WESTVIEW MANAGEMENT DBA WESTVIEW INVESTMENT ADVISORS
Q2 2026 Form 13-F
BURLINGTON, VERMONT
CIK 0002073768
· CRD 305655
· SEC-registered investment adviser
$204.4M Reported Value Total
WESTVIEW INVESTMENT ADVISORS reports 476 total accounts under management (AUM). There are 476 discretionary accounts valued at $228,645,287, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-02-18
Reported value
$204.4M
Quarter over quarter
+13.6%
Holdings
67
Top-10 concentration
38.7%
Key People
Form ADV owners & control persons
Louise Dorothy Gibbs
MEMBER, CHIEF COMPLIANCE OFFICER
Eric Anthony Hallman
MEMBER
Benjamin Edward Nostrand
MANAGING MEMBER
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 31, 2026 |
| Form | 13F-HR |
| Reported value | $204.4M |
| Positions | 67 |
| Change in reported value | +6.3% |
| New positions | 5 |
| Exited positions | 8 |
| Position turnover | 17.3% |
| Top-10 concentration | 38.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 31, 2026
|
67 | $204.4M |
|
Q1 2026 13F
Filed May 8, 2026
|
70 | $192.2M |
|
Q4 2025 13F
Filed Jan 9, 2026
|
75 | $209.9M |
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VCIT VANGUARD SCOTTSDALE FDS | $13.0M | 6.37% |
| 2 | IEI ISHARES TR | $11.7M | 5.75% |
| 3 | EMB ISHARES TR | $7.8M | 3.81% |
| 4 | GLW CORNING INC | $7.6M | 3.74% |
| 5 | JAAA JANUS DETROIT STR TR | $7.3M | 3.56% |
| 6 | FPEI FIRST TR EXCH TRADED FD III | $6.6M | 3.24% |
| 7 | SRLN SSGA ACTIVE ETF TR | $6.4M | 3.11% |
| 8 | GOOG ALPHABET INC | $6.3M | 3.09% |
| 9 | AMD ADVANCED MICRO DEVICES INC | $6.2M | 3.03% |
| 10 | NVDA NVIDIA CORPORATION | $6.0M | 2.96% |
| 11 | EYLD CAMBRIA ETF TR | $6.0M | 2.92% |
| 12 | PANW PALO ALTO NETWORKS INC | $5.8M | 2.86% |
| 13 | EUFN ISHARES TR | $5.6M | 2.75% |
| 14 | CASY CASEYS GEN STORES INC | $5.1M | 2.48% |
| 15 | FLJP FRANKLIN TEMPLETON ETF TR | $4.9M | 2.42% |
| 16 | SN SHARKNINJA INC | $4.7M | 2.31% |
| 17 | AMZN AMAZON COM INC | $4.7M | 2.31% |
| 18 | MSFT MICROSOFT CORP | $4.1M | 2.03% |
| 19 | SHV ISHARES TR | $4.1M | 2.01% |
| 20 | KRE SPDR SERIES TRUST | $3.8M | 1.87% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.