Virginia Wealth Management Group, Inc. 13F Holdings · Q2 2026
Virginia Wealth Management Group, Inc. reported 57 securities worth $200.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRK/A (4.47%), CSCO (4.03%), JPM (3.74%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $9.0M | 4.47% | 12 | Hold |
| 2 | CSCO | CISCO SYS INC | $8.1M | 4.03% | 68,888 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $7.5M | 3.74% | 22,945 | Trimmed |
| 4 | KMI | KINDER MORGAN INC DEL | $6.8M | 3.39% | 212,700 | Trimmed |
| 5 | PSX | PHILLIPS 66 | $6.4M | 3.17% | 37,694 | Added |
| 6 | IBDT | ISHARES TR | $6.3M | 3.14% | 249,890 | Added |
| 7 | CB | CHUBB LIMITED | $6.3M | 3.12% | 18,367 | Added |
| 8 | AAPL | APPLE INC | $6.2M | 3.06% | 21,267 | Trimmed |
| 9 | IBDR | ISHARES TR | $6.1M | 3.02% | 0 | Added |
| 10 | IBDS | ISHARES TR | $6.1M | 3.01% | 0 | Added |
| 11 | CVX | CHEVRON CORPORATION | $5.8M | 2.89% | 35,071 | Added |
| 12 | IBDU | ISHARES TR | $5.8M | 2.88% | 249,415 | Added |
| 13 | QCOM | QUALCOMM INC | $5.7M | 2.83% | 30,789 | Added |
| 14 | DRI | DARDEN RESTAURANTS INC | $5.6M | 2.78% | 27,085 | Added |
| 15 | IBDV | ISHARES TR | $5.4M | 2.71% | 249,690 | Added |
| 16 | SO | SOUTHERN CO | $5.3M | 2.66% | 55,890 | Added |
| 17 | TGT | TARGET CORP | $5.3M | 2.63% | 40,430 | Added |
| 18 | DUK | DUKE ENERGY CORP NEW | $5.1M | 2.54% | 40,238 | Added |
| 19 | IBDW | ISHARES TR | $5.0M | 2.51% | 242,115 | Added |
| 20 | PEP | PEPSICO INC | $5.0M | 2.48% | 36,753 | Added |
| 21 | BLK | BLACKROCK INC | $5.0M | 2.47% | 5,149 | Added |
| 22 | AFL | AFLAC INC | $4.9M | 2.46% | 42,188 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $4.8M | 2.38% | 12,797 | Added |
| 24 | BX | BLACKSTONE INC | $4.7M | 2.34% | 39,919 | Added |
| 25 | MAA | MID-AMER APT CMNTYS INC | $4.7M | 2.34% | 33,878 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR