VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRKA | $9.0M | 12 | -0.14pp | 19q | HELD | |
| CISCO SYS INC | CSCO | $8.1M | 68,888 | +0.91pp | 19q | -8.2%-$727.2K | |
| JPMORGAN CHASE & CO | JPM | $7.5M | 22,945 | +0.13pp | 19q | HELD | |
| KINDER MORGAN INC DEL | KMI | $6.8M | 212,700 | -0.44pp | 19q | HELD | |
| PHILLIPS 66 | PSX | $6.4M | 37,694 | -0.50pp | 19q | HELD | |
| ISHARES TR | IBDT | $6.3M | 249,890 | +0.44pp | 11q | +25.2%+$1.3M | |
| CHUBB LIMITED | CB | $6.3M | 18,367 | -0.07pp | 19q | HELD | |
| APPLE INC | AAPL | $6.2M | 21,267 | +0.17pp | 19q | HELD | |
| ISHARES TR | IBDR | $6.1M | 249,890 | +0.43pp | 19q | DEBT | |
| ISHARES TR | IBDS | $6.1M | 249,890 | +0.42pp | 19q | DEBT | |
| CHEVRON CORPORATION | CVX | $5.8M | 35,071 | -0.96pp | 12q | +0.7%+$38.5K | |
| ISHARES TR | IBDU | $5.8M | 249,415 | +0.40pp | 7q | +25.3%+$1.2M | |
| QUALCOMM INC | QCOM | $5.7M | 30,789 | +0.72pp | 19q | HELD | |
| DARDEN RESTAURANTS INC | DRI | $5.6M | 27,085 | -0.04pp | 16q | +0.8%+$44.7K | |
| ISHARES TR | IBDV | $5.4M | 249,690 | +0.37pp | 3q | +25.2%+$1.1M | |
| SOUTHERN CO | SO | $5.3M | 55,890 | -0.20pp | 19q | +0.8%+$40.8K | |
| TARGET CORP | TGT | $5.3M | 40,430 | +0.03pp | 7q | +1.0%+$54.9K | |
| DUKE ENERGY CORP NEW | DUK | $5.1M | 40,238 | -0.26pp | 19q | +0.9%+$44.2K | |
| ISHARES TR | IBDW | $5.0M | 242,115 | +0.36pp | 2q | +26.2%+$1.0M | |
| PEPSICO INC | PEP | $5.0M | 36,753 | -0.55pp | 19q | +0.8%+$40.6K | |
| BLACKROCK INC | BLK | $5.0M | 5,149 | -0.16pp | 7q | +1.1%+$54.8K | |
| AFLAC INC | AFL | $4.9M | 42,188 | -0.02pp | 19q | HELD | |
| MICROSOFT CORP | MSFT | $4.8M | 12,797 | -0.12pp | 19q | +1.5%+$72.0K | |
| MID-AMER APT CMNTYS INC | MAA | $4.7M | 33,878 | +0.16pp | 17q | +1.4%+$65.2K | |
| BLACKSTONE INC | BX | $4.7M | 39,919 | -0.07pp | 19q | +1.8%+$82.8K | |
| MARKEL GROUP INC | MKL | $4.4M | 2,243 | +0.38pp | 15q | +27.6%+$947.2K | |
| EMERSON ELEC CO | EMR | $4.3M | 30,380 | +0.06pp | 19q | +1.2%+$49.7K | |
| AMGEN INC | AMGN | $4.2M | 11,716 | -0.07pp | 19q | +1.0%+$40.2K | |
| HERSHEY CO | HSY | $4.0M | 22,730 | -0.49pp | 9q | +2.1%+$81.1K | |
| DOMINION ENERGY INC | D | $3.9M | 57,307 | +0.08pp | 19q | +1.3%+$48.6K | |
| WALMART INC | WMT | $3.9M | 34,082 | -0.34pp | 19q | HELD | |
| MCDONALDS CORP | MCD | $3.7M | 13,620 | -0.40pp | 19q | +1.6%+$59.5K | |
| STAG INDUSTRIAL INC | STAG | $3.6M | 95,176 | -0.01pp | 17q | +1.3%+$44.9K | |
| REALTY INCOME CORP | O | $3.5M | 56,820 | -0.08pp | 19q | +1.5%+$51.1K | |
| VERIZON COMMUNICATIONS INC | VZ | $3.1M | 72,692 | -0.39pp | 19q | +1.5%+$44.9K | |
| MEDTRONIC PLC | MDT | $2.7M | 34,859 | -0.23pp | 19q | +1.8%+$48.8K | |
| HOME DEPOT INC | HD | $2.2M | 6,321 | +0.03pp | 19q | +3.5%+$74.4K | |
| ANALOG DEVICES INC | ADI | $2.0M | 5,037 | +0.14pp | 19q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $1.5M | 2,033 | +0.06pp | 17q | +1.7%+$24.6K | |
| ALPHABET INC | GOOGL | $804.4K | 2,251 | +0.05pp | 8q | HELD | |
| LOWES COS INC | LOW | $795.1K | 3,606 | -0.07pp | 19q | -1.2%-$9.9K | |
| ABBOTT LABORATORIES | ABT | $618.7K | 6,818 | -0.07pp | 19q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $595.0K | 636 | -0.04pp | 19q | HELD | |
| INVESCO EXCHANGE TRADED FD T | RSP | $568.2K | 2,671 | +0.04pp | 4q | +13.8%+$68.9K | |
| NVIDIA CORPORATION | NVDA | $412.8K | 2,063 | +0.02pp | 5q | +3.1%+$12.6K | |
| ALPHABET INC | GOOG | $412.7K | 1,168 | +0.03pp | 5q | +2.6%+$10.6K | |
| SPDR GOLD TR | GLD | $400.4K | 1,087 | flat | 4q | +26.8%+$84.7K | |
| ISHARES TR | IHAK | $386.4K | 6,365 | - | new | NEW | |
| ISHARES TR | ARTY | $380.8K | 5,000 | +0.07pp | 5q | HELD | |
| CINTAS CORP | CTAS | $340.2K | 2,000 | -0.01pp | 16q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $267.2K | 534 | flat | 10q | HELD | |
| EQUIFAX INC | EFX | $238.1K | 1,500 | -0.03pp | 12q | HELD | |
| ABBVIE INC | ABBV | $231.5K | 920 | +0.01pp | 4q | HELD | |
| VANGUARD WHITEHALL FDS | VYM | $226.9K | 1,436 | - | new | NEW | |
| VANGUARD SPECIALIZED FUNDS | VIG | $215.3K | 910 | - | new | NEW | |
| TRX GOLD CORPORATION | TRX | $61.9K | 75,000 | -0.03pp | 4q | HELD | |
| FURY GOLD MINES LIMITED | FURY | $37.8K | 70,000 | flat | 4q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Insurance | $24.8M | 12.4% |
| Retail & Consumer | $22.4M | 11.1% |
| Energy | $19.0M | 9.5% |
| Utilities | $14.4M | 7.1% |
| Computer Hardware | $14.2M | 7.1% |
| Semiconductors & Electronics | $12.5M | 6.2% |
| Real Estate | $11.9M | 5.9% |
| Capital Markets | $10.0M | 5.0% |
| Food, Drink & Tobacco | $9.0M | 4.5% |
| Banks & Lending | $7.5M | 3.7% |
| Software & IT Services | $6.0M | 3.0% |
| Biotech & Pharma | $5.1M | 2.5% |
| Other sectors | $7.7M | 3.8% |
| Not classified | $36.5M | 18.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $200.8M | 57 | 3 | 32 | 2 | 1 | 34.2% | 22 |
| Q1 2026 | $186.8M | 55 | 1 | 34 | 6 | 2 | 34.7% | 29 |
| Q4 2025 | $171.1M | 56 | 2 | 24 | 11 | 1 | 35.2% | 26 |
| Q3 2025 | $173.6M | 55 | 6 | 22 | 4 | 0 | 34.5% | 16 |
| Q2 2025 | $164.5M | 49 | 3 | 26 | 4 | 2 | 35.5% | 17 |
| Q1 2025 | $161.9M | 48 | 0 | 19 | 24 | 9 | 34.6% | 15 |
| Q4 2024 | $161.5M | 57 | 5 | 27 | 6 | 3 | 34.1% | 27 |
| Q3 2024 | $159.5M | 55 | 1 | 40 | 1 | 1 | 33.6% | 9 |
| Q2 2024 | $121.9M | 55 | 3 | 0 | 12 | 1 | 34.2% | 17 |
| Q1 2024 | $122.4M | 53 | 1 | 15 | 18 | 2 | 33.8% | 25 |
| Q4 2023 | $114.4M | 54 | 2 | 1 | 47 | 17 | 33.6% | 40 |
| Q3 2023 | $147.8M | 69 | 2 | 31 | 6 | 3 | 31.0% | 34 |
| Q2 2023 | $145.7M | 70 | 2 | 16 | 17 | 5 | 32.2% | 39 |
| Q1 2023 | $145.8M | 73 | 0 | 43 | 2 | 4 | 30.7% | 35 |
| Q4 2022 | $144.3M | 77 | 4 | 26 | 30 | 2 | 30.1% | 38 |
| Q3 2022 | $134.0M | 75 | 16 | 53 | 4 | 1 | 29.5% | 19 |
| Q2 2022 | $104.0M | 60 | 3 | 28 | 18 | 2 | 29.2% | 189 |
| Q1 2022 | $111.8M | 59 | 0 | 38 | 4 | 1 | 30.3% | 20 |
| Q4 2021 | $111.1M | 60 | 0 | 0 | 0 | 0 | 30.2% | 18 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.