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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.1 Billion 1.48% of portfolio
297,109
Q4 2025 New
$0
$1.49 Billion 0.71% of portfolio
118,124
Q4 2025 New
$0
$1.22 Billion 0.58% of portfolio
121,838
Q4 2025 New
$0
$716 Million 0.34% of portfolio
43,852
Q4 2025 New
$0
$646 Million 0.31% of portfolio
53,711
Q4 2025 New
$0
$408 Million 0.19% of portfolio
37,874
Q4 2025 New
$0
$213 Million 0.1% of portfolio
19,600
Q4 2025 New
$0
$208 Million 0.1% of portfolio
19,900
Q4 2025 New
$0
$164 Million 0.08% of portfolio
15,300
Q4 2025 New
$0
$121 Million 0.06% of portfolio
10,700
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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