Westbourne Investment Advisors, Inc.
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 343,041
- 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 |
|---|---|---|---|---|---|
| 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 | 320.3 K | 93.4% | 0 | 27.25 K | -27.25 K |
| ETFs | 22.74 K | 6.6% | 7.886 K | 0 | 7.886 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
343,041
Holdings
115
QoQ value change ($000)
-19,355
(-5.3%)
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.