Virginia Wealth Management Group, Inc. Portfolio Stock Holdings
Virginia Wealth Management Group, Inc. disclosed 55 stock positions valued at approximately $186.8 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, CHEVRON CORPORATION, and KINDER MORGAN INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 55
- Portfolio Value
- $186.8M
Holdings by Sector
Virginia Wealth Management Group, Inc. Portfolio Holdings in Q1 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 4.61% | 12 | - | - | $8,617,680 |
| CHEVRON CORPORATION | CVX | Energy | 3.86% | 34,839 | +9,155 | +35.64% | $7,208,228 |
| KINDER MORGAN INC DEL | KMI | Energy | 3.83% | 213,148 | +14,372 | +7.23% | $7,146,857 |
| PHILLIPS 66 | PSX | Energy | 3.67% | 37,656 | +6,938 | +22.59% | $6,860,108 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.61% | 22,950 | -518 | -2.21% | $6,750,949 |
| CHUBB LTD SWITZ | CB | Financial Services | 3.19% | 18,286 | +115 | +0.63% | $5,960,072 |
| CISCO SYS INC | CSCO | Technology | 3.12% | 75,079 | +976 | +1.32% | $5,825,407 |
| PEPSICO INC | PEP | Consumer Defensive | 3.03% | 36,453 | +2,252 | +6.58% | $5,660,803 |
| APPLE INC | AAPL | Technology | 2.89% | 21,280 | +214 | +1.02% | $5,400,652 |
| SOUTHERN CO | SO | Utilities | 2.87% | 55,464 | +822 | +1.50% | $5,353,413 |
| DARDEN RESTAURANTS INC | DRI | Consumer Cyclical | 2.82% | 26,868 | +263 | +0.99% | $5,267,119 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 2.80% | 39,889 | +359 | +0.91% | $5,223,055 |
| ISHARES TR | IBDT | Other | 2.71% | 199,615 | -970 | -0.48% | $5,056,248 |
| BLACKROCK INC | BLK | Other | 2.62% | 5,092 | +84 | +1.68% | $4,897,129 |
| TARGET CORP | TGT | Consumer Defensive | 2.60% | 40,010 | +20,836 | +108.67% | $4,849,157 |
| ISHARES TR | IBDR | Other | 2.59% | 199,615 | -970 | -0.48% | $4,838,668 |
| ISHARES TR | IBDS | Other | 2.59% | 199,615 | -970 | -0.48% | $4,838,668 |
| MICROSOFT CORP | MSFT | Technology | 2.50% | 12,604 | +1,093 | +9.50% | $4,665,588 |
| ISHARES TR | IBDU | Other | 2.48% | 199,115 | -1,470 | -0.73% | $4,631,415 |
| AFLAC INC | AFL | Financial Services | 2.48% | 42,214 | +665 | +1.60% | $4,631,349 |
| HERSHEY CO | HSY | Consumer Defensive | 2.48% | 22,268 | +236 | +1.07% | $4,629,357 |
| BLACKSTONE INC | BX | Financial Services | 2.41% | 39,215 | +30,430 | +346.39% | $4,509,362 |
| ISHARES TR | IBDV | Other | 2.34% | 199,390 | -1,470 | -0.73% | $4,364,647 |
| WALMART INC | WMT | Consumer Defensive | 2.26% | 34,018 | -851 | -2.44% | $4,227,817 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 2.23% | 13,400 | +345 | +2.64% | $4,164,461 |
| AMGEN INC | AMGN | Healthcare | 2.19% | 11,605 | +117 | +1.02% | $4,083,111 |
| MID-AMER APT CMNTYS INC | MAA | Real Estate | 2.18% | 33,409 | +2,906 | +9.53% | $4,079,876 |
| ISHARES TR | IBDW | Other | 2.15% | 191,815 | +191,815 | +100.00% | $4,014,688 |
| QUALCOMM INC | QCOM | Technology | 2.12% | 30,683 | +1,156 | +3.92% | $3,951,338 |
| EMERSON ELEC CO | EMR | Industrials | 2.11% | 30,033 | +229 | +0.77% | $3,934,987 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.92% | 71,632 | +1,970 | +2.83% | $3,595,909 |
| DOMINION ENERGY INC | D | Utilities | 1.87% | 56,596 | +1,723 | +3.14% | $3,498,788 |
| REALTY INCOME CORP | O | Real Estate | 1.83% | 55,996 | +1,264 | +2.31% | $3,425,811 |
| STAG INDUSTRIAL INC | STAG | Real Estate | 1.81% | 93,995 | +2,344 | +2.56% | $3,389,463 |
| MARKEL GROUP INC | MKL | Financial Services | 1.80% | 1,758 | +148 | +9.19% | $3,364,935 |
| MEDTRONIC PLC | MDT | Other | 1.59% | 34,235 | +772 | +2.31% | $2,966,487 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.08% | 6,110 | +146 | +2.45% | $2,009,579 |
| ANALOG DEVICES INC | ADI | Technology | 0.86% | 5,037 | +37 | +0.74% | $1,602,471 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.70% | 2,000 | - | - | $1,300,680 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.46% | 3,651 | +209 | +6.07% | $862,707 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.37% | 6,818 | +453 | +7.12% | $700,030 |
| ALPHABET INC | GOOGL | Communication Services | 0.35% | 2,251 | +51 | +2.32% | $647,298 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.34% | 636 | +6 | +0.95% | $633,729 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.24% | 2,347 | +433 | +22.62% | $450,376 |
| SPDR GOLD TR | GLD | Other | 0.20% | 857 | -33 | -3.71% | $368,759 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 2,000 | - | - | $348,800 |
| CINTAS CORP | CTAS | Industrials | 0.18% | 2,000 | - | - | $338,280 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 1,138 | - | - | $326,447 |
| EQUIFAX INC | EFX | Industrials | 0.14% | 1,500 | - | - | $270,105 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.14% | 534 | - | - | $255,893 |
| VANECK ETF TRUST | GDX | Other | 0.13% | 2,550 | - | - | $234,014 |
| ISHARES TR | ARTY | Other | 0.12% | 5,000 | - | - | $232,650 |
| ABBVIE INC | ABBV | Healthcare | 0.11% | 920 | - | - | $200,091 |
| TRX GOLD CORPORATION | TRX | Basic Materials | 0.06% | 75,000 | -25,000 | -25.00% | $112,500 |
| FURY GOLD MINES LIMITED | FURY | Basic Materials | 0.02% | 70,000 | - | - | $42,637 |