StockDriftsStockDriftsTop 50 Westview Management dba Westview Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 6.37% | 157.5K | $13.0M | +6.26%(+9.29K) | $83.84(-3.11%) | 2026-06-30 | |
| IEI | ISHARES TR | 5.75% | 100.0K | $11.7M | -0.64%(-641) | $119.43(-2.47%) | 2026-06-30 | |
| EMB | ISHARES TR | 3.81% | 80.7K | $7.8M | +10.43%(+7.62K) | $95.64(-0.69%) | 2026-06-30 | |
| GLW | CORNING INC | 3.74% | 29.9K | $7.6M | -2.00%(-609) | $84.79(+87.97%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.56% | 144.1K | $7.3M | -3.96%(-5.94K) | $50.68(-0.21%) | 2026-06-30 | |
| FPEI | FIRST TR EXCH TRADED FD III | 3.24% | 343.7K | $6.6M | -3.20%(-11.37K) | $19.36(-1.08%) | 2026-06-30 | |
| SRLN | SSGA ACTIVE ETF TR | 3.11% | 157.9K | $6.4M | +5.27%(+7.91K) | $41.36(-2.26%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.09% | 17.9K | $6.3M | -3.66%(-678) | $278.67(+25.77%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.03% | 10.7K | $6.2M | -10.51%(-1.25K) | $189.34(+146.14%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.96% | 30.2K | $6.0M | -1.40%(-430) | $186.54(+18.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.44% |
Westview Management dba Westview Investment Advisors reports $204.36M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (6.4%), IEI (5.8%) and EMB (3.8%). The top 20 holdings account for 62.62% of reported assets. Its disclosed equity book has returned +6.39% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westview Management dba Westview Investment Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2073768). View Westview Management dba Westview Investment Advisors’s 13F filings on SEC