Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. (CIK 1898282) reported $186.8M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($8.6M, 4.61%), CVX ($7.2M, 3.86%), KMI ($7.1M, 3.83%), PSX ($6.9M, 3.67%), JPM ($6.8M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.6M | 4.61% | 12 | Hold |
| 2 | CVX | CHEVRON CORPORATION | $7.2M | 3.86% | 34,839 | Added |
| 3 | KMI | KINDER MORGAN INC DEL | $7.1M | 3.83% | 213,148 | Added |
| 4 | PSX | PHILLIPS 66 | $6.9M | 3.67% | 37,656 | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $6.8M | 3.61% | 22,950 | Trimmed |
| 6 | CB | CHUBB LTD SWITZ | $6.0M | 3.19% | 18,286 | Added |
| 7 | CSCO | CISCO SYS INC | $5.8M | 3.12% | 75,079 | Added |
| 8 | PEP | PEPSICO INC | $5.7M | 3.03% | 36,453 | Added |
| 9 | AAPL | APPLE INC | $5.4M | 2.89% | 21,280 | Added |
| 10 | SO | SOUTHERN CO | $5.4M | 2.87% | 55,464 | Added |
| 11 | DRI | DARDEN RESTAURANTS INC | $5.3M | 2.82% | 26,868 | Added |
| 12 | DUK | DUKE ENERGY CORP NEW | $5.2M | 2.80% | 39,889 | Added |
| 13 | IBDT | ISHARES TR | $5.1M | 2.71% | 199,615 | Trimmed |
| 14 | BLK | BLACKROCK INC | $4.9M | 2.62% | 5,092 | Added |
| 15 | TGT | TARGET CORP | $4.8M | 2.60% | 40,010 | Added |
| 16 | IBDR | ISHARES TR | $4.8M | 2.59% | 199,615 | Trimmed |
| 17 | IBDS | ISHARES TR | $4.8M | 2.59% | 199,615 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $4.7M | 2.50% | 12,604 | Added |
| 19 | IBDU | ISHARES TR | $4.6M | 2.48% | 199,115 | Trimmed |
| 20 | AFL | AFLAC INC | $4.6M | 2.48% | 42,214 | Added |
| 21 | HSY | HERSHEY CO | $4.6M | 2.48% | 22,268 | Added |
| 22 | BX | BLACKSTONE INC | $4.5M | 2.41% | 39,215 | Added |
| 23 | IBDV | ISHARES TR | $4.4M | 2.34% | 199,390 | Trimmed |
| 24 | WMT | WALMART INC | $4.2M | 2.26% | 34,018 | Trimmed |
| 25 | MCD | MCDONALDS CORP | $4.2M | 2.23% | 13,400 | Added |
Source: SEC Form 13F filings · as of 2026-03-31