# VIRGINIA WEALTH MANAGEMENT GROUP, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1898282. Source: https://holderbook.com/funds/1898282-virginia-wealth-management-group-inc/

- Reported value: $200.8M
- Positions: 57
- Weight of the ten largest: 34.2%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $9.0M | 12 | 4.5% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $8.1M | 68,888 | 4.0% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.5M | 22,945 | 3.7% | 19 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $6.8M | 212,700 | 3.4% | 19 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $6.4M | 37,694 | 3.2% | 19 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $6.3M | 249,890 | 3.1% | 11 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $6.3M | 18,367 | 3.1% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.2M | 21,267 | 3.1% | 19 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $6.1M | 249,890 | 3.0% | 19 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $6.1M | 249,890 | 3.0% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $5.8M | 35,071 | 2.9% | 12 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $5.8M | 249,415 | 2.9% | 7 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $5.7M | 30,789 | 2.8% | 19 |
| DARDEN RESTAURANTS INC | [DRI](https://holderbook.com/stocks/DRI/) | $5.6M | 27,085 | 2.8% | 16 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $5.4M | 249,690 | 2.7% | 3 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $5.3M | 55,890 | 2.7% | 19 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $5.3M | 40,430 | 2.6% | 7 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $5.1M | 40,238 | 2.5% | 19 |
| ISHARES TR | [IBDW](https://holderbook.com/stocks/IBDW/) | $5.0M | 242,115 | 2.5% | 2 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $5.0M | 36,753 | 2.5% | 19 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $5.0M | 5,149 | 2.5% | 7 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $4.9M | 42,188 | 2.5% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.8M | 12,797 | 2.4% | 19 |
| MID-AMER APT CMNTYS INC | [MAA](https://holderbook.com/stocks/MAA/) | $4.7M | 33,878 | 2.3% | 17 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $4.7M | 39,919 | 2.3% | 19 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $4.4M | 2,243 | 2.2% | 15 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $4.3M | 30,380 | 2.2% | 19 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.2M | 11,716 | 2.1% | 19 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $4.0M | 22,730 | 2.0% | 9 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $3.9M | 57,307 | 1.9% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.9M | 34,082 | 1.9% | 19 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $3.7M | 13,620 | 1.8% | 19 |
| STAG INDUSTRIAL INC | [STAG](https://holderbook.com/stocks/STAG/) | $3.6M | 95,176 | 1.8% | 17 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $3.5M | 56,820 | 1.8% | 19 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $3.1M | 72,692 | 1.5% | 19 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $2.7M | 34,859 | 1.4% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.2M | 6,321 | 1.1% | 19 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $2.0M | 5,037 | 1.0% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.5M | 2,033 | 0.8% | 17 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $804.4K | 2,251 | 0.4% | 8 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $795.1K | 3,606 | 0.4% | 19 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $618.7K | 6,818 | 0.3% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $595.0K | 636 | 0.3% | 19 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $568.2K | 2,671 | 0.3% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $412.8K | 2,063 | 0.2% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $412.7K | 1,168 | 0.2% | 5 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $400.4K | 1,087 | 0.2% | 4 |
| ISHARES TR | [IHAK](https://holderbook.com/stocks/IHAK/) | $386.4K | 6,365 | 0.2% | 1 |
| ISHARES TR | [ARTY](https://holderbook.com/stocks/ARTY/) | $380.8K | 5,000 | 0.2% | 5 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $340.2K | 2,000 | 0.2% | 16 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $267.2K | 534 | 0.1% | 10 |
| EQUIFAX INC | [EFX](https://holderbook.com/stocks/EFX/) | $238.1K | 1,500 | 0.1% | 12 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $231.5K | 920 | 0.1% | 4 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $226.9K | 1,436 | 0.1% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $215.3K | 910 | 0.1% | 1 |
| TRX GOLD CORPORATION | [TRX](https://holderbook.com/stocks/TRX/) | $61.9K | 75,000 | 0.0% | 4 |
| FURY GOLD MINES LIMITED | [FURY](https://holderbook.com/stocks/FURY/) | $37.8K | 70,000 | 0.0% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +2.7% | +14.8% | -12.1% | 95% |
| Q1 2026 | +1.7% | -4.6% | +6.3% | 94% |
| Q4 2025 | +0.2% | +2.4% | -2.2% | 92% |
| Q3 2025 | +3.4% | +7.8% | -4.4% | 92% |
| Q2 2025 | +0.5% | +10.5% | -9.9% | 92% |
| Q1 2025 | +2.7% | -4.6% | +7.2% | 93% |
| Q4 2024 | -2.3% | +2.1% | -4.5% | 92% |
| Q3 2024 | +8.0% | +5.4% | +2.6% | 90% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $200.8M | 57 |
| Q1 2026 | $186.8M | 55 |
| Q4 2025 | $171.1M | 56 |
| Q3 2025 | $173.6M | 55 |
| Q2 2025 | $164.5M | 49 |
| Q1 2025 | $161.9M | 48 |
| Q4 2024 | $161.5M | 57 |
| Q3 2024 | $159.5M | 55 |
| Q2 2024 | $121.9M | 55 |
| Q1 2024 | $122.4M | 53 |
| Q4 2023 | $114.4M | 54 |
| Q3 2023 | $147.8M | 69 |