Filed: 10/16/2025ACC: 0001898282-25-000002
📋 What this filing means
VIRGINIA WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $173.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$173.60M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
COM$129.33M74.5%
CL A$9.05M5.2%
IBDS DEC28 ETF$4.96M2.9%
IBONDS DEC25 ETF$4.89M2.8%
COM NEW$4.86M2.8%
IBONDS 27 ETF$4.73M2.7%
IBONDS DEC2026$4.72M2.7%
Portfolio Concentration
Top 3$22.47M12.9%
4–10$37.40M21.5%
11–25$68.10M39.2%
Rest$45.64M26.3%
Top 3 weight
12.9%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 2.34M
Sole
Full voting authority
2.34M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.05M
5.21%
Sole
12.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares23.66K
TypeSH
Market value$7.46M
4.30%
Sole
23.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.49K
TypeSH
Market value$5.95M
3.43%
Sole
11.49K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares4.98K
TypeSH
Market value$5.81M
3.35%
Sole
4.98K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares196.60K
TypeSH
Market value$5.57M
3.21%
Sole
196.60K
Shared
0.00
None
0.00
APPLE INC
SOLEShares21.04K
TypeSH
Market value$5.36M
3.09%
Sole
21.04K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares76.30K
TypeSH
Market value$5.22M
3.01%
Sole
76.30K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares37.13K
TypeSH
Market value$5.21M
3.00%
Sole
37.13K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares54.30K
TypeSH
Market value$5.15M
2.96%
Sole
54.30K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares18.03K
TypeSH
Market value$5.09M
2.93%
Sole
18.03K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
SOLEShares26.23K
TypeSH
Market value$4.99M
2.88%
Sole
26.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares194.34K
TypeSH
Market value$4.96M
2.86%
Sole
194.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares194.13K
TypeSH
Market value$4.89M
2.82%
Sole
194.13K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares29.27K
TypeSH
Market value$4.87M
2.80%
Sole
29.27K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares39.26K
TypeSH
Market value$4.86M
2.80%
Sole
39.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares194.34K
TypeSH
Market value$4.73M
2.72%
Sole
194.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares194.34K
TypeSH
Market value$4.72M
2.72%
Sole
194.34K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares41.25K
TypeSH
Market value$4.61M
2.65%
Sole
41.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares194.34K
TypeSH
Market value$4.56M
2.63%
Sole
194.34K
Shared
0.00
None
0.00
WALMART INC
SOLEShares43.31K
TypeSH
Market value$4.46M
2.57%
Sole
43.31K
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares31.25K
TypeSH
Market value$4.37M
2.52%
Sole
31.25K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares30.42K
TypeSH
Market value$4.14M
2.38%
Sole
30.42K
Shared
0.00
None
0.00
HERSHEY CO
SOLEShares21.70K
TypeSH
Market value$4.06M
2.34%
Sole
21.70K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares25.46K
TypeSH
Market value$3.95M
2.28%
Sole
25.46K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares12.93K
TypeSH
Market value$3.93M
2.26%
Sole
12.93K
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 | $9.05M 5.21% | 12.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 23.66K | SH | $7.46M 4.30% | 23.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.49K | SH | $5.95M 3.43% | 11.49K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 4.98K | SH | $5.81M 3.35% | 4.98K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 196.60K | SH | $5.57M 3.21% | 196.60K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.04K | SH | $5.36M 3.09% | 21.04K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 76.30K | SH | $5.22M 3.01% | 76.30K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 37.13K | SH | $5.21M 3.00% | 37.13K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 54.30K | SH | $5.15M 2.96% | 54.30K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 18.03K | SH | $5.09M 2.93% | 18.03K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 26.23K | SH | $4.99M 2.88% | 26.23K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 194.34K | SH | $4.96M 2.86% | 194.34K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC25 ETF | 194.13K | SH | $4.89M 2.82% | 194.13K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 29.27K | SH | $4.87M 2.80% | 29.27K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.26K | SH | $4.86M 2.80% | 39.26K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 27 ETF | 194.34K | SH | $4.73M 2.72% | 194.34K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC2026 | 194.34K | SH | $4.72M 2.72% | 194.34K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 41.25K | SH | $4.61M 2.65% | 41.25K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 194.34K | SH | $4.56M 2.63% | 194.34K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 43.31K | SH | $4.46M 2.57% | 43.31K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 31.25K | SH | $4.37M 2.52% | 31.25K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 30.42K | SH | $4.14M 2.38% | 30.42K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 21.70K | SH | $4.06M 2.34% | 21.70K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 25.46K | SH | $3.95M 2.28% | 25.46K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 12.93K | SH | $3.93M 2.26% | 12.93K | 0.00 | 0.00 |
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