Filed: 11/13/2025ACC: 0001128213-25-000010
📋 What this filing means
PETTYJOHN, WOOD & WHITE, INC filed this quarterly 13F‑HR report disclosing 203 equity positions with a total reported market value of $605.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
203
Positions
$605.70M
Total AUM (reported)
4.19M
Total Shares
Allocation by class
COM$368.10M60.8%
TR UNIT$30.33M5.0%
CAP STK CL A$22.08M3.6%
CL B NEW$16.36M2.7%
UNIT SER 1$14.83M2.4%
DIV APP ETF$14.28M2.4%
CL A$12.73M2.1%
Portfolio Concentration
Top 3$98.39M16.2%
4–10$117.19M19.3%
11–25$145.93M24.1%
Rest$244.19M40.3%
Top 3 weight
16.2%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 4.19M
Sole
Full voting authority
4.18M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.18K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole203
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings203
Rows:
MICROSOFT CORP
SOLEShares68.77K
TypeSH
Market value$35.62M
5.88%
Sole
68.59K
Shared
0.00
None
175.00
APPLE INC
SOLEShares127.39K
TypeSH
Market value$32.44M
5.36%
Sole
127.39K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares45.53K
TypeSH
Market value$30.33M
5.01%
Sole
45.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.81K
TypeSH
Market value$22.08M
3.64%
Sole
90.81K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares64.27K
TypeSH
Market value$20.27M
3.35%
Sole
64.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.55K
TypeSH
Market value$16.36M
2.70%
Sole
32.55K
Shared
0.00
None
0.00
WALMART INC
SOLEShares154.98K
TypeSH
Market value$15.97M
2.64%
Sole
154.98K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares24.70K
TypeSH
Market value$14.83M
2.45%
Sole
24.70K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares66.19K
TypeSH
Market value$14.28M
2.36%
Sole
66.19K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares33.05K
TypeSH
Market value$13.39M
2.21%
Sole
33.05K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares82.70K
TypeSH
Market value$12.71M
2.10%
Sole
82.70K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares106.65K
TypeSH
Market value$12.02M
1.99%
Sole
105.24K
Shared
0.00
None
1.41K
AMAZON COM INC
SOLEShares52.20K
TypeSH
Market value$11.46M
1.89%
Sole
52.20K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares47.44K
TypeSH
Market value$10.98M
1.81%
Sole
47.44K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares59.01K
TypeSH
Market value$10.94M
1.81%
Sole
59.01K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares64.35K
TypeSH
Market value$10.77M
1.78%
Sole
64.35K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares197.76K
TypeSH
Market value$10.20M
1.68%
Sole
195.86K
Shared
0.00
None
1.90K
ORACLE CORP
SOLEShares32.88K
TypeSH
Market value$9.25M
1.53%
Sole
32.88K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares62.86K
TypeSH
Market value$8.83M
1.46%
Sole
62.86K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares126.76K
TypeSH
Market value$8.67M
1.43%
Sole
126.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares127.33K
TypeSH
Market value$8.31M
1.37%
Sole
127.33K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.31K
TypeSH
Market value$8.15M
1.35%
Sole
13.31K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares26.81K
TypeSH
Market value$8.05M
1.33%
Sole
26.81K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares59.38K
TypeSH
Market value$7.95M
1.31%
Sole
59.38K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares49.08K
TypeSH
Market value$7.62M
1.26%
Sole
49.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 68.77K | SH | $35.62M 5.88% | 68.59K | 0.00 | 175.00 |
APPLE INCSOLE | COM | 127.39K | SH | $32.44M 5.36% | 127.39K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 45.53K | SH | $30.33M 5.01% | 45.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 90.81K | SH | $22.08M 3.64% | 90.81K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 64.27K | SH | $20.27M 3.35% | 64.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.55K | SH | $16.36M 2.70% | 32.55K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 154.98K | SH | $15.97M 2.64% | 154.98K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 24.70K | SH | $14.83M 2.45% | 24.70K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 66.19K | SH | $14.28M 2.36% | 66.19K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 33.05K | SH | $13.39M 2.21% | 33.05K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 82.70K | SH | $12.71M 2.10% | 82.70K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 106.65K | SH | $12.02M 1.99% | 105.24K | 0.00 | 1.41K |
AMAZON COM INCSOLE | COM | 52.20K | SH | $11.46M 1.89% | 52.20K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 47.44K | SH | $10.98M 1.81% | 47.44K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 59.01K | SH | $10.94M 1.81% | 59.01K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 64.35K | SH | $10.77M 1.78% | 64.35K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 197.76K | SH | $10.20M 1.68% | 195.86K | 0.00 | 1.90K |
ORACLE CORPSOLE | COM | 32.88K | SH | $9.25M 1.53% | 32.88K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 62.86K | SH | $8.83M 1.46% | 62.86K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 126.76K | SH | $8.67M 1.43% | 126.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 127.33K | SH | $8.31M 1.37% | 127.33K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.31K | SH | $8.15M 1.35% | 13.31K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 26.81K | SH | $8.05M 1.33% | 26.81K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 59.38K | SH | $7.95M 1.31% | 59.38K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 49.08K | SH | $7.62M 1.26% | 49.08K | 0.00 | 0.00 |
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