DOSSIER · 13F-HR · Q2 2026

Westview Management dba Westview Investment Advisors

$204M in tracked AUM across 67 positions as of Q2 2026.

WM
CIK 0002073768 · last filed Jun 30, 2026
Total AUM
$204M
as of Q2 2026
Holdings
67
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Westview Management dba Westview Investment Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$13M158K6.4%
02
IEI
ISHARES TR
$12M100K5.7%
03
EMB
ISHARES TR
$8M81K3.8%
04
GLW
CORNING INC
$8M30K3.7%
05
JAAA
JANUS DETROIT STR TR
$7M144K3.6%
06
FPEI
FIRST TR EXCH TRADED FD III
$7M344K3.2%
07
SRLN
SSGA ACTIVE ETF TR
$6M158K3.1%
08
GOOG
ALPHABET INC
$6M18K3.1%
09
AMD
ADVANCED MICRO DEVICES INC
$6M11K3.0%
10
NVDA
NVIDIA CORPORATION
$6M30K3.0%

Filing history

2026Q2Jun 30
$204M 6.3%
67 positionsView →
2026Q1Mar 31
$192M 8.4%
70 positionsView →
2025Q4Dec 31
$210M
75 positionsView →