Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. DelCL A | CL A | $8.99M | 4.5% |
| Cisco Sys Inc.COM | COM | $8.09M | 4.0% |
| JPMORGAN Chase & COCOM | COM | $7.51M | 3.7% |
| Kinder Morgan Inc. DelCOM | COM | $6.8M | 3.4% |
| Phillips 66COM | COM | $6.37M | 3.2% |
| iShares TRIBDS DEC28 ETF | IBDS DEC28 ETF | $6.31M | 3.1% |
| Chubb LimitedCOM | COM | $6.26M | 3.1% |
| Apple Inc.COM | COM | $6.15M | 3.1% |
| iShares TRIBONDS DEC2026 | IBONDS DEC2026 | $6.05M | 3.0% |
| iShares TRIBONDS 27 ETF | IBONDS 27 ETF | $6.05M | 3.0% |
| Chevron CorporationCOM | COM | $5.81M | 2.9% |
| iShares TRIBONDS DEC 29 | IBONDS DEC 29 | $5.78M | 2.9% |
| Qualcomm Inc.COM | COM | $5.69M | 2.8% |
| Darden Restaurants Inc.COM | COM | $5.58M | 2.8% |
| iShares TRIBONDS DEC 2030 | IBONDS DEC 2030 | $5.44M | 2.7% |
| Southern COCOM | COM | $5.35M | 2.7% |
| Target Corp.COM | COM | $5.28M | 2.6% |
| Duke Energy Corp. NewCOM NEW | COM NEW | $5.09M | 2.5% |
| iShares TRIBONDS DEC 2031 | IBONDS DEC 2031 | $5.05M | 2.5% |
| Pepsico Inc.COM | COM | $4.98M | 2.5% |
| Blackrock Inc.COM | COM | $4.95M | 2.5% |
| Aflac Inc.COM | COM | $4.95M | 2.5% |
| Microsoft Corp.COM | COM | $4.77M | 2.4% |
| Mid-amer Apt Cmntys Inc.COM | COM | $4.71M | 2.3% |
| Blackstone Inc.COM | COM | $4.7M | 2.3% |
| Markel Group Inc.COM | COM | $4.38M | 2.2% |
| Emerson Elec COCOM | COM | $4.35M | 2.2% |
| Amgen Inc.COM | COM | $4.24M | 2.1% |
| Hershey COCOM | COM | $3.99M | 2.0% |
| Dominion Energy Inc.COM | COM | $3.91M | 1.9% |
| Walmart Inc.COM | COM | $3.86M | 1.9% |
| Mcdonalds Corp.COM | COM | $3.68M | 1.8% |
| Stag Industrial Inc.COM | COM | $3.62M | 1.8% |
| Realty Income Corp.COM | COM | $3.52M | 1.8% |
| Verizon Communications Inc.COM | COM | $3.08M | 1.5% |
| Medtronic PLCSHS | SHS | $2.73M | 1.4% |
| Home Depot Inc.COM | COM | $2.23M | 1.1% |
| Analog Devices Inc.COM | COM | $2M | 1.0% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $1.52M | 0.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $804K | 0.4% |
| Lowes Cos Inc.COM | COM | $795K | 0.4% |
| Abbott LaboratoriesCOM | COM | $619K | 0.3% |
| Costco Wholesale CorporationCOM | COM | $595K | 0.3% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $568K | 0.3% |
| Nvidia CorporationCOM | COM | $413K | 0.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $413K | 0.2% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $400K | 0.2% |
| iShares TRCYBERSECURITY | CYBERSECURITY | $386K | 0.2% |
| iShares TRFUTU AI TECH ETF | FUTU AI TECH ETF | $381K | 0.2% |
| Cintas Corp.COM | COM | $340K | 0.2% |
Berkshire Hathaway Inc. DelCL A$8.99M
- Class
- CL A
- Share
- 4.5%
Cisco Sys Inc.COM$8.09M
- Class
- COM
- Share
- 4.0%
JPMORGAN Chase & COCOM$7.51M
- Class
- COM
- Share
- 3.7%
Kinder Morgan Inc. DelCOM$6.8M
- Class
- COM
- Share
- 3.4%
Phillips 66COM$6.37M
- Class
- COM
- Share
- 3.2%
iShares TRIBDS DEC28 ETF$6.31M
- Class
- IBDS DEC28 ETF
- Share
- 3.1%
Chubb LimitedCOM$6.26M
- Class
- COM
- Share
- 3.1%
Apple Inc.COM$6.15M
- Class
- COM
- Share
- 3.1%
iShares TRIBONDS DEC2026$6.05M
- Class
- IBONDS DEC2026
- Share
- 3.0%
iShares TRIBONDS 27 ETF$6.05M
- Class
- IBONDS 27 ETF
- Share
- 3.0%
Chevron CorporationCOM$5.81M
- Class
- COM
- Share
- 2.9%
iShares TRIBONDS DEC 29$5.78M
- Class
- IBONDS DEC 29
- Share
- 2.9%
Qualcomm Inc.COM$5.69M
- Class
- COM
- Share
- 2.8%
Darden Restaurants Inc.COM$5.58M
- Class
- COM
- Share
- 2.8%
iShares TRIBONDS DEC 2030$5.44M
- Class
- IBONDS DEC 2030
- Share
- 2.7%
Southern COCOM$5.35M
- Class
- COM
- Share
- 2.7%
Target Corp.COM$5.28M
- Class
- COM
- Share
- 2.6%
Duke Energy Corp. NewCOM NEW$5.09M
- Class
- COM NEW
- Share
- 2.5%
iShares TRIBONDS DEC 2031$5.05M
- Class
- IBONDS DEC 2031
- Share
- 2.5%
Pepsico Inc.COM$4.98M
- Class
- COM
- Share
- 2.5%
Blackrock Inc.COM$4.95M
- Class
- COM
- Share
- 2.5%
Aflac Inc.COM$4.95M
- Class
- COM
- Share
- 2.5%
Microsoft Corp.COM$4.77M
- Class
- COM
- Share
- 2.4%
Mid-amer Apt Cmntys Inc.COM$4.71M
- Class
- COM
- Share
- 2.3%
Blackstone Inc.COM$4.7M
- Class
- COM
- Share
- 2.3%
Markel Group Inc.COM$4.38M
- Class
- COM
- Share
- 2.2%
Emerson Elec COCOM$4.35M
- Class
- COM
- Share
- 2.2%
Amgen Inc.COM$4.24M
- Class
- COM
- Share
- 2.1%
Hershey COCOM$3.99M
- Class
- COM
- Share
- 2.0%
Dominion Energy Inc.COM$3.91M
- Class
- COM
- Share
- 1.9%
Walmart Inc.COM$3.86M
- Class
- COM
- Share
- 1.9%
Mcdonalds Corp.COM$3.68M
- Class
- COM
- Share
- 1.8%
Stag Industrial Inc.COM$3.62M
- Class
- COM
- Share
- 1.8%
Realty Income Corp.COM$3.52M
- Class
- COM
- Share
- 1.8%
Verizon Communications Inc.COM$3.08M
- Class
- COM
- Share
- 1.5%
Medtronic PLCSHS$2.73M
- Class
- SHS
- Share
- 1.4%
Home Depot Inc.COM$2.23M
- Class
- COM
- Share
- 1.1%
Analog Devices Inc.COM$2M
- Class
- COM
- Share
- 1.0%
State Str SPDR S&P 500 ETF TTR UNIT$1.52M
- Class
- TR UNIT
- Share
- 0.8%
Alphabet Inc.CAP STK CL A$804K
- Class
- CAP STK CL A
- Share
- 0.4%
Lowes Cos Inc.COM$795K
- Class
- COM
- Share
- 0.4%
Abbott LaboratoriesCOM$619K
- Class
- COM
- Share
- 0.3%
Costco Wholesale CorporationCOM$595K
- Class
- COM
- Share
- 0.3%
Invesco Exchange Traded FD TS&P500 EQL WGT$568K
- Class
- S&P500 EQL WGT
- Share
- 0.3%
Nvidia CorporationCOM$413K
- Class
- COM
- Share
- 0.2%
Alphabet Inc.CAP STK CL C$413K
- Class
- CAP STK CL C
- Share
- 0.2%
SPDR Gold TRGOLD SHS$400K
- Class
- GOLD SHS
- Share
- 0.2%
iShares TRCYBERSECURITY$386K
- Class
- CYBERSECURITY
- Share
- 0.2%
iShares TRFUTU AI TECH ETF$381K
- Class
- FUTU AI TECH ETF
- Share
- 0.2%
Cintas Corp.COM$340K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 57 positions by value, with holdings of the same security combined. The 57 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1898282
- File number
- 028-21452
- Options
- 0 call, 0 put
- In the 25 largest
- 73.1%
- Prior quarter
- $187M at 31 March 2026
- Positions opened
- 3
- Positions closed
- 1
Common questions
What are Virginia Wealth Management Group’s 13F holdings worth?
$201 million across 57 positions for the quarter ended 30 June 2026.
What is Virginia Wealth Management Group’s largest 13F holding?
BERKSHIRE HATHAWAY INC DEL (CL A) was the largest position at $8.99 million, or 4.5% of reported 13F value, as of 30 June 2026.
How concentrated is Virginia Wealth Management Group’s 13F portfolio?
The ten largest positions accounted for 34.2% of reported value and the twenty-five largest for 73.1%, across 57 positions as of 30 June 2026.
Does Form 13F show everything Virginia Wealth Management Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Virginia Wealth Management Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.