Institutional Fund
Westview Management Dba Westview Investment Advisors
Burlington, VTCIK 20737682 filings on record
Portfolio Value
$192.18M
Q1 2026
Holdings
70
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-8.4%
from $209.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds6.4%
- Ishares Tr6.2%
- Janus Detroit Str Tr3.9%
- Ishares Tr3.6%
- First Tr Exch Traded Fd III3.5%
- Ssga Active ETF Tr3.1%
- Other73.3%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 148.3K | $12.27M | 6.4% | −14.2K | Reduced |
| 2 | Ishares Tr | 100.6K | $11.93M | 6.2% | −4.2K | Reduced |
| 3 | Janus Detroit Str Tr | 150.0K | $7.56M | 3.9% | −14.4K | Reduced |
| 4 | Ishares Tr | 73.1K | $6.86M | 3.6% | −5.7K | Reduced |
| 5 | First Tr Exch Traded Fd III | 355.0K | $6.75M | 3.5% | −30.7K | Reduced |
| 6 | Ssga Active ETF Tr | 150.0K | $6.02M | 3.1% | −11.1K | Reduced |
| 7 | Cambria ETF Tr | 129.7K | $5.37M | 2.8% | −1.5K | Reduced |
| 8 | Nvidia Corporation | 30.6K | $5.34M | 2.8% | −2.7K | Reduced |
| 9 | Alphabet Inc | 18.5K | $5.32M | 2.8% | −2.5K | Reduced |
| 10 | Ishares Tr | 145.3K | $5.07M | 2.6% | −10.8K | Reduced |
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