VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Sector Allocation
- Financials21.1%$42.8M
- Other18.8%$38.1M
- Technology15.0%$30.4M
- Energy10.3%$20.8M
- Consumer Staples9.3%$18.8M
- Utilities6.3%$12.8M
- Consumer Discretionary5.6%$11.4M
- Real Estate5.2%$10.6M
- Healthcare4.4%$8.9M
- Industrials2.3%$4.7M
AUM History
13fpro.ai/research/fund/virginia-wealth-management-group-inc-1898282
Conviction and streaks
Stable · top 10 = 35.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
BRK.A
$9.0MJPM
$7.6MCSCO
$7.4MPSX
$7.2MCVX
$7.2MAAPL
$7.1MMSFT
$6.6MKMI
$6.5M- ISHARES$6.4M
TGT
$6.3M- ISHARES$6.2M
- ISHARES$6.1M
CB
$6.0M- ISHARES$5.8M
QCOM
$5.7MBLK
$5.5M- ISHARES$5.4M
DRI
$5.3M- ISHARES$5.0M
AMGN
$5.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/virginia-wealth-management-group-inc-1898282
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 13F holdings — Q3 2026
$202.9M portfolio (+1.0% QoQ) · 58 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
$9.0M
4.4% of stocks
No changeThis quarter—Since filed7+ qtrsHeld$7.6M
3.8% of stocks
+0.2%This quarter-0.4%Since filed7+ qtrsHeld$7.4M
3.6% of stocks
-0.3%This quarter-3.0%Since filed7+ qtrsHeld$7.2M
3.5% of stocks
-25%This quarter-2.8%Since filed7+ qtrsHeld$7.2M
3.5% of stocks
+0.3%This quarter+4.5%Since filed7+ qtrsHeld$7.1M
3.5% of stocks
+0.1%This quarter+0.3%Since filed7+ qtrsHeld$6.6M
3.2% of stocks
+0.3%This quarter-0.2%Since filed7+ qtrsHeld$6.5M
3.2% of stocks
+0.6%This quarter+1.8%Since filed7+ qtrsHeld- 9
ISHARES TR - IBDS DEC28 ETF
$6.4M
3.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $6.3M
3.1% of stocks
+0.1%This quarter-4.4%Since filed7+ qtrsHeld
All holdings — VIRGINIA WEALTH MANAGEMENT GROUP, INC. (Q3 2026)
58 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - IBONDS 27 ETFetf/fund | — | $6.2M | 3.1% | 258K | +3% | — | — | 13F |
| 12 | — | ISHARES TR - IBONDS DEC2026etf/fund | — | $6.1M | 3.0% | 253K | +1% | — | — | 13F |
| 13 | Chubb Ltd | Financials | $6.0M | 3.0% | 18K | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - IBONDS DEC 29etf/fund | — | $5.8M | 2.9% | 257K | +3% | — | — | 13F |
| 15 | QUALCOMM INC/DE | Technology | $5.7M | 2.8% | 31K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BlackRock, Inc. | Financials | $5.5M | 2.7% | 5,185 | +0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - IBONDS DEC 2030etf/fund | — | $5.4M | 2.7% | 257K | +3% | — | — | 13F |
| 18 | DARDEN RESTAURANTS INC | Consumer Discretionary | $5.3M | 2.6% | 27K | +0.6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - IBONDS DEC 2031etf/fund | — | $5.0M | 2.5% | 250K | +3% | — | — | 13F |
| 20 | AMGEN INC | Healthcare | $5.0M | 2.4% | 12K | +0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AFLAC INC | Financials | $4.8M | 2.3% | 43K | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EMERSON ELECTRIC CO | Industrials | $4.7M | 2.3% | 31K | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PEPSICO INC | Consumer Staples | $4.7M | 2.3% | 37K | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SOUTHERN CO | Utilities | $4.7M | 2.3% | 56K | +0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Duke Energy CORP | Utilities | $4.6M | 2.3% | 41K | +1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BX | Blackstone Inc. | Financials | $4.5M | 2.2% | 40K | +0.8% | |||
| 27 | $MKL | MARKEL GROUP INC. | Financials | $4.0M | 2.0% | 2,358 | +5% | |||
| 28 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $4.0M | 2.0% | 34K | +0.3% | |||
| 29 | $HSY | HERSHEY CO | Consumer Staples | $3.6M | 1.8% | 23K | +1% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $3.6M | 1.8% | 34K | +0.6% | |||
| 31 | $D | DOMINION ENERGY, INC | Utilities | $3.5M | 1.7% | 58K | +1% | |||
| 32 | $STAG | STAG Industrial, Inc. | Real Estate | $3.4M | 1.7% | 96K | +0.7% | |||
| 33 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.4M | 1.6% | 73K | +0.6% | |||
| 34 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.2M | 1.6% | 14K | +2% | |||
| 35 | $O | REALTY INCOME CORP | Real Estate | $3.1M | 1.6% | 58K | +2% | |||
| 36 | $MDT | Medtronic plc | Healthcare | $3.1M | 1.5% | 35K | +2% | |||
| 37 | $ADI | ANALOG DEVICES INC | Technology | $2.0M | 1.0% | 5,037 | — | |||
| 38 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.9% | 6,426 | +2% | |||
| 39 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.6M | 0.8% | 2,033 | — | |||
| 40 | $GOOGL | Alphabet Inc. | Technology | $775K | 0.4% | 2,251 | — | |||
| 41 | $ABT | ABBOTT LABORATORIES | Healthcare | $674K | 0.3% | 6,818 | — | |||
| 42 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $674K | 0.3% | 3,656 | +1% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $614K | 0.3% | 2,952 | +11% | |||
| 44 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $579K | 0.3% | 636 | — | |||
| 45 | $NVDA | NVIDIA CORP | Technology | $471K | 0.2% | 2,063 | — | |||
| 46 | — | ISHARES TR - CYBERSECURITY | — | $430K | 0.2% | 6,365 | — | |||
| 47 | $GLD | SPDR GOLD TRUST | Financials | $414K | 0.2% | 1,087 | — | |||
| 48 | $GOOG | Alphabet Inc. | Technology | $392K | 0.2% | 1,151 | -1% | |||
| 49 | — | ISHARES TR - FUTU AI TECH ETF | — | $392K | 0.2% | 5,000 | — | |||
| 50 | $CTAS | CINTAS CORP | Consumer Discretionary | $390K | 0.2% | 2,000 | — | |||
| 51 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $266K | 0.1% | 534 | — | |||
| 52 | $ABBV | AbbVie Inc. | Healthcare | $239K | 0.1% | 915 | -0.5% | |||
| 53 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $224K | 0.1% | 2,550 | New | |||
| 54 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $223K | 0.1% | 1,437 | +0.1% | |||
| 55 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $212K | 0.1% | 910 | — | |||
| 56 | $EFX | EQUIFAX INC | Financials | $206K | 0.1% | 1,500 | — | |||
| 57 | $TRX | TRX GOLD Corp | Materials | $91K | 0.0% | 75K | — | |||
| 58 | $FURY | FURY GOLD MINES LTD | Materials | $37K | 0.0% | 70K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 37 added to, 4 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
- VANECK ETF TRUST - GOLD MINERS ETF$224K
first bought this quarter
Added to (37)
$MKLMARKEL GROUP INC.+5%
now $4.0M · held 7+ qtrs, 4 adds in a row
- ISHARES TR - IBDS DEC28 ETF+3%
now $6.4M
- ISHARES TR - IBONDS 27 ETF+3%
now $6.2M
- ISHARES TR - IBONDS DEC 29+3%
now $5.8M
- ISHARES TR - IBONDS DEC 2030+3%
now $5.4M
- ISHARES TR - IBONDS DEC 2031+3%
now $5.0M
+31 more in the Excel export
Trimmed (4)
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F VIRGINIA WEALTH MANAGEMENT GROUP, INC. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow VIRGINIA WEALTH MANAGEMENT GROUP?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of VIRGINIA WEALTH MANAGEMENT GROUP's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
VIRGINIA WEALTH MANAGEMENT GROUP, INC. disclosed 58 positions worth $202.9M in its Form 13F-HR for Q3 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 4.4% of the equity portfolio, followed by $JPM and $CSCO. During the quarter the fund opened 1 new position and exited 0. The portfolio is most concentrated in Financials (21.1% 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.
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