Westview Management dba Westview Investment Advisors holds a diversified book of 67 reported positions worth $204.4M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ares Management Corp - A and trimmed Ishares 3-7 Year Treasury Bo. Their largest long position is Vanguard Int-Term Corporate at 6% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+7.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Westview Management dba Westview Investment Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Westview Management dba Westview Investment Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 26 / 67 | $43.5B |
| Emerald Advisors, LLC | 14 / 67 | $618.1M |
| New World Advisors LLC | 12 / 67 | $446.7M |
| Ketron Financial | 13 / 67 | $215.8M |
| Summa Corp. | 16 / 67 | $212.8M |
| Hoey Investments, Inc | 21 / 67 | $501.8M |
| Skandinaviska Enskilda Banken AB (publ) | 14 / 67 | $1.6B |
| Lynch Asset Management, Inc. | 11 / 67 | $206.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Westview Management dba Westview Investment Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS INT-TERM CORP | $13.0M | 157.5K | 6.4% | ▲+6.3% Added · +9K sh | |
| 2 | Ishares TR 3 7 YR TREAS BD | $11.7M | 100.0K | 5.7% | ▼−0.6% Reduced · −641 sh | |
| 3 | Ishares TR JPMORGAN USD EMG | $7.8M | 80.7K | 3.8% | ▲+10% Added · +8K sh | |
| 4 | Corning Inc COM | $7.6M | 29.9K | 3.7% | ▼−2.0% Reduced · −609 sh | |
| 5 | Janus Detroit STR TR HENDRSON AAA CL | $7.3M | 144.1K | 3.6% | ▼−4.0% Reduced · −6K sh | |
| 6 | First TR Exch Traded FD III INSTL PFD SECS | $6.6M | 343.7K | 3.2% | ▼−3.2% Reduced · −11K sh | |
| 7 | Ssga Active ETF TR ST STR BL LN ETF | $6.4M | 157.9K | 3.1% | ▲+5.3% Added · +8K sh | |
| 8 | Alphabet Inc CAP STK CL C | $6.3M | 17.9K | 3.1% | ▼−3.6% Reduced · −678 sh | |
| 9 | Advanced Micro Devices Inc COM | $6.2M | 10.7K | 3.0% | ▼−11% Reduced · −1K sh | |
| 10 | Nvidia Corporation COM | $6.0M | 30.2K | 3.0% | ▼−1.4% Reduced · −430 sh | |
| 11 | Cambria ETF TR EMRG SHAREHLDR | $6.0M | 131.6K | 2.9% | ▲+1.4% Added · +2K sh | |
| 12 | Palo Alto Networks Inc COM | $5.8M | 17.1K | 2.9% | ▼−9.2% Reduced · −2K sh | |
| 13 | Ishares TR MSCI EURO FL ETF | $5.6M | 144.3K | 2.8% | ▼−0.7% Reduced · −1K sh | |
| 14 | Caseys Gen Stores Inc COM | $5.1M | 6.4K | 2.5% | ▼−0.9% Reduced · −57 sh | |
| 15 | Franklin Templeton ETF TR FTSE JAPAN ETF | $4.9M | 124.4K | 2.4% | ▼−1.3% Reduced · −2K sh | |
| 16 | Sharkninja Inc COM SHS | $4.7M | 31.1K | 2.3% | ▼−5.0% Reduced · −2K sh | |
| 17 | Amazon Com Inc COM | $4.7M | 19.8K | 2.3% | ▼−1.3% Reduced · −267 sh | |
| 18 | Microsoft Corp COM | $4.1M | 11.1K | 2.0% | ▲+3.6% Added · +387 sh | |
| 19 | Ishares TR TRUST ISHARE 0-1 | $4.1M | 37.2K | 2.0% | ▲+8.1% Added · +3K sh | |
| 20 | SPDR Series Trust ST STR SP REGBNK | $3.8M | 51.1K | 1.9% | ▼−8.2% Reduced · −5K sh | |
| 21 | Ishares TR LATN AMER 40 ETF | $3.8M | 111.8K | 1.8% | ▼−1.6% Reduced · −2K sh | |
| 22 | Mastercard Incorporated CL A | $3.5M | 6.9K | 1.7% | ▼−0.6% Reduced · −45 sh | |
| 23 | TJX Cos Inc New COM | $3.5M | 22.8K | 1.7% | ▼−1.2% Reduced · −272 sh | |
| 24 | Western Asset Managed Muns F COM | $3.1M | 294.7K | 1.5% | ▼−0.6% Reduced · −2K sh | |
| 25 | AstraZeneca PLC ORD | $3.1M | 16.1K | 1.5% | ▼−5.3% Reduced · −908 sh | |
| 26 | JPMorgan Chase & Co COM | $3.0M | 9.3K | 1.5% | ▼−3.1% Reduced · −302 sh | |
| 27 | Vertex Pharmaceuticals Inc COM | $3.0M | 6.0K | 1.5% | ▲+2.2% Added · +127 sh | |
| 28 | Schwab Charles Corp COM | $2.8M | 30.3K | 1.4% | ▼−1.0% Reduced · −308 sh | |
| 29 | CRH PLC ORD | $2.8M | 26.0K | 1.4% | ▼−3.4% Reduced · −916 sh | |
| 30 | Ares Management Corporation CL A COM STK | $2.8M | 24.9K | 1.4% | ▲New New position | |
| 31 | Shell PLC SPON ADS | $2.6M | 33.2K | 1.3% | ▼−6.3% Reduced · −2K sh | |
| 32 | Constellation Energy Corp COM | $2.5M | 10.1K | 1.2% | ▲New New position | |
| 33 | Costco Wholesale Corporation COM | $2.5M | 2.7K | 1.2% | ▲+1.8% Added · +48 sh | |
| 34 | Simpson MFG Inc COM | $2.4M | 11.3K | 1.2% | ▼−1.6% Reduced · −179 sh | |
| 35 | Broadcom Inc COM | $2.2M | 5.9K | 1.1% | ▲+2.3% Added · +130 sh | |
| 36 | Sherwin Williams Co COM | $2.0M | 5.9K | 1.0% | ▼−3.8% Reduced · −232 sh | |
| 37 | Ishares TR MSCI USA VALUE | $2.0M | 10.1K | 1.0% | ▼−3.0% Reduced · −318 sh | |
| 38 | Vanguard Scottsdale FDS VNG RUS1000GRW | $2.0M | 15.6K | 1.0% | ▲~0% Added · +4 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $1.9M | 6.4K | 1.0% | ▲+6.8% Added · +407 sh | |
| 40 | Schwab Strategic TR US MID-CAP ETF | $1.9M | 52.2K | 0.9% | ▼−0.5% Reduced · −257 sh | |
| 41 | Aaon Inc COM PAR $0.004 | $1.9M | 15.1K | 0.9% | ▲+1.3% Added · +191 sh | |
| 42 | Schwab Strategic TR US DIVIDEND EQ | $1.8M | 57.2K | 0.9% | ▲+1.0% Added · +556 sh | |
| 43 | Veracyte Inc COM | $1.8M | 30.6K | 0.9% | ▼−0.1% Reduced · −38 sh | |
| 44 | Fidelity Covington Trust CLEAN ENERGY ETF | $1.7M | 71.4K | 0.9% | ▲New New position | |
| 45 | TG Therapeutics Inc COM | $1.6M | 29.2K | 0.8% | ▼−0.1% Reduced · −37 sh | |
| 46 | Argenx SE SPONSORED ADR | $1.6M | 1.7K | 0.8% | ▼−1.7% Reduced · −29 sh | |
| 47 | BlackRock Muniholdings FD In COM | $1.5M | 122.3K | 0.7% | ▲+2.8% Added · +3K sh | |
| 48 | BlackRock Muniyield Quality COM | $1.3M | 115.3K | 0.6% | ▲+479% Added · +95K sh | |
| 49 | Neurocrine Biosciences Inc COM | $1.2M | 6.9K | 0.6% | ▲New New position | |
| 50 | Ishares TR ISHS 1-5YR INVS | $1.0M | 19.7K | 0.5% | ▼−15% Reduced · −3K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.