Virginia Wealth Management Group
Latest statistics and disclosures from Virginia Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, JPM, MSFT, BLK, KMI, and represent 19.49% of Virginia Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: IBDT, IBDQ, IBDS, IBDR, IBDU, GLD, RSP, TGT, ABBV, VIG.
- Started 6 new stock positions in GLD, FURY, TRX, RSP, VIG, ABBV.
- Reduced shares in these 9 stocks: JPM, WMT, SO, KMI, EMR, MSFT, PEP, BLK, BX.
- Virginia Wealth Management Group was a net buyer of stock by $3.9M.
- Virginia Wealth Management Group has $174M in assets under management (AUM), dropping by 5.51%.
- Central Index Key (CIK): 0001898282
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Portfolio Holdings for Virginia Wealth Management Group
Virginia Wealth Management Group holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.2 | $9.1M | 12.00 | 754200.00 |
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| JPMorgan Chase & Co. (JPM) | 4.3 | $7.5M | 24k | 315.44 |
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| Microsoft Corporation (MSFT) | 3.4 | $6.0M | 12k | 517.94 |
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| Blackrock (BLK) | 3.3 | $5.8M | 5.0k | 1165.83 |
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| Kinder Morgan (KMI) | 3.2 | $5.6M | 197k | 28.31 |
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| Apple (AAPL) | 3.1 | $5.4M | 21k | 254.63 |
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| Cisco Systems (CSCO) | 3.0 | $5.2M | 76k | 68.42 |
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| Pepsi (PEP) | 3.0 | $5.2M | 37k | 140.44 |
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| Southern Company (SO) | 3.0 | $5.1M | 54k | 94.77 |
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| Chubb (CB) | 2.9 | $5.1M | 18k | 282.25 |
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| Darden Restaurants (DRI) | 2.9 | $5.0M | +3% | 26k | 190.36 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.9 | $5.0M | +8% | 194k | 25.52 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.8 | $4.9M | +8% | 194k | 25.19 |
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| Qualcomm (QCOM) | 2.8 | $4.9M | 29k | 166.36 |
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| Duke Energy Corp Com New (DUK) | 2.8 | $4.9M | 39k | 123.75 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.7 | $4.7M | +8% | 194k | 24.34 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 2.7 | $4.7M | +8% | 194k | 24.30 |
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| AFLAC Incorporated (AFL) | 2.7 | $4.6M | 41k | 111.70 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.6 | $4.6M | +8% | 194k | 23.47 |
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| Wal-Mart Stores (WMT) | 2.6 | $4.5M | 43k | 103.06 |
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| Mid-America Apartment (MAA) | 2.5 | $4.4M | 31k | 139.73 |
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| Phillips 66 (PSX) | 2.4 | $4.1M | 30k | 136.02 |
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| Hershey Company (HSY) | 2.3 | $4.1M | 22k | 187.05 |
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| Chevron Corporation (CVX) | 2.3 | $4.0M | 26k | 155.29 |
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| McDonald's Corporation (MCD) | 2.3 | $3.9M | 13k | 303.89 |
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| Emerson Electric (EMR) | 2.2 | $3.9M | 30k | 131.18 |
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| Procter & Gamble Company (PG) | 2.1 | $3.6M | 23k | 153.65 |
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| Target Corporation (TGT) | 2.0 | $3.5M | +6% | 39k | 89.70 |
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| Realty Income (O) | 1.9 | $3.4M | +3% | 55k | 60.79 |
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| Dominion Resources (D) | 1.9 | $3.3M | +3% | 54k | 61.17 |
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| Amgen (AMGN) | 1.9 | $3.3M | 12k | 282.20 |
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| Stag Industrial (STAG) | 1.8 | $3.2M | 91k | 35.29 |
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| Medtronic SHS (MDT) | 1.8 | $3.1M | +2% | 33k | 95.24 |
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| Verizon Communications (VZ) | 1.8 | $3.1M | +3% | 71k | 43.95 |
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| Markel Corporation (MKL) | 1.7 | $3.0M | 1.6k | 1911.36 |
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| Home Depot (HD) | 1.4 | $2.5M | 6.1k | 405.19 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $1.5M | 8.8k | 170.85 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.3M | 2.0k | 666.18 |
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| Analog Devices (ADI) | 0.7 | $1.2M | 5.0k | 245.70 |
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| Lowe's Companies (LOW) | 0.5 | $865k | +6% | 3.4k | 251.33 |
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| Abbott Laboratories (ABT) | 0.5 | $839k | +4% | 6.3k | 133.95 |
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| Costco Wholesale Corporation (COST) | 0.3 | $583k | 630.00 | 925.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $535k | 2.2k | 243.10 |
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| Cintas Corporation (CTAS) | 0.2 | $411k | 2.0k | 205.26 |
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| Equifax (EFX) | 0.2 | $385k | 1.5k | 256.53 |
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| NVIDIA Corporation (NVDA) | 0.2 | $373k | 2.0k | 186.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $290k | NEW | 815.00 | 355.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $277k | 1.1k | 243.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $269k | 534.00 | 502.74 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $229k | 5.0k | 45.78 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $226k | NEW | 1.2k | 189.67 |
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| Abbvie (ABBV) | 0.1 | $213k | NEW | 920.00 | 231.54 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $202k | NEW | 935.00 | 215.79 |
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| Trx Gold Corporation (TRX) | 0.0 | $62k | NEW | 100k | 0.62 |
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| Fury Gold Mines (FURY) | 0.0 | $46k | NEW | 70k | 0.65 |
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Past Filings by Virginia Wealth Management Group
SEC 13F filings are viewable for Virginia Wealth Management Group going back to 2021
- Virginia Wealth Management Group 2025 Q3 filed Oct. 16, 2025
- Virginia Wealth Management Group 2025 Q2 filed July 17, 2025
- Virginia Wealth Management Group 2025 Q1 filed April 15, 2025
- Virginia Wealth Management Group 2024 Q4 filed Jan. 27, 2025
- Virginia Wealth Management Group 2024 Q3 filed Oct. 9, 2024
- Virginia Wealth Management Group 2024 Q2 filed July 17, 2024
- Virginia Wealth Management Group 2024 Q1 filed April 25, 2024
- Virginia Wealth Management Group 2023 Q4 filed Feb. 9, 2024
- Virginia Wealth Management Group 2023 Q3 filed Nov. 3, 2023
- Virginia Wealth Management Group 2023 Q2 filed Aug. 8, 2023
- Virginia Wealth Management Group 2023 Q1 filed May 5, 2023
- Virginia Wealth Management Group 2022 Q4 filed Feb. 7, 2023
- Virginia Wealth Management Group 2022 Q2 restated filed Jan. 5, 2023
- Virginia Wealth Management Group 2022 Q2 restated filed Jan. 5, 2023
- Virginia Wealth Management Group 2022 Q3 filed Oct. 19, 2022
- Virginia Wealth Management Group 2022 Q2 filed Aug. 9, 2022