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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 $202.86 million in total holdings as of September 30, 2026.
  • Virginia Wealth Management Group, Inc. owns shares of 58 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 1.11% of the portfolio was purchased this quarter.
  • About 1.22% of the portfolio was sold this quarter.
  • This quarter, Virginia Wealth Management Group, Inc. has purchased 57 new stocks and bought additional shares in 37 stocks.
  • Virginia Wealth Management Group, Inc. sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Cisco Systems
$7,389,572
Phillips 66
$7,187,810
Chevron
$7,181,624

Largest New Holdings this Quarter

92189F106 - VanEck Gold Miners ETF
$223,890 Holding

Largest Purchases this Quarter

VanEck Gold Miners ETF
2,550 shares (about $223.89K)
Markel Group
115 shares (about $196.93K)
iShares iBonds Dec 2028 Term Corporate ETF
7,623 shares (about $190.27K)
iShares iBonds Dec 2027 Term Corporate ETF
7,622 shares (about $183.84K)
iShares iBonds Dec 2029 Term Corporate ETF
7,674 shares (about $174.12K)

Largest Sales this Quarter

Phillips 66
9,541 shares (about $2.44M)
Cisco Systems
231 shares (about $24.86K)
Alphabet
17 shares (about $5.79K)
AbbVie
5 shares (about $1.31K)

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
$8,964,0600.0%124.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,607,892$16,873 ▲0.2%22,9963.8%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,389,572$24,863 ▼-0.3%68,6573.6%Technology
Phillips 66 stock logo
PSX
Phillips 66
$7,187,810$2,435,936 ▼-25.3%28,1533.5%Energy
Chevron Corporation stock logo
CVX
Chevron
$7,181,624$19,808 ▲0.3%35,1683.5%Energy
Apple Inc. stock logo
AAPL
Apple
$7,092,468$9,991 ▲0.1%21,2973.5%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$6,580,610$16,926 ▲0.3%12,8303.2%Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,451,587$38,682 ▲0.6%213,9833.2%Energy
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$6,427,525$190,270 ▲3.1%257,5133.2%ETF
Target Corporation stock logo
TGT
Target
$6,342,026$7,051 ▲0.1%40,4753.1%Consumer Staples
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$6,211,188$183,843 ▲3.1%257,5123.1%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$6,132,976$75,653 ▲1.2%253,0113.0%ETF
Chubb Limited stock logo
CB
Chubb
$5,985,506$11,709 ▲0.2%18,4033.0%Finance
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$5,833,349$174,123 ▲3.1%257,0892.9%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$5,687,144$20,796 ▲0.4%30,9022.8%Technology
BLACKROCK INC
$5,487,059$38,097 ▲0.7%5,1852.7%COM
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$5,440,670$162,228 ▲3.1%257,3642.7%ETF
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$5,267,588$33,432 ▲0.6%27,2582.6%Consumer Discretionary
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$5,010,621$153,800 ▲3.2%249,7822.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$4,951,793$13,488 ▲0.3%11,7482.4%Healthcare
Aflac Incorporated stock logo
AFL
Aflac
$4,751,269$35,546 ▲0.8%42,5062.3%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,747,242$35,362 ▲0.8%30,6082.3%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,695,819$38,523 ▲0.8%37,0572.3%Consumer Staples
Southern Company (The) stock logo
SO
Southern
$4,670,792$38,047 ▲0.8%56,3492.3%Utilities
Duke Energy Corporation stock logo
DUK
Duke Energy
$4,645,468$57,917 ▲1.3%40,7462.3%Utilities
Blackstone Inc. stock logo
BX
Blackstone
$4,511,040$36,541 ▲0.8%40,2452.2%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$4,037,957$196,932 ▲5.1%2,3582.0%Finance
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$3,998,978$10,126 ▲0.3%33,9642.0%Real Estate
Hershey Company (The) stock logo
HSY
Hershey
$3,625,367$42,870 ▲1.2%23,0021.8%Consumer Staples
WALMART INC
$3,563,240$21,408 ▲0.6%34,2881.8%COM
Dominion Energy Inc. stock logo
D
Dominion Energy
$3,516,146$47,932 ▲1.4%58,0991.7%Utilities
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$3,433,198$24,959 ▲0.7%95,8731.7%Real Estate
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,355,351$20,963 ▲0.6%73,1491.7%Communication Services
McDonald's Corporation stock logo
MCD
McDonald's
$3,202,090$56,582 ▲1.8%13,8651.6%Consumer Discretionary
Realty Income Corporation stock logo
O
Realty Income
$3,135,616$50,282 ▲1.6%57,7461.5%Real Estate
Medtronic PLC stock logo
MDT
Medtronic
$3,054,502$46,510 ▲1.5%35,3981.5%Healthcare
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,998,2280.0%5,0371.0%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,827,998$29,869 ▲1.7%6,4260.9%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,550,4270.0%2,0330.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$774,5240.0%2,2510.4%Communication Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$673,8480.0%6,8180.3%Healthcare
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$673,803$9,215 ▲1.4%3,6560.3%Consumer Discretionary
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$614,179$58,464 ▲10.5%2,9520.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$578,9760.0%6360.3%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$471,1480.0%2,0630.2%Technology
iShares Cybersecurity and Tech ETF stock logo
IHAK
iShares Cybersecurity and Tech ETF
$430,4010.0%6,3650.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$413,9730.0%1,0870.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$392,192$5,793 ▼-1.5%1,1510.2%Communication Services
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$391,6000.0%5,0000.2%ETF
Cintas Corporation stock logo
CTAS
Cintas
$390,1200.0%2,0000.2%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$265,9050.0%5340.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$239,355$1,308 ▼-0.5%9150.1%Healthcare
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$223,890$223,890 ▲New Holding2,5500.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$223,005$155 ▲0.1%1,4370.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$212,3120.0%9100.1%ETF
Equifax, Inc. stock logo
EFX
Equifax
$205,8600.0%1,5000.1%Industrials
TRX GOLD CORPORATION
$90,7500.0%75,0000.0%COM
Fury Gold Mines Limited stock logo
FURY
Fury Gold Mines
$37,1000.0%70,0000.0%Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data