Westview Management dba Westview Investment Advisors
CIK 2073768 · Holdings on Dec 31, 2025 · First reported Jan 9, 2026
Top ten holdings
Q4 2025- VCIT6.48%
- IEI5.96%
- JAAA3.96%
- EMB3.61%
- FPEI3.56%
- SRLN3.17%
- GOOG3.14%
- NVDA2.96%
- EUFN2.76%
- MSFT2.44%
Share classes counted separately38.04%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $13.60M | 6.48% | 162.41K shares | Prior unavailable — | — | ↗▾ |
| 02 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $12.51M | 5.96% | 104.85K shares | Prior unavailable — | — | ↗▾ |
| 03 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $8.32M | 3.96% | 164.44K shares | Prior unavailable — | — | ↗▾ |
| 04 | EMBISHARES JP MORGAN USD EMERGIJPMORGAN USD EMG View history and evidence | $7.58M | 3.61% | 78.76K shares | Prior unavailable — | — | ↗▾ |
| 05 | FPEIFIRST TRUST INSTITUTIONAL PRINSTL PFD SECS View history and evidence | $7.48M | 3.56% | 385.77K shares | Prior unavailable — | — | ↗▾ |
| 06 | SRLNSS BLACKSTONE SR LOAN ETFSTATE STREET BLA View history and evidence | $6.65M | 3.17% | 161.15K shares | Prior unavailable — | — | ↗▾ |
| 07 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $6.60M | 3.14% | 21.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $6.21M | 2.96% | 33.32K shares | Prior unavailable — | — | ↗▾ |
| 09 | EUFNISHARES MSCI EUROPE FINANCIAMSCI EURO FL ETF View history and evidence | $5.79M | 2.76% | 156.14K shares | Prior unavailable — | — | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $5.12M | 2.44% | 10.60K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2073768 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 209902276
}Research all 75 reported holdings.
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