PETTYJOHN, WOOD & WHITE, INC — 13F Holdings & Portfolio

CIK 1128213 · latest 13F-HR filed 2026-08-12

PETTYJOHN, WOOD & WHITE, INC manages $687.3M in 13F-reported U.S. long-equity assets across 222 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.55%), SPY (5.23%), GOOGL (4.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 7, added to 125, and trimmed 32.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1925 ATHERHOLT ROAD
PO BOX 310
LYNCHBURG, VA 24505
Phone
(434) 845-1266
Filing Manager
PETTYJOHN, WOOD & WHITE, INC
LYNCHBURG, VA
Signatory
Kate W Sigler
Chief Compliance Officer
Loading holdings…
AUM

$687.3M

Long-equity book

Holdings

222

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+15 / −7 / ↑125 / ↓32

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$6.4M +23.9%
  • INVESCO QQQ TR$5.3M +34.1%
  • STATE STR SPDR S&P 500 ETF T$5.0M +16.2%
  • CISCO SYS INC$4.7M +48.9%
  • APPLE INC$4.6M +13.8%
Show all 125 →

Top Trims

  • EXXON MOBIL CORP-$3.6M -19.9%
  • CHEVRON CORPORATION-$2.0M -19.9%
  • WALMART INC-$1.9M -9.5%
  • PEPSICO INC-$1.3M -12.8%
  • VERIZON COMMUNICATIONS INC-$1.1M -17.0%
Show all 32 →

New Positions

  • HONEYWELL INTL INC$4.0M
  • HONEYWELL AEROSPACE INC$3.9M
  • FEDEX FGHT HLDG CO INC$1.2M
  • FIDELITY COVINGTON TRUST$512.1K
  • INTUITIVE SURGICAL INC$322.1K
Show all 15 →

Exited Positions

  • HONEYWELL INTL INC$8.0M
  • DIMENSIONAL ETF TRUST$430.5K
  • DIMENSIONAL ETF TRUST$271.8K
  • ACCENTURE PLC IRELAND$238.7K
  • WILLIS TOWERS WATSON PLC LTD$210.2K
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $38.2M 5.55% 131,897 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $36.0M 5.23% 48,180 SH
3 ALPHABET INC GOOGL 02079K305 $33.4M 4.86% 93,534 SH
4 MICROSOFT CORP MSFT 594918104 $26.5M 3.85% 70,956 SH
5 INVESCO QQQ TR QQQ 46090E103 $20.9M 3.03% 28,316 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $20.8M 3.02% 63,499 SH
7 WALMART INC WMT 931142103 $17.8M 2.60% 157,510 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $16.2M 2.35% 32,289 SH
9 VANGUARD SPECIALIZED FUNDS VIG 921908844 $15.2M 2.20% 64,042 SH
10 JOHNSON & JOHNSON JNJ 478160104 $14.7M 2.14% 57,950 SH
11 EXXON MOBIL CORP XOM 30231G102 $14.5M 2.12% 106,374 SH
12 CISCO SYS INC CSCO 17275R102 $14.3M 2.08% 121,704 SH
13 AMAZON COM INC AMZN 023135106 $13.3M 1.94% 55,860 SH
14 PROCTER & GAMBLE CO PG 742718109 $12.4M 1.80% 84,302 SH
15 RTX CORPORATION RTX 75513E101 $12.1M 1.77% 64,002 SH
16 ABBVIE INC ABBV 00287Y109 $12.0M 1.75% 47,788 SH
17 HOME DEPOT INC HD 437076102 $11.9M 1.73% 33,732 SH
18 BANK OF AMER CORP BAC 060505104 $11.0M 1.61% 193,894 SH
19 ISHARES TR IJH 464287507 $10.5M 1.53% 136,292 SH
20 VANGUARD INDEX FDS VOO 922908363 $9.4M 1.37% 13,748 SH
21 NVIDIA CORPORATION NVDA 67066G104 $9.1M 1.33% 45,688 SH
22 PEPSICO INC PEP 713448108 $8.7M 1.27% 64,284 SH
23 BROADCOM INC AVGO 11135F101 $8.4M 1.23% 22,332 SH
24 NORFOLK SOUTHN CORP NSC 655844108 $8.4M 1.22% 26,701 SH
25 CHEVRON CORPORATION CVX 166764100 $8.1M 1.18% 48,982 SH
26 ISHARES TR IYW 464287721 $7.6M 1.11% 30,220 SH
27 ALPHABET INC GOOG 02079K107 $7.3M 1.07% 20,749 SH
28 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $7.1M 1.03% 33,416 SH
29 SELECT SECTOR SPDR TR XLK 81369Y803 $6.7M 0.97% 35,053 SH
30 META PLATFORMS INC META 30303M102 $6.4M 0.94% 11,435 SH
31 ISHARES TR IJR 464287804 $6.2M 0.90% 41,738 SH
32 ABBOTT LABORATORIES ABT 002824100 $5.7M 0.83% 62,699 SH
33 BANK OF THE JAMES FINL GP IN BOTJ 470299108 $5.6M 0.81% 218,859 SH
34 ISHARES TR IVV 464287200 $5.5M 0.80% 7,326 SH
35 FEDEX CORP FDX 31428X106 $5.3M 0.77% 16,955 SH
36 VERIZON COMMUNICATIONS INC VZ 92343V104 $5.3M 0.77% 124,330 SH
37 ORACLE CORP ORCL 68389X105 $5.2M 0.75% 35,211 SH
38 SPDR SERIES TRUST SDY 78464A763 $5.1M 0.74% 33,577 SH
39 CVS HEALTH CORP CVS 126650100 $4.8M 0.70% 46,538 SH
40 ISHARES TR IYH 464287762 $4.8M 0.70% 71,435 SH
41 DISNEY WALT CO DIS 254687106 $4.8M 0.69% 49,387 SH
42 ISHARES TR EFA 464287465 $4.6M 0.67% 44,484 SH
43 SELECT SECTOR SPDR TR XLE 81369Y506 $4.4M 0.64% 83,116 SH
44 ISHARES TR IYF 464287788 $4.2M 0.61% 33,115 SH
45 VANGUARD INDEX FDS VTI 922908769 $4.1M 0.60% 11,100 SH
46 HONEYWELL INTL INC HON 438516205 $4.0M 0.58% 17,799 SH
47 STARBUCKS CORP SBUX 855244109 $3.9M 0.57% 38,393 SH
48 HONEYWELL AEROSPACE INC HONA 43849R105 $3.9M 0.57% 17,735 SH
49 ELI LILLY & CO LLY 532457108 $3.8M 0.56% 3,185 SH
50 AUTOMATIC DATA PROCESSING IN ADP 053015103 $3.6M 0.53% 16,223 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $687.3M 222 0001128213-26-000004
2026-03-31 2026-05-15 $627.9M 214 0001128213-26-000002
2025-12-31 2026-02-11 $638.1M 214 0001128213-26-000001
2025-09-30 2025-11-13 $605.7M 203 0001128213-25-000010