Westview Management dba Westview Investment Advisors
CIK: 0002073768SEC EDGAR →
Portfolio Value
$209.9M
Holdings
75
As of
Q4 2025
New Positions
75
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 162,410 | $13.6M | 6.48% |
| 2 | ISHARES TR | 104,849 | $12.5M | 5.96% |
| 3 | JANUS DETROIT STR TR | 164,442 | $8.3M | 3.96% |
| 4 | ISHARES TR | 78,757 | $7.6M | 3.61% |
| 5 | FIRST TR EXCH TRADED FD III | 385,775 | $7.5M | 3.56% |
| 6 | SSGA ACTIVE ETF TR | 161,147 | $6.7M | 3.17% |
| 7 | ALPHABET INC | 21,036 | $6.6M | 3.14% |
| 8 | NVIDIA CORPORATION | 33,321 | $6.2M | 2.96% |
| 9 | ISHARES TR | 156,137 | $5.8M | 2.76% |
| 10 | MICROSOFT CORP | 10,596 | $5.1M | 2.44% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $102.6M | 53.8% |
| Technology | 15 | $28.9M | 15.1% |
| Consumer Cyclical | 6 | $19.6M | 10.3% |
| Healthcare | 5 | $11.1M | 5.8% |
| Communication Services | 3 | $7.6M | 4.0% |
| Industrials | 4 | $7.0M | 3.7% |
| Unknown | 5 | $5.2M | 2.7% |
| Energy | 2 | $3.1M | 1.6% |
| Utilities | 1 | $3.0M | 1.6% |
| Basic Materials | 2 | $2.7M | 1.4% |
| Consumer Defensive | 1 | $2K | 0.0% |