Filed: 4/15/2025ACC: 0001085146-25-002108
📋 What this filing means
VIRGINIA WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $161.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$161.85M
Total AUM (reported)
2.05M
Total Shares
Allocation by class
COM$119.22M73.7%
CL A$9.58M5.9%
COM NEW$4.77M2.9%
IBDS DEC28 ETF$4.41M2.7%
IBONDS DEC25 ETF$4.39M2.7%
IBONDS DEC2026$4.23M2.6%
IBONDS 27 ETF$4.22M2.6%
Portfolio Concentration
Top 3$21.00M13.0%
4–10$35.00M21.6%
11–25$62.43M38.6%
Rest$43.43M26.8%
Top 3 weight
13.0%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Sole
Full voting authority
2.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.58M
5.92%
Sole
12.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares23.75K
TypeSH
Market value$5.83M
3.60%
Sole
23.75K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares195.94K
TypeSH
Market value$5.59M
3.45%
Sole
195.94K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares17.89K
TypeSH
Market value$5.40M
3.34%
Sole
17.89K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
SOLEShares25.35K
TypeSH
Market value$5.27M
3.25%
Sole
25.35K
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares30.72K
TypeSH
Market value$5.15M
3.18%
Sole
30.72K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares54.81K
TypeSH
Market value$5.04M
3.11%
Sole
54.81K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares39.10K
TypeSH
Market value$4.77M
2.95%
Sole
39.10K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares75.98K
TypeSH
Market value$4.69M
2.90%
Sole
75.98K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares4.94K
TypeSH
Market value$4.68M
2.89%
Sole
4.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.89K
TypeSH
Market value$4.64M
2.87%
Sole
20.89K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares41.67K
TypeSH
Market value$4.63M
2.86%
Sole
41.67K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares28.82K
TypeSH
Market value$4.43M
2.74%
Sole
28.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares174.71K
TypeSH
Market value$4.41M
2.73%
Sole
174.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares174.71K
TypeSH
Market value$4.39M
2.71%
Sole
174.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.46K
TypeSH
Market value$4.30M
2.66%
Sole
11.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares174.71K
TypeSH
Market value$4.23M
2.61%
Sole
174.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares174.71K
TypeSH
Market value$4.22M
2.61%
Sole
174.71K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares24.54K
TypeSH
Market value$4.11M
2.54%
Sole
24.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares174.71K
TypeSH
Market value$4.04M
2.50%
Sole
174.71K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares12.87K
TypeSH
Market value$4.02M
2.48%
Sole
12.87K
Shared
0.00
None
0.00
WALMART INC
SOLEShares44.60K
TypeSH
Market value$3.92M
2.42%
Sole
44.60K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares22.88K
TypeSH
Market value$3.90M
2.41%
Sole
22.88K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares29.14K
TypeSH
Market value$3.60M
2.22%
Sole
29.14K
Shared
0.00
None
0.00
HERSHEY CO
SOLEShares20.96K
TypeSH
Market value$3.59M
2.22%
Sole
20.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $9.58M 5.92% | 12.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 23.75K | SH | $5.83M 3.60% | 23.75K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 195.94K | SH | $5.59M 3.45% | 195.94K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 17.89K | SH | $5.40M 3.34% | 17.89K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 25.35K | SH | $5.27M 3.25% | 25.35K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 30.72K | SH | $5.15M 3.18% | 30.72K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 54.81K | SH | $5.04M 3.11% | 54.81K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.10K | SH | $4.77M 2.95% | 39.10K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 75.98K | SH | $4.69M 2.90% | 75.98K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 4.94K | SH | $4.68M 2.89% | 4.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.89K | SH | $4.64M 2.87% | 20.89K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 41.67K | SH | $4.63M 2.86% | 41.67K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 28.82K | SH | $4.43M 2.74% | 28.82K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 174.71K | SH | $4.41M 2.73% | 174.71K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC25 ETF | 174.71K | SH | $4.39M 2.71% | 174.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.46K | SH | $4.30M 2.66% | 11.46K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC2026 | 174.71K | SH | $4.23M 2.61% | 174.71K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 27 ETF | 174.71K | SH | $4.22M 2.61% | 174.71K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 24.54K | SH | $4.11M 2.54% | 24.54K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 174.71K | SH | $4.04M 2.50% | 174.71K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 12.87K | SH | $4.02M 2.48% | 12.87K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 44.60K | SH | $3.92M 2.42% | 44.60K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 22.88K | SH | $3.90M 2.41% | 22.88K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 29.14K | SH | $3.60M 2.22% | 29.14K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 20.96K | SH | $3.59M 2.22% | 20.96K | 0.00 | 0.00 |
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