SEC Form 13F · Q2 2026

Westview Management dba Westview Investment Advisors

Institutional Holdings Report

13F-HRVT
$204.4M
Portfolio Value
67
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Westview Management dba Westview Investment Advisors
CIK
2073768
Accession No.
0002073768-26-000003
Location
BURLINGTON, VT
Form Type
13F-HR
Portfolio Value
$204.4M
Holdings Reported
67
Reporting Period
Q2 2026
Filed
July 31, 2026

About this Filing

Westview Management dba Westview Investment Advisors is an institutional investment manager based in BURLINGTON, VT reporting approximately $204.4M in 13(f) securities across 67 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.