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