Westview Management dba Westview Investment Advisors holds a diversified book of 67 stocks 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 equity book.
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Use Arkolith to show Westview Management dba Westview Investment Advisors's latest holdings, largest changes, and filing provenance.
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
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, 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 |
|---|---|---|
| MORGAN STANLEY | 78 / 67 | $353.0B |
| OSAIC HOLDINGS, INC. | 78 / 67 | $8.9B |
| ROYAL BANK OF CANADA | 77 / 67 | $101.9B |
| RAYMOND JAMES FINANCIAL INC | 77 / 67 | $50.1B |
| LPL Financial LLC | 77 / 67 | $42.6B |
| BANK OF AMERICA CORP /DE/ | 76 / 67 | $251.9B |
| WELLS FARGO & COMPANY/MN | 76 / 67 | $93.7B |
| Cetera Investment Advisers | 76 / 67 | $12.0B |
Ranked by how many of Westview Management dba Westview Investment Advisors's top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.