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