Institutional Manager · CIK 0001898282
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
VIRGINIA BEACH, VA · File #028-21452
Latest AUM
$171.1M
Positions
56
Top-10 Concentration
35.4%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202556 pos · $171.1M
- 13F HOLDINGS REPORTQ/E Sep 202555 pos · $173.6M
- 13F HOLDINGS REPORTQ/E Jun 202549 pos · $164.5M
- 13F HOLDINGS REPORTQ/E Mar 202548 pos · $161.9M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $161.5M
- 13F HOLDINGS REPORTQ/E Sep 202455 pos · $159.5M
- 13F HOLDINGS REPORTQ/E Jun 202455 pos · $121.9M
- 13F HOLDINGS REPORTQ/E Mar 202453 pos · $122.4M
- 13F HOLDINGS REPORTQ/E Dec 202369 pos · $147.8M
- 13F HOLDINGS REPORTQ/E Sep 202370 pos · $145.7M
- 13F HOLDINGS REPORTQ/E Jun 202373 pos · $145.8M
- 13F HOLDINGS REPORTQ/E Mar 202377 pos · $144.3M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023115 pos · $248,203
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202360 pos · $104,045
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12 | $9.1M | 5.32% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 23,468 | $7.6M | 4.45% |
| 3 | APPLE INC | AAPL | 21,066 | $5.7M | 3.37% |
| 4 | CISCO SYS INC | CSCO | 74,103 | $5.7M | 3.36% |
| 5 | CHUBB LIMITED | CB | 18,171 | $5.7M | 3.33% |
| 6 | MICROSOFT CORP | MSFT | 11,511 | $5.6M | 3.27% |
| 7 | KINDER MORGAN INC DEL | EP-PC | 198,776 | $5.5M | 3.21% |
| 8 | BLACKROCK INC | BLK | 5,008 | $5.4M | 3.15% |
| 9 | ISHARES TR | 46435U515 | 200,585 | $5.1M | 3.00% |
| 10 | QUALCOMM INC | QCOM | 29,527 | $5.1M | 2.97% |
| 11 | PEPSICO INC | PEP | 34,201 | $4.9M | 2.89% |
| 12 | DARDEN RESTAURANTS INC | DRI | 26,605 | $4.9M | 2.88% |
| 13 | ISHARES TR | 46435UAA9 | 200,585 | $4.9M | 2.86% |
| 14 | ISHARES TR | 46435GAA0 | 200,585 | $4.9M | 2.86% |
| 15 | SOUTHERN CO | SOMN | 54,642 | $4.8M | 2.80% |
| 16 | ISHARES TR | 46436E205 | 200,585 | $4.7M | 2.76% |
| 17 | DUKE ENERGY CORP NEW | DUKB | 39,530 | $4.6M | 2.72% |
| 18 | AFLAC INC | AFL | 41,549 | $4.6M | 2.69% |
| 19 | ISHARES TR | 46436E726 | 200,860 | $4.4M | 2.61% |
| 20 | MID-AMER APT CMNTYS INC | 59522J103 | 30,503 | $4.2M | 2.49% |