Westview Management dba Westview Investment Advisors ETF holdings
Burlington, VT
Reported $97.2M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.2M
ETFs held
28
Change from prior quarter
+2.2%
With price moves
ETFs as a share of its 13F
47.6%
of $204.4M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $13.0M | 157,538 | +9,286 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $11.7M | 99,971 | −641 shares |
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | $7.8M | 80,680 | +7,621 shares |
| JAAA | Janus Henderson AAA CLO ETF | $7.3M | 144,078 | −5,941 shares |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | $6.6M | 343,661 | −11,373 shares |
| SRLN | State Street Blackstone Senior Loan ETF | $6.4M | 157,912 | +7,906 shares |
| EYLD | Cambria Emerging Shareholder Yield ETF | $6.0M | 131,563 | +1,840 shares |
| EUFN | iShares MSCI Europe Financials ETF | $5.6M | 144,340 | −1,005 shares |
| FLJP | Franklin FTSE Japan ETF | $4.9M | 124,364 | −1,665 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $4.1M | 37,159 | +2,771 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002073768. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Westview Management dba Westview Investment Advisors own?
Westview Management dba Westview Investment Advisors reported 28 ETF positions worth $97.2M in its Form 13F for June 30, 2026. The largest was VCIT, at $13.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.