Virginia Wealth Management Group, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$186.8M
Q ending 2026-03-31
Prior quarter
$171.1M
Q ending 2025-12-31
Change
+9.2% QoQ · +15.4% YoY
Positions
55
reported holdings

Largest positions

All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Berkshire Hathaway Inc DelBRK/AShares$8.6M12
Chevron CorporationCVXShares$7.2M35K
Kinder Morgan Inc DelKMIShares$7.1M213K
Phillips 66PSXShares$6.9M38K
Jpmorgan Chase & CoJPMShares$6.8M23K
Chubb Ltd SwitzShares$6.0M18K
Cisco Sys IncCSCOShares$5.8M75K
Pepsico IncPEPShares$5.7M36K
Apple IncAAPLShares$5.4M21K
Southern CoSOShares$5.4M55K
Darden Restaurants IncDRIShares$5.3M27K
Duke Energy Corp NewDUKShares$5.2M40K
Ishares TrIBDTShares$5.1M200K
Blackrock IncBLKShares$4.9M5K
Target CorpTGTShares$4.8M40K
Ishares TrIBDSShares$4.8M200K
Ishares TrIBDRShares$4.8M200K
Microsoft CorpMSFTShares$4.7M13K
Ishares TrIBDUShares$4.6M199K
Aflac IncAFLShares$4.6M42K
Hershey CoHSYShares$4.6M22K
Blackstone IncBXShares$4.5M39K
Ishares TrIBDVShares$4.4M199K
Walmart IncWMTShares$4.2M34K
Mcdonalds CorpMCDShares$4.2M13K
Amgen IncAMGNShares$4.1M12K
Mid-Amer Apt Cmntys IncMAAShares$4.1M33K
Ishares TrIBDWShares$4.0M192K
Qualcomm IncQCOMShares$4.0M31K
Emerson Elec CoEMRShares$3.9M30K
Verizon Communications IncVZShares$3.6M72K
Dominion Energy IncDShares$3.5M57K
Realty Income CorpOShares$3.4M56K
Stag Industrial IncSTAGShares$3.4M94K
Markel Group IncMKLShares$3.4M2K
Medtronic PlcShares$3.0M34K
Home Depot IncHDShares$2.0M6K
Analog Devices IncADIShares$1.6M5K
State Str Spdr S&P 500 Etf TSPYShares$1.3M2K
Lowes Cos IncLOWShares$863K4K
Abbott LaboratoriesABTShares$700K7K
Alphabet IncGOOGLShares$647K2K
Costco Wholesale CorporationCOSTShares$634K636
Invesco Exchange Traded Fd TRSPShares$450K2K
Spdr Gold TrGLDShares$369K857
Nvidia CorporationNVDAShares$349K2K
Cintas CorpCTASShares$338K2K
Alphabet IncGOOGShares$326K1K
Equifax IncEFXShares$270K2K
Berkshire Hathaway Inc DelBRK/BShares$256K534
Vaneck Etf TrustGDXShares$234K3K
Ishares TrARTYShares$233K5K
Abbvie IncABBVShares$200K920
Trx Gold CorporationTRXShares$113K75K
Fury Gold Mines LimitedFURYShares$43K70K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.