Westview Management Dba Westview Investment Advisors Top Holdings and 13F Report (2026) About Westview Management Dba Westview Investment AdvisorsInvestment ActivityWestview Management Dba Westview Investment Advisors has $204.36 million in total holdings as of June 30, 2026.Westview Management Dba Westview Investment Advisors owns shares of 67 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 5.96% of the portfolio was purchased this quarter.About 11.61% of the portfolio was sold this quarter.This quarter, Westview Management Dba Westview Investment Advisors has purchased 70 new stocks and bought additional shares in 16 stocks.Westview Management Dba Westview Investment Advisors sold shares of 44 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $13,020,512iShares 3-7 Year Treasury Bond ETF $11,741,608iShares J.P. Morgan USD Emerging Markets Bond ETF $7,780,780Corning $7,640,128Janus Henderson AAA CLO ETF $7,274,507 Largest New Holdings this Quarter 03990B101 - Ares Management $2,766,137 Holding21037T109 - Constellation Energy $2,514,250 Holding316092253 - Fidelity Clean Energy ETF $1,740,610 Holding64125C109 - Neurocrine Biosciences $1,160,027 Holding61774R106 - Calvert International Responsible Index ETF $206,751 Holding Largest Purchases this Quarter Ares Management 24,851 shares (about $2.77M)Constellation Energy 10,123 shares (about $2.51M)Fidelity Clean Energy ETF 71,395 shares (about $1.74M)Neurocrine Biosciences 6,883 shares (about $1.16M)BlackRock MuniYield Quality Fund III 95,350 shares (about $1.06M) Largest Sales this Quarter Advanced Micro Devices 1,252 shares (about $727.28K)Palo Alto Networks 1,738 shares (about $592.70K)Nuveen Municipal Credit Income Fund 42,312 shares (about $536.52K)SPDR S&P Regional Banking ETF 4,578 shares (about $342.66K)Vanguard Emerging Markets Government Bond ETF 4,713 shares (about $316.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestview Management Dba Westview Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$13,020,512$767,488 â–²6.3%157,5386.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$11,741,608$75,286 â–¼-0.6%99,9715.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$7,780,780$734,969 â–²10.4%80,6803.8%ETFGLWCorning$7,640,128$155,556 â–¼-2.0%29,9113.7%TechnologyJAAAJanus Henderson AAA CLO ETF$7,274,507$299,961 â–¼-4.0%144,0783.6%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$6,629,220$219,385 â–¼-3.2%343,6613.2%ETFSRLNSPDR Blackstone Senior Loan ETF$6,362,283$318,533 â–²5.3%157,9123.1%ETFGOOGAlphabet$6,313,048$239,562 â–¼-3.7%17,8673.1%Communication ServicesAMDAdvanced Micro Devices$6,193,506$727,281 â–¼-10.5%10,6623.0%TechnologyNVDANVIDIA$6,038,900$86,038 â–¼-1.4%30,1813.0%TechnologyEYLDCambria Emerging Shareholder Yield ETF$5,974,278$83,554 â–²1.4%131,5632.9%ETFPANWPalo Alto Networks$5,838,027$592,703 â–¼-9.2%17,1192.9%TechnologyEUFNiShares MSCI Europe Financials ETF$5,627,814$39,185 â–¼-0.7%144,3402.8%ETFCASYCasey's General Stores$5,070,048$45,304 â–¼-0.9%6,3792.5%Consumer StaplesFLJPFranklin FTSE Japan ETF$4,943,486$66,184 â–¼-1.3%124,3642.4%ETFSNSharkNinja$4,729,506$250,941 â–¼-5.0%31,0602.3%Consumer DiscretionaryAMZNAmazon.com$4,714,375$63,637 â–¼-1.3%19,7802.3%Consumer DiscretionaryMSFTMicrosoft$4,148,869$144,364 â–²3.6%11,1222.0%TechnologySHViShares Short Treasury Bond ETF$4,100,526$305,782 â–²8.1%37,1592.0%ETFKRESPDR S&P Regional Banking ETF$3,827,730$342,661 â–¼-8.2%51,1391.9%ETFILFiShares Latin America 40 ETF$3,773,247$63,146 â–¼-1.6%111,8001.8%ETFMAMastercard$3,539,359$23,113 â–¼-0.6%6,8911.7%FinanceTJXTJX Companies$3,450,214$41,207 â–¼-1.2%22,7741.7%Consumer DiscretionaryMMUWestern Asset Managed Municipals Fund$3,071,203$19,965 â–¼-0.6%294,7411.5%FinanceAZNCFAstraZeneca$3,052,670$172,174 â–¼-5.3%16,0991.5%HealthcareJPMJPMorgan Chase & Co.$3,031,437$98,855 â–¼-3.2%9,2611.5%FinanceVRTXVertex Pharmaceuticals$2,970,992$63,086 â–²2.2%5,9811.5%HealthcareSCHWCharles Schwab$2,796,158$28,419 â–¼-1.0%30,3041.4%FinanceCRH PLC$2,777,292$98,012 â–¼-3.4%25,9561.4%ORDARESAres Management$2,766,137$2,766,137 â–²New Holding24,8511.4%FinanceSHELShell$2,577,929$175,010 â–¼-6.4%33,2461.3%EnergyCEGConstellation Energy$2,514,250$2,514,250 â–²New Holding10,1231.2%UtilitiesCOSTCostco Wholesale$2,489,128$44,900 â–²1.8%2,6611.2%Consumer StaplesSSDSimpson Manufacturing$2,362,636$37,472 â–¼-1.6%11,2861.2%IndustrialsAVGOBroadcom$2,210,615$49,108 â–²2.3%5,8521.1%TechnologySHWSherwin-Williams$2,047,729$79,885 â–¼-3.8%5,9471.0%MaterialsVLUEiShares MSCI USA Value Factor ETF$2,014,231$63,538 â–¼-3.1%10,0811.0%ETFVONGVanguard Russell 1000 Growth ETF$1,995,507$511 â–²0.0%15,6131.0%ETFVBVanguard Small-Cap ETF$1,941,967$123,362 â–²6.8%6,4071.0%ETFSCHMSchwab U.S. Mid-Cap ETF$1,925,547$9,476 â–¼-0.5%52,2250.9%ETFAAONAAON$1,914,449$24,230 â–²1.3%15,0910.9%IndustrialsSCHDSchwab US Dividend Equity ETF$1,813,366$17,631 â–²1.0%57,1860.9%ETFVCYTVeracyte$1,794,965$2,232 â–¼-0.1%30,5630.9%HealthcareFRNWFidelity Clean Energy ETF$1,740,610$1,740,610 â–²New Holding71,3950.9%ETFTGTXTG Therapeutics$1,605,567$2,033 â–¼-0.1%29,2240.8%HealthcareARGXargenex$1,583,703$26,905 â–¼-1.7%1,7070.8%HealthcareMHDBlackRock MuniHoldings Fund$1,455,955$39,401 â–²2.8%122,3490.7%FinanceMYIBlackRock MuniYield Quality Fund III$1,280,428$1,059,339 â–²479.1%115,2500.6%FinanceNBIXNeurocrine Biosciences$1,160,027$1,160,027 â–²New Holding6,8830.6%HealthcareIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,034,126$181,867 â–¼-15.0%19,7310.5%ETFGOOGLAlphabet$1,007,013$91,124 â–¼-8.3%2,8180.5%Communication ServicesNZFNuveen Municipal Credit Income Fund$948,963$536,519 â–¼-36.1%74,8390.5%FinanceNULGNuveen ESG Large-Cap Growth ETF$756,448$58,530 â–¼-7.2%6,4620.4%ETFNULVNuveen ESG Large-Cap Value ETF$617,191$58,190 â–¼-8.6%12,3460.3%ETFBBNBlackRock Taxable Municipal Bond Trust$566,031$11,173 â–¼-1.9%35,0050.3%FinanceVWOBVanguard Emerging Markets Government Bond ETF$561,201$316,911 â–¼-36.1%8,3460.3%ETFNADNuveen Quality Municipal Income Fund$434,034$216,950 â–¼-33.3%35,8110.2%FinanceXJHiShares ESG Select Screened S&P Mid-Cap ETF$401,241$59,607 â–¼-12.9%7,6940.2%ETFMOATVanEck Morningstar Wide Moat ETF$389,954$203,034 â–¼-34.2%3,7510.2%ETFUPSUnited Parcel Service$387,000$21,500 â–²5.9%3,6000.2%IndustrialsOKEONEOK$356,4540.0%4,1000.2%EnergyGLDSPDR Gold Shares$267,076$64,467 â–¼-19.4%7250.1%ETFNUSCNuveen ESG Small-Cap ETF$241,714$39,712 â–¼-14.1%4,6380.1%ETFRSPInvesco S&P 500 Equal Weight ETF$240,215$49,575 â–¼-17.1%1,1290.1%ETFCVIECalvert International Responsible Index ETF$206,751$206,751 â–²New Holding2,4320.1%ETFPMOPutnam Mun Oppo$161,2620.0%15,3000.1%FinanceEVNEaton Vance Municipal Income Trust$153,406$216,755 â–¼-58.6%13,6240.1%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$0$3,733,724 â–¼-100.0%00.0%ETFMETAMeta Platforms$0$3,703,722 â–¼-100.0%00.0%Communication ServicesWCNWaste Connections$0$2,868,445 â–¼-100.0%00.0%IndustrialsINTUIntuit$0$2,758,584 â–¼-100.0%00.0%TechnologyTSCOTractor Supply$0$2,059,629 â–¼-100.0%00.0%Consumer DiscretionaryMELIMercadoLibre$0$1,954,104 â–¼-100.0%00.0%Consumer DiscretionaryBKLNInvesco Senior Loan ETF$0$271,351 â–¼-100.0%00.0%ETFMQYBlackRock MuniYield Quality Fund$0$117,486 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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