Pettyjohn, Wood & White, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Pettyjohn, Wood & White, Inc. reported 214 stock positions worth $627.9 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.9%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 5, added to 62 and reduced 73. The biggest buy was Shell PLC-ADR (SHEL, shares +0%) and the biggest sale Alphabet Class A (GOOGL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0001128213
- Portfolio Value
- $627.9M (Q1 2026)
- SEC Filing
- 0001128213-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 214 stocks · $627.9M
| AAPL Apple Inc. | 5.34% | 132,198 | $33.6M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.93% | 47,624 | $31.0M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 4.30% | 93,848 | $27.0M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.18% | 70,871 | $26.2M | Add +0.1% |
| WMT Walmart Inc. | 3.14% | 158,543 | $19.7M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.99% | 63,828 | $18.8M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 2.89% | 107,009 | $18.2M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.48% | 32,483 | $15.6M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.48% | 26,944 | $15.6M | Add +5.6% |
| JNJ Johnson & Johnson | 2.26% | 58,065 | $14.2M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 2.21% | 64,673 | $13.9M | Reduce -1.1% |
| RTX RTX Corp. | 1.95% | 63,627 | $12.3M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 1.94% | 84,391 | $12.2M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.85% | 55,733 | $11.6M | Add +1.8% |
| HD Home Depot Inc. | 1.75% | 33,375 | $11.0M | Add +0.8% |
| ABBV Abbvie Inc. | 1.65% | 47,619 | $10.4M | Add +0.7% |
| CVX Chevron Corp. | 1.61% | 48,977 | $10.1M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.59% | 64,287 | $10.0M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.53% | 197,607 | $9.6M | Add +0.2% |
| CSCO Cisco Systems Inc. | 1.53% | 123,701 | $9.6M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 1.47% | 136,306 | $9.2M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 1.32% | 13,841 | $8.3M | Add +1.4% |
| HON Honeywell International Inc. | 1.27% | 35,404 | $8.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.27% | 45,773 | $8.0M | Add +2.5% |
| NSC Norfolk Southern Corp. | 1.22% | 26,618 | $7.6M | Reduce -0.3% |
| AVGO Broadcom Inc. | 1.08% | 21,998 | $6.8M | Add +4.0% |
| META Meta Platforms Inc. Class A | 1.02% | 11,205 | $6.4M | Add +2.3% |
| RSP Invesco S&P 500 Equal Weight | 1.02% | 33,245 | $6.4M | Add +9.7% |
| VZ Verizon Communications Inc. | 1.01% | 126,296 | $6.3M | Reduce -3.7% |
| ABT Abbott Laboratories | 1.00% | 61,019 | $6.3M | Add +1.5% |
| FDX FedEx Corp. | 0.97% | 17,033 | $6.1M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.94% | 20,630 | $5.9M | Reduce -1.7% |
| IYW iShares Ustechnology ETF | 0.87% | 30,220 | $5.5M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 0.83% | 42,064 | $5.2M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.81% | 34,514 | $5.1M | Add +4.6% |
| XLE SS Energy Select Sector | 0.81% | 82,629 | $5.1M | Reduce -0.0% |
| SDY SS SPDR S&P Dividend ETF | 0.79% | 34,127 | $5.0M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.78% | 50,835 | $4.9M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 0.77% | 7,384 | $4.8M | Reduce -0.0% |
| BOTJ Bank of the James Financial | 0.74% | 224,259 | $4.6M | Reduce -10.8% |
| XLK SS Technology Select Sector | 0.73% | 34,618 | $4.6M | Add +1.1% |
| IYH iShares U.S. Healthcare ETF | 0.71% | 72,075 | $4.4M | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 0.68% | 43,849 | $4.3M | Add +3.1% |
| IYF iShares US Financials ETF | 0.62% | 33,180 | $3.9M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 11,250 | $3.6M | Reduce -4.5% |
| CVS CVS Health Corp. | 0.55% | 48,036 | $3.4M | Reduce -5.9% |
| SBUX Starbucks Corp. | 0.54% | 38,150 | $3.4M | Add +1.4% |
| SHEL Shell PLC-ADR | 0.54% | 36,622 | $3.4M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.53% | 27,595 | $3.3M | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 0.51% | 20,493 | $3.2M | Add +6.1% |
| ADP Automatic Data Processing | 0.51% | 15,815 | $3.2M | Add +18.7% |
| SO The Southern Co. | 0.51% | 32,980 | $3.2M | Reduce -0.1% |
| TFC Truist Financial Corp. | 0.49% | 66,605 | $3.1M | Add +4.3% |
| AGG iShares Core U.S. Aggregate | 0.48% | 30,342 | $3.0M | Add +5.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 4 | $2.9M | No change |
| SCHW Schwab (charles) Corp. | 0.42% | 28,106 | $2.6M | Add +6.3% |
| VCIT Vanguard Int-Term Corporate | 0.41% | 31,099 | $2.6M | Add +9.4% |
| ENB Enbridge Inc. | 0.38% | 44,452 | $2.4M | Add +0.2% |
| UBER Uber Technologies Inc. | 0.37% | 32,202 | $2.3M | Add +15.5% |
| UNP Union Pacific Corp. | 0.36% | 9,353 | $2.3M | No change |
| LLY Eli Lilly & Co. | 0.36% | 2,457 | $2.3M | Add +7.9% |
| V Visa Inc. Class A | 0.35% | 7,335 | $2.2M | Add +4.3% |
| SCHX Schwab US Large-Cap ETF | 0.33% | 81,736 | $2.1M | No change |
| ADBE Adobe Inc. | 0.33% | 8,597 | $2.1M | Reduce -2.4% |
| XLY SS Consumer Disc Select Sect | 0.33% | 19,174 | $2.1M | No change |
| IWM iShares Russell 2000 ETF | 0.33% | 8,340 | $2.1M | Add +1.5% |
| NFLX Netflix Inc. | 0.30% | 19,823 | $1.9M | Add +58.0% |
| SHW The Sherwin-Williams Co. | 0.30% | 5,943 | $1.9M | Add +0.5% |
| DUK Duke Energy Corp. | 0.30% | 14,547 | $1.9M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.30% | 6,060 | $1.9M | No change |
| URI United Rentals Inc. | 0.28% | 2,456 | $1.8M | Add +7.3% |
| MDT Medtronic PLC | 0.26% | 19,047 | $1.7M | Add +1.3% |
| PM Philip Morris International | 0.26% | 9,936 | $1.6M | No change |
| KO The Coca-Cola Co. | 0.26% | 21,587 | $1.6M | Reduce -1.9% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 55,708 | $1.6M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 6,656 | $1.6M | No change |
| CGGR Cap Group Growth Equity | 0.23% | 36,626 | $1.5M | Add +1.7% |
| BA The Boeing Co. | 0.23% | 7,112 | $1.4M | Reduce -2.1% |
| DVY iShares Select Dividend ETF | 0.22% | 9,064 | $1.4M | No change |
| GLD SPDR Gold Shares | 0.21% | 3,085 | $1.3M | No change |
| HSY The Hershey Co. | 0.21% | 6,325 | $1.3M | Add +2.4% |
| HDV iShares Core High Dividend E | 0.21% | 9,661 | $1.3M | Reduce -3.7% |
| AMAT Applied Materials Inc. | 0.21% | 3,805 | $1.3M | No change |
| XLC SS Comm Select Sector SPDR | 0.20% | 11,596 | $1.3M | Add +4.0% |
| CARR Carrier Global Corp. | 0.20% | 22,707 | $1.3M | Add +3.6% |
| CMCSA Comcast Corp. Class A | 0.20% | 43,776 | $1.3M | Reduce -11.0% |
| CAT Caterpillar Inc. | 0.19% | 1,696 | $1.2M | Reduce -2.9% |
| ELV Elevance Health Inc. | 0.19% | 4,078 | $1.2M | Reduce -8.1% |
| PFF iShares Preferred & Income S | 0.19% | 38,454 | $1.2M | Reduce -2.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 24,733 | $1.1M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 0.18% | 1,790 | $1.1M | No change |
| KMB Kimberly-Clark Corp. | 0.17% | 10,870 | $1.0M | Reduce -12.6% |
| LOW Lowe's Cos Inc. | 0.16% | 4,262 | $1.0M | No change |
| COST Costco Wholesale Corp. | 0.16% | 1,003 | $999K | No change |
| XLI SS Industrial Select Sector | 0.15% | 5,950 | $962K | Add +4.3% |
| AMT American Tower Corp. | 0.15% | 5,405 | $933K | Reduce -4.8% |
| D Dominion Energy Inc. | 0.14% | 14,688 | $908K | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 2,076 | $907K | No change |
| T AT&T Inc. | 0.14% | 31,212 | $905K | Reduce -1.4% |
| ACWI iShares MSCI Acwi ETF | 0.14% | 6,390 | $884K | Add +13.3% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 4.30% | −0.36 |
| AAPL Apple Inc. | Reduce -0.6% | 5.34% | −0.33 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 2.99% | −0.24 |
| ADBE Adobe Inc. | Reduce -2.4% | 0.33% | −0.15 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.78% | −0.14 |
| IYW iShares Ustechnology ETF | Reduce -2.0% | 0.87% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 0.94% | −0.09 |
| CVS CVS Health Corp. | Reduce -5.9% | 0.55% | −0.09 |
| IDCC Interdigital Inc. | Reduce -35.8% | 0.12% | −0.08 |
| IYF iShares US Financials ETF | Reduce -2.8% | 0.62% | −0.07 |
| ELV Elevance Health Inc. | Reduce -8.1% | 0.19% | −0.05 |
| COF Capital One Financial Corp. | Reduce -4.3% | 0.13% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.5% | 0.57% | −0.04 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 2.21% | −0.04 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.04 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.9% | 0.71% | −0.03 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -11.0% | 0.20% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -12.6% | 0.17% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -2.9% | 0.14% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.0% | 0.77% | −0.02 |
| BA The Boeing Co. | Reduce -2.1% | 0.23% | −0.02 |
| ACN Accenture PLC Class A | Reduce -2.4% | 0.04% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -11.1% | 0.08% | −0.01 |
| AMT American Tower Corp. | Reduce -4.8% | 0.15% | −0.01 |
| NKE Nike Inc. Class B | Reduce -3.8% | 0.03% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -2.9% | 0.19% | −0.01 |
| UPS United Parcel Service Class B | Reduce -11.9% | 0.05% | −0.01 |
| MMM 3M Co. | Reduce -3.4% | 0.05% | −0.01 |
| BLK BlackRock Inc. | Reduce -1.2% | 0.05% | −0.01 |
| ANET Arista Networks Inc. | Reduce -2.0% | 0.03% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.6% | 0.06% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -1.5% | 0.07% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 0.08% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -0.4% | 0.03% | +0.00 |
| AUB Atlantic Union Bankshares Co. | Reduce -0.3% | 0.04% | +0.00 |
| CNI Canadian Natl Railway Co. | Reduce -2.0% | 0.04% | +0.00 |
| GD General Dynamics Corp. | Reduce -0.4% | 0.04% | +0.00 |
| ITW Illinois Tool Works | Reduce -1.3% | 0.04% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.0% | 0.05% | +0.00 |
| VTR Ventas Inc. | Reduce -2.7% | 0.07% | +0.00 |
| ADI Analog Devices Inc. | Reduce -8.9% | 0.04% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.5% | 0.13% | +0.00 |
| BOTJ Bank of the James Financial | Reduce -10.8% | 0.74% | +0.00 |
| D Dominion Energy Inc. | Reduce -2.1% | 0.14% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.26% | +0.01 |
| AEP American Electric Power | Reduce -7.1% | 0.12% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SHEL Shell PLC-ADR | Add +0.2% | 0.54% | +0.12 |
| NFLX Netflix Inc. | Add +58.0% | 0.30% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +9.7% | 1.02% | +0.11 |
| DFAC Dimensional US Core Equity 2 | New | 0.07% | +0.07 |
| ENB Enbridge Inc. | Add +0.2% | 0.38% | +0.05 |
| DFCF Dimensional Core Fixed Inc. | New | 0.05% | +0.05 |
| SBUX Starbucks Corp. | Add +1.4% | 0.54% | +0.05 |
| PG The Procter & Gamble Co. | Add +0.0% | 1.94% | +0.05 |
| DFAX Dimensional World Ex US Core | New | 0.04% | +0.04 |
| PNFP Pinnacle Financial Partners | New | 0.04% | +0.04 |
| GLW Corning Inc. | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +3.1% | 0.68% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +9.4% | 0.41% | +0.04 |
| HSY The Hershey Co. | Add +2.4% | 0.21% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +5.9% | 0.48% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +6.1% | 0.51% | +0.02 |
| LMT Lockheed Martin Corp. | Add +0.5% | 0.11% | +0.02 |
| CARR Carrier Global Corp. | Add +3.6% | 0.20% | +0.02 |
| GVI iShares Intermediate Governm | Add +27.5% | 0.09% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.6% | 2.48% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +13.3% | 0.14% | +0.02 |
| MO Altria Group Inc. | Add +1.5% | 0.10% | +0.02 |
| XLI SS Industrial Select Sector | Add +4.3% | 0.15% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +1.5% | 0.33% | +0.01 |
| UBER Uber Technologies Inc. | Add +15.5% | 0.37% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +16.4% | 0.06% | +0.01 |
| LIN Linde PLC | Add +3.8% | 0.04% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +6.3% | 0.42% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.3% | 0.13% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +12.6% | 0.09% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +3.6% | 0.09% | +0.01 |
| AFL Aflac Inc. | Add +2.8% | 0.14% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.6% | 0.14% | +0.00 |
| BBY Best Buy Co. Inc. | Add +7.3% | 0.08% | +0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +3.5% | 0.07% | +0.00 |
| SHW The Sherwin-Williams Co. | Add +0.5% | 0.30% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.06% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.04% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +3.6% | 0.06% | +0.00 |
| ROK Rockwell Automation Inc. | Add +7.2% | 0.06% | +0.00 |
| XLV SS Health Care Select Sector | Add +4.0% | 0.14% | +0.00 |
| JQUA JPMorgan US Quality Factor | Add +1.0% | 0.03% | −0.00 |
| XLC SS Comm Select Sector SPDR | Add +4.0% | 0.20% | −0.00 |
| GE General Electric | Add +5.8% | 0.12% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 0.10% | −0.00 |
| TFC Truist Financial Corp. | Add +4.3% | 0.49% | −0.00 |
| URI United Rentals Inc. | Add +7.3% | 0.28% | −0.01 |
| XLF SS Financial Select Sector | Add +2.3% | 0.11% | −0.01 |
| CGGR Cap Group Growth Equity | Add +1.7% | 0.23% | −0.02 |
| MDT Medtronic PLC | Add +1.3% | 0.26% | −0.02 |
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 |