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, AAPL, CSCO, CB, and represent 19.71% of Virginia Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: IBDV, GDX, IBDT, IBDS, IBDR, IBDU, RSP, DRI, MKL, HSY.
- Started 2 new stock positions in IBDV, GDX.
- Reduced shares in these 10 stocks: IBDQ, TGT, WMT, PEP, PG, CSCO, MAA, JPM, HD, VZ.
- Sold out of its position in IBDQ.
- Virginia Wealth Management Group was a net seller of stock by $-2.7M.
- Virginia Wealth Management Group has $171M in assets under management (AUM), dropping by -1.44%.
- Central Index Key (CIK): 0001898282
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Portfolio Holdings for Virginia Wealth Management Group
Virginia Wealth Management Group holds 56 positions in its portfolio as reported in the December 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) | 5.3 | $9.1M | 12.00 | 754800.00 |
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| JPMorgan Chase & Co. (JPM) | 4.4 | $7.6M | 24k | 322.21 |
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| Apple (AAPL) | 3.3 | $5.7M | 21k | 271.86 |
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| Cisco Systems (CSCO) | 3.3 | $5.7M | -2% | 74k | 77.03 |
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| Chubb (CB) | 3.3 | $5.7M | 18k | 312.12 |
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| Microsoft Corporation (MSFT) | 3.3 | $5.6M | 12k | 483.61 |
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| Kinder Morgan (KMI) | 3.2 | $5.5M | 199k | 27.49 |
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| Blackrock (BLK) | 3.1 | $5.4M | 5.0k | 1070.30 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 3.0 | $5.1M | +3% | 201k | 25.45 |
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| Qualcomm (QCOM) | 3.0 | $5.1M | 30k | 171.05 |
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| Pepsi (PEP) | 2.9 | $4.9M | -7% | 34k | 143.52 |
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| Darden Restaurants (DRI) | 2.9 | $4.9M | 27k | 184.02 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.8 | $4.9M | +3% | 201k | 24.28 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 2.8 | $4.9M | +3% | 201k | 24.23 |
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| Southern Company (SO) | 2.8 | $4.8M | 55k | 87.20 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.7 | $4.7M | +3% | 201k | 23.41 |
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| Duke Energy Corp Com New (DUK) | 2.7 | $4.6M | 40k | 117.21 |
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| AFLAC Incorporated (AFL) | 2.7 | $4.6M | 42k | 110.27 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.6 | $4.4M | NEW | 201k | 22.07 |
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| Mid-America Apartment (MAA) | 2.5 | $4.2M | -2% | 31k | 138.91 |
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| Hershey Company (HSY) | 2.3 | $4.0M | 22k | 181.98 |
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| McDonald's Corporation (MCD) | 2.3 | $4.0M | 13k | 305.63 |
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| Phillips 66 (PSX) | 2.3 | $4.0M | 31k | 129.04 |
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| Emerson Electric (EMR) | 2.3 | $4.0M | 30k | 132.72 |
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| Chevron Corporation (CVX) | 2.3 | $3.9M | 26k | 152.41 |
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| Wal-Mart Stores (WMT) | 2.3 | $3.9M | -19% | 35k | 111.41 |
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| Amgen (AMGN) | 2.2 | $3.8M | 12k | 327.32 |
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| Markel Corporation (MKL) | 2.0 | $3.5M | 1.6k | 2149.65 |
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| Stag Industrial (STAG) | 2.0 | $3.4M | 92k | 36.76 |
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| Dominion Resources (D) | 1.9 | $3.2M | 55k | 58.59 |
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| Medtronic SHS (MDT) | 1.9 | $3.2M | 34k | 96.06 |
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| Realty Income (O) | 1.8 | $3.1M | 55k | 56.37 |
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| Procter & Gamble Company (PG) | 1.8 | $3.0M | -9% | 21k | 143.31 |
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| Verizon Communications (VZ) | 1.7 | $2.8M | 70k | 40.73 |
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| Home Depot (HD) | 1.2 | $2.1M | 6.0k | 344.11 |
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| Target Corporation (TGT) | 1.1 | $1.9M | -50% | 19k | 97.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.4M | 2.0k | 681.92 |
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| Analog Devices (ADI) | 0.8 | $1.4M | 5.0k | 271.20 |
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| Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.4M | 8.8k | 154.14 |
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| Lowe's Companies (LOW) | 0.5 | $830k | 3.4k | 241.17 |
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| Abbott Laboratories (ABT) | 0.5 | $798k | 6.4k | 125.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $689k | 2.2k | 313.00 |
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| Costco Wholesale Corporation (COST) | 0.3 | $543k | 630.00 | 862.34 |
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| Cintas Corporation (CTAS) | 0.2 | $376k | 2.0k | 188.07 |
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| NVIDIA Corporation (NVDA) | 0.2 | $373k | 2.0k | 186.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $367k | +60% | 1.9k | 191.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $357k | 1.1k | 313.80 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $353k | +9% | 890.00 | 396.31 |
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| Equifax (EFX) | 0.2 | $326k | 1.5k | 216.98 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $268k | 534.00 | 502.65 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $241k | 5.0k | 48.18 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $219k | NEW | 2.6k | 85.77 |
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| Abbvie (ABBV) | 0.1 | $210k | 920.00 | 228.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $200k | -2% | 910.00 | 219.78 |
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| Trx Gold Corporation (TRX) | 0.1 | $92k | 100k | 0.92 |
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| Fury Gold Mines (FURY) | 0.0 | $41k | 70k | 0.59 |
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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 Q4 filed Jan. 26, 2026
- 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