PETTYJOHN, WOOD & WHITE, INC

CIK 0001128213 · LYNCHBURG, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

PETTYJOHN, WOOD & WHITE, INC reported 222 positions worth $687.3M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$687.3M
2026 Q2
Positions
222
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.9%
Est. Net Flow (Q)
2026 Q2
10 / 222 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$38.2M5.55%131,897
2SPYSTATE STR SPDR S&P 500 ETF TSH$36.0M5.23%48,180
3GOOGLALPHABET INCSH$33.4M4.86%93,534
4MSFTMICROSOFT CORPSH$26.5M3.85%70,956
5QQQINVESCO QQQ TRSH$20.9M3.03%28,316
6JPMJPMORGAN CHASE & COSH$20.8M3.02%63,499
7WMTWALMART INCSH$17.8M2.60%157,510
8BRK-BBERKSHIRE HATHAWAY INC DELSH$16.2M2.35%32,289
9VIGVANGUARD SPECIALIZED FUNDSSH$15.2M2.20%64,042
10JNJJOHNSON & JOHNSONSH$14.7M2.14%57,950

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PETTYJOHN, WOOD & WHITE, INC hold as of Q2 2026?

PETTYJOHN, WOOD & WHITE, INC reported 222 positions worth $687.3M in its Q2 2026 13F filing. Largest positions: AAPL (5.6%), SPY (5.2%), GOOGL (4.9%), MSFT (3.9%) and QQQ (3.0%).

What did PETTYJOHN, WOOD & WHITE, INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PETTYJOHN, WOOD & WHITE, INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.