Funds › Westview Management dba Westview Investment Advisors
Westview Management dba Westview Investment Advisors
13F for Q3 2026, filed Nov 9, 2026. 71 positions worth $206.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds INT-TERM Corp | 167,966 | $13.2M | 6.4% | +6.6% | 13F ↗ |
| 2 | iShares Tr 3 7 Yr Treas Bd | 71,848 | $8.2M | 3.9% | -28.1% | 13F ↗ |
| 3 | iShares Tr Jpmorgan Usd Emg | 85,653 | $7.8M | 3.8% | +6.2% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 32,884 | $7.5M | 3.6% | +9.0% | 13F ↗ |
| 5 | Janus Detroit Str Tr Hendrson Aaa Cl | 144,994 | $7.3M | 3.5% | +0.6% | 13F ↗ |
| 6 | AMD Advanced Micro Devices, Inc. | 11,146 | $6.8M | 3.3% | +4.5% | 13F ↗ |
| 7 | GLW Corning Incorporated | 43,269 | $6.7M | 3.2% | +44.7% | 13F ↗ |
| 8 | Cambria ETF Tr Exchange Traded Fund | 136,689 | $6.5M | 3.1% | +3.9% | 13F ↗ |
| 9 | Ssga Active ETF Tr St Str Bl Ln Etf | 160,265 | $6.5M | 3.1% | +1.5% | 13F ↗ |
| 10 | First Tr Exch Traded Fd III Instl Pfd Secs | 348,286 | $6.4M | 3.1% | +1.3% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 12,259 | $6.3M | 3.0% | +10.2% | 13F ↗ |
| 12 | GOOG Alphabet Inc. Class C | 18,049 | $6.2M | 3.0% | +1.0% | 13F ↗ |
| 13 | AMZN Amazon.com, Inc. | 21,086 | $5.3M | 2.5% | +6.6% | 13F ↗ |
| 14 | Franklin Templeton ETF Tr Ftse Japan Etf | 121,315 | $5.0M | 2.4% | -2.5% | 13F ↗ |
| 15 | iShares Tr Msci Euro Fl Etf | 115,980 | $4.6M | 2.2% | -19.6% | 13F ↗ |
| 16 | iShares Tr Trust Ishare 0-1 | 40,696 | $4.5M | 2.2% | +9.5% | 13F ↗ |
| 17 | iShares Tr Latn Amer 40 Etf | 119,592 | $4.1M | 2.0% | +7.0% | 13F ↗ |
| 18 | PANW Palo Alto Networks, Inc. | 10,200 | $4.1M | 2.0% | -40.4% | 13F ↗ |
| 19 | CASY Caseys General Stores, Inc. | 6,589 | $4.0M | 1.9% | +3.3% | 13F ↗ |
| 20 | iShares Tr 7-10 Yr Trsy Bd | 44,671 | $4.0M | 1.9% | New | 13F ↗ |
| 21 | MA Mastercard Incorporated | 6,833 | $3.8M | 1.8% | -0.8% | 13F ↗ |
| 22 | Spdr Series Trust St Str Sp Regbnk | 48,019 | $3.3M | 1.6% | -6.1% | 13F ↗ |
| 23 | TJX TJX Companies, Inc. | 25,090 | $3.3M | 1.6% | +10.2% | 13F ↗ |
| 24 | VRTX Vertex Pharmaceuticals Incorporated | 6,131 | $3.2M | 1.5% | +2.5% | 13F ↗ |
| 25 | SHEL Shell PLC · ADR | 33,658 | $3.2M | 1.5% | +1.2% | 13F ↗ |
| 26 | JPM JPMorgan Chase & Co. | 9,492 | $3.1M | 1.5% | +2.5% | 13F ↗ |
| 27 | SN SharkNinja, Inc. | 16,869 | $3.0M | 1.5% | -45.7% | 13F ↗ |
| 28 | ARES Ares Management Corporation | 25,547 | $3.0M | 1.4% | +2.8% | 13F ↗ |
| 29 | Fidelity Covington Trust | 137,090 | $2.9M | 1.4% | +92.0% | 13F ↗ |
| 30 | CEG Constellation Energy Corporation | 10,983 | $2.8M | 1.3% | +8.5% | 13F ↗ |
| 31 | AZN AstraZeneca PLC | 16,763 | $2.7M | 1.3% | +4.1% | 13F ↗ |
| 32 | COST Costco Wholesale Corporation | 2,951 | $2.7M | 1.3% | +10.9% | 13F ↗ |
| 33 | AVGO Broadcom Inc. | 7,423 | $2.6M | 1.3% | +26.8% | 13F ↗ |
| 34 | AAON AAON, Inc. · Com Par $0.004 | 30,620 | $2.5M | 1.2% | +103% | 13F ↗ |
| 35 | MMU Western Asset Managed Municipals Fund, Inc. | 256,899 | $2.3M | 1.1% | -12.8% | 13F ↗ |
| 36 | Vanguard Scottsdale Fds Vng RUS1000GRW | 16,217 | $2.1M | 1.0% | +3.9% | 13F ↗ |
| 37 | MYI Blackrock MuniYield Quality Fund III, Inc | 215,469 | $2.1M | 1.0% | +87.0% | 13F ↗ |
| 38 | iShares Tr Msci Usa Value | 10,346 | $2.0M | 1.0% | +2.6% | 13F ↗ |
| 39 | SSD Simpson Manufacturing Company, Inc. | 11,617 | $2.0M | 1.0% | +2.9% | 13F ↗ |
| 40 | SHW Sherwin-Williams Company | 6,116 | $2.0M | 1.0% | +2.8% | 13F ↗ |
| 41 | Schwab Strategic Tr Us Dividend Eq | 57,455 | $1.9M | 0.9% | +0.5% | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Sml Cap | 6,473 | $1.8M | 0.9% | +1.0% | 13F ↗ |
| 43 | ITT ITT Inc. | 8,990 | $1.8M | 0.9% | New | 13F ↗ |
| 44 | Schwab Strategic Tr Us MID-CAP Etf | 52,691 | $1.8M | 0.9% | +0.9% | 13F ↗ |
| 45 | ARGX argenx SE · ADR | 1,779 | $1.7M | 0.8% | +4.2% | 13F ↗ |
| 46 | TGTX TG Therapeutics, Inc. | 30,246 | $1.7M | 0.8% | +3.5% | 13F ↗ |
| 47 | QXO QXO, Inc. | 137,971 | $1.6M | 0.8% | New | 13F ↗ |
| 48 | MHD Blackrock MuniHoldings Fund, Inc. | 144,621 | $1.5M | 0.7% | +18.2% | 13F ↗ |
| 49 | VCYT Veracyte, Inc. | 31,315 | $1.4M | 0.7% | +2.5% | 13F ↗ |
| 50 | BWXT BWX Technologies, Inc. | 10,467 | $1.4M | 0.7% | New | 13F ↗ |
Changes since Q2 2026
6 new, 47 added to, 16 trimmed, 2 exited, 2 unchanged. By estimated dollars.
New positions (6)
Added to (47)
| GLW Corning Incorporated | 43,269 | +44.7% | $2.1M |
| Fidelity Covington Trust | 137,090 | +92.0% | $1.4M |
| AAON AAON, Inc. · Com Par $0.004 | 30,620 | +103% | $1.3M |
| MYI Blackrock MuniYield Quality Fund III, Inc | 215,469 | +87.0% | $965.1K |
| Vanguard Scottsdale Fds INT-TERM Corp | 167,966 | +6.6% | $816.6K |
| NVDA NVIDIA Corporation | 32,884 | +9.0% | $617.3K |
| MSFT Microsoft Corporation | 12,259 | +10.2% | $583.2K |
| AVGO Broadcom Inc. | 7,423 | +26.8% | $551.7K |
| iShares Tr Jpmorgan Usd Emg | 85,653 | +6.2% | $451.7K |
| iShares Tr Trust Ishare 0-1 | 40,696 | +9.5% | $390.2K |
Trimmed (16)
| iShares Tr 3 7 Yr Treas Bd | 71,848 | -28.1% | -$3.2M |
| PANW Palo Alto Networks, Inc. | 10,200 | -40.4% | -$2.7M |
| SN SharkNinja, Inc. | 16,869 | -45.7% | -$2.6M |
| SCHW Charles Schwab Corporation | 4,355 | -85.6% | -$2.5M |
| iShares Tr Msci Euro Fl Etf | 115,980 | -19.6% | -$1.1M |
| NZF Nuveen Municipal Credit Income Fund · Com Sh Ben Int | 41,539 | -44.5% | -$360.6K |
| MMU Western Asset Managed Municipals Fund, Inc. | 256,899 | -12.8% | -$337.9K |
| Spdr Series Trust St Str Sp Regbnk | 48,019 | -6.1% | -$216.7K |
| Franklin Templeton ETF Tr Ftse Japan Etf | 121,315 | -2.5% | -$126.2K |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf | 7,536 | -9.7% | -$51.1K |
Exited (2)
| CRH Crh plc | 25,956 | Exited | -$2.8M |
| Oneok Inc | 4,100 | Exited | -$356.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer