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Virginia Wealth Management Group, Inc. Top Holdings and 13F Report (2026)

About Virginia Wealth Management Group, Inc.

Investment Activity

  • Virginia Wealth Management Group, Inc. has $200.82 million in total holdings as of June 30, 2026.
  • Virginia Wealth Management Group, Inc. owns shares of 57 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 5.05% of the portfolio was purchased this quarter.
  • About 0.49% of the portfolio was sold this quarter.
  • This quarter, Virginia Wealth Management Group, Inc. has purchased 55 new stocks and bought additional shares in 36 stocks.
  • Virginia Wealth Management Group, Inc. sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Cisco Systems
$8,091,580
Kinder Morgan
$6,800,028
Phillips 66
$6,372,178

Largest New Holdings this Quarter

46435U135 - iShares Cybersecurity and Tech ETF
$386,419 Holding
921946406 - Vanguard High Dividend Yield ETF
$226,930 Holding
921908844 - Vanguard Dividend Appreciation ETF
$215,324 Holding

Largest Purchases this Quarter

iShares iBonds Dec 2028 Term Corporate ETF
50,275 shares (about $1.27M)
iShares iBonds Dec 2026 Term Corporate ETF
50,275 shares (about $1.22M)
iShares iBonds Dec 2027 Term Corporate ETF
50,275 shares (about $1.22M)
iShares iBonds Dec 2029 Term Corporate ETF
50,300 shares (about $1.16M)
iShares iBonds Dec 2030 Term Corporate ETF
50,300 shares (about $1.10M)

Largest Sales this Quarter

Cisco Systems
6,191 shares (about $727.19K)
Kinder Morgan
448 shares (about $14.32K)
Lowe's Companies
45 shares (about $9.92K)
Apple
13 shares (about $3.76K)
Aflac
26 shares (about $3.05K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVirginia Wealth Management Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,986,2000.0%124.5%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,091,580$727,194 â–¼-8.2%68,8884.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,510,663$1,637 â–¼0.0%22,9453.7%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,800,028$14,323 â–¼-0.2%212,7003.4%Energy
Phillips 66 stock logo
PSX
Phillips 66
$6,372,178$6,424 â–²0.1%37,6943.2%Energy
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$6,309,723$1,269,444 â–²25.2%249,8903.1%ETF
Chubb Limited stock logo
CB
Chubb
$6,258,363$27,600 â–²0.4%18,3673.1%Finance
Apple Inc. stock logo
AAPL
Apple
$6,153,874$3,762 â–¼-0.1%21,2673.1%Computer and Technology
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$6,054,835$1,218,163 â–²25.2%249,8903.0%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$6,052,336$1,217,661 â–²25.2%249,8903.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$5,813,419$38,457 â–²0.7%35,0712.9%Energy
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$5,776,451$1,164,948 â–²25.3%249,4152.9%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$5,689,572$19,588 â–²0.3%30,7892.8%Computer and Technology
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$5,579,746$44,704 â–²0.8%27,0852.8%Retail/Wholesale
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$5,443,242$1,096,540 â–²25.2%249,6902.7%ETF
Southern Company (The) stock logo
SO
Southern
$5,349,214$40,772 â–²0.8%55,8902.7%Utilities
Target Corporation stock logo
TGT
Target
$5,280,537$54,856 â–²1.0%40,4302.6%Retail/Wholesale
Duke Energy Corporation stock logo
DUK
Duke Energy
$5,093,331$44,176 â–²0.9%40,2382.5%Utilities
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$5,045,677$1,048,252 â–²26.2%242,1152.5%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,976,369$40,620 â–²0.8%36,7532.5%Consumer Staples
BLACKROCK INC
$4,951,438$54,813 â–²1.1%5,1492.5%COM
Aflac Incorporated stock logo
AFL
Aflac
$4,946,491$3,048 â–¼-0.1%42,1882.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$4,773,609$71,994 â–²1.5%12,7972.4%Computer and Technology
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$4,707,074$65,164 â–²1.4%33,8782.3%Finance
Blackstone Inc. stock logo
BX
Blackstone
$4,697,316$82,841 â–²1.8%39,9192.3%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$4,380,601$947,210 â–²27.6%2,2432.2%Multi-Sector Conglomerates
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,348,899$49,673 â–²1.2%30,3802.2%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$4,242,584$40,195 â–²1.0%11,7162.1%Medical
Hershey Company (The) stock logo
HSY
Hershey
$3,988,035$81,059 â–²2.1%22,7302.0%Consumer Staples
Dominion Energy Inc. stock logo
D
Dominion Energy
$3,913,516$48,554 â–²1.3%57,3071.9%Utilities
WALMART INC
$3,860,133$7,249 â–²0.2%34,0821.9%COM
McDonald's Corporation stock logo
MCD
McDonald's
$3,681,753$59,470 â–²1.6%13,6201.8%Retail/Wholesale
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$3,622,416$44,949 â–²1.3%95,1761.8%Finance
Realty Income Corporation stock logo
O
Realty Income
$3,520,598$51,055 â–²1.5%56,8201.8%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,077,793$44,881 â–²1.5%72,6921.5%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$2,727,025$48,816 â–²1.8%34,8591.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$2,229,145$74,411 â–²3.5%6,3211.1%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2,000,5450.0%5,0371.0%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,518,183$24,643 â–²1.7%2,0330.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$804,4400.0%2,2510.4%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$795,133$9,923 â–¼-1.2%3,6060.4%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$618,6880.0%6,8180.3%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$594,9590.0%6360.3%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$568,224$68,927 â–²13.8%2,6710.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$412,786$12,606 â–²3.2%2,0630.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$412,689$10,600 â–²2.6%1,1680.2%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$400,429$84,727 â–²26.8%1,0870.2%Finance
iShares Cybersecurity and Tech ETF stock logo
IHAK
iShares Cybersecurity and Tech ETF
$386,419$386,419 â–²New Holding6,3650.2%ETF
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$380,8000.0%5,0000.2%Manufacturing
Cintas Corporation stock logo
CTAS
Cintas
$340,1600.0%2,0000.2%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$267,2080.0%5340.1%Finance
Equifax, Inc. stock logo
EFX
Equifax
$238,0800.0%1,5000.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$231,5090.0%9200.1%Medical
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$226,930$226,930 â–²New Holding1,4360.1%Financial Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$215,324$215,324 â–²New Holding9100.1%ETF
TRX GOLD CORPORATION
$61,8750.0%75,0000.0%COM
Fury Gold Mines Limited stock logo
FURY
Fury Gold Mines
$37,7930.0%70,0000.0%Basic Materials
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$0$234,014 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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