VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CIK 0001898282 • 7 13F filings • Apr 15, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $200.8M57 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$619K	0.3%	6,818 SH	New
ABBVIE INC	COM	$232K	0.1%	920 SH	New
AFLAC INC	COM	$4.9M	2.5%Prev: 2.6%	42,188 SH	Increased+967 SH
ALPHABET INC	CAP STK CL A	$804K	0.4%Prev: 0.2%	2,251 SH	Increased+51 SH
ALPHABET INC	CAP STK CL C	$413K	0.2%Prev: 0.1%	1,168 SH	Increased+30 SH
AMGEN INC	COM	$4.2M	2.1%Prev: 1.9%	11,716 SH	Increased+256 SH
ANALOG DEVICES INC	COM	$2.0M	1.0%Prev: 0.7%	5,037 SH	Increased+37 SH
APPLE INC	COM	$6.2M	3.1%Prev: 2.6%	21,267 SH	Increased+321 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$9.0M	4.5%Prev: 5.3%	12 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$267K	0.1%Prev: 0.2%	534 SH	Increased
BLACKROCK INC	COM	$5.0M	2.5%Prev: 3.2%	5,149 SH	Decreased+154 SH
BLACKSTONE INC	COM	$4.7M	2.3%Prev: 0.8%	39,919 SH	Increased+31,099 SH
CHEVRON CORPORATION	COM	$5.8M	2.9%	35,071 SH	New
CHUBB LIMITED	COM	$6.3M	3.1%Prev: 3.2%	18,367 SH	Increased+370 SH
CINTAS CORP	COM	$340K	0.2%Prev: 0.3%	2,000 SH	Decreased
CISCO SYS INC	COM	$8.1M	4.0%Prev: 3.2%	68,888 SH	Increased-7,308 SH
COSTCO WHOLESALE CORPORATION	COM	$595K	0.3%	636 SH	New
DARDEN RESTAURANTS INC	COM	$5.6M	2.8%Prev: 3.4%	27,085 SH	Increased+1,623 SH
DOMINION ENERGY INC	COM	$3.9M	1.9%Prev: 1.8%	57,307 SH	Increased+4,769 SH
DUKE ENERGY CORP NEW	COM NEW	$5.1M	2.5%Prev: 2.8%	40,238 SH	Increased+1,073 SH
EMERSON ELEC CO	COM	$4.3M	2.2%Prev: 2.4%	30,380 SH	Increased+602 SH
EQUIFAX INC	COM	$238K	0.1%Prev: 0.2%	1,500 SH	Decreased
FURY GOLD MINES LIMITED	COM	$38K	0.0%	70,000 SH	New
HERSHEY CO	COM	$4.0M	2.0%Prev: 2.1%	22,730 SH	Increased+1,425 SH
HOME DEPOT INC	COM	$2.2M	1.1%Prev: 1.4%	6,321 SH	Decreased+239 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$568K	0.3%	2,671 SH	New
ISHARES TR	CYBERSECURITY	$386K	0.2%	6,365 SH	New
ISHARES TR	FUTU AI TECH ETF	$381K	0.2%	5,000 SH	New
ISHARES TR	IBDS DEC28 ETF	$6.3M	3.1%Prev: 2.8%	249,890 SH	Increased+70,705 SH
ISHARES TR	IBONDS 27 ETF	$6.1M	3.0%Prev: 2.6%	249,890 PRN	Increased+70,705 PRN
ISHARES TR	IBONDS DEC 2030	$5.4M	2.7%	249,690 SH	New
ISHARES TR	IBONDS DEC 2031	$5.0M	2.5%	242,115 SH	New
ISHARES TR	IBONDS DEC 29	$5.8M	2.9%Prev: 2.5%	249,415 SH	Increased+70,230 SH
ISHARES TR	IBONDS DEC2026	$6.1M	3.0%Prev: 2.6%	249,890 PRN	Increased+70,705 PRN
JPMORGAN CHASE & CO	COM	$7.5M	3.7%	22,945 SH	New
KINDER MORGAN INC DEL	COM	$6.8M	3.4%Prev: 3.5%	212,700 SH	Increased+15,135 SH
LOWES COS INC	COM	$795K	0.4%Prev: 0.4%	3,606 SH	Increased+364 SH
MARKEL GROUP INC	COM	$4.4M	2.2%Prev: 1.9%	2,243 SH	Increased+664 SH
MCDONALDS CORP	COM	$3.7M	1.8%Prev: 2.3%	13,620 SH	Decreased+885 SH
MEDTRONIC PLC	SHS	$2.7M	1.4%Prev: 1.7%	34,859 SH	Decreased+2,525 SH
MICROSOFT CORP	COM	$4.8M	2.4%Prev: 3.5%	12,797 SH	Decreased+1,264 SH
MID-AMER APT CMNTYS INC	COM	$4.7M	2.3%Prev: 2.8%	33,878 SH	Increased+2,873 SH
NVIDIA CORPORATION	COM	$413K	0.2%Prev: 0.2%	2,063 SH	Increased+63 SH
PEPSICO INC	COM	$5.0M	2.5%Prev: 3.0%	36,753 SH	Increased-499 SH
PHILLIPS 66	COM	$6.4M	3.2%Prev: 2.2%	37,694 SH	Increased+7,848 SH
QUALCOMM INC	COM	$5.7M	2.8%Prev: 2.8%	30,789 SH	Increased+1,762 SH
REALTY INCOME CORP	COM	$3.5M	1.8%Prev: 1.9%	56,820 SH	Increased+3,611 SH
SOUTHERN CO	COM	$5.3M	2.7%Prev: 3.0%	55,890 SH	Increased+1,291 SH
SPDR GOLD TR	GOLD SHS	$400K	0.2%	1,087 SH	New
STAG INDUSTRIAL INC	COM	$3.6M	1.8%	95,176 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	0.8%	2,033 SH	New
TARGET CORP	COM	$5.3M	2.6%Prev: 2.2%	40,430 SH	Increased+4,287 SH
TRX GOLD CORPORATION	COM	$62K	0.0%	75,000 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$215K	0.1%	910 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$227K	0.1%	1,436 SH	New
VERIZON COMMUNICATIONS INC	COM	$3.1M	1.5%Prev: 1.8%	72,692 SH	Increased+4,356 SH
WALMART INC	COM	$3.9M	1.9%Prev: 2.6%	34,082 SH	Decreased-9,963 SH

Sold (vs prior filing)

ABBOTT LABS — $818K
CHEVRON CORP NEW — $3.6M
COSTCO WHSL CORP NEW — $624K
ISHARES TR — $205K
ISHARES TR — $4.5M
JPMORGAN CHASE & CO. — $7.0M
PROCTER AND GAMBLE CO — $3.7M
SPDR S&P 500 ETF TR — $1.2M
STAG INDL INC — $3.2M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001898282-26-000004	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001898282-26-000001	$171.1M	View
Oct 16, 2025	Q3 2025