Westbourne Investment Advisors, Inc. holds a diversified book of 120 stocks worth $362.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Moog Inc-Class A and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the equity book. Cloning the disclosed picks since 2025 would be +7% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1650092/holdings"
Use Arkolith to show Westbourne Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Westbourne Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Westbourne Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $557.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $350.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $159.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $153.6B |
| UBS Group AG | 80 / 80 | $146.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $96.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $80.8B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $37.2B |
Ranked by how many of Westbourne Investment Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $25.5M | 71.4K | 7.0% | ▼−12% Reduced · −10K sh | |
| 2 | Apple Inc COM | $25.0M | 86.5K | 6.9% | ▼−2.8% Reduced · −3K sh | |
| 3 | Microsoft Corp COM | $18.3M | 49.0K | 5.0% | ▲+0.4% Added · +185 sh | |
| 4 | Goldman Sachs Group Inc COM | $17.1M | 16.9K | 4.7% | ▼−2.8% Reduced · −493 sh | |
| 5 | Meta Platforms Inc CL A | $15.7M | 27.8K | 4.3% | ▲+0.5% Added · +147 sh | |
| 6 | Morgan Stanley COM NEW | $14.3M | 68.6K | 4.0% | ▼−3.9% Reduced · −3K sh | |
| 7 | Uber Technologies Inc COM | $14.0M | 193.4K | 3.8% | ▲+0.4% Added · +814 sh | |
| 8 | Bank America Corp COM | $13.5M | 236.7K | 3.7% | ▼−5.4% Reduced · −14K sh | |
| 9 | Valero Energy Corp COM | $13.2M | 50.5K | 3.6% | ▼−8.6% Reduced · −5K sh | |
| 10 | Schwab Charles Corp COM | $11.3M | 122.5K | 3.1% | ▲+0.4% Added · +515 sh | |
| 11 | Expedia Group Inc COM NEW | $9.8M | 38.4K | 2.7% | ▲+2.4% Added · +916 sh | |
| 12 | Citigroup Inc COM NEW | $9.4M | 67.0K | 2.6% | ▼−6.0% Reduced · −4K sh | |
| 13 | Amazon Com Inc COM | $8.3M | 34.7K | 2.3% | ▼−0.9% Reduced · −306 sh | |
| 14 | Schwab Strategic TR US LCAP GR ETF | $8.1M | 238.9K | 2.2% | ▲+1.6% Added · +4K sh | |
| 15 | Cavco Inds Inc Del COM | $8.0M | 13.1K | 2.2% | ▲+5.2% Added · +643 sh | |
| 16 | Toast Inc CL A | $8.0M | 287.4K | 2.2% | ▲+19% Added · +46K sh | |
| 17 | Chubb Ltd Switz COM | $7.5M | 22.1K | 2.1% | ▼−0.7% Reduced · −166 sh | |
| 18 | Home Depot Inc COM | $7.0M | 20.0K | 1.9% | ▲+1.1% Added · +210 sh | |
| 19 | Ferguson Enterprises Inc COMMON STOCK NEW | $6.7M | 28.4K | 1.9% | ▼−1.3% Reduced · −377 sh | |
| 20 | Schwab Strategic TR US LCAP VA ETF | $6.7M | 191.5K | 1.8% | ▲+1.1% Added · +2K sh | |
| 21 | Sofi Technologies Inc COM | $6.0M | 332.1K | 1.6% | ▲+19% Added · +53K sh | |
| 22 | Netflix Inc. COM | $5.8M | 81.6K | 1.6% | ▲+2.6% Added · +2K sh | |
| 23 | Builders Firstsource Inc COM | $5.8M | 64.6K | 1.6% | ▲+23% Added · +12K sh | |
| 24 | Paychex Inc COM | $5.5M | 55.6K | 1.5% | ▲+3.6% Added · +2K sh | |
| 25 | Methanex Corp COM | $5.4M | 116.9K | 1.5% | ▼−12% Reduced · −16K sh | |
| 26 | Booz Allen Hamilton Hldg Cor CL A | $4.3M | 71.4K | 1.2% | ▲+6.9% Added · +5K sh | |
| 27 | Accenture PLC Ireland SHS CLASS A | $4.2M | 33.7K | 1.2% | ▲+34% Added · +9K sh | |
| 28 | Alphabet Inc CAP STK CL C | $3.9M | 10.9K | 1.1% | ▼−3.0% Reduced · −338 sh | |
| 29 | Docusign Inc COM | $3.6M | 80.1K | 1.0% | ▲+20% Added · +13K sh | |
| 30 | Philip Morris Intl Inc COM | $2.9M | 16.2K | 0.8% | —Held | |
| 31 | JPMorgan Chase & Co COM | $2.8M | 8.6K | 0.8% | —Held | |
| 32 | Invesco QQQ TR UNIT SER 1 | $2.8M | 3.8K | 0.8% | —Held | |
| 33 | Adams Diversified Equity FD COM | $2.1M | 83.8K | 0.6% | ▲+0.5% Added · +400 sh | |
| 34 | Applied Matls Inc COM | $2.1M | 3.0K | 0.6% | ▼−0.3% Reduced · −10 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.7K | 0.5% | ▼−0.8% Reduced · −21 sh | |
| 36 | Johnson & Johnson COM | $1.8M | 7.1K | 0.5% | —Held | |
| 37 | Eli Lilly & Co COM | $1.8M | 1.5K | 0.5% | ▼−4.2% Reduced · −65 sh | |
| 38 | Exxon Mobil Corp COM | $1.7M | 12.6K | 0.5% | ▼−3.4% Reduced · −450 sh | |
| 39 | Abbvie Inc COM | $1.7M | 6.6K | 0.5% | ▼−4.3% Reduced · −300 sh | |
| 40 | Intel Corp COM | $1.6M | 11.6K | 0.4% | —Held | |
| 41 | Pepsico Inc COM | $1.6M | 11.9K | 0.4% | —Held | |
| 42 | Select Sector SPDR TR STATE STREET FIN | $1.5M | 28.4K | 0.4% | ▲+0.4% Added · +120 sh | |
| 43 | Lowes Cos Inc COM | $1.4M | 6.3K | 0.4% | ▼−1.4% Reduced · −89 sh | |
| 44 | Merck & Co Inc COM | $1.3M | 10.5K | 0.4% | ▲+1.9% Added · +200 sh | |
| 45 | Capital One Finl Corp COM | $1.3M | 6.5K | 0.4% | ▼−0.3% Reduced · −18 sh | |
| 46 | Procter & Gamble Co COM | $1.3M | 8.8K | 0.4% | ▼−4.1% Reduced · −375 sh | |
| 47 | Altria Group Inc COM | $1.2M | 16.1K | 0.3% | —Held | |
| 48 | Visa Inc COM CL A | $1.1M | 3.3K | 0.3% | —Held | |
| 49 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.1M | 19.1K | 0.3% | ▲+2.7% Added · +500 sh | |
| 50 | Vanguard Whitehall FDS HIGH DIV YLD | $1.1M | 6.8K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.