Filed: 1/26/2026ACC: 0001898282-26-000001
📋 What this filing means
VIRGINIA WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $171.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$171.11M
Total AUM (reported)
2.35M
Total Shares
Allocation by class
COM$126.18M73.7%
CL A$9.06M5.3%
IBDS DEC28 ETF$5.11M3.0%
IBONDS 27 ETF$4.87M2.8%
IBONDS DEC2026$4.86M2.8%
IBONDS DEC 29$4.69M2.7%
COM NEW$4.63M2.7%
Portfolio Concentration
Top 3$22.35M13.1%
4–10$37.93M22.2%
11–25$66.71M39.0%
Rest$44.12M25.8%
Top 3 weight
13.1%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 2.35M
Sole
Full voting authority
2.35M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.00
TypeSH
Market value$9.06M
5.29%
Sole
12.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares23.47K
TypeSH
Market value$7.56M
4.42%
Sole
23.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares21.07K
TypeSH
Market value$5.73M
3.35%
Sole
21.07K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares74.10K
TypeSH
Market value$5.71M
3.34%
Sole
74.10K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares18.17K
TypeSH
Market value$5.67M
3.31%
Sole
18.17K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.51K
TypeSH
Market value$5.57M
3.25%
Sole
11.51K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares198.78K
TypeSH
Market value$5.46M
3.19%
Sole
198.78K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5.01K
TypeSH
Market value$5.36M
3.13%
Sole
5.01K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.59K
TypeSH
Market value$5.11M
2.98%
Sole
200.59K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares29.53K
TypeSH
Market value$5.05M
2.95%
Sole
29.53K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares34.20K
TypeSH
Market value$4.91M
2.87%
Sole
34.20K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
SOLEShares26.61K
TypeSH
Market value$4.90M
2.86%
Sole
26.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.59K
TypeSH
Market value$4.87M
2.85%
Sole
200.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.59K
TypeSH
Market value$4.86M
2.84%
Sole
200.59K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares54.64K
TypeSH
Market value$4.76M
2.78%
Sole
54.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.59K
TypeSH
Market value$4.69M
2.74%
Sole
200.59K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares39.53K
TypeSH
Market value$4.63M
2.71%
Sole
39.53K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares41.55K
TypeSH
Market value$4.58M
2.68%
Sole
41.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.86K
TypeSH
Market value$4.43M
2.59%
Sole
200.86K
Shared
0.00
None
0.00
MID-AMER APT CMNTYS INC
SOLEShares30.50K
TypeSH
Market value$4.24M
2.48%
Sole
30.50K
Shared
0.00
None
0.00
HERSHEY CO
SOLEShares22.03K
TypeSH
Market value$4.01M
2.34%
Sole
22.03K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares13.05K
TypeSH
Market value$3.99M
2.33%
Sole
13.05K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares30.72K
TypeSH
Market value$3.96M
2.32%
Sole
30.72K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares29.80K
TypeSH
Market value$3.96M
2.31%
Sole
29.80K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares25.68K
TypeSH
Market value$3.91M
2.29%
Sole
25.68K
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 | $9.06M 5.29% | 12.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 23.47K | SH | $7.56M 4.42% | 23.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.07K | SH | $5.73M 3.35% | 21.07K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 74.10K | SH | $5.71M 3.34% | 74.10K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 18.17K | SH | $5.67M 3.31% | 18.17K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.51K | SH | $5.57M 3.25% | 11.51K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 198.78K | SH | $5.46M 3.19% | 198.78K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5.01K | SH | $5.36M 3.13% | 5.01K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 200.59K | SH | $5.11M 2.98% | 200.59K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 29.53K | SH | $5.05M 2.95% | 29.53K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 34.20K | SH | $4.91M 2.87% | 34.20K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 26.61K | SH | $4.90M 2.86% | 26.61K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 27 ETF | 200.59K | SH | $4.87M 2.85% | 200.59K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC2026 | 200.59K | SH | $4.86M 2.84% | 200.59K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 54.64K | SH | $4.76M 2.78% | 54.64K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 200.59K | SH | $4.69M 2.74% | 200.59K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.53K | SH | $4.63M 2.71% | 39.53K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 41.55K | SH | $4.58M 2.68% | 41.55K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2030 | 200.86K | SH | $4.43M 2.59% | 200.86K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 30.50K | SH | $4.24M 2.48% | 30.50K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 22.03K | SH | $4.01M 2.34% | 22.03K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 13.05K | SH | $3.99M 2.33% | 13.05K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 30.72K | SH | $3.96M 2.32% | 30.72K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 29.80K | SH | $3.96M 2.31% | 29.80K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 25.68K | SH | $3.91M 2.29% | 25.68K | 0.00 | 0.00 |
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