SEC Form 13F

Westview Management dba Westview Investment Advisors 13F Holdings

Inspect Westview Management dba Westview Investment Advisors's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-01T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-01
Reported value
$204,356,549
Positions
67

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Step 1 of 3

Disclosed positions

Westview Management dba Westview Investment Advisors: source evidence dated 2026-08-01T03:59:59.999Z.

Issuer
VANGUARD SCOTTSDALE FDS
Ticker
VCIT
Class
INT-TERM CORP
Reported value
$13,020,512
Reported amount
157,538
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002073768-26-000003
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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$13,020,512157,538SHNone
ISHARES TRIEI3 7 YR TREAS BD$11,741,60899,971SHNone
ISHARES TREMBJPMORGAN USD EMG$7,780,78080,680SHNone
CORNING INCGLWCOM$7,640,12829,911SHNone
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$7,274,507144,078SHNone
FIRST TR EXCH TRADED FD IIIFPEIINSTL PFD SECS$6,629,220343,661SHNone
SSGA ACTIVE ETF TRSRLNST STR BL LN ETF$6,362,283157,912SHNone
ALPHABET INCGOOGCAP STK CL C$6,313,04817,867SHNone
ADVANCED MICRO DEVICES INCAMDCOM$6,193,50610,662SHNone
NVIDIA CORPORATIONNVDACOM$6,038,90030,181SHNone
CAMBRIA ETF TREYLDEMRG SHAREHLDR$5,974,278131,563SHNone
PALO ALTO NETWORKS INCPANWCOM$5,838,02717,119SHNone
ISHARES TREUFNMSCI EURO FL ETF$5,627,814144,340SHNone
CASEYS GEN STORES INCCASYCOM$5,070,0486,379SHNone
FRANKLIN TEMPLETON ETF TRFLJPFTSE JAPAN ETF$4,943,486124,364SHNone
SHARKNINJA INCSNCOM SHS$4,729,50631,060SHNone
AMAZON COM INCAMZNCOM$4,714,37519,780SHNone
MICROSOFT CORPMSFTCOM$4,148,86911,122SHNone
ISHARES TRSHVTRUST ISHARE 0-1$4,100,52637,159SHNone
SPDR SERIES TRUSTKREST STR SP REGBNK$3,827,73051,139SHNone
ISHARES TRILFLATN AMER 40 ETF$3,773,247111,800SHNone
MASTERCARD INCORPORATEDMACL A$3,539,3596,891SHNone
TJX COS INC NEWTJXCOM$3,450,21422,774SHNone
WESTERN ASSET MANAGED MUNS FMMUCOM$3,071,203294,741SHNone
ASTRAZENECA PLCAZNORD$3,052,67016,099SHNone
JPMORGAN CHASE & COJPMCOM$3,031,4379,261SHNone
VERTEX PHARMACEUTICALS INCVRTXCOM$2,970,9925,981SHNone
SCHWAB CHARLES CORPSCHWCOM$2,796,15830,304SHNone
CRH PLCCRHORD$2,777,29225,956SHNone
ARES MANAGEMENT CORPORATIONARESCL A COM STK$2,766,13724,851SHNone
SHELL PLCSHELSPON ADS$2,577,92933,246SHNone
CONSTELLATION ENERGY CORPCEGCOM$2,514,25010,123SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$2,489,1282,661SHNone
SIMPSON MFG INCSSDCOM$2,362,63611,286SHNone
BROADCOM INCAVGOCOM$2,210,6155,852SHNone
SHERWIN WILLIAMS COSHWCOM$2,047,7295,947SHNone
ISHARES TRVLUEMSCI USA VALUE$2,014,23110,081SHNone
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$1,995,50715,613SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$1,941,9676,407SHNone
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$1,925,54752,225SHNone
AAON INCAAONCOM PAR $0.004$1,914,44915,091SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$1,813,36657,186SHNone
VERACYTE INCVCYTCOM$1,794,96530,563SHNone
FIDELITY COVINGTON TRUSTFRNWCLEAN ENERGY ETF$1,740,61071,395SHNone
TG THERAPEUTICS INCTGTXCOM$1,605,56729,224SHNone
ARGENX SEARGXSPONSORED ADR$1,583,7031,707SHNone
BLACKROCK MUNIHOLDINGS FD INMHDCOM$1,455,955122,349SHNone
BLACKROCK MUNIYIELD QUALITYMYICOM$1,280,428115,250SHNone
NEUROCRINE BIOSCIENCES INCNBIXCOM$1,160,0276,883SHNone
ISHARES TRIGSBISHS 1-5YR INVS$1,034,12619,731SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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