account_balance
Investment manager · 13F filer · SEC CIK 1650092
Westbourne Investment Advisors, Inc.
Reported value$378Mas of Sep 30, 2026
Positions124 6 new, 2 sold out
Top 10 weight48.0%AAPL alone is 7%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.4%Trimmed −3%
MSFTMicrosoft Corp
6.6%
GOOGLAlphabet Inc.
6.2%Trimmed −4%
METAMeta Platforms, Inc.
5.5%Added +4%
VLOValero Energy Corp
4.9%Trimmed −4%
GSGoldman Sachs Group Inc
4.0%
UBERUber Technologies, Inc
3.6%Added +2%
MSMorgan Stanley
3.3%Trimmed −2%
BACBank of America Corp
3.3%Trimmed −3%
SCHWCharles Schwab Corp
3.1%Trimmed −3%
EXPEExpedia Group, Inc.
2.6%Trimmed −4%
AMZNAmazon.com Inc
2.4%Added +3%
AAPLApple Inc.
7.4%Trimmed −3%
MSFTMicrosoft Corp
6.6%
GOOGLAlphabet Inc.
6.2%Trimmed −4%
METAMeta Platforms, Inc.
5.5%Added +4%
VLOValero Energy Corp
4.9%Trimmed −4%
GSGoldman Sachs Group Inc
4.0%
UBERUber Technologies, Inc
3.6%
MSMorgan Stanley
3.3%
BACBank of America Corp
3.3%
SCHW3.1%EXPE2.6%AMZN2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.4% Trimmed −3%MSFT Microsoft Corp 6.6% HeldGOOGL Alphabet Inc. 6.2% Trimmed −4%META Meta Platforms, Inc. 5.5% Added +4%VLO Valero Energy Corp 4.9% Trimmed −4%GS Goldman Sachs Group Inc 4.0% HeldUBER Uber Technologies, Inc 3.6% Added +2%MS Morgan Stanley 3.3% Trimmed −2%BAC Bank of America Corp 3.3% Trimmed −3%SCHW Charles Schwab Corp 3.1% Trimmed −3%EXPE Expedia Group, Inc. 2.6% Trimmed −4%AMZN Amazon.com Inc 2.4% Added +3%
What changed
Biggest moves since Jun 30, 2026
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