# EDGAR Filing Document

**Accession Number:** 0000932929
**File Stem:** 0000932929-25-000008
**Filing Date:** 2025-11
**Character Count:** 16918
**Document Hash:** c04775f570c1678e08ec32303e5054b8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000932929-25-000008.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0000932929-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**EFFECTIVENESS DATE**: 20251106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WESTBOURNE INVESTMENTS, INC.
- **CENTRAL INDEX KEY:** 0000932929

**ORGANIZATION NAME:**
- **EIN:** 541551319
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25338
- **FILM NUMBER:** 251457019

**BUSINESS ADDRESS:**
- **STREET 1:** 2121 EISENHOWER AVENUE
- **STREET 2:** SUITE 605
- **CITY:** ALEXANDRIA
- **STATE:** VA
- **ZIP:** 22314
- **BUSINESS PHONE:** 703-294-6880

**MAIL ADDRESS:**
- **STREET 1:** 2121 EISENHOWER AVENUE
- **STREET 2:** SUITE 605
- **CITY:** ALEXANDRIA
- **STATE:** VA
- **ZIP:** 22314

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WESTBOURNE INVESTMENTS INC                              /BD
- **DATE OF NAME CHANGE:** 19941117

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WESTBOURNE INVESTMENTS INC.<br>**Address:** 2121 EISENHOWER AVENUE<br>SUITE 605<br>ALEXANDRIA, VA 22314

**Form 13F File Number:** 028-25338

**CRD Number (if applicable):** 000037499

**SEC File Number (if applicable):** 801-36800

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Patrick Walsh<br>**Title:** Chief Compliance Officer<br>**Phone:** 703-962-1650

**Signature, Place, and Date of Signing:**

Patrick Walsh  Alexandria, VA  11-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 130

**Form 13F Information Table Value Total:** $209232260

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1798128 | 19825 | SH |  | SOLE |  | 0 | 0 | 19825 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 3403413 | 26016 | SH |  | SOLE |  | 0 | 0 | 26016 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 494809 | 8145 | SH |  | SOLE |  | 0 | 0 | 8145 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 312488 | 6700 | SH |  | SOLE |  | 0 | 0 | 6700 |
| ABBVIE INC | COM | 00287Y109 |  | 1123996 | 5155 | SH |  | SOLE |  | 0 | 0 | 5155 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 338335 | 1321 | SH |  | SOLE |  | 0 | 0 | 1321 |
| ALLY FINL INC | COM | 02005N100 |  | 261099 | 8200 | SH |  | SOLE |  | 0 | 0 | 8200 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2378561 | 8640 | SH |  | SOLE |  | 0 | 0 | 8640 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6751091 | 24009 | SH |  | SOLE |  | 0 | 0 | 24009 |
| OKLO INC | COM CL A | 02156V109 |  | 252263 | 1900 | SH |  | SOLE |  | 0 | 0 | 1900 |
| AMAZON COM INC | COM | 023135106 |  | 7726144 | 29831 | SH |  | SOLE |  | 0 | 0 | 29831 |
| AMGEN INC | COM | 031162100 |  | 537174 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| APPLE INC | COM | 037833100 |  | 6489914 | 24004 | SH |  | SOLE |  | 0 | 0 | 24004 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 573597 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| ARMOUR RESIDENTIAL REIT INC | COM SHS | 042315705 |  | 182718 | 11265 | SH |  | SOLE |  | 0 | 0 | 11265 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 |  | 439020 | 13500 | SH |  | SOLE |  | 0 | 0 | 13500 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3715400 | 7780 | SH |  | SOLE |  | 0 | 0 | 7780 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 468688 | 8800 | SH |  | SOLE |  | 0 | 0 | 8800 |
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 |  | 261423 | 14146 | SH |  | SOLE |  | 0 | 0 | 14146 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 1335955 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| CME GROUP INC | COM | 12572Q105 |  | 1696216 | 6389 | SH |  | SOLE |  | 0 | 0 | 6389 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2568470 | 16285 | SH |  | SOLE |  | 0 | 0 | 16285 |
| CITIGROUP INC | COM NEW | 172967424 |  | 3021178 | 29845 | SH |  | SOLE |  | 0 | 0 | 29845 |
| COCA COLA CO | COM | 191216100 |  | 762034 | 11060 | SH |  | SOLE |  | 0 | 0 | 11060 |
| COHEN  STEERS INC | COM | 19247A100 |  | 252784 | 5900 | SH |  | SOLE |  | 0 | 0 | 5900 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 227683 | 3155 | SH |  | SOLE |  | 0 | 0 | 3155 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 1409980 | 3740 | SH |  | SOLE |  | 0 | 0 | 3740 |
| COREBRIDGE FINL INC | COM | 21871X109 |  | 930402 | 28575 | SH |  | SOLE |  | 0 | 0 | 28575 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 |  | 1063085 | 49354 | SH |  | SOLE |  | 0 | 0 | 49354 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2737084 | 3003 | SH |  | SOLE |  | 0 | 0 | 3003 |
| CRESCENT CAP BDC INC | COM | 225655109 |  | 141200 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 |  | 277529 | 7515 | SH |  | SOLE |  | 0 | 0 | 7515 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 5305179 | 32746 | SH |  | SOLE |  | 0 | 0 | 32746 |
| ENBRIDGE INC | COM | 29250N105 |  | 1639486 | 35167 | SH |  | SOLE |  | 0 | 0 | 35167 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 380274 | 3325 | SH |  | SOLE |  | 0 | 0 | 3325 |
| META PLATFORMS INC | CL A | 30303M102 |  | 5729469 | 8837 | SH |  | SOLE |  | 0 | 0 | 8837 |
| FEDEX CORP | COM | 31428X106 |  | 1166303 | 4595 | SH |  | SOLE |  | 0 | 0 | 4595 |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | 316092816 |  | 332911 | 3912 | SH |  | SOLE |  | 0 | 0 | 3912 |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 |  | 479835 | 7289 | SH |  | SOLE |  | 0 | 0 | 7289 |
| FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 33734X200 |  | 287397 | 9900 | SH |  | SOLE |  | 0 | 0 | 9900 |
| FORD MTR CO | COM | 345370860 |  | 708232 | 53940 | SH |  | SOLE |  | 0 | 0 | 53940 |
| FVCBANKCORP INC | COM | 36120Q101 |  | 2584652 | 211510 | SH |  | SOLE |  | 0 | 0 | 211510 |
| GE AEROSPACE | COM NEW | 369604301 |  | 9700412 | 31398 | SH |  | SOLE |  | 0 | 0 | 31398 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 813051 | 1030 | SH |  | SOLE |  | 0 | 0 | 1030 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 1288080 | 4100 | SH |  | SOLE |  | 0 | 0 | 4100 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2294201 | 7463 | SH |  | SOLE |  | 0 | 0 | 7463 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 201504 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 434490 | 8650 | SH |  | SOLE |  | 0 | 0 | 8650 |
| INVESTCORP CR MGMT BDC INC | COM | 46090R104 |  | 86614 | 31000 | SH |  | SOLE |  | 0 | 0 | 31000 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 2524473 | 4725 | SH |  | SOLE |  | 0 | 0 | 4725 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 216783 | 3026 | SH |  | SOLE |  | 0 | 0 | 3026 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT UTIL | 46137V795 |  | 241911 | 5185 | SH |  | SOLE |  | 0 | 0 | 5185 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 738826 | 10462 | SH |  | SOLE |  | 0 | 0 | 10462 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 2067349 | 9943 | SH |  | SOLE |  | 0 | 0 | 9943 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 730556 | 14305 | SH |  | SOLE |  | 0 | 0 | 14305 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 292088 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| ISHARES GOLD TR | SHARES REPRESENT | 46436F103 |  | 273725 | 6862 | SH |  | SOLE |  | 0 | 0 | 6862 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 296808 | 954 | SH |  | SOLE |  | 0 | 0 | 954 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 |  | 202233 | 2939 | SH |  | SOLE |  | 0 | 0 | 2939 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 2714882 | 47630 | SH |  | SOLE |  | 0 | 0 | 47630 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 3304646 | 55816 | SH |  | SOLE |  | 0 | 0 | 55816 |
| KKR REAL ESTATE FIN TR INC | COM | 48251K100 |  | 146520 | 18000 | SH |  | SOLE |  | 0 | 0 | 18000 |
| KROGER CO | COM | 501044101 |  | 311787 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| LAS VEGAS SANDS CORP | COM | 517834107 |  | 367970 | 6200 | SH |  | SOLE |  | 0 | 0 | 6200 |
| ELI LILLY  CO | COM | 532457108 |  | 3170148 | 3674 | SH |  | SOLE |  | 0 | 0 | 3674 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 2927553 | 4775 | SH |  | SOLE |  | 0 | 0 | 4775 |
| MERCK  CO INC | COM | 58933Y105 |  | 321823 | 3743 | SH |  | SOLE |  | 0 | 0 | 3743 |
| METLIFE INC | COM | 59156R108 |  | 941477 | 11795 | SH |  | SOLE |  | 0 | 0 | 11795 |
| MICROSOFT CORP | COM | 594918104 |  | 7694139 | 15059 | SH |  | SOLE |  | 0 | 0 | 15059 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 4940842 | 22080 | SH |  | SOLE |  | 0 | 0 | 22080 |
| NETFLIX INC | COM | 64110L106 |  | 2629321 | 2275 | SH |  | SOLE |  | 0 | 0 | 2275 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 10497082 | 51840 | SH |  | SOLE |  | 0 | 0 | 51840 |
| NUVEEN FLOATING RATE INCOME | COM | 67072T108 |  | 92035 | 11650 | SH |  | SOLE |  | 0 | 0 | 11650 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 2545769 | 12499 | SH |  | SOLE |  | 0 | 0 | 12499 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 3087456 | 3995 | SH |  | SOLE |  | 0 | 0 | 3995 |
| PENNANTPARK FLOATING RATE CA | COM | 70806A106 |  | 207324 | 22708 | SH |  | SOLE |  | 0 | 0 | 22708 |
| PENNYMAC MTG INVT TR | COM | 70931T103 |  | 153871 | 12780 | SH |  | SOLE |  | 0 | 0 | 12780 |
| PFIZER INC | COM | 717081103 |  | 2033009 | 82475 | SH |  | SOLE |  | 0 | 0 | 82475 |
| POWER SOLUTIONS INTL INC | COM NEW | 73933G202 |  | 1597669 | 18660 | SH |  | SOLE |  | 0 | 0 | 18660 |
| PROGRESSIVE CORP | COM | 743315103 |  | 257500 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| REALTY INCOME CORP | COM | 756109104 |  | 339763 | 5860 | SH |  | SOLE |  | 0 | 0 | 5860 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 325900 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 468689 | 8675 | SH |  | SOLE |  | 0 | 0 | 8675 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1810869 | 2625 | SH |  | SOLE |  | 0 | 0 | 2625 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3631872 | 9866 | SH |  | SOLE |  | 0 | 0 | 9866 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 228119 | 4075 | SH |  | SOLE |  | 0 | 0 | 4075 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 1925036 | 4047 | SH |  | SOLE |  | 0 | 0 | 4047 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 5458802 | 58960 | SH |  | SOLE |  | 0 | 0 | 58960 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1479196 | 55786 | SH |  | SOLE |  | 0 | 0 | 55786 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1673408 | 61547 | SH |  | SOLE |  | 0 | 0 | 61547 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2549784 | 76451 | SH |  | SOLE |  | 0 | 0 | 76451 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 886034 | 30548 | SH |  | SOLE |  | 0 | 0 | 30548 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 712337 | 23898 | SH |  | SOLE |  | 0 | 0 | 23898 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 806730 | 30351 | SH |  | SOLE |  | 0 | 0 | 30351 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1392899 | 52055 | SH |  | SOLE |  | 0 | 0 | 52055 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 465553 | 19394 | SH |  | SOLE |  | 0 | 0 | 19394 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 371652 | 999 | SH |  | SOLE |  | 0 | 0 | 999 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 560273 | 4880 | SH |  | SOLE |  | 0 | 0 | 4880 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 2195852 | 12630 | SH |  | SOLE |  | 0 | 0 | 12630 |
| ABRDN WORLD HEALTHCARE FUND | BEN INT SHS | 87911L108 |  | 261033 | 19972 | SH |  | SOLE |  | 0 | 0 | 19972 |
| TESLA INC | COM | 88160R101 |  | 776152 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| 3M CO | COM | 88579Y101 |  | 366300 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| TIDAL TRUST II | DEFIANCE AI  PW | 88636R479 |  | 237162 | 9200 | SH |  | SOLE |  | 0 | 0 | 9200 |
| TIDAL TRUST I | SONICSHARES GBL | 886364645 |  | 595756 | 18565 | SH |  | SOLE |  | 0 | 0 | 18565 |
| USCF ETF TR | SUMMERHAVEN K1 | 90290T809 |  | 399538 | 17315 | SH |  | SOLE |  | 0 | 0 | 17315 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 769874 | 7785 | SH |  | SOLE |  | 0 | 0 | 7785 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 3982590 | 11660 | SH |  | SOLE |  | 0 | 0 | 11660 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 299492 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 824828 | 3800 | SH |  | SOLE |  | 0 | 0 | 3800 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 1802364 | 4269 | SH |  | SOLE |  | 0 | 0 | 4269 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 510244 | 3716 | SH |  | SOLE |  | 0 | 0 | 3716 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 247168 | 3470 | SH |  | SOLE |  | 0 | 0 | 3470 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 352237 | 5776 | SH |  | SOLE |  | 0 | 0 | 5776 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1434759 | 10206 | SH |  | SOLE |  | 0 | 0 | 10206 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 501579 | 5885 | SH |  | SOLE |  | 0 | 0 | 5885 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1082543 | 7700 | SH |  | SOLE |  | 0 | 0 | 7700 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 281558 | 3875 | SH |  | SOLE |  | 0 | 0 | 3875 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 285687 | 4978 | SH |  | SOLE |  | 0 | 0 | 4978 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 515202 | 1771 | SH |  | SOLE |  | 0 | 0 | 1771 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 3254497 | 6524 | SH |  | SOLE |  | 0 | 0 | 6524 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 216410 | 1165 | SH |  | SOLE |  | 0 | 0 | 1165 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 430933 | 1690 | SH |  | SOLE |  | 0 | 0 | 1690 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1193089 | 3557 | SH |  | SOLE |  | 0 | 0 | 3557 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1066478 | 2506 | SH |  | SOLE |  | 0 | 0 | 2506 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 5385616 | 27925 | SH |  | SOLE |  | 0 | 0 | 27925 |
| VISA INC | COM CL A | 92826C839 |  | 3405696 | 9995 | SH |  | SOLE |  | 0 | 0 | 9995 |
| VIRTUS ARTIFICIAL INTELLIGEN | COM | 92838Y100 |  | 216920 | 8800 | SH |  | SOLE |  | 0 | 0 | 8800 |
| VISTRA CORP | COM | 92840M102 |  | 3991395 | 21197 | SH |  | SOLE |  | 0 | 0 | 21197 |
| WALMART INC | COM | 931142103 |  | 413320 | 4085 | SH |  | SOLE |  | 0 | 0 | 4085 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1957546 | 9799 | SH |  | SOLE |  | 0 | 0 | 9799 |

---