Westview Management dba Westview Investment Advisors - Portfolio overview

Westview Management dba Westview Investment Advisors has 70 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 6.38%
2. IEI - ISHARES TR, 6.21%
3. JAAA - JANUS DETROIT STR TR, 3.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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