Virginia Wealth Management Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Virginia Wealth Management Group, Inc. disclosed 57 stock positions valued at approximately $200.82M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, CISCO SYS INC, and JPMORGAN CHASE & CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $200.82M
Holdings by Sector
Virginia Wealth Management Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 4.47% | 12 | - | - | $8,986,200 |
| CISCO SYS INC | CSCO | Technology | 4.03% | 68,888 | -6,191 | -8.25% | $8,091,580 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.74% | 22,945 | -5 | -0.02% | $7,510,663 |
| KINDER MORGAN INC DEL | KMI | Energy | 3.39% | 212,700 | -448 | -0.21% | $6,800,028 |
| PHILLIPS 66 | PSX | Energy | 3.17% | 37,694 | +38 | +0.10% | $6,372,178 |
| ISHARES TR | IBDT | Other | 3.14% | 249,890 | +50,275 | +25.19% | $6,309,723 |
| CHUBB LIMITED | CB | Financial Services | 3.12% | 18,367 | +81 | +0.44% | $6,258,363 |
| APPLE INC | AAPL | Technology | 3.06% | 21,267 | -13 | -0.06% | $6,153,874 |
| ISHARES TR | IBDR | Other | 3.02% | 249,890 | +50,275 | +25.19% | $6,054,835 |
| ISHARES TR | IBDS | Other | 3.01% | 249,890 | +50,275 | +25.19% | $6,052,336 |
| CHEVRON CORPORATION | CVX | Energy | 2.89% | 35,071 | +232 | +0.67% | $5,813,419 |
| ISHARES TR | IBDU | Other | 2.88% | 249,415 | +50,300 | +25.26% | $5,776,451 |
| QUALCOMM INC | QCOM | Technology | 2.83% | 30,789 | +106 | +0.35% | $5,689,572 |
| DARDEN RESTAURANTS INC | DRI | Consumer Cyclical | 2.78% | 27,085 | +217 | +0.81% | $5,579,746 |
| ISHARES TR | IBDV | Other | 2.71% | 249,690 | +50,300 | +25.23% | $5,443,242 |
| SOUTHERN CO | SO | Utilities | 2.66% | 55,890 | +426 | +0.77% | $5,349,214 |
| TARGET CORP | TGT | Consumer Defensive | 2.63% | 40,430 | +420 | +1.05% | $5,280,537 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 2.54% | 40,238 | +349 | +0.87% | $5,093,331 |
| ISHARES TR | IBDW | Other | 2.51% | 242,115 | +50,300 | +26.22% | $5,045,677 |
| PEPSICO INC | PEP | Consumer Defensive | 2.48% | 36,753 | +300 | +0.82% | $4,976,369 |
| BLACKROCK INC | BLK | Financial Services | 2.47% | 5,149 | +57 | +1.12% | $4,951,438 |
| AFLAC INC | AFL | Financial Services | 2.46% | 42,188 | -26 | -0.06% | $4,946,491 |
| MICROSOFT CORP | MSFT | Technology | 2.38% | 12,797 | +193 | +1.53% | $4,773,609 |
| MID-AMER APT CMNTYS INC | MAA | Real Estate | 2.34% | 33,878 | +469 | +1.40% | $4,707,074 |
| BLACKSTONE INC | BX | Financial Services | 2.34% | 39,919 | +704 | +1.80% | $4,697,316 |
| MARKEL GROUP INC | MKL | Financial Services | 2.18% | 2,243 | +485 | +27.59% | $4,380,601 |
| EMERSON ELEC CO | EMR | Industrials | 2.17% | 30,380 | +347 | +1.16% | $4,348,899 |
| AMGEN INC | AMGN | Healthcare | 2.11% | 11,716 | +111 | +0.96% | $4,242,584 |
| HERSHEY CO | HSY | Consumer Defensive | 1.99% | 22,730 | +462 | +2.07% | $3,988,035 |
| DOMINION ENERGY INC | D | Utilities | 1.95% | 57,307 | +711 | +1.26% | $3,913,516 |
Showing 30 of 57 holdings in the latest reporting period.