VIRGINIA WEALTH MANAGEMENT GROUP, INC.
13F Reported Value
ⓘ$200.8M
Holdings
57
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
VIRGINIA WEALTH MANAGEMENT GROUP, INC. disclosed 57 positions worth $200.8M in its Form 13F-HR for Q2 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 4.5% of the equity portfolio, followed by $CSCO and $JPM. During the quarter the fund opened 3 new positions and exited 1. The portfolio is most concentrated in Financials (21.5% 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 — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$9.0M12 sh - 70.3#224
Quality
$8.1M68,888 sh - 70.7#210
Quality
$7.5M22,945 sh - 71.3
Quality
$6.8M212,700 sh - 57.8
Quality
$6.4M37,694 sh ISHARES TR - IBDS DEC28 ETF
—Quality
$6.3M249,890 sh- —
Quality
$6.3M18,367 sh - 76.4
Quality
$6.2M21,267 sh ISHARES TR - IBONDS DEC2026
—Quality
$6.1M249,890 shISHARES TR - IBONDS 27 ETF
—Quality
$6.1M249,890 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8#126 | $9.0M | 12 |
 CISCO SYSTEMS, INC.$CSCO | 70.3#224 | $8.1M | 68,888 |
 JPMORGAN CHASE & CO$JPM | 70.7#210 | $7.5M | 22,945 |
 KINDER MORGAN, INC.$KMI | 71.3 | $6.8M | 212,700 |
 Phillips 66$PSX | 57.8 | $6.4M | 37,694 |
| ISHARES TR - IBDS DEC28 ETF | — | $6.3M | 249,890 |
 Chubb Ltd$CB | — | $6.3M | 18,367 |
 Apple Inc.$AAPL | 76.4 | $6.2M | 21,267 |
| ISHARES TR - IBONDS DEC2026 | — | $6.1M | 249,890 |
| ISHARES TR - IBONDS 27 ETF | — | $6.1M | 249,890 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s 57 positions.
Showing top 10 of 57 holdings.
Sector Allocation
Financials
$43.2M
Other
$37.4M
Technology
$32.7M
Consumer Discretionary
$22.4M
Energy
$19.0M
Utilities
$14.4M
Real Estate
$11.9M
Consumer Staples
$9.0M
Full Holdings — VIRGINIA WEALTH MANAGEMENT GROUP, INC. (Q2 2026)
All 57 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 | $9.0M | 4.5% | +0% | 73.8 |
| 2 | $CSCO | CISCO SYSTEMS, INC. | $8.1M | 4.0% | -8% | 70.3 |
| 3 | $JPM | JPMORGAN CHASE & CO | $7.5M | 3.7% | -0% | 70.7 |
| 4 | $KMI | KINDER MORGAN, INC. | $6.8M | 3.4% | -0% | 71.3 |
| 5 | $PSX | Phillips 66 | $6.4M | 3.2% | +0% | 57.8 |
| 6 | — | ISHARES TR - IBDS DEC28 ETF | $6.3M | 3.1% | +25% | — |
| 7 | $CB | Chubb Ltd | $6.3M | 3.1% | +0% | — |
| 8 | $AAPL | Apple Inc. | $6.2M | 3.1% | -0% | 76.4 |
| 9 | — | ISHARES TR - IBONDS DEC2026 | $6.1M | 3.0% | +25% | — |
| 10 | — | ISHARES TR - IBONDS 27 ETF | $6.1M | 3.0% | +25% | — |
| 11 |  $CVX | CHEVRON CORP | $5.8M | 2.9% | +1% | 62.8 |
| 12 | — | ISHARES TR - IBONDS DEC 29 | $5.8M | 2.9% | +25% | — |
| 13 |  $QCOM | QUALCOMM INC/DE | $5.7M | 2.8% | +0% | 70.5 |
| 14 |  $DRI | DARDEN RESTAURANTS INC | $5.6M | 2.8% | +1% | 64.1 |
| 15 | — | ISHARES TR - IBONDS DEC 2030 | $5.4M | 2.7% | +25% | — |
| 16 |  $SO | SOUTHERN CO | $5.3M | 2.7% | +1% | 62 |
| 17 |  $TGT | TARGET CORP | $5.3M | 2.6% | +1% | 60.7 |
| 18 |  $DUK | Duke Energy CORP | $5.1M | 2.5% | +1% | 56.4 |
| 19 | — | ISHARES TR - IBONDS DEC 2031 | $5.0M | 2.5% | +26% | — |
| 20 |  $PEP | PEPSICO INC | $5.0M | 2.5% | +1% | 63.4 |
| 21 |  $BLK | BlackRock, Inc. | $5.0M | 2.5% | +1% | 70 |
| 22 |  $AFL | AFLAC INC | $4.9M | 2.5% | -0% | 61.3 |
| 23 |  $MSFT | MICROSOFT CORP | $4.8M | 2.4% | +2% | 79.8 |
| 24 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $4.7M | 2.3% | +1% | 61.2 |
| 25 |  $BX | Blackstone Inc. | $4.7M | 2.3% | +2% | 74.4 |
| 26 |  $MKL | MARKEL GROUP INC. | $4.4M | 2.2% | +28% | 60.2 |
| 27 |  $EMR | EMERSON ELECTRIC CO | $4.3M | 2.2% | +1% | 65.3 |
| 28 |  $AMGN | AMGEN INC | $4.2M | 2.1% | +1% | 79.2 |
| 29 |  $HSY | HERSHEY CO | $4.0M | 2.0% | +2% | 65.7 |
| 30 |  $D | DOMINION ENERGY, INC | $3.9M | 1.9% | +1% | 69.9 |
| 31 |  $WMT | Walmart Inc. | $3.9M | 1.9% | +0% | 60.2 |
| 32 |  $MCD | MCDONALDS CORP | $3.7M | 1.8% | +2% | 69 |
| 33 |  $STAG | STAG Industrial, Inc. | $3.6M | 1.8% | +1% | 68.1 |
| 34 |  $O | REALTY INCOME CORP | $3.5M | 1.8% | +1% | 73.7 |
| 35 |  $VZ | VERIZON COMMUNICATIONS INC | $3.1M | 1.5% | +1% | 65.8 |
| 36 |  $MDT | Medtronic plc | $2.7M | 1.4% | +2% | 68.7 |
| 37 |  $HD | HOME DEPOT, INC. | $2.2M | 1.1% | +3% | 60.3 |
| 38 |  $ADI | ANALOG DEVICES INC | $2.0M | 1.0% | +0% | 79.2 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 0.8% | +2% | — |
| 40 |  $GOOG | Alphabet Inc. | $804,440 | 0.4% | +0% | 78.2 |
| 41 |  $LOW | LOWES COMPANIES INC | $795,133 | 0.4% | -1% | 60.8 |
| 42 |  $ABT | ABBOTT LABORATORIES | $618,688 | 0.3% | +0% | 65.5 |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $594,959 | 0.3% | +0% | 66.2 |
| 44 |  $IVZ | Invesco Ltd. | $568,224 | 0.3% | +14% | — |
| 45 |  $NVDA | NVIDIA CORP | $412,786 | 0.2% | +3% | 85.9 |
| 46 |  $GOOGL | Alphabet Inc. | $412,689 | 0.2% | +3% | 78.2 |
| 47 |  $GLD | SPDR GOLD TRUST | $400,429 | 0.2% | +27% | — |
| 48 | — | ISHARES TR - CYBERSECURITY | $386,419 | 0.2% | NEW | — |
| 49 | — | ISHARES TR - FUTU AI TECH ETF | $380,800 | 0.2% | +0% | — |
| 50 |  $CTAS | CINTAS CORP | $340,160 | 0.2% | +0% | 68.7 |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $267,208 | 0.1% | +0% | 73.8 |
| 52 |  $EFX | EQUIFAX INC | $238,080 | 0.1% | +0% | 64.8 |
| 53 |  $ABBV | AbbVie Inc. | $231,509 | 0.1% | +0% | 72.6 |
| 54 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $226,930 | 0.1% | NEW | — |
| 55 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $215,324 | 0.1% | NEW | — |
| 56 |  $TRX | TRX GOLD Corp | $61,875 | 0.0% | +0% | 48.3 |
| 57 |  $FURY | FURY GOLD MINES LTD | $37,793 | 0.0% | +0% | — |
New Positions (3)
Exited Positions (1)
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