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CIK: 0001898282
Total reported value
$202.9M
$202.9M
57 檔
18.6%
At the close of Q2 2026, Virginia Wealth Management Group, Inc. disclosed equity holdings valued at approximately $202.9M, spread across 57 reported holdings.
In Q2 2026, Virginia Wealth Management Group, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.47% | -0.05% | — | |
| 2 | CSCO | Cisco Systems Inc | Stock-Tech | 4.03% | -0.39% | -8.25% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.74% | +0.01% | -0.02% | |
| 4 | KMI | Kinder Morgan, Inc. | Stock-Energy | 3.39% | -0.21% | -0.21% | |
| 5 | PSX | Phillips 66 | Stock-Energy | 3.17% | +0.37% | +0.10% | |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 3.14% | +0.03% | +25.19% | |
| 7 | CB | Chubb Limited | Stock-Financials | 3.12% | -0.17% | +0.44% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.44% | -0.06% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.02% | — | +25.19% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 3.01% | +0.05% | +25.19% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.89% | +0.65% | +0.67% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.88% | — | +25.26% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 2.83% | -0.03% | +0.35% | |
| 14 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 2.78% | -0.18% | +0.81% | |
| 15 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.71% | -0.03% | +25.23% | |
| 16 | SO | Southern Co/the | Stock-Utilities | 2.66% | -0.36% | +0.77% | |
| 17 | TGT | Target CORP | Stock-Consumer Disc | 2.63% | +0.50% | +1.05% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 2.54% | -0.25% | +0.87% | |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.51% | -0.04% | +26.22% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.48% | -0.17% | +0.82% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 2.47% | +0.23% | +1.12% | |
| 22 | AFL | Aflac Inc | Stock-Financials | 2.46% | -0.12% | -0.06% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | +0.86% | +1.53% | |
| 24 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 2.34% | -0.37% | +1.40% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 2.34% | -0.12% | +1.80% | |
| 26 | MKL | Markel Group Inc | Stock-Financials | 2.18% | -0.19% | +27.59% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 2.17% | +0.17% | +1.16% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 2.11% | +0.33% | +0.96% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.99% | -0.20% | +2.07% | |
| 30 | D | Dominion Energy Inc | Stock-Utilities | 1.95% | -0.22% | +1.26% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.92% | -0.16% | +0.19% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.83% | -0.25% | +1.64% | |
| 33 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.80% | -0.11% | +1.26% | |
| 34 | O | Realty Income CORP | Stock-Real Estate | 1.75% | -0.20% | +1.47% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | +0.12% | +1.48% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 1.36% | +0.15% | +1.82% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.21% | +3.45% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 1.00% | -0.02% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | — | +1.65% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | -0.02% | — | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.40% | -0.07% | -1.23% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | +0.02% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.01% | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | +0.02% | +13.80% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.02% | +3.15% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | -0.02% | +2.64% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | — | +26.84% | |
| 48 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.19% | +0.02% | — | |
| 49 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.19% | — | — | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.17% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.9% | -8.25% | Trim |
| 2 | QCOM | Qualcomm Inc | +0.7% | +0.35% | Add |
| 3 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | +25.19% | Add |
| 4 | IBDR | Ishares Ibonds Dec 2026 Term | +0.4% | +25.19% | Add |
| 5 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.4% | +25.19% | Add |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | +0.4% | +25.26% | Add |
| 7 | MKL | Markel Group Inc | +0.4% | +27.59% | Add |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.4% | +25.23% | Add |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.4% | +26.22% | Add |
| 10 | IHAK | Ishares Cybersecurity & Tech | +0.2% | NEW | New buy |
| 11 | AAPL | Apple Inc | +0.2% | -0.06% | Trim |
| 12 | MAA | Mid-america Apartment Comm | +0.2% | +1.40% | Add |
| 13 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.02% | Trim |
| 15 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 17 | D | Dominion Energy Inc | +0.1% | +1.26% | Add |
| 18 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | — | Unchanged |
| 19 | EMR | Emerson Electric Co | +0.1% | +1.16% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.65% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 22 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.80% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +2.64% | Add |
| 24 | TGT | Target CORP | 0% | +1.05% | Add |
| 25 | HD | Home Depot Inc | 0% | +3.45% | Add |
| 26 | NVDA | Nvidia CORP | 0% | +3.15% | Add |
| 27 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 28 | GLD | Spdr Gold Shares | — | +26.84% | Add |
| 29 | FURY | Fury Gold Mines LTD | — | — | Unchanged |
| 30 | STAG | Stag Industrial Inc | 0% | +1.26% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 32 | CTAS | Cintas CORP | 0% | — | Unchanged |
| 33 | AFL | Aflac Inc | 0% | -0.06% | Trim |
| 34 | EFX | Equifax Inc | 0% | — | Unchanged |
| 35 | TRX | Trx Gold CORP | 0% | — | Unchanged |
| 36 | DRI | Darden Restaurants Inc | 0% | +0.81% | Add |
| 37 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 38 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 39 | LOW | Lowe's Cos Inc | -0.1% | -1.23% | Trim |
| 40 | CB | Chubb Limited | -0.1% | +0.44% | Add |
| 41 | BX | Blackstone Inc | -0.1% | +1.80% | Add |
| 42 | AMGN | Amgen Inc | -0.1% | +0.96% | Add |
| 43 | O | Realty Income CORP | -0.1% | +1.47% | Add |
| 44 | MSFT | Microsoft CORP | -0.1% | +1.53% | Add |
| 45 | GDX | Vaneck Gold Miners ETF | -0.1% | EXIT | Sold out |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 47 | BLK | Blackrock Inc | -0.2% | +1.12% | Add |
| 48 | SO | Southern Co/the | -0.2% | +0.77% | Add |
| 49 | MDT | Medtronic plc | -0.2% | +1.82% | Add |
| 50 | DUK | Duke Energy CORP | -0.3% | +0.87% | Add |
According to official SEC Form 13F filings, Virginia Wealth Management Group, Inc. reported a total U.S. public equity portfolio value of $202.9M across 57 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, CSCO, JPM) accounted for 18.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
IHAK
市值: $386.4K
Top Position Liquidated / Trimmed
GDX
前期市值: $234.0K
During Q2 2026, Virginia Wealth Management Group, Inc.'s top holdings by market value included BRK-A (4.5%)、CSCO (4.0%)、JPM (3.7%). The largest single position, BRK-A, represented 4.5% of total portfolio value.
In Q2 2026, Virginia Wealth Management Group, Inc. made 46 total portfolio adjustments, initiating 3 new buys, adding to 36 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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