Filed: 7/17/2025ACC: 0001085146-25-003923
📋 What this filing means
VIRGINIA WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $164.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$164.53M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$124.12M75.4%
CL A$8.75M5.3%
COM NEW$4.62M2.8%
IBDS DEC28 ETF$4.55M2.8%
IBONDS DEC25 ETF$4.51M2.7%
IBONDS 27 ETF$4.35M2.6%
IBONDS DEC2026$4.35M2.6%
Portfolio Concentration
Top 3$21.52M13.1%
4–10$36.96M22.5%
11–25$63.66M38.7%
Rest$42.39M25.8%
Top 3 weight
13.1%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.08M
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)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$8.75M
5.32%
Sole
12.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares24.02K
TypeSH
Market value$6.96M
4.23%
Sole
24.02K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares197.56K
TypeSH
Market value$5.81M
3.53%
Sole
197.56K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.53K
TypeSH
Market value$5.74M
3.49%
Sole
11.53K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
SOLEShares25.46K
TypeSH
Market value$5.55M
3.37%
Sole
25.46K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares76.20K
TypeSH
Market value$5.29M
3.21%
Sole
76.20K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5K
TypeSH
Market value$5.24M
3.19%
Sole
5K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares18K
TypeSH
Market value$5.21M
3.17%
Sole
18K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares54.60K
TypeSH
Market value$5.01M
3.05%
Sole
54.60K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares37.25K
TypeSH
Market value$4.92M
2.99%
Sole
37.25K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares29.03K
TypeSH
Market value$4.62M
2.81%
Sole
29.03K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares39.16K
TypeSH
Market value$4.62M
2.81%
Sole
39.16K
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares31K
TypeSH
Market value$4.59M
2.79%
Sole
31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares179.19K
TypeSH
Market value$4.55M
2.77%
Sole
179.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares179.19K
TypeSH
Market value$4.51M
2.74%
Sole
179.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares179.19K
TypeSH
Market value$4.35M
2.64%
Sole
179.19K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares41.22K
TypeSH
Market value$4.35M
2.64%
Sole
41.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares179.19K
TypeSH
Market value$4.35M
2.64%
Sole
179.19K
Shared
0.00
None
0.00
WALMART INC
SOLEShares44.05K
TypeSH
Market value$4.31M
2.62%
Sole
44.05K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.95K
TypeSH
Market value$4.30M
2.61%
Sole
20.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares179.19K
TypeSH
Market value$4.18M
2.54%
Sole
179.19K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares29.78K
TypeSH
Market value$3.97M
2.41%
Sole
29.78K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares12.73K
TypeSH
Market value$3.72M
2.26%
Sole
12.73K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares22.98K
TypeSH
Market value$3.66M
2.22%
Sole
22.98K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares25.05K
TypeSH
Market value$3.59M
2.18%
Sole
25.05K
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 | $8.75M 5.32% | 12.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 24.02K | SH | $6.96M 4.23% | 24.02K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 197.56K | SH | $5.81M 3.53% | 197.56K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.53K | SH | $5.74M 3.49% | 11.53K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 25.46K | SH | $5.55M 3.37% | 25.46K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 76.20K | SH | $5.29M 3.21% | 76.20K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5K | SH | $5.24M 3.19% | 5K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 18K | SH | $5.21M 3.17% | 18K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 54.60K | SH | $5.01M 3.05% | 54.60K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 37.25K | SH | $4.92M 2.99% | 37.25K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 29.03K | SH | $4.62M 2.81% | 29.03K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.16K | SH | $4.62M 2.81% | 39.16K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 31K | SH | $4.59M 2.79% | 31K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 179.19K | SH | $4.55M 2.77% | 179.19K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC25 ETF | 179.19K | SH | $4.51M 2.74% | 179.19K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 27 ETF | 179.19K | SH | $4.35M 2.64% | 179.19K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 41.22K | SH | $4.35M 2.64% | 41.22K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC2026 | 179.19K | SH | $4.35M 2.64% | 179.19K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 44.05K | SH | $4.31M 2.62% | 44.05K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.95K | SH | $4.30M 2.61% | 20.95K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 179.19K | SH | $4.18M 2.54% | 179.19K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 29.78K | SH | $3.97M 2.41% | 29.78K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 12.73K | SH | $3.72M 2.26% | 12.73K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 22.98K | SH | $3.66M 2.22% | 22.98K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 25.05K | SH | $3.59M 2.18% | 25.05K | 0.00 | 0.00 |
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