Westview Management dba Westview Investment Advisors

Est. AUM

$192.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.3M	148252	6.38%	SOLE
2	ISHARES TR	3 7 YR TREAS BD	$11.9M	100612	6.21%	SOLE
3	JANUS DETROIT STR TR	HENDRSON AAA CL	$7.6M	150019	3.93%	SOLE
4	ISHARES TR	JPMORGAN USD EMG	$6.9M	73059	3.57%	SOLE
5	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$6.7M	355034	3.51%	SOLE
6	SSGA ACTIVE ETF TR	STATE STREET BLA	$6.0M	150006	3.13%	SOLE
7	CAMBRIA ETF TR	EMRG SHAREHLDR	$5.4M	129723	2.80%	SOLE
8	NVIDIA CORPORATION	COM	$5.3M	30611	2.78%	SOLE
9	ALPHABET INC	CAP STK CL C	$5.3M	18545	2.77%	SOLE
10	ISHARES TR	MSCI EURO FL ETF	$5.1M	145345	2.64%	SOLE
11	CASEYS GEN STORES INC	COM	$4.7M	6436	2.44%	SOLE
12	FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$4.6M	126029	2.37%	SOLE
13	AMAZON COM INC	COM	$4.2M	20047	2.17%	SOLE
14	CORNING INC	COM	$4.2M	30520	2.16%	SOLE
15	ISHARES TR	LATN AMER 40 ETF	$4.0M	113671	2.10%	SOLE
16	MICROSOFT CORP	COM	$4.0M	10735	2.07%	SOLE
17	ISHARES TR	TRUST ISHARE 0-1	$3.8M	34388	1.98%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$3.7M	20534	1.94%	SOLE
19	META PLATFORMS INC	CL A	$3.7M	6474	1.93%	SOLE
20	TJX COS INC NEW	COM	$3.7M	23046	1.91%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	55717	1.89%	SOLE
22	MASTERCARD INCORPORATED	CL A	$3.5M	6936	1.80%	SOLE
23	SHARKNINJA INC	COM SHS	$3.5M	32708	1.80%	SOLE
24	ASTRAZENECA PLC	ORD	$3.4M	17007	1.75%	SOLE
25	SHELL PLC	SPON ADS	$3.3M	35503	1.72%	SOLE
26	WESTERN ASSET MANAGED MUNS F	COM	$3.0M	296657	1.59%	SOLE
27	PALO ALTO NETWORKS INC	COM	$3.0M	18857	1.57%	SOLE
28	SCHWAB CHARLES CORP	COM	$2.9M	30612	1.50%	SOLE
29	WASTE CONNECTIONS INC	COM	$2.9M	17658	1.49%	SOLE
30	CRH PLC	ORD	$2.8M	26872	1.47%	SOLE
31	JPMORGAN CHASE & CO	COM	$2.8M	9563	1.46%	SOLE
32	INTUIT	COM	$2.8M	6380	1.44%	SOLE
33	VERTEX PHARMACEUTICALS INC	COM	$2.6M	5854	1.36%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$2.6M	2613	1.35%	SOLE
35	ADVANCED MICRO DEVICES INC	COM	$2.4M	11914	1.26%	SOLE
36	TRACTOR SUPPLY CO	COM	$2.1M	45466	1.07%	SOLE
37	SHERWIN WILLIAMS CO	COM	$2.0M	6179	1.03%	SOLE
38	SIMPSON MFG INC	COM	$2.0M	11465	1.02%	SOLE
39	MERCADOLIBRE INC	COM	$2.0M	1130	1.02%	SOLE
40	BROADCOM INC	COM	$1.8M	5722	0.92%	SOLE
41	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	56630	0.90%	SOLE
42	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.7M	15609	0.89%	SOLE
43	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.6M	52482	0.85%	SOLE
44	VANGUARD INDEX FDS	SMALL CP ETF	$1.6M	6000	0.82%	SOLE
45	ISHARES TR	MSCI USA VALUE	$1.5M	10399	0.77%	SOLE
46	NUVEEN MUN CR INCOME FD	COM SH BEN INT	$1.4M	117151	0.74%	SOLE
47	BLACKROCK MUNIHOLDINGS FD IN	COM	$1.3M	119038	0.70%	SOLE
48	ARGENX SE	SPONSORED ADR	$1.3M	1736	0.66%	SOLE
49	AAON INC	COM PAR $0.004	$1.2M	14900	0.64%	SOLE
50	ISHARES TR	ISHS 1-5YR INVS	$1.2M	23201	0.63%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.