VIRGINIA WEALTH MANAGEMENT GROUP, INC. — 13F Holdings & Portfolio
CIK 1898282 · latest 13F-HR filed 2026-04-29
VIRGINIA WEALTH MANAGEMENT GROUP, INC. manages $186.8M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (4.61%), CVX (3.86%), KMI (3.83%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 21, and trimmed 12.
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.
$186.8M
Long-equity book
55
Distinct positions
2026-03-31
Filed 2026-04-29
+1 / −2 / ↑21 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON CORPORATION$3.3M +84.1%
- BLACKSTONE INC$3.2M +233.0%
- TARGET CORP$3.0M +158.7%
- PHILLIPS 66$2.9M +73.1%
- KINDER MORGAN INC DEL$1.7M +30.8%
Top Trims
- QUALCOMM INC-$1.1M -21.8%
- MICROSOFT CORP-$901.2K -16.2%
- JPMORGAN CHASE & CO-$810.8K -10.7%
- BLACKROCK INC-$462.9K -8.6%
- APPLE INC-$326.3K -5.7%
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 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $8.6M | 4.61% | 12 | SH |
| 2 | CHEVRON CORPORATION | CVX | 166764100 | $7.2M | 3.86% | 34,839 | SH |
| 3 | KINDER MORGAN INC DEL | KMI | 49456B101 | $7.1M | 3.83% | 213,148 | SH |
| 4 | PHILLIPS 66 | PSX | 718546104 | $6.9M | 3.67% | 37,656 | SH |
| 5 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.8M | 3.61% | 22,950 | SH |
| 6 | CHUBB LTD SWITZ | CB | H1467J104 | $6.0M | 3.19% | 18,286 | SH |
| 7 | CISCO SYS INC | CSCO | 17275R102 | $5.8M | 3.12% | 75,079 | SH |
| 8 | PEPSICO INC | PEP | 713448108 | $5.7M | 3.03% | 36,453 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $5.4M | 2.89% | 21,280 | SH |
| 10 | SOUTHERN CO | SO | 842587107 | $5.4M | 2.87% | 55,464 | SH |
| 11 | DARDEN RESTAURANTS INC | DRI | 237194105 | $5.3M | 2.82% | 26,868 | SH |
| 12 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $5.2M | 2.80% | 39,889 | SH |
| 13 | ISHARES TR | IBDT | 46435U515 | $5.1M | 2.71% | 199,615 | SH |
| 14 | BLACKROCK INC | BLK | 09290D101 | $4.9M | 2.62% | 5,092 | SH |
| 15 | TARGET CORP | TGT | 87612E106 | $4.8M | 2.60% | 40,010 | SH |
| 16 | ISHARES TR | IBDS | 46435UAA9 | $4.8M | 2.59% | 199,615 | SH |
| 17 | ISHARES TR | IBDR | 46435GAA0 | $4.8M | 2.59% | 199,615 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $4.7M | 2.50% | 12,604 | SH |
| 19 | ISHARES TR | IBDU | 46436E205 | $4.6M | 2.48% | 199,115 | SH |
| 20 | AFLAC INC | AFL | 001055102 | $4.6M | 2.48% | 42,214 | SH |
| 21 | HERSHEY CO | HSY | 427866108 | $4.6M | 2.48% | 22,268 | SH |
| 22 | BLACKSTONE INC | BX | 09260D107 | $4.5M | 2.41% | 39,215 | SH |
| 23 | ISHARES TR | IBDV | 46436E726 | $4.4M | 2.34% | 199,390 | SH |
| 24 | WALMART INC | WMT | 931142103 | $4.2M | 2.26% | 34,018 | SH |
| 25 | MCDONALDS CORP | MCD | 580135101 | $4.2M | 2.23% | 13,400 | SH |
| 26 | AMGEN INC | AMGN | 031162100 | $4.1M | 2.19% | 11,605 | SH |
| 27 | MID-AMER APT CMNTYS INC | MAA | 59522J103 | $4.1M | 2.18% | 33,409 | SH |
| 28 | ISHARES TR | IBDW | 46436E486 | $4.0M | 2.15% | 191,815 | SH |
| 29 | QUALCOMM INC | QCOM | 747525103 | $4.0M | 2.12% | 30,683 | SH |
| 30 | EMERSON ELEC CO | EMR | 291011104 | $3.9M | 2.11% | 30,033 | SH |
| 31 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $3.6M | 1.92% | 71,632 | SH |
| 32 | DOMINION ENERGY INC | D | 25746U109 | $3.5M | 1.87% | 56,596 | SH |
| 33 | REALTY INCOME CORP | O | 756109104 | $3.4M | 1.83% | 55,996 | SH |
| 34 | STAG INDUSTRIAL INC | STAG | 85254J102 | $3.4M | 1.81% | 93,995 | SH |
| 35 | MARKEL GROUP INC | MKL | 570535104 | $3.4M | 1.80% | 1,758 | SH |
| 36 | MEDTRONIC PLC | MDT | G5960L103 | $3.0M | 1.59% | 34,235 | SH |
| 37 | HOME DEPOT INC | HD | 437076102 | $2.0M | 1.08% | 6,110 | SH |
| 38 | ANALOG DEVICES INC | ADI | 032654105 | $1.6M | 0.86% | 5,037 | SH |
| 39 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.3M | 0.70% | 2,000 | SH |
| 40 | LOWES COS INC | LOW | 548661107 | $862.7K | 0.46% | 3,651 | SH |
| 41 | ABBOTT LABORATORIES | ABT | 002824100 | $700.0K | 0.37% | 6,818 | SH |
| 42 | ALPHABET INC | GOOGL | 02079K305 | $647.3K | 0.35% | 2,251 | SH |
| 43 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $633.7K | 0.34% | 636 | SH |
| 44 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $450.4K | 0.24% | 2,347 | SH |
| 45 | SPDR GOLD TR | GLD | 78463V107 | $368.8K | 0.20% | 857 | SH |
| 46 | NVIDIA CORPORATION | NVDA | 67066G104 | $348.8K | 0.19% | 2,000 | SH |
| 47 | CINTAS CORP | CTAS | 172908105 | $338.3K | 0.18% | 2,000 | SH |
| 48 | ALPHABET INC | GOOG | 02079K107 | $326.4K | 0.17% | 1,138 | SH |
| 49 | EQUIFAX INC | EFX | 294429105 | $270.1K | 0.14% | 1,500 | SH |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $255.9K | 0.14% | 534 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $186.8M | 55 | 0001898282-26-000002 |
| 2025-12-31 | 2026-01-26 | $171.1M | 56 | 0001898282-26-000001 |