Westview Management dba Westview Investment Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Westview Management dba Westview Investment Advisors reported 70 stock positions worth $192.2 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, 6.2%) and Janus Henderson Aaa Clo ETF (JAAA, 3.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 13, added to 12 and reduced 44. The biggest buy was a new position in iShares Latin America 40 ETF (ILF) and the biggest sale an exit from AES (AES).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGTON, VT
- CIK
- 0002073768
- Portfolio Value
- $192.2M (Q1 2026)
- SEC Filing
- 0002073768-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 70 stocks · $192.2M
| VCIT Vanguard Int-Term Corporate | 6.38% | 148,252 | $12.3M | Reduce -8.7% |
| IEI iShares 3-7 Year Treasury Bo | 6.21% | 100,612 | $11.9M | Reduce -4.0% |
| JAAA Janus Henderson Aaa Clo ETF | 3.93% | 150,019 | $7.6M | Reduce -8.8% |
| EMB iShares JP Morgan Usd Emergi | 3.57% | 73,059 | $6.9M | Reduce -7.2% |
| FPEI First Trust Institutional PR | 3.51% | 355,034 | $6.7M | Reduce -8.0% |
| SRLN SS Blackstone Sr Loan ETF | 3.13% | 150,006 | $6.0M | Reduce -6.9% |
| EYLD Cambria Emerg Shrhldr Yield | 2.80% | 129,723 | $5.4M | Reduce -1.2% |
| NVDA Nvidia Corp. | 2.78% | 30,611 | $5.3M | Reduce -8.1% |
| GOOG Alphabet Inc. Class C | 2.77% | 18,545 | $5.3M | Reduce -11.8% |
| EUFN iShares MSCI Europe Financia | 2.64% | 145,345 | $5.1M | Reduce -6.9% |
| CASY Casey's General Stores Inc. | 2.44% | 6,436 | $4.7M | Reduce -26.0% |
| FLJP Franklin Ftse Japan ETF | 2.37% | 126,029 | $4.6M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 2.17% | 20,047 | $4.2M | Reduce -6.0% |
| GLW Corning Inc. | 2.16% | 30,520 | $4.1M | Reduce -42.3% |
| ILF iShares Latin America 40 ETF | 2.10% | 113,671 | $4.0M | New |
| MSFT Microsoft Corp. | 2.07% | 10,735 | $4.0M | Add +1.3% |
| SHV iShares 0-1 Year Treasury Bo | 1.98% | 34,388 | $3.8M | Reduce -3.9% |
| XOP SS SPDR S&P Og Exp & Prod | 1.94% | 20,534 | $3.7M | New |
| META Meta Platforms Inc. Class A | 1.93% | 6,474 | $3.7M | Reduce -7.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.92% | 23,046 | $3.7M | Reduce -10.7% |
| KRE SS SPDR S&P Regional Bank | 1.89% | 55,717 | $3.6M | Reduce -10.0% |
| MA Mastercard Inc. Class A | 1.80% | 6,936 | $3.5M | Reduce -8.1% |
| SN Sharkninja Inc. | 1.80% | 32,708 | $3.5M | Reduce -10.8% |
| AZN Astrazeneca PLC | 1.75% | 17,007 | $3.4M | Reduce -13.1% |
| SHEL Shell PLC-ADR | 1.72% | 35,503 | $3.3M | Reduce -6.7% |
| MMU Western Asset Managed Munici | 1.59% | 296,657 | $3.0M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 1.57% | 18,857 | $3.0M | Add +14.0% |
| SCHW Schwab (charles) Corp. | 1.50% | 30,612 | $2.9M | Reduce -6.7% |
| WCN Waste Connections Inc. | 1.49% | 17,658 | $2.9M | Reduce -5.9% |
| CRH CRH PLC | 1.47% | 26,872 | $2.8M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 1.46% | 9,563 | $2.8M | Reduce -9.1% |
| INTU Intuit Inc. | 1.44% | 6,380 | $2.8M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.36% | 5,854 | $2.6M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 1.35% | 2,613 | $2.6M | Add +4.3% |
| AMD Advanced Micro Devices | 1.26% | 11,914 | $2.4M | Add +7.0% |
| TSCO Tractor Supply Company | 1.07% | 45,466 | $2.1M | Reduce -23.5% |
| SHW The Sherwin-Williams Co. | 1.03% | 6,179 | $2.0M | Reduce -24.6% |
| SSD Simpson Manufacturing Co. Inc. | 1.02% | 11,465 | $2.0M | Reduce -10.7% |
| MELI MercadoLibre Inc. | 1.02% | 1,130 | $2.0M | Reduce -29.4% |
| AVGO Broadcom Inc. | 0.92% | 5,722 | $1.8M | New |
| SCHD Schwab US DVD Equity ETF | 0.90% | 56,630 | $1.7M | Reduce -20.5% |
| VONG Vanguard Russell 1000 Growth | 0.89% | 15,609 | $1.7M | Reduce -16.2% |
| SCHM Schwab US Mid Cap ETF | 0.85% | 52,482 | $1.6M | Reduce -19.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.82% | 6,000 | $1.6M | Add +41.2% |
| VLUE iShares MSCI USA Value Facto | 0.77% | 10,399 | $1.5M | New |
| NZF Nuveen Municipal Credit Inc. | 0.74% | 117,151 | $1.4M | Reduce -0.8% |
| MHD BlackRock Muniholdings Fund | 0.70% | 119,038 | $1.3M | New |
| ARGX Argenx SE - ADR | 0.66% | 1,736 | $1.3M | New |
| AAON Aaon Inc. | 0.64% | 14,900 | $1.2M | Reduce -16.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.63% | 23,201 | $1.2M | No change |
| VCYT Veracyte Inc. | 0.51% | 30,601 | $986K | Reduce -6.4% |
| TGTX TG Therapeutics Inc. | 0.51% | 29,261 | $972K | Reduce -8.6% |
| GOOGL Alphabet Inc. Class A | 0.46% | 3,073 | $884K | Reduce -2.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.45% | 13,059 | $858K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.33% | 6,962 | $633K | Add +32.2% |
| NAD Nuveen Quality Municipal Inc. | 0.32% | 53,711 | $618K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.32% | 13,510 | $615K | Add +33.1% |
| BBN BlackRock Taxable Muni BND | 0.30% | 35,696 | $577K | Reduce -18.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.29% | 5,704 | $552K | Reduce -75.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.21% | 8,837 | $401K | Add +25.9% |
| GLD SPDR Gold Shares | 0.20% | 900 | $387K | Reduce -18.2% |
| OKE Oneok Inc. | 0.19% | 4,100 | $371K | Add +5.1% |
| EVN Eaton Vance Muni Inc. TR | 0.18% | 32,874 | $342K | Reduce -13.2% |
| UPS United Parcel Service Class B | 0.17% | 3,400 | $334K | Add +30.8% |
| BKLN Invesco Senior Loan ETF | 0.14% | 13,295 | $271K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 1,362 | $261K | Add +8.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.13% | 5,400 | $243K | New |
| MYI BlackRock Muniyield QLTY III | 0.11% | 19,900 | $209K | Add +1.5% |
| PMO Franklin Muncipl Opps Tst-Ui | 0.08% | 15,300 | $158K | No change |
| MQY BlackRock Muniyield Quality | 0.06% | 10,700 | $117K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AES AES Corp. | Sold out | 0.00% | −1.42 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −1.13 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −1.11 |
| RYAN Ryan Specialty Holdings Inc. | Sold out | 0.00% | −0.99 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -75.0% | 0.29% | −0.84 |
| BFK BlackRock Municipal Inc. TRST | Sold out | 0.00% | −0.58 |
| MELI MercadoLibre Inc. | Reduce -29.4% | 1.02% | −0.52 |
| GOOG Alphabet Inc. Class C | Reduce -11.8% | 2.77% | −0.38 |
| TSCO Tractor Supply Company | Reduce -23.5% | 1.07% | −0.34 |
| META Meta Platforms Inc. Class A | Reduce -7.2% | 1.93% | −0.27 |
| CRH CRH PLC | Reduce -7.5% | 1.47% | −0.26 |
| MA Mastercard Inc. Class A | Reduce -8.1% | 1.80% | −0.25 |
| SHW The Sherwin-Williams Co. | Reduce -24.6% | 1.03% | −0.23 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.23 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.22 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.19 |
| FLTB Fidelity Ltd. TRM BND ETF | Sold out | 0.00% | −0.19 |
| VONG Vanguard Russell 1000 Growth | Reduce -16.2% | 0.89% | −0.19 |
| NVDA Nvidia Corp. | Reduce -8.1% | 2.78% | −0.18 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -6.0% | 2.17% | −0.17 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.16 |
| SN Sharkninja Inc. | Reduce -10.8% | 1.80% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -9.1% | 1.46% | −0.15 |
| VCYT Veracyte Inc. | Reduce -6.4% | 0.51% | −0.14 |
| EUFN iShares MSCI Europe Financia | Reduce -6.9% | 2.64% | −0.12 |
| BLE BlackRock Muni Inc. TR II | Sold out | 0.00% | −0.10 |
| VCIT Vanguard Int-Term Corporate | Reduce -8.7% | 6.38% | −0.10 |
| SCHM Schwab US Mid Cap ETF | Reduce -19.1% | 0.85% | −0.08 |
| WCN Waste Connections Inc. | Reduce -5.9% | 1.49% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -6.7% | 1.50% | −0.06 |
| FPEI First Trust Institutional PR | Reduce -8.0% | 3.51% | −0.05 |
| GLW Corning Inc. | Reduce -42.3% | 2.16% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.2% | 3.57% | −0.04 |
| BBN BlackRock Taxable Muni BND | Reduce -18.6% | 0.30% | −0.04 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -6.9% | 3.13% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -8.8% | 3.93% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -20.5% | 0.90% | −0.03 |
| KRE SS SPDR S&P Regional Bank | Reduce -10.0% | 1.89% | −0.02 |
| TROX Tronox Holdings PLC | Sold out | 0.00% | −0.02 |
| EVN Eaton Vance Muni Inc. TR | Reduce -13.2% | 0.18% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 0.46% | −0.01 |
| GLD SPDR Gold Shares | Reduce -18.2% | 0.20% | −0.01 |
| AAON Aaon Inc. | Reduce -16.3% | 0.64% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.8% | 1.36% | +0.00 |
| TJX TJX Companies Inc. | Reduce -10.7% | 1.92% | +0.03 |
| AZN Astrazeneca PLC | Reduce -13.1% | 1.75% | +0.03 |
| NZF Nuveen Municipal Credit Inc. | Reduce -0.8% | 0.74% | +0.03 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -10.7% | 1.02% | +0.04 |
| TGTX TG Therapeutics Inc. | Reduce -8.6% | 0.51% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| ILF iShares Latin America 40 ETF | New | 2.10% | +2.10 |
| XOP SS SPDR S&P Og Exp & Prod | New | 1.94% | +1.94 |
| INTU Intuit Inc. | New | 1.44% | +1.44 |
| AVGO Broadcom Inc. | New | 0.92% | +0.92 |
| VLUE iShares MSCI USA Value Facto | New | 0.77% | +0.77 |
| MHD BlackRock Muniholdings Fund | New | 0.70% | +0.70 |
| ARGX Argenx SE - ADR | New | 0.66% | +0.66 |
| COST Costco Wholesale Corp. | Add +4.3% | 1.35% | +0.33 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +41.2% | 0.82% | +0.30 |
| NUSC Nuveen ESG Small-Cap ETF | New | 0.13% | +0.13 |
| AMD Advanced Micro Devices | Add +7.0% | 1.26% | +0.13 |
| PANW Palo Alto Networks Inc. | Add +14.0% | 1.57% | +0.12 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +33.1% | 0.32% | +0.10 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +32.2% | 0.33% | +0.08 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +25.9% | 0.21% | +0.06 |
| OKE Oneok Inc. | Add +5.1% | 0.19% | +0.06 |
| UPS United Parcel Service Class B | Add +30.8% | 0.17% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +8.6% | 0.14% | +0.02 |
| MYI BlackRock Muniyield QLTY III | Add +1.5% | 0.11% | +0.01 |
| MSFT Microsoft Corp. | Add +1.3% | 2.07% | −0.37 |