VIRGINIA WEALTH MANAGEMENT GROUP, INC. — 13F Holdings & Portfolio
CIK 1898282 · latest 13F-HR filed 2026-07-22
VIRGINIA WEALTH MANAGEMENT GROUP, INC. manages $200.8M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.A (4.47%), CSCO (4.03%), JPM (3.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 29, and trimmed 14.
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.
SUITE 180
VIRGINIA BEACH, VA 23462
$200.8M
Long-equity book
57
Distinct positions
2026-06-30
Filed 2026-07-22
+3 / −1 / ↑29 / ↓14
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CISCO SYS INC$2.3M +38.9%
- QUALCOMM INC$1.7M +44.0%
- ISHARES TR$1.3M +24.8%
- ISHARES TR$1.2M +25.1%
- ISHARES TR$1.2M +25.1%
Top Trims
- CHEVRON CORPORATION-$1.4M -19.4%
- PEPSICO INC-$684.4K -12.1%
- HERSHEY CO-$641.3K -13.9%
- VERIZON COMMUNICATIONS INC-$518.1K -14.4%
- PHILLIPS 66-$487.9K -7.1%
New Positions
- ISHARES TR$386.4K
- VANGUARD WHITEHALL FDS$226.9K
- VANGUARD SPECIALIZED FUNDS$215.3K
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 | $9.0M | 4.47% | 12 | SH |
| 2 | CISCO SYS INC | CSCO | 17275R102 | $8.1M | 4.03% | 68,888 | SH |
| 3 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.5M | 3.74% | 22,945 | SH |
| 4 | KINDER MORGAN INC DEL | KMI | 49456B101 | $6.8M | 3.39% | 212,700 | SH |
| 5 | PHILLIPS 66 | PSX | 718546104 | $6.4M | 3.17% | 37,694 | SH |
| 6 | ISHARES TR | IBDT | 46435U515 | $6.3M | 3.14% | 249,890 | SH |
| 7 | CHUBB LIMITED | CB | H1467J104 | $6.3M | 3.12% | 18,367 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $6.2M | 3.06% | 21,267 | SH |
| 9 | ISHARES TR | IBDR | 46435GAA0 | $6.1M | 3.02% | 249,890 | PRN |
| 10 | ISHARES TR | IBDS | 46435UAA9 | $6.1M | 3.01% | 249,890 | PRN |
| 11 | CHEVRON CORPORATION | CVX | 166764100 | $5.8M | 2.89% | 35,071 | SH |
| 12 | ISHARES TR | IBDU | 46436E205 | $5.8M | 2.88% | 249,415 | SH |
| 13 | QUALCOMM INC | QCOM | 747525103 | $5.7M | 2.83% | 30,789 | SH |
| 14 | DARDEN RESTAURANTS INC | DRI | 237194105 | $5.6M | 2.78% | 27,085 | SH |
| 15 | ISHARES TR | IBDV | 46436E726 | $5.4M | 2.71% | 249,690 | SH |
| 16 | SOUTHERN CO | SO | 842587107 | $5.3M | 2.66% | 55,890 | SH |
| 17 | TARGET CORP | TGT | 87612E106 | $5.3M | 2.63% | 40,430 | SH |
| 18 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $5.1M | 2.54% | 40,238 | SH |
| 19 | ISHARES TR | IBDW | 46436E486 | $5.0M | 2.51% | 242,115 | SH |
| 20 | PEPSICO INC | PEP | 713448108 | $5.0M | 2.48% | 36,753 | SH |
| 21 | BLACKROCK INC | BLK | 09290D101 | $5.0M | 2.47% | 5,149 | SH |
| 22 | AFLAC INC | AFL | 001055102 | $4.9M | 2.46% | 42,188 | SH |
| 23 | MICROSOFT CORP | MSFT | 594918104 | $4.8M | 2.38% | 12,797 | SH |
| 24 | MID-AMER APT CMNTYS INC | MAA | 59522J103 | $4.7M | 2.34% | 33,878 | SH |
| 25 | BLACKSTONE INC | BX | 09260D107 | $4.7M | 2.34% | 39,919 | SH |
| 26 | MARKEL GROUP INC | MKL | 570535104 | $4.4M | 2.18% | 2,243 | SH |
| 27 | EMERSON ELEC CO | EMR | 291011104 | $4.3M | 2.17% | 30,380 | SH |
| 28 | AMGEN INC | AMGN | 031162100 | $4.2M | 2.11% | 11,716 | SH |
| 29 | HERSHEY CO | HSY | 427866108 | $4.0M | 1.99% | 22,730 | SH |
| 30 | DOMINION ENERGY INC | D | 25746U109 | $3.9M | 1.95% | 57,307 | SH |
| 31 | WALMART INC | WMT | 931142103 | $3.9M | 1.92% | 34,082 | SH |
| 32 | MCDONALDS CORP | MCD | 580135101 | $3.7M | 1.83% | 13,620 | SH |
| 33 | STAG INDUSTRIAL INC | STAG | 85254J102 | $3.6M | 1.80% | 95,176 | SH |
| 34 | REALTY INCOME CORP | O | 756109104 | $3.5M | 1.75% | 56,820 | SH |
| 35 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $3.1M | 1.53% | 72,692 | SH |
| 36 | MEDTRONIC PLC | MDT | G5960L103 | $2.7M | 1.36% | 34,859 | SH |
| 37 | HOME DEPOT INC | HD | 437076102 | $2.2M | 1.11% | 6,321 | SH |
| 38 | ANALOG DEVICES INC | ADI | 032654105 | $2.0M | 1.00% | 5,037 | SH |
| 39 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.5M | 0.76% | 2,033 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $804.4K | 0.40% | 2,251 | SH |
| 41 | LOWES COS INC | LOW | 548661107 | $795.1K | 0.40% | 3,606 | SH |
| 42 | ABBOTT LABORATORIES | ABT | 002824100 | $618.7K | 0.31% | 6,818 | SH |
| 43 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $595.0K | 0.30% | 636 | SH |
| 44 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $568.2K | 0.28% | 2,671 | SH |
| 45 | NVIDIA CORPORATION | NVDA | 67066G104 | $412.8K | 0.21% | 2,063 | SH |
| 46 | ALPHABET INC | GOOG | 02079K107 | $412.7K | 0.21% | 1,168 | SH |
| 47 | SPDR GOLD TR | GLD | 78463V107 | $400.4K | 0.20% | 1,087 | SH |
| 48 | ISHARES TR | IHAK | 46435U135 | $386.4K | 0.19% | 6,365 | SH |
| 49 | ISHARES TR | ARTY | 46435U556 | $380.8K | 0.19% | 5,000 | SH |
| 50 | CINTAS CORP | CTAS | 172908105 | $340.2K | 0.17% | 2,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-22 | $200.8M | 57 | 0001898282-26-000003 |
| 2026-03-31 | 2026-04-29 | $186.8M | 55 | 0001898282-26-000002 |
| 2025-12-31 | 2026-01-26 | $171.1M | 56 | 0001898282-26-000001 |