Westview Management dba Westview Investment Advisors
Westview Management dba Westview Investment Advisors reported 67 stocks worth $204M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are VCIT (6.4%), IEI (5.8%) and EMB (3.8%). Compared with Q1 2026, the fund opened new positions in ARES, CEG and FRNW, added to VCIT, EMB and SRLN, trimmed IEI, GLW and JAAA and sold out of XOP, META and WCN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $13M | 6.4% | 158K | +9,286 (+6%) | 3 of 3 | |
| 2 |  IEI Ishares TR | $11.7M | 5.8% | 100K | −641 (−1%) | 3 of 3 | |
| 3 |  EMB Ishares TR | $7.8M | 3.8% | 81K | +7,621 (+10%) | 3 of 3 | |
| 4 |  GLW Corning Inc | $7.6M | 3.7% | 30K | −609 (−2%) | 3 of 3 | |
| 5 |  JAAA Janus Detroit Str TR | $7.3M | 3.6% | 144K | −5,941 (−4%) | 3 of 3 | |
| 6 |  FPEI First Trust Institutional Preferred Securities & Income ETF | $6.6M | 3.2% | 344K | −11K (−3%) | 3 of 3 | |
| 7 |  SRLN Ssga Active ETF TR | $6.4M | 3.1% | 158K | +7,906 (+5%) | 3 of 3 | |
| 8 |  GOOG Alphabet Inc | $6.3M | 3.1% | 18K | −678 (−4%) | 3 of 3 | |
| 9 |  AMD Advanced Micro Devices Inc | $6.2M | 3.0% | 11K | −1,252 (−11%) | 3 of 3 | |
| 10 |  NVDA Nvidia Corporation | $6M | 3.0% | 30K | −430 (−1%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOP ST Srt Spdr S&P Oil and | $3.7M | 21K |
 META Meta Platforms Inc | $3.7M | 6,474 |
 WCN Waste Connections Inc | $2.9M | 18K |
 INTU Intuit | $2.8M | 6,380 |
 TSCO Tractor Supply Co | $2.1M | 45K |
🔒 Free account: see all 8.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Westview Management dba Westview Investment Advisors 13F FAQ
What does Westview Management dba Westview Investment Advisors own?
Westview Management dba Westview Investment Advisors reported 67 stocks worth $204M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are VCIT (6.4%), IEI (5.8%) and EMB (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Westview Management dba Westview Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 15 added to, 44 trimmed and 8 sold out. New positions include ARES, CEG and FRNW. It sold all of XOP, META and WCN.
When will Westview Management dba Westview Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Westview Management dba Westview Investment Advisors's portfolio worth?
The Q2 2026 filing reports $204M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.