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, CSCO, JPM, KMI, PSX, and represent 18.80% of Virginia Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: IBDT, IBDR, IBDS, IBDU, IBDV, IBDW, MKL, IHAK, VYM, VIG.
- Started 3 new stock positions in IHAK, VYM, VIG.
- Reduced shares in these 7 stocks: CSCO, GDX, KMI, LOW, AAPL, AFL, JPM.
- Sold out of its position in GDX.
- Virginia Wealth Management Group was a net buyer of stock by $9.1M.
- Virginia Wealth Management Group has $201M in assets under management (AUM), dropping by 7.49%.
- Central Index Key (CIK): 0001898282
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Portfolio Holdings for Virginia Wealth Management Group
Virginia Wealth Management Group holds 57 positions in its portfolio as reported in the June 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) | 4.5 | $9.0M | 12.00 | 748850.00 |
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| Cisco Systems (CSCO) | 4.0 | $8.1M | -8% | 69k | 117.46 |
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| JPMorgan Chase & Co. (JPM) | 3.7 | $7.5M | 23k | 327.33 |
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| Kinder Morgan (KMI) | 3.4 | $6.8M | 213k | 31.97 |
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| Phillips 66 (PSX) | 3.2 | $6.4M | 38k | 169.05 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 3.1 | $6.3M | +25% | 250k | 25.25 |
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| Chubb (CB) | 3.1 | $6.3M | 18k | 340.74 |
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| Apple (AAPL) | 3.1 | $6.2M | 21k | 289.36 |
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| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 3.0 | $6.1M | +25% | 250k | 24.23 |
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| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 3.0 | $6.1M | +25% | 250k | 24.22 |
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| Chevron Corporation (CVX) | 2.9 | $5.8M | 35k | 165.76 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.9 | $5.8M | +25% | 249k | 23.16 |
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| Qualcomm (QCOM) | 2.8 | $5.7M | 31k | 184.79 |
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| Darden Restaurants (DRI) | 2.8 | $5.6M | 27k | 206.01 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.7 | $5.4M | +25% | 250k | 21.80 |
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| Southern Company (SO) | 2.7 | $5.3M | 56k | 95.71 |
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| Target Corporation (TGT) | 2.6 | $5.3M | 40k | 130.61 |
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| Duke Energy Corp Com New (DUK) | 2.5 | $5.1M | 40k | 126.58 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 2.5 | $5.0M | +26% | 242k | 20.84 |
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| Pepsi (PEP) | 2.5 | $5.0M | 37k | 135.40 |
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| Blackrock (BLK) | 2.5 | $5.0M | 5.1k | 961.63 |
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| AFLAC Incorporated (AFL) | 2.5 | $4.9M | 42k | 117.25 |
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| Microsoft Corporation (MSFT) | 2.4 | $4.8M | 13k | 373.03 |
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| Mid-America Apartment (MAA) | 2.3 | $4.7M | 34k | 138.94 |
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| Blackstone Group Inc Com Cl A (BX) | 2.3 | $4.7M | 40k | 117.67 |
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| Markel Corporation (MKL) | 2.2 | $4.4M | +27% | 2.2k | 1953.01 |
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| Emerson Electric (EMR) | 2.2 | $4.3M | 30k | 143.15 |
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| Amgen (AMGN) | 2.1 | $4.2M | 12k | 362.12 |
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| Hershey Company (HSY) | 2.0 | $4.0M | +2% | 23k | 175.45 |
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| Dominion Resources (D) | 1.9 | $3.9M | 57k | 68.29 |
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| Wal-Mart Stores (WMT) | 1.9 | $3.9M | 34k | 113.26 |
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| McDonald's Corporation (MCD) | 1.8 | $3.7M | 14k | 270.32 |
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| Stag Industrial (STAG) | 1.8 | $3.6M | 95k | 38.06 |
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| Realty Income (O) | 1.8 | $3.5M | 57k | 61.96 |
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| Verizon Communications (VZ) | 1.5 | $3.1M | 73k | 42.34 |
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| Medtronic SHS (MDT) | 1.4 | $2.7M | 35k | 78.23 |
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| Home Depot (HD) | 1.1 | $2.2M | +3% | 6.3k | 352.66 |
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| Analog Devices (ADI) | 1.0 | $2.0M | 5.0k | 397.17 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $1.5M | 2.0k | 746.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $804k | 2.3k | 357.37 |
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| Lowe's Companies (LOW) | 0.4 | $795k | 3.6k | 220.50 |
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| Abbott Laboratories (ABT) | 0.3 | $619k | 6.8k | 90.74 |
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| Costco Wholesale Corporation (COST) | 0.3 | $595k | 636.00 | 935.47 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $568k | +13% | 2.7k | 212.74 |
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| NVIDIA Corporation (NVDA) | 0.2 | $413k | +3% | 2.1k | 200.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $413k | +2% | 1.2k | 353.33 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $400k | +26% | 1.1k | 368.38 |
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| Ishares Tr Cybersecurity (IHAK) | 0.2 | $386k | NEW | 6.4k | 60.71 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.2 | $381k | 5.0k | 76.16 |
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| Cintas Corporation (CTAS) | 0.2 | $340k | 2.0k | 170.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $267k | 534.00 | 500.39 |
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| Equifax (EFX) | 0.1 | $238k | 1.5k | 158.72 |
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| Abbvie (ABBV) | 0.1 | $232k | 920.00 | 251.64 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $227k | NEW | 1.4k | 158.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $215k | NEW | 910.00 | 236.62 |
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| Trx Gold Corporation (TRX) | 0.0 | $62k | 75k | 0.82 |
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| Fury Gold Mines (FURY) | 0.0 | $38k | 70k | 0.54 |
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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 Q2 filed July 22, 2026
- 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