Westview Management Dba Westview Investment Advisors Portfolio Holdings

Westview Management Dba Westview Investment Advisors

  • $210 Billion
  • Q4 2025

Westview Management Dba Westview Investment Advisors has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $13.6B, Ishares Barclays 3 7 Yr Treas with a value of $12.5B, Janus Detroit Str Tr Janus Hen with a value of $8.32B, Ishares Tr with a value of $7.58B, and First Tr ETF Iii Instl Pfd Sec with a value of $7.48B.

Examining the 13F form we can see an increase of $210B in the current position value.

Westview Management Dba Westview Investment Advisors is based out at Burlington, VT

Below you can find more details about Westview Management Dba Westview Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
ETFs: $96 Billion
Technology: $23.7 Billion
Financial Services: $21.3 Billion
Consumer Cyclical: $19.9 Billion
Communication Services: $12.2 Billion
Healthcare: $11.1 Billion
Basic Materials: $8.39 Billion
Industrials: $4.9 Billion
Other: $8.22 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$6.6 Billion 3.14% of portfolio
21,036
Q4 2025 New
$465B
$6.21 Billion 2.96% of portfolio
33,321
Q4 2025 New
$3.78T
$5.12 Billion 2.44% of portfolio
10,596
Q4 2025 New
$2.39T
$4.92 Billion 2.34% of portfolio
21,315
Q4 2025 New
$1.37T
$4.61 Billion 2.19% of portfolio
6,976
Q4 2025 New
$512B
$4.31 Billion 2.05% of portfolio
7,543
Q4 2025 New
$277B
$3.6 Billion 1.71% of portfolio
39,136
Q4 2025 New
$881B
$3.39 Billion 1.61% of portfolio
10,520
Q4 2025 New
$270B
$2.8 Billion 1.33% of portfolio
38,046
Q4 2025 New
$388B
$2.38 Billion 1.14% of portfolio
11,132
Q4 2025 New
$404B
$2.16 Billion 1.03% of portfolio
2,505
Q4 2025 New
$1.65T
$984 Million 0.47% of portfolio
3,143
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $210 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 75 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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