VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CIK 0001898282 · VIRGINIA BEACH, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported 57 positions worth $200.8M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: BRK-A (4.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$200.8M
2026 Q2
Positions
57
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.2%
Est. Net Flow (Q)
2026 Q2
10 / 57 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-ABERKSHIRE HATHAWAY INC DELSH$9.0M4.47%12
2CSCOCISCO SYS INCSH$8.1M4.03%68,888
3JPMJPMORGAN CHASE & COSH$7.5M3.74%22,945
4KMIKINDER MORGAN INC DELSH$6.8M3.39%212,700
5PSXPHILLIPS 66SH$6.4M3.17%37,694
6IBDTISHARES TRSH$6.3M3.14%249,890
7CBCHUBB LIMITEDSH$6.3M3.12%18,367
8AAPLAPPLE INCSH$6.2M3.06%21,267
9IBDRISHARES TRSH$6.1M3.02%249,890
10IBDSISHARES TRSH$6.1M3.01%249,890

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

Frequently Asked Questions

What stocks does VIRGINIA WEALTH MANAGEMENT GROUP, INC. hold as of Q2 2026?

VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported 57 positions worth $200.8M in its Q2 2026 13F filing. Largest positions: BRK-A (4.5%), CSCO (4.0%), JPM (3.7%), KMI (3.4%) and PSX (3.2%).

What did VIRGINIA WEALTH MANAGEMENT GROUP, INC. buy in Q2 2026?

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

What did VIRGINIA WEALTH MANAGEMENT GROUP, 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.