Pettyjohn, Wood & White, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Pettyjohn, Wood & White, Inc. reported 222 stock positions worth $687.3 million. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.2%) and Alphabet Class A (GOOGL, 4.9%). Compared with Q1 2026, it opened 12 new positions, sold out of 6, added to 67 and reduced 83. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +5%) and the biggest sale Exxon Mobil (XOM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0001128213
- Portfolio Value
- $687.3M (Q2 2026)
- SEC Filing
- 0001128213-26-000004 ↗ filed Aug 12, 2026
Holdings Value
Holdings 222 stocks · $687.3M
| AAPL Apple Inc. | 5.55% | 131,897 | $38.2M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.23% | 48,180 | $36.0M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 4.86% | 93,534 | $33.4M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.85% | 70,956 | $26.5M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.03% | 28,316 | $20.9M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 3.02% | 63,499 | $20.8M | Reduce -0.5% |
| WMT Walmart Inc. | 2.60% | 157,510 | $17.8M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.35% | 32,289 | $16.2M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 2.20% | 64,042 | $15.2M | Reduce -1.0% |
| JNJ Johnson & Johnson | 2.14% | 57,950 | $14.7M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 2.12% | 106,374 | $14.5M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 2.08% | 121,704 | $14.3M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.94% | 55,860 | $13.3M | Add +0.2% |
| PG The Procter & Gamble Co. | 1.80% | 84,302 | $12.4M | Reduce -0.1% |
| RTX RTX Corp. | 1.77% | 64,002 | $12.1M | Add +0.6% |
| ABBV Abbvie Inc. | 1.75% | 47,788 | $12.0M | Add +0.3% |
| HD Home Depot Inc. | 1.73% | 33,732 | $11.9M | Add +1.1% |
| BAC Bank of America Corp. | 1.61% | 193,894 | $11.0M | Reduce -1.9% |
| IJH iShares Core S&P Midcap ETF | 1.53% | 136,292 | $10.5M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 1.37% | 13,748 | $9.4M | Reduce -0.7% |
| NVDA Nvidia Corp. | 1.33% | 45,688 | $9.1M | Reduce -0.2% |
| PEP Pepsico Inc. | 1.27% | 64,284 | $8.7M | Reduce 0.0% |
| AVGO Broadcom Inc. | 1.23% | 22,332 | $8.4M | Add +1.5% |
| NSC Norfolk Southern Corp. | 1.22% | 26,701 | $8.4M | Add +0.3% |
| CVX Chevron Corp. | 1.18% | 48,982 | $8.1M | Add +0.0% |
| IYW iShares Ustechnology ETF | 1.11% | 30,220 | $7.6M | No change |
| GOOG Alphabet Inc. Class C | 1.07% | 20,749 | $7.3M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 1.03% | 33,416 | $7.1M | Add +0.5% |
| XLK SS Technology Select Sector | 0.97% | 35,053 | $6.7M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.94% | 11,435 | $6.4M | Add +2.0% |
| IJR iShares Core S&P Small-Cap E | 0.90% | 41,738 | $6.2M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.83% | 62,699 | $5.7M | Add +2.8% |
| BOTJ Bank of the James Financial | 0.81% | 218,859 | $5.6M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.80% | 7,326 | $5.5M | Reduce -0.8% |
| FDX FedEx Corp. | 0.77% | 16,955 | $5.3M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.77% | 124,330 | $5.3M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.75% | 35,211 | $5.2M | Add +2.0% |
| SDY SS SPDR S&P Dividend ETF | 0.74% | 33,577 | $5.1M | Reduce -1.6% |
| CVS CVS Health Corp. | 0.70% | 46,538 | $4.8M | Reduce -3.1% |
| IYH iShares U.S. Healthcare ETF | 0.70% | 71,435 | $4.8M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 49,387 | $4.8M | Reduce -2.9% |
| EFA iShares MSCI Eafe ETF | 0.67% | 44,484 | $4.6M | Add +1.4% |
| XLE SS Energy Select Sector | 0.64% | 83,116 | $4.4M | Add +0.6% |
| IYF iShares US Financials ETF | 0.61% | 33,115 | $4.2M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 11,100 | $4.1M | Reduce -1.3% |
| HON Honeywell International Inc. | 0.58% | 17,799 | $4.0M | Add +0.6% |
| SBUX Starbucks Corp. | 0.57% | 38,393 | $3.9M | Add +0.6% |
| HONA Honeywell Aerospace Inc. | 0.57% | 17,735 | $3.9M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.56% | 3,185 | $3.8M | Add +29.6% |
| ADP Automatic Data Processing | 0.53% | 16,223 | $3.6M | Add +2.6% |
| MRK Merck & Co. Inc. | 0.51% | 27,200 | $3.5M | Reduce -1.4% |
| TFC Truist Financial Corp. | 0.48% | 66,365 | $3.3M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 0.46% | 32,116 | $3.2M | Add +5.8% |
| SO The Southern Co. | 0.46% | 33,106 | $3.2M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.44% | 4 | $3.0M | No change |
| SHEL Shell PLC-ADR | 0.42% | 37,272 | $2.9M | Add +1.8% |
| V Visa Inc. Class A | 0.42% | 8,381 | $2.9M | Add +14.3% |
| VCIT Vanguard Int-Term Corporate | 0.41% | 33,885 | $2.8M | Add +9.0% |
| URI United Rentals Inc. | 0.41% | 2,461 | $2.8M | Add +0.2% |
| AMAT Applied Materials Inc. | 0.40% | 3,839 | $2.8M | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.39% | 8,945 | $2.7M | Add +7.3% |
| SCHW Schwab (charles) Corp. | 0.39% | 28,863 | $2.7M | Add +2.7% |
| ICE Intercontinental Exchange Inc. | 0.38% | 21,171 | $2.6M | Add +3.3% |
| UNP Union Pacific Corp. | 0.37% | 9,236 | $2.5M | Reduce -1.3% |
| UBER Uber Technologies Inc. | 0.35% | 33,635 | $2.4M | Add +4.5% |
| SCHX Schwab US Large-Cap ETF | 0.35% | 81,836 | $2.4M | Add +0.1% |
| ENB Enbridge Inc. | 0.35% | 44,083 | $2.4M | Reduce -0.8% |
| XLY SS Consumer Disc Select Sect | 0.33% | 19,389 | $2.3M | Add +1.1% |
| SHW The Sherwin-Williams Co. | 0.31% | 6,153 | $2.1M | Add +3.5% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 55,458 | $2.0M | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.27% | 14,537 | $1.8M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.27% | 1,727 | $1.8M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 6,531 | $1.8M | Reduce -1.9% |
| PM Philip Morris International | 0.26% | 9,936 | $1.8M | No change |
| KO The Coca-Cola Co. | 0.25% | 21,542 | $1.8M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.25% | 8,323 | $1.7M | Reduce -3.2% |
| CGGR Cap Group Growth Equity | 0.25% | 35,914 | $1.7M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.24% | 6,055 | $1.6M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.23% | 22,101 | $1.6M | Add +11.5% |
| CARR Carrier Global Corp. | 0.23% | 21,307 | $1.6M | Reduce -6.2% |
| BA The Boeing Co. | 0.22% | 6,934 | $1.5M | Reduce -2.5% |
| DVY iShares Select Dividend ETF | 0.21% | 9,064 | $1.4M | No change |
| MDT Medtronic PLC | 0.21% | 18,031 | $1.4M | Reduce -5.3% |
| ELV Elevance Health Inc. | 0.19% | 3,458 | $1.3M | Reduce -15.2% |
| HDV iShares Core High Dividend E | 0.19% | 48,100 | $1.3M | Reduce -0.4% |
| XLC SS Comm Select Sector SPDR | 0.19% | 11,891 | $1.3M | Add +2.5% |
| FDXF FedEx Freight Holding Co. | 0.18% | 8,277 | $1.2M | Reduce -2.8% |
| MDY State Street SPDR S&P Midcap | 0.18% | 1,775 | $1.2M | Reduce -0.8% |
| XLI SS Industrial Select Sector | 0.17% | 6,465 | $1.2M | Add +8.7% |
| PFF iShares Preferred & Income S | 0.17% | 37,469 | $1.1M | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.17% | 3,085 | $1.1M | No change |
| KMB Kimberly-Clark Corp. | 0.17% | 10,342 | $1.1M | Reduce -4.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 24,733 | $1.1M | No change |
| HSY The Hershey Co. | 0.16% | 6,275 | $1.1M | Reduce -0.8% |
| IWO iShares Russell 2000 Growth | 0.16% | 2,760 | $1.1M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 12,456 | $1.1M | No change |
| GE General Electric filed as GE AEROSPACE | 0.15% | 2,740 | $1.0M | No change |
| ACWI iShares MSCI Acwi ETF | 0.15% | 6,505 | $1.0M | Add +1.8% |
| D Dominion Energy Inc. | 0.14% | 14,551 | $994K | Reduce -0.9% |
| CMCSA Comcast Corp. Class A | 0.14% | 39,515 | $970K | Reduce -9.7% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -0.6% | 2.12% | −0.78 |
| WMT Walmart Inc. | Reduce -0.7% | 2.60% | −0.54 |
| PEP Pepsico Inc. | Reduce 0.0% | 1.27% | −0.32 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.77% | −0.24 |
| FDX FedEx Corp. | Reduce -0.5% | 0.77% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.80% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 2.35% | −0.13 |
| JNJ Johnson & Johnson | Reduce -0.2% | 2.14% | −0.12 |
| DIS The Walt Disney Co. | Reduce -2.9% | 0.69% | −0.09 |
| ADBE Adobe Inc. | Reduce -3.2% | 0.25% | −0.08 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.24% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -9.7% | 0.14% | −0.06 |
| MDT Medtronic PLC | Reduce -5.3% | 0.21% | −0.06 |
| T AT&T Inc. | Reduce -6.3% | 0.09% | −0.06 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.6% | 0.74% | −0.05 |
| HSY The Hershey Co. | Reduce -0.8% | 0.16% | −0.05 |
| DFAX Dimensional World Ex US Core | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| DUK Duke Energy Corp. | Reduce -0.1% | 0.27% | −0.04 |
| ENB Enbridge Inc. | Reduce -0.8% | 0.35% | −0.04 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| AMT American Tower Corp. | Reduce -8.6% | 0.12% | −0.03 |
| IDCC Interdigital Inc. | Reduce -8.2% | 0.10% | −0.03 |
| FDXF FedEx Freight Holding Co. | Reduce -2.8% | 0.18% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.51% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -2.6% | 0.17% | −0.02 |
| PFE Pfizer Inc. | Reduce -3.0% | 0.06% | −0.02 |
| COP Conocophillips | Reduce -0.5% | 0.04% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -0.4% | 0.19% | −0.02 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.9% | 0.70% | −0.01 |
| VTR Ventas Inc. | Reduce -14.4% | 0.06% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 2.20% | −0.01 |
| PSX Phillips 66 | Reduce -1.8% | 0.05% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.7% | 0.07% | −0.01 |
| TJX TJX Companies Inc. | Reduce -1.0% | 0.05% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.9% | 0.13% | −0.01 |
| IYF iShares US Financials ETF | Reduce -0.2% | 0.61% | −0.01 |
| BA The Boeing Co. | Reduce -2.5% | 0.22% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.25% | −0.01 |
| TFC Truist Financial Corp. | Reduce -0.4% | 0.48% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -3.4% | 0.04% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.5% | 0.05% | −0.01 |
| IYJ iShares U.S. Industrials ETF | Reduce -15.9% | 0.03% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.4% | 0.07% | −0.00 |
| BLK BlackRock Inc. | Reduce -0.3% | 0.05% | −0.00 |
| UPS United Parcel Service Class B | Reduce -6.7% | 0.05% | −0.00 |
| GD General Dynamics Corp. | Reduce -0.8% | 0.04% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +5.1% | 3.03% | +0.56 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.2% | 5.23% | +0.30 |
| XLK SS Technology Select Sector | Add +1.3% | 0.97% | +0.24 |
| AMAT Applied Materials Inc. | Add +0.9% | 0.40% | +0.20 |
| LLY Eli Lilly & Co. | Add +29.6% | 0.56% | +0.20 |
| AVGO Broadcom Inc. | Add +1.5% | 1.23% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 1.07% | +0.12 |
| URI United Rentals Inc. | Add +0.2% | 0.41% | +0.12 |
| ABBV Abbvie Inc. | Add +0.3% | 1.75% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.94% | +0.09 |
| CAT Caterpillar Inc. | Add +1.8% | 0.27% | +0.08 |
| FQAL Fidelity Quality Factor ETF | New | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +14.3% | 0.42% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +7.3% | 0.39% | +0.06 |
| AMD Advanced Micro Devices | Add +3.3% | 0.09% | +0.06 |
| KLAC KLA Corp. | Add +0.4% | 0.10% | +0.05 |
| ISRG Intuitive Surgical Inc. | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | Add +6.3% | 0.08% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | Add +23.3% | 0.13% | +0.04 |
| EFV iShares MSCI Eafe Value ETF | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| VIOG Vanguard S&P SM Cap 600 GRW | New | 0.03% | +0.03 |
| UNH Unitedhealth Group Inc. | New | 0.03% | +0.03 |
| VONG Vanguard Russell 1000 Growth | New | 0.03% | +0.03 |
| DRI Darden Restaurants Inc. | New | 0.03% | +0.03 |
| NTAP Netapp Inc. | New | 0.03% | +0.03 |
| SCHM Schwab US Mid Cap ETF | New | 0.03% | +0.03 |
| XLP SS Consumer Staples Sel Sect | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | Add +0.6% | 0.57% | +0.03 |
| MCK McKesson Corp. | Add +98.2% | 0.07% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.8% | 0.08% | +0.02 |
| XLI SS Industrial Select Sector | Add +8.7% | 0.17% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 1.03% | +0.02 |
| ADP Automatic Data Processing | Add +2.6% | 0.53% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +0.1% | 0.35% | +0.02 |
| CMI Cummins Inc. | Add +2.9% | 0.08% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +13.6% | 0.07% | +0.01 |
| BBY Best Buy Co. Inc. | Add +2.8% | 0.09% | +0.01 |
| GVI iShares Intermediate Governm | Add +20.3% | 0.10% | +0.01 |
| ACWI iShares MSCI Acwi ETF | Add +1.8% | 0.15% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.8% | 0.06% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.9% | 0.05% | +0.01 |
| NSC Norfolk Southern Corp. | Add +0.3% | 1.22% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +3.5% | 0.31% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +5.1% | 0.05% | +0.00 |
| MMM 3M Co. | Add +3.6% | 0.05% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.7% | 0.13% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.6% | 0.06% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1.1% | 0.06% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 222 | $687.3M | AAPL, SPY, GOOGL, MSFT, QQQ |
| Q1 2026 | 214 | $627.9M | AAPL, SPY, GOOGL, MSFT, WMT |
| Q4 2025 | 214 | $638.1M | AAPL, MSFT, SPY, GOOGL, JPM |
| Q3 2025 | 203 | $605.7M | MSFT, AAPL, SPY, GOOGL, JPM |
| Q2 2025 | 197 | $559.8M | MSFT, SPY, AAPL, JPM, GOOGL |
| Q1 2025 | 188 | $521.7M | AAPL, MSFT, SPY, BRK.B, JPM |
| Q4 2024 | 195 | $545.6M | AAPL, MSFT, SPY, GOOGL, JPM |
| Q3 2024 | 196 | $543.0M | MSFT, AAPL, SPY, BRK.B, GOOGL |
| Q2 2024 | 192 | $515.0M | MSFT, AAPL, SPY, GOOGL, PG |
| Q1 2024 | 186 | $502.5M | MSFT, SPY, AAPL, BRK.B, PG |