Westbourne Investment Advisors, Inc. - Portfolio Stock Holdings
Westbourne Investment Advisors, Inc. disclosed 123 stock positions in a recent SEC 13F filing. $363,249,422 of stock holdings were filed, with the largest holdings including GOOGL, AAPL, and MSFT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $448,793,999 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
123Est. Stock Holding Value:
$363,249,422Top Stock Holdings By Sector
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Portfolio Stock Holdings - Westbourne Investment Advisors, Inc.
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