Blue Edge Capital, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Blue Edge Capital, LLC reported 125 stock positions worth $747.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.4% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 7.8%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 5.4%). Compared with Q3 2025, it opened 12 new positions, sold out of 9, added to 75 and reduced 21. The biggest buy was a new position in Ishrs AI in and Tech Act ETF (BAI) and the biggest sale an exit from Marriott International Class A (MAR).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001599620
Portfolio Value
$747.4M (Q4 2025)
SEC Filing
0001599620-26-000001 ↗ filed Feb 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $597.9M Q1 2024 Q2 2024: $604.3M Q2 2024 Q3 2024: $641.9M Q3 2024 Q4 2024: $635.8M Q4 2024 Q1 2025: $622.7M Q1 2025 Q2 2025: $672.5M Q2 2025 Q3 2025: $703.9M Q3 2025 Q4 2025: $747.4M $747.4M Q4 2025 Q1 2026: $752.9M Q1 2026 Q2 2026: $832.8M Q2 2026

Holdings 125 stocks · $747.4M
VUG Vanguard Mrngstar GR ETF-Sui 9.38% 143,736 $70.1M Add +1.5%
VTV Vanguard Mrngstr Val ETF-Aui 7.80% 305,343 $58.3M Add +2.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 5.38% 97,469 $40.2M Add +2.1%
IVW iShares S&P 500 Growth ETF 4.71% 285,618 $35.2M Add +5.9%
IEF iShares 7-10 Year Treasury B 4.31% 334,910 $32.2M Add +4.0%
IEUR iShares Core MSCI Europe ETF 4.29% 451,804 $32.1M Add +9.6%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 3.32% 175,865 $24.8M Add +6.7%
SPY SS SPDR S&P 500 ETF Trust-US 3.30% 36,125 $24.6M Add +0.9%
USIG iShares Broad Usd Investment 2.85% 411,854 $21.3M Add +8.4%
IEMG iShares Core MSCI Emerging 2.11% 234,074 $15.7M Add +4.7%
IVE iShares S&P 500 Value ETF 2.10% 73,910 $15.7M Add +7.8%
AAPL Apple Inc. 2.03% 55,874 $15.2M Add +2.5%
JMBS Janus Henderson Mortg Backed 1.99% 325,450 $14.9M Add +3.7%
VWO Vanguard Ftse Emerging Marke 1.93% 268,857 $14.5M Add +0.9%
ESGU iShares ESG Aware MSCI USA 1.82% 91,302 $13.6M Reduce -4.5%
AMZN Amazon.com Inc. 1.60% 51,824 $12.0M Add +7.4%
VPL Vanguard Ftse Pacific ETF 1.60% 132,020 $11.9M Add +0.4%
MSFT Microsoft Corp. 1.47% 22,730 $11.0M Add +5.4%
BAI Ishrs AI in and Tech Act ETF 1.39% 311,086 $10.4M New
QUAL iShares MSCI USA Quality Fac 1.38% 51,807 $10.3M Add +4.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.33% 163,032 $9.9M Add +18.1%
IJJ iShares S&P Mid-Cap 400 Valu 1.31% 74,511 $9.8M Reduce -19.3%
IPAC iShares Core MSCI Pacific Et 1.27% 129,624 $9.5M Add +4.2%
IJK iShares S&P Mid-Cap 400 Grow 1.24% 95,701 $9.3M Reduce -4.0%
JAAA Janus Henderson Aaa Clo ETF 1.10% 162,370 $8.2M Add +9.9%
QQQM Invesco Nasdaq 100 ETF 1.10% 32,430 $8.2M Add +40.6%
GOOG Alphabet Inc. Class C 1.05% 25,128 $7.9M Add +18.5%
CAT Caterpillar Inc. 1.01% 13,116 $7.5M Add +2.9%
JPM JPMorgan Chase & Co. 0.99% 23,076 $7.4M Add +1.6%
GOOGL Alphabet Inc. Class A 0.95% 22,575 $7.1M Add +0.0%
V Visa Inc. Class A 0.94% 20,100 $7.0M Add +9.4%
META Meta Platforms Inc. Class A 0.91% 10,293 $6.8M Add +5.9%
EFIV SS SPDR S&P 500 ESG ETF 0.90% 101,227 $6.7M Add +1.3%
VOO Vanguard S&P 500 ETF 0.79% 9,448 $5.9M Add +0.5%
BBCA J P Morgan Exchange-Traded F 0.75% 60,053 $5.6M Reduce -25.4%
UNH Unitedhealth Group Inc. 0.74% 16,813 $5.6M Add +5.0%
HD Home Depot Inc. 0.73% 15,944 $5.5M Add +2.1%
BLK BlackRock Finance Inc. 0.67% 4,684 $5.0M Add +1.3%
XOM Exxon Mobil Corp. 0.67% 41,604 $5.0M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.65% 14,413 $4.8M Reduce -1.3%
VGK Vanguard Ftse Europe ETF 0.64% 57,278 $4.8M Add +0.5%
BA The Boeing Co. 0.61% 20,978 $4.6M Add +105.3%
ESGD iShares Trust iShares ESG Aw 0.59% 46,216 $4.4M Reduce -3.5%
GEV GE Vernova Inc. 0.58% 6,653 $4.3M Add +2.2%
EMLC Vaneck Vectors ETF TR JP Morgan MKTS filed as Mkt Vctrs J P Mrgn Em 0.56% 163,172 $4.2M Add +1.2%
MA Mastercard Inc. Class A 0.55% 7,197 $4.1M Add +1.6%
GLW Corning Inc. 0.55% 46,667 $4.1M New
C Citigroup Inc. 0.53% 34,216 $4.0M Add +3.2%
PFFD Global X US Preferred ETF 0.49% 193,747 $3.7M Add +2.7%
JSI JH Securitized Income ETF 0.48% 69,616 $3.6M Add +3.5%
IJS iShares S&P Small-Cap 600 Va 0.48% 31,793 $3.6M Reduce -18.6%
ALB Albemarle Corp. 0.48% 25,501 $3.6M Reduce -3.9%
NEU Newmarket Corp. 0.46% 5,054 $3.5M No change
JNJ Johnson & Johnson 0.46% 16,504 $3.4M Add +0.9%
IXUS iShares Core Intl Stock ETF 0.45% 39,937 $3.4M Add +4.0%
IJT iShares S&P Small-Cap 600 GR 0.39% 20,758 $2.9M Reduce -7.8%
MCO Moody's Corp. 0.37% 5,393 $2.8M Add +27.8%
ESGE iShares Inc. iShares ESG Awar 0.31% 52,609 $2.3M Reduce -5.7%
GOVT iShares US Treasury Bond ETF 0.31% 99,192 $2.3M Add +0.5%
GE General Electric Company filed as GE Aerospace 0.29% 6,931 $2.1M Reduce -4.2%
POWERSHARES 0.28% 3,449 $2.1M Reduce -0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 37,880 $2.1M Add +3.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 6,765 $2.0M Add +0.3%
MRK Merck & Co Inc 0.25% 18,054 $1.9M No change
MDY SPDR S&P Midcap 400 filed as MIDCAP 0.24% 2,983 $1.8M Reduce -72.0%
ABBV Abbvie Inc. 0.19% 6,374 $1.5M Reduce -1.5%
SPTM SS SPDR P S&P 1500 Comp ETF 0.18% 16,686 $1.4M Add +0.0%
STIP iShares 0-5 Year Tips Bond E 0.18% 12,883 $1.3M Add +168.5%
MMM 3M Co. 0.17% 8,000 $1.3M No change
VCSH Vanguard S/T Corp. Bond ETF 0.17% 15,643 $1.2M Add +184.8%
SHY iShares 1-3 Year Treasury Bo 0.17% 15,049 $1.2M Add +184.9%
APH Amphenol Corp. Class A 0.15% 8,108 $1.1M Add +153.4%
ESML iShares ESG Aware MSCI USA S 0.14% 22,923 $1.1M Reduce -6.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 8,842 $1.0M Reduce -6.6%
KO The Coca-Cola Co. 0.13% 14,279 $998K Add +2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 1,958 $984K Reduce -5.9%
ORCL Oracle Corp. 0.13% 5,033 $981K No change
NVDA Nvidia Corp. 0.13% 5,256 $980K Add +124.8%
D Dominion Energy Inc. 0.12% 15,700 $920K No change
NUE Nucor Corp. 0.12% 5,600 $913K No change
VT Vanguard Tot World STK ETF 0.12% 6,452 $910K Reduce -6.6%
IWV iShares Russell 3000 ETF 0.12% 2,344 $907K No change
MCD McDonald's Corp. 0.12% 2,883 $881K Add +2.2%
ABT Abbott Laboratories 0.11% 6,724 $842K No change
ISRG Intuitive Surgical Inc. 0.11% 1,479 $838K Add +1.6%
MKL Markel Group Inc. 0.10% 334 $718K Add +0.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.09% 8,798 $706K Add +207.1%
AMGN Amgen Inc. 0.09% 2,110 $691K Add +21.8%
TFLO iShares Treasury Floating Ra 0.09% 13,521 $682K Add +1.2%
XBI SS SPDR S&P Biotech ETF 0.09% 5,377 $656K No change
BRBS Blue Ridge Bankshares Inc. 0.09% 152,514 $651K No change
AVGO Broadcom Inc. 0.09% 1,866 $646K Add +28.7%
SUSC iShares ESG Aware Usd Corpor 0.08% 25,752 $602K Add +4.1%
IEI iShares 3-7 Year Treasury Bo 0.08% 4,921 $587K Reduce -0.3%
WMS Advanced Drainage Systems Inc. 0.08% 4,012 $581K No change
COP Conocophillips 0.08% 6,201 $581K No change
PM Philip Morris International 0.08% 3,540 $568K Add +14.9%
IJH iShares Core S&P Midcap ETF 0.07% 8,085 $534K Add +73.3%
IEFA iShares Core MSCI Eafe ETF 0.07% 5,663 $507K Add +49.1%
CVX Chevron Corp. 0.07% 3,291 $502K Add +16.2%

Show all 125 holdings

Portfolio Sells Q3 2025 → Q4 2025
MAR Marriott International Class A Sold out 0.00% −0.76
MDY SPDR S&P Midcap 400 Reduce -72.0% 0.24% −0.66
GLOBAL X MLP ETF Sold out 0.00% −0.43
IJJ iShares S&P Mid-Cap 400 Valu Reduce -19.3% 1.31% −0.39
USRT iShares Core US REIT ETF Sold out 0.00% −0.27
BBCA J P Morgan Exchange-Traded F Reduce -25.4% 0.75% −0.25
ESGU iShares ESG Aware MSCI USA Reduce -4.5% 1.82% −0.16
VSS Vanguard Ftse All Wo X-US SC Sold out 0.00% −0.14
IJS iShares S&P Small-Cap 600 Va Reduce -18.6% 0.48% −0.13
IJK iShares S&P Mid-Cap 400 Grow Reduce -4.0% 1.24% −0.12
MIDE Xtrac S&P MC 400 Sc&scrn ETF Sold out 0.00% −0.06
IJT iShares S&P Small-Cap 600 GR Reduce -7.8% 0.39% −0.06
MPSIX Principal M/C S&P 400-Inst Sold out 0.00% −0.06
ACWI iShares MSCI Acwi ETF Sold out 0.00% −0.05
ESGD iShares Trust iShares ESG Aw Reduce -3.5% 0.59% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -1.3% 0.65% −0.03
PRHSX T Rowe PR Health Science-Inv Sold out 0.00% −0.03
PSSIX Principal SM Cap S&P 600-Ins Sold out 0.00% −0.03
ESGE iShares Inc. iShares ESG Awar Reduce -5.7% 0.31% −0.03
GE General Electric Company Reduce -4.2% 0.29% −0.02
DIS The Walt Disney Co. Reduce -6.6% 0.13% −0.02
ABBV Abbvie Inc. Reduce -1.5% 0.19% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.9% 0.13% −0.02
ESML iShares ESG Aware MSCI USA S Reduce -6.2% 0.14% −0.02
VT Vanguard Tot World STK ETF Reduce -6.6% 0.12% −0.01
POWERSHARES Reduce -0.3% 0.28% −0.01
IJR iShares Core S&P Small-Cap E Reduce -17.7% 0.03% −0.01
IEI iShares 3-7 Year Treasury Bo Reduce -0.3% 0.08% −0.01
XOM Exxon Mobil Corp. Reduce -0.2% 0.67% +0.00
ALB Albemarle Corp. Reduce -3.9% 0.48% +0.18

Portfolio Buys Q3 2025 → Q4 2025
BAI Ishrs AI in and Tech Act ETF New 1.39% +1.39
GLW Corning Inc. New 0.55% +0.55
GOOG Alphabet Inc. Class C Add +18.5% 1.05% +0.32
IEUR iShares Core MSCI Europe ETF Add +9.6% 4.29% +0.30
BA The Boeing Co. Add +105.3% 0.61% +0.30
QQQM Invesco Nasdaq 100 ETF Add +40.6% 1.10% +0.29
GOOGL Alphabet Inc. Class A Add +0.0% 0.95% +0.17
DYNF Ishrs US E F R A ETF-Usd Inc. Add +18.1% 1.33% +0.17
CAT Caterpillar Inc. Add +2.9% 1.01% +0.14
STIP iShares 0-5 Year Tips Bond E Add +168.5% 0.18% +0.11
SHY iShares 1-3 Year Treasury Bo Add +184.9% 0.17% +0.10
VCSH Vanguard S/T Corp. Bond ETF Add +184.8% 0.17% +0.10
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +6.7% 3.32% +0.10
AMZN Amazon.com Inc. Add +7.4% 1.60% +0.10
APH Amphenol Corp. Class A Add +153.4% 0.15% +0.09
IVE iShares S&P 500 Value ETF Add +7.8% 2.10% +0.09
IVW iShares S&P 500 Growth ETF Add +5.9% 4.71% +0.08
MCO Moody's Corp. Add +27.8% 0.37% +0.08
NVDA Nvidia Corp. Add +124.8% 0.13% +0.07
AGG iShares Core U.S. Aggregate New 0.06% +0.06
SPYM Ste STR SPDR PT S&P 500 ETF Add +207.1% 0.09% +0.06
AAPL Apple Inc. Add +2.5% 2.03% +0.06
TTWO Take-Two Interactive Softwre New 0.06% +0.06
CME Cme Group Inc. New 0.06% +0.06
C Citigroup Inc. Add +3.2% 0.53% +0.06
VRSK Verisk Analytics Inc. New 0.05% +0.05
V Visa Inc. Class A Add +9.4% 0.94% +0.05
MRVL Marvell Technology Group Ltd. New 0.04% +0.04
NXPI NXP Semiconductors NV New 0.04% +0.04
TSLA Tesla Inc. New 0.04% +0.04
USIG iShares Broad Usd Investment Add +8.4% 2.85% +0.03
JAAA Janus Henderson Aaa Clo ETF Add +9.9% 1.10% +0.03
MS Morgan Stanley New 0.03% +0.03
VGT Vanguard Info Tech ETF New 0.03% +0.03
PFE Pfizer Inc. New 0.03% +0.03
IJH iShares Core S&P Midcap ETF Add +73.3% 0.07% +0.03
JNJ Johnson & Johnson Add +0.9% 0.46% +0.03
AMGN Amgen Inc. Add +21.8% 0.09% +0.02
IEFA iShares Core MSCI Eafe ETF Add +49.1% 0.07% +0.02
LOW Lowe's Cos Inc. Add +90.8% 0.05% +0.02
ISRG Intuitive Surgical Inc. Add +1.6% 0.11% +0.02
AVGO Broadcom Inc. Add +28.7% 0.09% +0.02
GEV GE Vernova Inc. Add +2.2% 0.58% +0.01
IEMG iShares Core MSCI Emerging Add +4.7% 2.11% +0.01
BAC Bank of America Corp. Add +3.4% 0.28% +0.01
MSCI MSCI Inc. Add +27.0% 0.04% +0.01
MKL Markel Group Inc. Add +0.3% 0.10% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +23.5% 0.04% +0.01
PM Philip Morris International Add +14.9% 0.08% +0.01
CVX Chevron Corp. Add +16.2% 0.07% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 137$832.8MVUG, VTV, IVW, IEUR, MGK
Q1 2026 134$752.9MVUG, VTV, IEUR, MGK, IVW
Q4 2025 125$747.4MVUG, VTV, MGK, IVW, IEF
Q3 2025 122$703.9MVUG, VTV, MGK, IVW, IEF
Q2 2025 115$672.5MVUG, VTV, MGK, IEUR, IEF
Q1 2025 109$622.7MVUG, VTV, IEF, MGK, IVW
Q4 2024 110$635.8MVUG, VTV, MGK, IEF, IVW
Q3 2024 111$641.9MVUG, VTV, IEF, MGK, IVW
Q2 2024 110$604.3MVUG, VTV, MGK, IVW, IEUR
Q1 2024 110$597.9MVUG, VTV, MGK, IVW, IEUR