Westbourne Investment Advisors, Inc.
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 378,254
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 124 | 378,254 | 13F-HR | Westbourne Investment Advisors, Inc. |
| Q2 2026 | 7/27/2026 | 120 | 362,672 | 13F-HR | Westbourne Investment Advisors, Inc. |
| Q1 2026 | 4/28/2026 | 115 | 343,041 | 13F-HR | Westbourne Investment Advisors, Inc. |
| Q4 2025 | 1/23/2026 | 116 | 362,396 | 13F-HR | Westbourne Investment Advisors, Inc. |
| Q3 2025 | 10/20/2025 | 116 | 358,714 | 13F-HR | Westbourne Investment Advisors, Inc. |
| Q2 2025 | 8/8/2025 | 107 | 329,632 | 13F-HR | Westbourne Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 350.8 K | 92.8% | 15.17 K | 0 | 15.17 K |
| ETFs | 27.42 K | 7.2% | 411 | 0 | 411 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
378,254
Holdings
124
QoQ value change ($000)
15,582
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.