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WIA
Westview Investment Advisors Portfolio holdings
AUM
$204M
This Fund
S&P 500
This Quarter
Est. Return
+1.97%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$209M
Cap. Flow
% of AUM
99.54%
Top 10 Holdings %
Top 10 Hldgs %
38.05%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$13.6M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$12.5M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$8.32M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$7.57M |
| 5 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$7.48M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.43% |
| 2 | Technology | 11.3% |
| 3 | Financials | 6.22% |
| 4 | Communication Services | 5.81% |
| 5 | Healthcare | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SCHW
26
Charles Schwab
SCHW
$187B
| $3.28M | 1.56% |
+32,793
| New | +$3.11M |
|
27
Mercado Libre
MELI
$92.3B
| $3.22M | 1.54% |
+1,600
| New | +$3.36M |
|
|
MMU
28
Western Asset Managed Municipals Fund
MMU
$554M
| $3.1M | 1.48% |
+297,109
| New | +$3.08M |
|
29
Palo Alto Networks
PANW
$297B
| $3.05M | 1.45% |
+16,538
| New | +$3.34M |
|
30
AES
AES
$10.5B
| $2.98M | 1.42% |
+207,824
| New | +$2.93M |
|
31
Tractor Supply
TSCO
$18.1B
| $2.97M | 1.42% |
+59,445
| New | +$3.2M |
|
32
Vertex Pharmaceuticals
VRTX
$126B
| $2.85M | 1.36% |
+6,284
| New | +$2.71M |
|
33
Shell
SHEL
$245B
| $2.8M | 1.33% |
+38,046
| New | +$2.8M |
|
34
Sherwin-Williams
SHW
$89.8B
| $2.65M | 1.26% |
+8,193
| New | +$2.74M |
|
35
Advanced Micro Devices
AMD
$789B
| $2.38M | 1.14% |
+11,132
| New | +$2.5M |
|
36
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
| $2.36M | 1.13% |
+22,827
| New | +$2.33M |
|
37
Boston Scientific
BSX
$71.5B
| $2.36M | 1.13% |
+24,780
| New | +$2.43M |
|
38
Autodesk
ADSK
$52.6B
| $2.32M | 1.11% |
+7,854
| New | +$2.38M |
|
39
Vanguard Russell 1000 Growth ETF
VONG
$45B
| $2.27M | 1.08% |
+18,624
| New | +$2.27M |
|
40
Costco
COST
$420B
| $2.16M | 1.03% |
+2,505
| New | +$2.27M |
|
41
Ryan Specialty Holdings
RYAN
$5.55B
| $2.08M | 0.99% |
+40,318
| New | +$2.21M |
|
42
Simpson Manufacturing
SSD
$8.16B
| $2.07M | 0.99% |
+12,844
| New | +$2.17M |
|
43
Schwab US Dividend Equity ETF
SCHD
$105B
| $1.95M | 0.93% |
+71,259
| New | +$1.94M |
|
44
Schwab US Mid-Cap ETF
SCHM
$15.1B
| $1.95M | 0.93% |
+64,898
| New | +$1.93M |
|
45
Nuveen Municipal Credit Income Fund
NZF
$2.45B
| $1.49M | 0.71% |
+118,124
| New | +$1.49M |
|
46
Veracyte
VCYT
$3.8B
| $1.38M | 0.66% |
+32,690
| New | +$1.32M |
|
47
Aaon
AAON
$7.77B
| $1.36M | 0.65% |
+17,800
| New | +$1.64M |
|
48
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
| $1.23M | 0.58% |
+23,201
| New | +$1.23M |
|
|
BFK
49
DELISTED
BlackRock Municipal Income Trust
BFK
| $1.22M | 0.58% |
+121,838
| New | +$1.22M |
|
50
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
| $1.1M | 0.52% |
+4,250
| New | +$1.09M |
|
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Westview Investment Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Westview Investment Advisors, which disclosed 75 positions worth $210M. Its ten largest holdings account for 38% of the portfolio.
Its largest position is Vanguard Intermediate-Term Corporate Bond ETF: 162,410 shares worth $13.6M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, followed by Technology and Financials.
- Westview Investment Advisors's largest Q4 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 162,410 shares worth $13.6M.
- Westview Investment Advisors's ten largest holdings make up 38% of its $210M portfolio in Q4 2025.
- Westview Investment Advisors disclosed 75 positions in Q4 2025, its first 13F filing on record.
Based on Westview Investment Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.