VIRGINIA WEALTH MANAGEMENT GROUP, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, VIRGINIA WEALTH MANAGEMENT GROUP, INC. held in its portfolio 56 assets valued at $171,110,945 (i.e. $171.11M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($9.06M), JPMORGAN CHASE & CO. ($7.56M), and APPLE INC ($5.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 12 | 9057600 | CL A |
| JPMORGAN CHASE & CO. | 23468 | 7561730 | COM |
| APPLE INC | 21066 | 5726952 | COM |
| CISCO SYS INC | 74103 | 5708160 | COM |
| CHUBB LIMITED | 18171 | 5671441 | COM |
| MICROSOFT CORP | 11511 | 5566781 | COM |
| KINDER MORGAN INC DEL | 198776 | 5464360 | COM |
| BLACKROCK INC | 5008 | 5360057 | COM |
| ISHARES TR | 200585 | 5105891 | IBDS DEC28 ETF |
| QUALCOMM INC | 29527 | 5050577 | COM |
| PEPSICO INC | 34201 | 4908459 | COM |
| DARDEN RESTAURANTS INC | 26605 | 4895913 | COM |
| ISHARES TR | 200585 | 4870204 | IBONDS 27 ETF |
| ISHARES TR | 200585 | 4860175 | IBONDS DEC2026 |
| SOUTHERN CO | 54642 | 4764800 | COM |
| ISHARES TR | 200585 | 4694692 | IBONDS DEC 29 |
| DUKE ENERGY CORP NEW | 39530 | 4633290 | COM NEW |
| AFLAC INC | 41549 | 4581653 | COM |
| ISHARES TR | 200860 | 4432980 | IBONDS DEC 2030 |
| MID-AMER APT CMNTYS INC | 30503 | 4237202 | COM |
| HERSHEY CO | 22032 | 4009354 | COM |
| MCDONALDS CORP | 13055 | 3989945 | COM |
| PHILLIPS 66 | 30718 | 3963837 | COM |
| EMERSON ELEC CO | 29804 | 3955580 | COM |
| CHEVRON CORP NEW | 25684 | 3914513 | COM |
| WALMART INC | 34869 | 3884783 | COM |
| AMGEN INC | 11488 | 3760296 | COM |
| MARKEL GROUP INC | 1610 | 3460937 | COM |
| STAG INDL INC | 91651 | 3369095 | COM |
| DOMINION ENERGY INC | 54873 | 3214995 | COM |
| MEDTRONIC PLC | 33463 | 3214433 | SHS |
| REALTY INCOME CORP | 54732 | 3085252 | COM |
| PROCTER AND GAMBLE CO | 21037 | 3014819 | COM |
| VERIZON COMMUNICATIONS INC | 69662 | 2837350 | COM |
| HOME DEPOT INC | 5964 | 2052251 | COM |
| TARGET CORP | 19174 | 1874288 | COM |
| SPDR S&P 500 ETF TR | 2000 | 1363840 | TR UNIT |
| ANALOG DEVICES INC | 5000 | 1356000 | COM |
| BLACKSTONE INC | 8785 | 1354160 | COM |
| LOWES COS INC | 3442 | 830123 | COM |
| ABBOTT LABS | 6365 | 797502 | COM |
| ALPHABET INC | 2200 | 688600 | CAP STK CL A |
| COSTCO WHSL CORP NEW | 630 | 543274 | COM |
| CINTAS CORP | 2000 | 376140 | COM |
| NVIDIA CORPORATION | 2000 | 373000 | COM |
| INVESCO EXCHANGE TRADED FD T | 1914 | 366741 | S&P500 EQL WGT |
| ALPHABET INC | 1138 | 357104 | CAP STK CL C |
| SPDR GOLD TR | 890 | 352716 | GOLD SHS |
| EQUIFAX INC | 1500 | 325470 | COM |
| BERKSHIRE HATHAWAY INC DEL | 534 | 268415 | CL B NEW |
| ISHARES TR | 5000 | 240900 | FUTURE AI & TECH |
| VANECK ETF TRUST | 2550 | 218714 | GOLD MINERS ETF |
| ABBVIE INC | 920 | 210211 | COM |
| VANGUARD SPECIALIZED FUNDS | 910 | 200000 | DIV APP ETF |
| TRX GOLD CORPORATION | 100000 | 92090 | COM |
| FURY GOLD MINES LIMITED | 70000 | 41300 | COM |
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