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, CVX, KMI, PSX, JPM, and represent 19.58% of Virginia Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: IBDW, BX, TGT, CVX, PSX, KMI, MSFT, MAA, PEP, MKL.
- Started 1 new stock position in IBDW.
- Reduced shares in these 10 stocks: PG, VIG, JPM, WMT, TRX, IBDU, IBDV, IBDT, IBDS, IBDR.
- Sold out of its positions in PG, VIG.
- Virginia Wealth Management Group was a net buyer of stock by $13M.
- Virginia Wealth Management Group has $187M in assets under management (AUM), dropping by 9.18%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.6 | $8.6M | 12.00 | 718140.00 |
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| Chevron Corporation (CVX) | 3.9 | $7.2M | +35% | 35k | 206.90 |
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| Kinder Morgan (KMI) | 3.8 | $7.1M | +7% | 213k | 33.53 |
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| Phillips 66 (PSX) | 3.7 | $6.9M | +22% | 38k | 182.18 |
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| JPMorgan Chase & Co. (JPM) | 3.6 | $6.8M | -2% | 23k | 294.16 |
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| Chubb (CB) | 3.2 | $6.0M | 18k | 325.94 |
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| Cisco Systems (CSCO) | 3.1 | $5.8M | 75k | 77.59 |
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| Pepsi (PEP) | 3.0 | $5.7M | +6% | 37k | 155.29 |
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| Apple (AAPL) | 2.9 | $5.4M | 21k | 253.79 |
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| Southern Company (SO) | 2.9 | $5.4M | 56k | 96.52 |
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| Darden Restaurants (DRI) | 2.8 | $5.3M | 27k | 196.04 |
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| Duke Energy Corp Com New (DUK) | 2.8 | $5.2M | 40k | 130.94 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.7 | $5.1M | 200k | 25.33 |
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| Blackrock (BLK) | 2.6 | $4.9M | 5.1k | 961.73 |
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| Target Corporation (TGT) | 2.6 | $4.8M | +108% | 40k | 121.20 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 2.6 | $4.8M | 200k | 24.24 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.6 | $4.8M | 200k | 24.24 |
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| Microsoft Corporation (MSFT) | 2.5 | $4.7M | +9% | 13k | 370.17 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.5 | $4.6M | 199k | 23.26 |
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| AFLAC Incorporated (AFL) | 2.5 | $4.6M | 42k | 109.71 |
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| Hershey Company (HSY) | 2.5 | $4.6M | 22k | 207.89 |
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| Blackstone Group Inc Com Cl A (BX) | 2.4 | $4.5M | +346% | 39k | 114.99 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.3 | $4.4M | 199k | 21.89 |
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| Wal-Mart Stores (WMT) | 2.3 | $4.2M | -2% | 34k | 124.28 |
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| McDonald's Corporation (MCD) | 2.2 | $4.2M | +2% | 13k | 310.78 |
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| Amgen (AMGN) | 2.2 | $4.1M | 12k | 351.84 |
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| Mid-America Apartment (MAA) | 2.2 | $4.1M | +9% | 33k | 122.12 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 2.1 | $4.0M | NEW | 192k | 20.93 |
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| Qualcomm (QCOM) | 2.1 | $4.0M | +3% | 31k | 128.78 |
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| Emerson Electric (EMR) | 2.1 | $3.9M | 30k | 131.02 |
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| Verizon Communications (VZ) | 1.9 | $3.6M | +2% | 72k | 50.20 |
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| Dominion Resources (D) | 1.9 | $3.5M | +3% | 57k | 61.82 |
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| Realty Income (O) | 1.8 | $3.4M | +2% | 56k | 61.18 |
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| Stag Industrial (STAG) | 1.8 | $3.4M | +2% | 94k | 36.06 |
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| Markel Corporation (MKL) | 1.8 | $3.4M | +9% | 1.8k | 1914.07 |
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| Medtronic SHS (MDT) | 1.6 | $3.0M | +2% | 34k | 86.65 |
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| Home Depot (HD) | 1.1 | $2.0M | +2% | 6.1k | 328.90 |
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| Analog Devices (ADI) | 0.9 | $1.6M | 5.0k | 318.14 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.3M | 2.0k | 650.34 |
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| Lowe's Companies (LOW) | 0.5 | $863k | +6% | 3.7k | 236.29 |
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| Abbott Laboratories (ABT) | 0.4 | $700k | +7% | 6.8k | 102.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $647k | +2% | 2.3k | 287.56 |
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| Costco Wholesale Corporation (COST) | 0.3 | $634k | 636.00 | 996.43 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $450k | +22% | 2.3k | 191.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $369k | -3% | 857.00 | 430.29 |
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| NVIDIA Corporation (NVDA) | 0.2 | $349k | 2.0k | 174.40 |
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| Cintas Corporation (CTAS) | 0.2 | $338k | 2.0k | 169.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $326k | 1.1k | 286.86 |
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| Equifax (EFX) | 0.1 | $270k | 1.5k | 180.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $256k | 534.00 | 479.20 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $234k | 2.6k | 91.77 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $233k | 5.0k | 46.53 |
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| Abbvie (ABBV) | 0.1 | $200k | 920.00 | 217.49 |
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| Trx Gold Corporation (TRX) | 0.1 | $113k | -25% | 75k | 1.50 |
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| Fury Gold Mines (FURY) | 0.0 | $43k | 70k | 0.61 |
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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 2026 Q1 filed April 29, 2026
- 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