | — |
| EMB iShares JP Morgan Usd Emergi | 3.61% | 78,757 | $7.6M | — |
| FPEI First Trust Institutional PR | 3.56% | 385,775 | $7.5M | — |
| SRLN SS Blackstone Sr Loan ETF | 3.17% | 161,147 | $6.7M | — |
| GOOG Alphabet Inc. Class C | 3.14% | 21,036 | $6.6M | — |
| NVDA Nvidia Corp. | 2.96% | 33,321 | $6.2M | — |
| EUFN iShares MSCI Europe Financia | 2.76% | 156,137 | $5.8M | — |
| MSFT Microsoft Corp. | 2.44% | 10,596 | $5.1M | — |
| EYLD Cambria Emerg Shrhldr Yield | 2.40% | 131,265 | $5.0M | — |
| AMZN Amazon.com Inc. | 2.34% | 21,315 | $4.9M | — |
| CASY Casey's General Stores Inc. | 2.29% | 8,697 | $4.8M | — |
| FLJP Franklin Ftse Japan ETF | 2.21% | 134,441 | $4.6M | — |
| GLW Corning Inc. | 2.20% | 52,852 | $4.6M | — |
| META Meta Platforms Inc. Class A | 2.19% | 6,976 | $4.6M | — |
| MA Mastercard Inc. Class A | 2.05% | 7,543 | $4.3M | — |
| SN Sharkninja Inc. | 1.95% | 36,656 | $4.1M | — |
| KRE SS SPDR S&P Regional Bank | 1.91% | 61,899 | $4.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.89% | 25,792 | $4.0M | — |
| SHV iShares 0-1 Year Treasury Bo | 1.88% | 35,798 | $3.9M | — |
| CRH CRH PLC | 1.73% | 29,042 | $3.6M | — |
| AZN Astrazeneca PLC-Spons ADR | 1.71% | 39,136 | $3.6M | — |
| JPM JPMorgan Chase & Co. | 1.61% | 10,520 | $3.4M | — |
| WCN Waste Connections Inc. | 1.57% | 18,758 | $3.3M | — |
| SCHW Schwab (charles) Corp. | 1.56% | 32,793 | $3.3M | — |
| MELI MercadoLibre Inc. | 1.54% | 1,600 | $3.2M | — |
| MMU Western Asset Managed Munici | 1.48% | 297,109 | $3.1M | — |
| PANW Palo Alto Networks Inc. | 1.45% | 16,538 | $3.0M | — |
| AES AES Corp. | 1.42% | 207,824 | $3.0M | — |
| TSCO Tractor Supply Company | 1.42% | 59,445 | $3.0M | — |
| VRTX Vertex Pharmaceuticals Inc. | 1.36% | 6,284 | $2.8M | — |
| SHEL Shell PLC-ADR | 1.33% | 38,046 | $2.8M | — |
| SHW The Sherwin-Williams Co. | 1.26% | 8,193 | $2.7M | — |
| AMD Advanced Micro Devices | 1.14% | 11,132 | $2.4M | — |
| MOAT Vaneck Morningstar Wide Moat | 1.13% | 22,827 | $2.4M | — |
| BSX Boston Scientific Corp. | 1.13% | 24,780 | $2.4M | — |
| ADSK Autodesk Inc. | 1.11% | 7,854 | $2.3M | — |
| VONG Vanguard Russell 1000 Growth | 1.08% | 18,624 | $2.3M | — |
| COST Costco Wholesale Corp. | 1.03% | 2,505 | $2.2M | — |
| RYAN Ryan Specialty Holdings Inc. | 0.99% | 40,318 | $2.1M | — |
| SSD Simpson Manufacturing Co. Inc. | 0.99% | 12,844 | $2.1M | — |
| SCHD Schwab US DVD Equity ETF | 0.93% | 71,259 | $2.0M | — |
| SCHM Schwab US Mid Cap ETF | 0.93% | 64,898 | $2.0M | — |
| NZF Nuveen Municipal Credit Inc. | 0.71% | 118,124 | $1.5M | — |
| VCYT Veracyte Inc. | 0.66% | 32,690 | $1.4M | — |
| AAON Aaon Inc. | 0.65% | 17,800 | $1.4M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.58% | 23,201 | $1.2M | — |
| BFK BlackRock Municipal Inc. TRST | 0.58% | 121,838 | $1.2M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 4,250 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.47% | 3,143 | $984K | — |
| TGTX TG Therapeutics Inc. | 0.45% | 32,024 | $955K | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.42% | 13,059 | $881K | — |
| BBN BlackRock Taxable Muni BND | 0.34% | 43,852 | $716K | — |
| NAD Nuveen Quality Municipal Inc. | 0.31% | 53,711 | $646K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.25% | 5,268 | $515K | — |
| FBND Fidelity Total Bond ETF | 0.23% | 10,648 | $490K | — |
| IEMG iShares Core MSCI Emerging | 0.22% | 6,850 | $460K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.22% | 10,153 | $457K | — |
| GLD SPDR Gold Shares | 0.21% | 1,100 | $436K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 4,569 | $409K | — |
| EVN Eaton Vance Muni Inc. TR | 0.19% | 37,874 | $408K | — |
| FLTB Fidelity Ltd. TRM BND ETF | 0.19% | 7,879 | $399K | — |
| IAU iShares Gold Trust | 0.17% | 4,500 | $365K | — |
| USHY iShares Broad Usd High Yield | 0.16% | 9,155 | $342K | — |
| XJH Ishare ESG SS S&P Midcap ETF | 0.15% | 7,016 | $313K | — |
| OKE Oneok Inc. | 0.14% | 3,900 | $287K | — |
| BKLN Invesco Senior Loan ETF | 0.13% | 13,295 | $279K | — |
| UPS United Parcel Service Class B | 0.12% | 2,600 | $258K | — |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 1,254 | $240K | — |
| MYI BlackRock Muniyield QLTY III | 0.10% | 19,600 | $213K | — |
| BLE BlackRock Muni Inc. TR II | 0.10% | 19,900 | $208K | — |
| PMO Franklin Muncipl Opps Tst-Ui | 0.08% | 15,300 | $164K | — |
| MQY BlackRock Muniyield Quality | 0.06% | 10,700 | $121K | — |
| TROX Tronox Holdings PLC | 0.02% | 10,000 | $42K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.