Westview Management dba Westview Investment Advisors
All 13F Filings
- Location
- Burlington, VT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 204,357
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 67 | 204,357 | 13F-HR | Westview Management dba Westview Investment Advisors |
| Q1 2026 | 5/8/2026 | 70 | 192,184 | 13F-HR | Westview Management dba Westview Investment Advisors |
| Q4 2025 | 1/9/2026 | 75 | 209,902 | 13F-HR | Westview Management dba Westview Investment Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 121.1 K | 59.2% | 9.714 K | 0 | 9.714 K |
| ETFs | 83.3 K | 40.8% | 2.457 K | 0 | 2.457 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
204,357
Holdings
67
QoQ value change ($000)
12,173
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.