Q3 2026 13F · SEC CIK 1898282

Virginia Wealth Management Group, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $190.5M
Reported positions: 56
Top holdings a year, 3 yrs: +12.4%
Assets under management: $393.8M

Virginia Wealth Management Group, Inc. is a wealth manager that reported 56 positions worth $190.5M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Berkshire Hathaway Inc Del (BRK-A, 4.7%), Jpmorgan Chase & Co (JPM, 4.0%), Cisco Sys Inc (CSCO, 3.9%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

Virginia Wealth Management Group, Inc. holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Virginia Wealth Management Group, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BRK-ABerkshire Hathaway Inc Del	4.7%	4.8%	12	+0.0%	$9.0M
JPMJpmorgan Chase & Co	4.0%	4.0%	22,996	+0.2%	$7.6M
CSCOCisco Sys Inc	3.9%	4.3%	68,657	-0.3%	$7.4M
PSXPhillips 66	3.8%	3.4%	28,153	-25.3%	$7.2M
CVXChevron Corporation	3.8%	3.1%	35,168	+0.3%	$7.2M
AAPLApple Inc	3.7%	3.3%	21,297	+0.1%	$7.1M
MSFTMicrosoft Corp	3.5%	2.5%	12,830	+0.3%	$6.6M
KMIKinder Morgan Inc Del	3.4%	3.6%	213,983	+0.6%	$6.5M
IBDTIshares Ibonds Dec 2028 Term Corporate E	3.4%	3.3%	257,513	+3.1%	$6.4M
TGTTarget Corp	3.3%	2.8%	40,475	+0.1%	$6.3M
CBChubb Limited	3.1%	3.3%	18,403	+0.2%	$6.0M
IBDUIshares Tr	3.1%	3.1%	257,089	+3.1%	$5.8M
QCOMQualcomm Inc	3.0%	3.0%	30,902	+0.4%	$5.7M
BLKBlackrock Inc	2.9%	2.6%	5,185	+0.7%	$5.5M
IBDVIshares Tr	2.9%	2.9%	257,364	+3.1%	$5.4M
DRIDarden Restaurants Inc	2.8%	3.0%	27,258	+0.6%	$5.3M
IBDWIshares Tr	2.6%	2.7%	249,782	+3.2%	$5.0M
AMGNAmgen Inc	2.6%	2.2%	11,748	+0.3%	$5.0M
AFLAflac Inc	2.5%	2.6%	42,506	+0.8%	$4.8M
EMREmerson Elec Co	2.5%	2.3%	30,608	+0.8%	$4.7M
PEPPepsico Inc	2.5%	2.6%	37,057	+0.8%	$4.7M
SOSouthern Co	2.5%	2.8%	56,349	+0.8%	$4.7M
DUKDuke Energy Corp New	2.4%	2.7%	40,746	+1.3%	$4.6M
BXBlackstone Inc	2.4%	2.5%	40,245	+0.8%	$4.5M
MKLMarkel Group Inc	2.1%	2.3%	2,358	+5.1%	$4.0M
MAAMid-Amer Apt Cmntys Inc	2.1%	2.5%	33,964	+0.3%	$4.0M
HSYHershey Co	1.9%	2.1%	23,002	+1.2%	$3.6M
WMTWalmart Inc	1.9%	2.0%	34,288	+0.6%	$3.6M
DDominion Energy Inc	1.8%	2.1%	58,099	+1.4%	$3.5M
STAGStag Industrial Inc	1.8%	1.9%	95,873	+0.7%	$3.4M
VZVerizon Communications Inc	1.8%	1.6%	73,149	+0.6%	$3.4M
MCDMcdonalds Corp	1.7%	2.0%	13,865	+1.8%	$3.2M
ORealty Income Corp.	1.6%	1.9%	57,746	+1.6%	$3.1M
MDTMedtronic PLC	1.6%	1.4%	35,398	+1.5%	$3.1M
ADIAnalog Devices Inc	1.0%	1.1%	5,037	+0.0%	$2.0M
HDHome Depot Inc	1.0%	1.2%	6,426	+1.7%	$1.8M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	2,033	+0.0%	$1.6M
GOOGLAlphabet Inc	0.4%	0.4%	2,251	+0.0%	$775K
ABTAbbott Laboratories	0.4%	0.3%	6,818	+0.0%	$674K
LOWLowes Cos Inc	0.4%	0.4%	3,656	+1.4%	$674K
RSPInvesco Exchange Traded Fd T	0.3%	0.3%	2,952	+10.5%	$614K
COSTCostco Wholesale Corporation	0.3%	0.3%	636	+0.0%	$579K
NVDANvidia Corporation	0.2%	0.2%	2,063	+0.0%	$471K
IHAKIshares Tr	0.2%	0.2%	6,365	+0.0%	$430K
GLDSpdr Gold Tr	0.2%	0.2%	1,087	+0.0%	$414K
GOOGAlphabet Inc	0.2%	0.2%	1,151	-1.5%	$392K
ARTYIshares Tr	0.2%	0.2%	5,000	+0.0%	$392K
CTASCintas Corp	0.2%	0.2%	2,000	+0.0%	$390K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	534	+0.0%	$266K
ABBVAbbvie Inc	0.1%	—	915	—	$239K

What Virginia Wealth Management Group, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: +12.4% /yr; S&P 500 +20.4%
5 years: +8.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$190.5M	56
Q2 2026	$188.7M	55
Q1 2026	$186.8M	55
Q4 2025	$171.1M	56
Q3 2025	$173.6M	55
Q2 2025	$164.5M	49
Q1 2025	$161.9M	48
Q4 2024	$161.5M	57
Q3 2024	$159.5M	55
Q2 2024	$109.5M	51
Q1 2024	$122.4M	53
Q4 2023	$114.4M	54

Questions about Virginia Wealth Management Group, Inc.'s portfolio

What stocks does Virginia Wealth Management Group, Inc. own?

Virginia Wealth Management Group, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 56 positions worth $190.5M. The largest are Berkshire Hathaway Inc Del (BRK-A) at 4.7%, Jpmorgan Chase & Co (JPM) at 4.0%, Cisco Sys Inc (CSCO) at 3.9%, Phillips 66 (PSX) at 3.8% and Chevron Corporation (CVX) at 3.8%.

What did Virginia Wealth Management Group, Inc. buy last quarter?

In Q3 2026, Virginia Wealth Management Group, Inc. added Invesco Exchange Traded Fd T (RSP) (+10.5% shares) and Markel Group Inc (MKL) (+5.1% shares), compared with its Q2 2026 filing.

What did Virginia Wealth Management Group, Inc. sell last quarter?

In Q3 2026, Virginia Wealth Management Group, Inc. cut from its top 50 Equifax Inc (EFX) and Phillips 66 (PSX) (-25.3% shares), compared with its Q2 2026 filing.

How has Virginia Wealth Management Group, Inc.'s portfolio performed?

A portfolio copying Virginia Wealth Management Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: +8.1% a year against +13.0%.

When is Virginia Wealth Management Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Virginia Wealth Management Group, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Virginia Wealth Management Group, Inc. manage?

Virginia Wealth Management Group, Inc. reported $393.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $190.5M.