VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CIK 0001898282 · VIRGINIA BEACH, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
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
Top Holdings
BRK-A
BERKSHIRE HATHAWAY INC DEL
4.5%
CSCO
CISCO SYS INC
4.0%
JPM
JPMORGAN CHASE & CO
3.7%
KMI
KINDER MORGAN INC DEL
3.4%
PSX
PHILLIPS 66
3.2%
IBDT
ISHARES TR
3.1%
CB
CHUBB LIMITED
3.1%
AAPL
APPLE INC
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.