Filed: 4/29/2026ACC: 0001898282-26-000002
📋 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 $186.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$186.82M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$138.45M74.1%
CL A$8.62M4.6%
COM NEW$5.22M2.8%
IBDS DEC28 ETF$5.06M2.7%
IBONDS 27 ETF$4.84M2.6%
IBONDS DEC2026$4.84M2.6%
IBONDS DEC 29$4.63M2.5%
Portfolio Concentration
Top 3$22.97M12.3%
4–10$41.81M22.4%
11–25$70.79M37.9%
Rest$51.24M27.4%
Top 3 weight
12.3%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.59M
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$8.62M
4.61%
Sole
12.00
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares34.84K
TypeSH
Market value$7.21M
3.86%
Sole
34.84K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares213.15K
TypeSH
Market value$7.15M
3.83%
Sole
213.15K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares37.66K
TypeSH
Market value$6.86M
3.67%
Sole
37.66K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares22.95K
TypeSH
Market value$6.75M
3.61%
Sole
22.95K
Shared
0.00
None
0.00
CHUBB LTD SWITZ
SOLEShares18.29K
TypeSH
Market value$5.96M
3.19%
Sole
18.29K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares75.08K
TypeSH
Market value$5.83M
3.12%
Sole
75.08K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares36.45K
TypeSH
Market value$5.66M
3.03%
Sole
36.45K
Shared
0.00
None
0.00
APPLE INC
SOLEShares21.28K
TypeSH
Market value$5.40M
2.89%
Sole
21.28K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares55.46K
TypeSH
Market value$5.35M
2.87%
Sole
55.46K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
SOLEShares26.87K
TypeSH
Market value$5.27M
2.82%
Sole
26.87K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares39.89K
TypeSH
Market value$5.22M
2.80%
Sole
39.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares199.62K
TypeSH
Market value$5.06M
2.71%
Sole
199.62K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5.09K
TypeSH
Market value$4.90M
2.62%
Sole
5.09K
Shared
0.00
None
0.00
TARGET CORP
SOLEShares40.01K
TypeSH
Market value$4.85M
2.60%
Sole
40.01K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares199.62K
TypeSH
Market value$4.84M
2.59%
Sole
199.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares199.62K
TypeSH
Market value$4.84M
2.59%
Sole
199.62K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.60K
TypeSH
Market value$4.67M
2.50%
Sole
12.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares199.12K
TypeSH
Market value$4.63M
2.48%
Sole
199.12K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares42.21K
TypeSH
Market value$4.63M
2.48%
Sole
42.21K
Shared
0.00
None
0.00
HERSHEY CO
SOLEShares22.27K
TypeSH
Market value$4.63M
2.48%
Sole
22.27K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares39.22K
TypeSH
Market value$4.51M
2.41%
Sole
39.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares199.39K
TypeSH
Market value$4.36M
2.34%
Sole
199.39K
Shared
0.00
None
0.00
WALMART INC
SOLEShares34.02K
TypeSH
Market value$4.23M
2.26%
Sole
34.02K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares13.40K
TypeSH
Market value$4.16M
2.23%
Sole
13.40K
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 | $8.62M 4.61% | 12.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 34.84K | SH | $7.21M 3.86% | 34.84K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 213.15K | SH | $7.15M 3.83% | 213.15K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 37.66K | SH | $6.86M 3.67% | 37.66K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 22.95K | SH | $6.75M 3.61% | 22.95K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 18.29K | SH | $5.96M 3.19% | 18.29K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 75.08K | SH | $5.83M 3.12% | 75.08K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 36.45K | SH | $5.66M 3.03% | 36.45K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.28K | SH | $5.40M 2.89% | 21.28K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.46K | SH | $5.35M 2.87% | 55.46K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 26.87K | SH | $5.27M 2.82% | 26.87K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.89K | SH | $5.22M 2.80% | 39.89K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 199.62K | SH | $5.06M 2.71% | 199.62K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5.09K | SH | $4.90M 2.62% | 5.09K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 40.01K | SH | $4.85M 2.60% | 40.01K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 27 ETF | 199.62K | SH | $4.84M 2.59% | 199.62K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC2026 | 199.62K | SH | $4.84M 2.59% | 199.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.60K | SH | $4.67M 2.50% | 12.60K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 199.12K | SH | $4.63M 2.48% | 199.12K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 42.21K | SH | $4.63M 2.48% | 42.21K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 22.27K | SH | $4.63M 2.48% | 22.27K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 39.22K | SH | $4.51M 2.41% | 39.22K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2030 | 199.39K | SH | $4.36M 2.34% | 199.39K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 34.02K | SH | $4.23M 2.26% | 34.02K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 13.40K | SH | $4.16M 2.23% | 13.40K | 0.00 | 0.00 |
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