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CIK: 0002073768
Total reported value
$204.4M
$204.4M
70 檔
22.2%
As reported in its official Q1 2026 Form 13F filing, Westview Management dba Westview Investment Advisors's tracked investment portfolio stood at $204.4M with 70 total positions.
In Q1 2026, Westview Management dba Westview Investment Advisors adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.38% | -0.01% | -8.72% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.21% | -0.46% | -4.04% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.93% | -0.37% | -8.77% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.57% | +0.24% | -7.23% | |
| 5 | FPEI | First Trust Institutional Pr | ETF-Other | 3.51% | -0.27% | -7.97% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 3.13% | -0.02% | -6.91% | |
| 7 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 2.80% | +0.12% | -1.17% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.18% | -8.13% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.77% | +0.32% | -11.84% | |
| 10 | EUFN | Ishares Msci Europe Financia | ETF-Other | 2.64% | +0.11% | -6.91% | |
| 11 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.44% | +0.04% | -26.00% | |
| 12 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.37% | +0.05% | -6.26% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.14% | -5.95% | |
| 14 | GLW | Corning Inc | Stock-Tech | 2.16% | +1.58% | -42.25% | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.10% | -0.25% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.04% | +1.31% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.98% | +0.03% | -3.94% | |
| 18 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.94% | -1.94% | EXIT | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | -1.93% | EXIT | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.92% | -0.23% | -10.65% | |
| 21 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 1.89% | -0.02% | -9.99% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.80% | -0.07% | -8.05% | |
| 23 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.80% | +0.51% | -10.77% | |
| 24 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.75% | -0.26% | — | |
| 25 | SHEL | Shell Plc-adr | Stock-Energy | 1.72% | -0.46% | -6.68% | |
| 26 | MMU | Western Asset Managed Munici | Stock-Other | 1.59% | -0.09% | -0.15% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.57% | +1.29% | +14.02% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.50% | -0.13% | -6.65% | |
| 29 | WCN | Waste Connections Inc | Stock-Industrials | 1.49% | -1.49% | EXIT | |
| 30 | CRH | CRH plc | Stock-Materials | 1.47% | -0.11% | -7.47% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.02% | -9.10% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 1.44% | -1.44% | EXIT | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.36% | +0.09% | -6.84% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.13% | +4.31% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 1.26% | +1.77% | +7.02% | |
| 36 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.07% | -1.07% | EXIT | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.03% | -0.03% | -24.58% | |
| 38 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.02% | +0.14% | -10.74% | |
| 39 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.02% | -1.02% | EXIT | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.16% | — | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.90% | -0.01% | -20.53% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.89% | +0.09% | -16.19% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.85% | +0.09% | -19.13% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | +0.13% | +41.18% | |
| 45 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.77% | +0.22% | — | |
| 46 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.74% | -0.28% | -0.82% | |
| 47 | MHD | Blackrock Muniholdings Fund | Stock-Other | 0.70% | +0.01% | — | |
| 48 | ARGX | Argenx Se - Adr | Stock-Healthcare | 0.66% | +0.12% | — | |
| 49 | AAON | Aaon Inc | Stock-Industrials | 0.64% | +0.30% | -16.29% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EYLD | Cambria Emerg Shrhldr Yield | +0.4% | -1.17% | Trim |
| 2 | SHEL | Shell Plc-adr | +0.4% | -6.68% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.3% | +4.31% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.3% | +41.18% | Add |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | -4.04% | Trim |
| 6 | FLJP | Franklin Ftse Japan ETF | +0.2% | -6.26% | Trim |
| 7 | CASY | Casey's General Stores Inc | +0.2% | -26.00% | Trim |
| 8 | AMD | Advanced Micro Devices | +0.1% | +7.02% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.1% | +14.02% | Add |
| 10 | MMU | Western Asset Managed Munici | +0.1% | -0.15% | Trim |
| 11 | NULV | Nuveen Esg Large-cap Val ETF | +0.1% | +33.06% | Add |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -3.94% | Trim |
| 13 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | +32.16% | Add |
| 14 | XJH | Ishare Esg Ss S&p Midcap ETF | +0.1% | +25.95% | Add |
| 15 | TGTX | Tg Therapeutics Inc | +0.1% | -8.63% | Trim |
| 16 | OKE | Oneok Inc | +0.1% | +5.13% | Add |
| 17 | UPS | United Parcel Service-cl B | +0.1% | +30.77% | Add |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | — | Unchanged |
| 19 | TJX | Tjx Companies Inc | 0% | -10.65% | Trim |
| 20 | SSD | Simpson Manufacturing Co Inc | 0% | -10.74% | Trim |
| 21 | NZF | Nuveen Municipal Credit Inc | 0% | -0.82% | Trim |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | — | Unchanged |
| 23 | RSP | Invesco S&p 500 Equal Weight | 0% | +8.61% | Add |
| 24 | NAD | Nuveen Quality Municipal Inc | 0% | — | Unchanged |
| 25 | BKLN | Invesco Senior Loan ETF | 0% | — | Unchanged |
| 26 | MYI | Blackrock Muniyield Qlty Iii | 0% | +1.53% | Add |
| 27 | VRTX | Vertex Pharmaceuticals Inc | — | -6.84% | Trim |
| 28 | PMO | Putnam Municipal Oppor | — | — | Unchanged |
| 29 | MQY | Blackrock Muniyield Quality | — | — | Unchanged |
| 30 | AAON | Aaon Inc | 0% | -16.29% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -2.23% | Trim |
| 32 | EVN | Eaton Vance Muni Inc Tr | 0% | -13.20% | Trim |
| 33 | GLD | Spdr Gold Shares | 0% | -18.18% | Trim |
| 34 | KRE | Ss Spdr S&p Regional Bank | 0% | -9.99% | Trim |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | 0% | -8.77% | Trim |
| 36 | SCHD | Schwab US Dvd Equity ETF | 0% | -20.53% | Trim |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | 0% | -7.23% | Trim |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | 0% | -6.91% | Trim |
| 39 | GLW | Corning Inc | 0% | -42.25% | Trim |
| 40 | BBN | Blackrock Taxable Muni Bnd | 0% | -18.60% | Trim |
| 41 | FPEI | First Trust Institutional Pr | -0.1% | -7.97% | Trim |
| 42 | SCHW | Schwab (charles) CORP | -0.1% | -6.65% | Trim |
| 43 | WCN | Waste Connections Inc | -0.1% | -5.86% | Trim |
| 44 | SCHM | Schwab US Mid Cap ETF | -0.1% | -19.13% | Trim |
| 45 | VCIT | Vanguard Int-term Corporate | -0.1% | -8.72% | Trim |
| 46 | EUFN | Ishares Msci Europe Financia | -0.1% | -6.91% | Trim |
| 47 | SN | SharkNinja, Inc. | -0.2% | -10.77% | Trim |
| 48 | VCYT | Veracyte Inc | -0.2% | -6.39% | Trim |
| 49 | JPM | Jpmorgan Chase & Co | -0.2% | -9.10% | Trim |
| 50 | AMZN | Amazon.com Inc | -0.2% | -5.95% | Trim |
According to official SEC Form 13F filings, Westview Management dba Westview Investment Advisors reported a total U.S. public equity portfolio value of $204.4M across 70 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, IEI, JAAA) accounted for 22.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
ILF
市值: $4.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $3.6M
During Q1 2026, Westview Management dba Westview Investment Advisors's top holdings by market value included VCIT (6.4%)、IEI (6.2%)、JAAA (3.9%). The largest single position, VCIT, represented 6.4% of total portfolio value.
In Q1 2026, Westview Management dba Westview Investment Advisors made 78 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 43 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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