Virginia Wealth Management Group, Inc. Top Holdings and 13F Report (2026) About Virginia Wealth Management Group, Inc.Investment ActivityVirginia Wealth Management Group, Inc. has $186.82 million in total holdings as of March 31, 2026.Virginia Wealth Management Group, Inc. owns shares of 55 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 8.91% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Virginia Wealth Management Group, Inc. has purchased 56 new stocks and bought additional shares in 34 stocks.Virginia Wealth Management Group, Inc. sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $8,617,680Chevron $7,208,228Kinder Morgan $7,146,857Phillips 66 $6,860,108JPMorgan Chase & Co. $6,750,949 Largest New Holdings this Quarter 46436E486 - iShares iBonds Dec 2031 Term Corporate ETF $4,014,688 Holding Largest Purchases this Quarter iShares iBonds Dec 2031 Term Corporate ETF 191,815 shares (about $4.01M)Blackstone 30,430 shares (about $3.50M)Target 20,836 shares (about $2.53M)Chevron 9,155 shares (about $1.89M)Phillips 66 6,938 shares (about $1.26M) Largest Sales this Quarter JPMorgan Chase & Co. 518 shares (about $152.37K)WALMART INC 851 shares (about $105.76K)TRX GOLD CORPORATION 25,000 shares (about $37.50K)iShares iBonds Dec 2029 Term Corporate ETF 1,470 shares (about $34.19K)iShares iBonds Dec 2030 Term Corporate ETF 1,470 shares (about $32.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVirginia Wealth Management Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$8,617,6800.0%124.6%FinanceCVXChevron$7,208,228$1,894,180 ▲35.6%34,8393.9%EnergyKMIKinder Morgan$7,146,857$481,893 ▲7.2%213,1483.8%EnergyPSXPhillips 66$6,860,108$1,263,953 ▲22.6%37,6563.7%EnergyJPMJPMorgan Chase & Co.$6,750,949$152,374 ▼-2.2%22,9503.6%FinanceCBChubb$5,960,072$37,483 ▲0.6%18,2863.2%FinanceCSCOCisco Systems$5,825,407$75,728 ▲1.3%75,0793.1%Computer and TechnologyPEPPepsiCo$5,660,803$349,714 ▲6.6%36,4533.0%Consumer StaplesAAPLApple$5,400,652$54,311 ▲1.0%21,2802.9%Computer and TechnologySOSouthern$5,353,413$79,340 ▲1.5%55,4642.9%UtilitiesDRIDarden Restaurants$5,267,119$51,558 ▲1.0%26,8682.8%Retail/WholesaleDUKDuke Energy$5,223,055$47,007 ▲0.9%39,8892.8%UtilitiesIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,056,248$24,570 ▼-0.5%199,6152.7%ETFBLACKROCK INC$4,897,129$80,785 ▲1.7%5,0922.6%COMTGTTarget$4,849,157$2,525,295 ▲108.7%40,0102.6%Retail/WholesaleIBDSiShares iBonds Dec 2027 Term Corporate ETF$4,838,668$23,513 ▼-0.5%199,6152.6%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,838,668$23,513 ▼-0.5%199,6152.6%ETFMSFTMicrosoft$4,665,588$404,593 ▲9.5%12,6042.5%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,631,415$34,192 ▼-0.7%199,1152.5%ETFAFLAflac$4,631,349$72,958 ▲1.6%42,2142.5%FinanceHSYHershey$4,629,357$49,063 ▲1.1%22,2682.5%Consumer StaplesBXBlackstone$4,509,362$3,499,168 ▲346.4%39,2152.4%FinanceIBDViShares iBonds Dec 2030 Term Corporate ETF$4,364,647$32,178 ▼-0.7%199,3902.3%ETFWALMART INC$4,227,817$105,764 ▼-2.4%34,0182.3%COMMCDMcDonald's$4,164,461$107,219 ▲2.6%13,4002.2%Retail/WholesaleAMGNAmgen$4,083,111$41,165 ▲1.0%11,6052.2%MedicalMAAMid-America Apartment Communities$4,079,876$354,878 ▲9.5%33,4092.2%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,014,688$4,014,688 ▲New Holding191,8152.1%ETFQCOMQualcomm$3,951,338$148,869 ▲3.9%30,6832.1%Computer and TechnologyEMREmerson Electric$3,934,987$30,004 ▲0.8%30,0332.1%IndustrialsVZVerizon Communications$3,595,909$98,894 ▲2.8%71,6321.9%Computer and TechnologyDDominion Energy$3,498,788$106,517 ▲3.1%56,5961.9%UtilitiesORealty Income$3,425,811$77,331 ▲2.3%55,9961.8%FinanceSTAGStag Industrial$3,389,463$84,525 ▲2.6%93,9951.8%FinanceMKLMarkel Group$3,364,935$283,282 ▲9.2%1,7581.8%Multi-Sector ConglomeratesMDTMedtronic$2,966,487$66,894 ▲2.3%34,2351.6%MedicalHDHome Depot$2,009,579$48,019 ▲2.4%6,1101.1%Retail/WholesaleADIAnalog Devices$1,602,471$11,771 ▲0.7%5,0370.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,300,6800.0%2,0000.7%FinanceLOWLowe's Companies$862,707$49,385 ▲6.1%3,6510.5%Retail/WholesaleABTAbbott Laboratories$700,030$46,511 ▲7.1%6,8180.4%MedicalGOOGLAlphabet$647,298$14,666 ▲2.3%2,2510.3%Computer and TechnologyCOSTCostco Wholesale$633,729$5,979 ▲1.0%6360.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$450,376$83,090 ▲22.6%2,3470.2%ETFGLDSPDR Gold Shares$368,759$14,200 ▼-3.7%8570.2%FinanceNVDANVIDIA$348,8000.0%2,0000.2%Computer and TechnologyCTASCintas$338,2800.0%2,0000.2%Business ServicesGOOGAlphabet$326,4470.0%1,1380.2%Computer and TechnologyEFXEquifax$270,1050.0%1,5000.1%Business ServicesBRK.BBerkshire Hathaway$255,8930.0%5340.1%FinanceGDXVanEck Gold Miners ETF$234,0140.0%2,5500.1%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$232,6500.0%5,0000.1%ManufacturingABBVAbbVie$200,0910.0%9200.1%MedicalTRX GOLD CORPORATION$112,500$37,500 ▼-25.0%75,0000.1%COMFURYFury Gold Mines$42,6370.0%70,0000.0%Basic MaterialsPGProcter & Gamble$0$3,014,819 ▼-100.0%00.0%Consumer StaplesVIGVanguard Dividend Appreciation ETF$0$200,000 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
