VIRGINIA WEALTH MANAGEMENT GROUP, INC.
13F Reported Value
ⓘ$186.8M
Holdings
55
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
VIRGINIA WEALTH MANAGEMENT GROUP, INC. disclosed 55 positions worth $186.8M in its Form 13F-HR for Q1 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 4.6% of the equity portfolio, followed by $CVX and $KMI. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $PG. The portfolio is most concentrated in Financials (21.4% of disclosed assets). All figures are sourced directly from VIRGINIA WEALTH MANAGEMENT GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 1898282.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$8.6M12 sh - 54.7#1,197
Quality
$7.2M34,839 sh - 74.6#155
Quality
$7.1M213,148 sh - 47.6
Quality
$6.9M37,656 sh - 35.6
Quality
$6.8M22,950 sh - —
Quality
$6.0M18,286 sh - 72.3
Quality
$5.8M75,079 sh - 62.7
Quality
$5.7M36,453 sh - 76.1
Quality
$5.4M21,280 sh - 65.1
Quality
$5.4M55,464 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $8.6M | 12 |
 CHEVRON CORP$CVX | 54.7#1,197 | $7.2M | 34,839 |
 KINDER MORGAN, INC.$KMI | 74.6#155 | $7.1M | 213,148 |
 Phillips 66$PSX | 47.6 | $6.9M | 37,656 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $6.8M | 22,950 |
 Chubb Ltd$CB | — | $6.0M | 18,286 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $5.8M | 75,079 |
 PEPSICO INC$PEP | 62.7 | $5.7M | 36,453 |
 Apple Inc.$AAPL | 76.1 | $5.4M | 21,280 |
 SOUTHERN CO$SO | 65.1 | $5.4M | 55,464 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Financials
$40.1M
Other
$29.5M
Technology
$26.7M
Consumer Discretionary
$22.4M
Energy
$21.2M
Utilities
$14.1M
Real Estate
$10.9M
Consumer Staples
$10.3M
Full Holdings — VIRGINIA WEALTH MANAGEMENT GROUP, INC. (Q1 2026)
All 55 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.A | BERKSHIRE HATHAWAY INC | $8.6M | 4.6% | +0% | 64.5 |
| 2 | $CVX | CHEVRON CORP | $7.2M | 3.9% | +36% | 54.7 |
| 3 | $KMI | KINDER MORGAN, INC. | $7.1M | 3.8% | +7% | 74.6 |
| 4 | $PSX | Phillips 66 | $6.9M | 3.7% | +23% | 47.6 |
| 5 | $JPM | JPMORGAN CHASE & CO | $6.8M | 3.6% | -2% | 35.6 |
| 6 | $CB | Chubb Ltd | $6.0M | 3.2% | +1% | — |
| 7 | $CSCO | CISCO SYSTEMS, INC. | $5.8M | 3.1% | +1% | 72.3 |
| 8 | $PEP | PEPSICO INC | $5.7M | 3.0% | +7% | 62.7 |
| 9 | $AAPL | Apple Inc. | $5.4M | 2.9% | +1% | 76.1 |
| 10 | $SO | SOUTHERN CO | $5.4M | 2.9% | +2% | 65.1 |
| 11 |  $DRI | DARDEN RESTAURANTS INC | $5.3M | 2.8% | +1% | 68.6 |
| 12 |  $DUK | Duke Energy CORP | $5.2M | 2.8% | +1% | 64 |
| 13 | — | ISHARES TR | $5.1M | 2.7% | -0% | — |
| 14 |  $BLK | BlackRock, Inc. | $4.9M | 2.6% | +2% | 70.3 |
| 15 |  $TGT | TARGET CORP | $4.8M | 2.6% | +109% | 53.1 |
| 16 | — | ISHARES TR | $4.8M | 2.6% | -0% | — |
| 17 | — | ISHARES TR | $4.8M | 2.6% | -0% | — |
| 18 |  $MSFT | MICROSOFT CORP | $4.7M | 2.5% | +9% | 83.7 |
| 19 | — | ISHARES TR | $4.6M | 2.5% | -1% | — |
| 20 |  $AFL | AFLAC INC | $4.6M | 2.5% | +2% | 60.3 |
| 21 |  $HSY | HERSHEY CO | $4.6M | 2.5% | +1% | 59.4 |
| 22 |  $BX | Blackstone Inc. | $4.5M | 2.4% | +346% | 68 |
| 23 | — | ISHARES TR | $4.4M | 2.3% | -1% | — |
| 24 |  $WMT | Walmart Inc. | $4.2M | 2.3% | -2% | 63.2 |
| 25 |  $MCD | MCDONALDS CORP | $4.2M | 2.2% | +3% | 73.9 |
| 26 |  $AMGN | AMGEN INC | $4.1M | 2.2% | +1% | 79.5 |
| 27 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $4.1M | 2.2% | +10% | 63.7 |
| 28 | — | ISHARES TR | $4.0M | 2.1% | +3736% | — |
| 29 |  $QCOM | QUALCOMM INC/DE | $4.0M | 2.1% | +4% | 81.9 |
| 30 |  $EMR | EMERSON ELECTRIC CO | $3.9M | 2.1% | +1% | 65.9 |
| 31 |  $VZ | VERIZON COMMUNICATIONS INC | $3.6M | 1.9% | +3% | 71.6 |
| 32 |  $D | DOMINION ENERGY, INC | $3.5M | 1.9% | +3% | 74.9 |
| 33 |  $O | REALTY INCOME CORP | $3.4M | 1.8% | +2% | 74.6 |
| 34 |  $STAG | STAG Industrial, Inc. | $3.4M | 1.8% | +3% | 67.8 |
| 35 |  $MKL | MARKEL GROUP INC. | $3.4M | 1.8% | +9% | 68.2 |
| 36 |  $MDT | Medtronic plc | $3.0M | 1.6% | +2% | — |
| 37 |  $HD | HOME DEPOT, INC. | $2.0M | 1.1% | +2% | 69.2 |
| 38 |  $ADI | ANALOG DEVICES INC | $1.6M | 0.9% | +1% | 76.2 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.7% | +0% | — |
| 40 |  $LOW | LOWES COMPANIES INC | $862,707 | 0.5% | +6% | 63.5 |
| 41 |  $ABT | ABBOTT LABORATORIES | $700,030 | 0.4% | +7% | 67 |
| 42 |  $GOOG | Alphabet Inc. | $647,298 | 0.3% | +2% | 80.2 |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $633,729 | 0.3% | +1% | 67 |
| 44 |  $IVZ | Invesco Ltd. | $450,376 | 0.2% | +23% | — |
| 45 |  $GLD | SPDR GOLD TRUST | $368,759 | 0.2% | -4% | — |
| 46 |  $NVDA | NVIDIA CORP | $348,800 | 0.2% | +0% | 90.2 |
| 47 |  $CTAS | CINTAS CORP | $338,280 | 0.2% | +0% | 76.3 |
| 48 |  $GOOGL | Alphabet Inc. | $326,447 | 0.2% | +0% | 80.2 |
| 49 |  $EFX | EQUIFAX INC | $270,105 | 0.1% | +0% | 69.4 |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $255,893 | 0.1% | +0% | 64.5 |
| 51 | — | VANECK ETF TRUST | $234,014 | 0.1% | +0% | — |
| 52 | — | ISHARES TR | $232,650 | 0.1% | +0% | — |
| 53 |  $ABBV | AbbVie Inc. | $200,091 | 0.1% | +0% | 59.3 |
| 54 |  $TRX | TRX GOLD Corp | $112,500 | 0.1% | -25% | 50.2 |
| 55 |  $FURY | FURY GOLD MINES LTD | $42,637 | 0.0% | +0% | — |
Exited Positions (2)
$PG PROCTER & GAMBLE CoBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for VIRGINIA WEALTH MANAGEMENT GROUP, INC. including:
Track VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for VIRGINIA WEALTH MANAGEMENT GROUP, INC. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: VIRGINIA WEALTH MANAGEMENT GROUP, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For VIRGINIA WEALTH MANAGEMENT GROUP, INC. (SEC CIK: 1898282), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.