Virginia Wealth Management Group, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Virginia Wealth Management Group, Inc. reported 55 stock positions worth $188.7 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 4.8% of the portfolio, followed by Cisco Systems (CSCO, 4.3%) and JPMorgan Chase (JPM, 4.0%). Compared with Q1 2026, it opened 3 new positions, sold out of 3, added to 34 and reduced 6. The biggest buy was Qualcomm (QCOM, shares +0%) and the biggest sale an exit from iShares Ibonds Dec 2026 Term (IBDR).

Most Recent 13F
Q2 2026
Location
VIRGINIA BEACH, VA
CIK
0001898282
Portfolio Value
$188.7M (Q2 2026)
SEC Filing
0001898282-26-000003 ↗ filed Jul 22, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $122.4M Q1 2024 Q2 2024: $109.5M Q2 2024 Q3 2024: $159.5M Q3 2024 Q4 2024: $161.5M Q4 2024 Q1 2025: $161.9M Q1 2025 Q2 2025: $164.5M Q2 2025 Q3 2025: $173.6M Q3 2025 Q4 2025: $171.1M Q4 2025 Q1 2026: $186.8M Q1 2026 Q2 2026: $188.7M $188.7M Q2 2026

Holdings 55 stocks · $188.7M
BRK.A Berkshire Hathaway Inc. Class A 4.76% 12 $9.0M No change
CSCO Cisco Systems Inc. 4.29% 68,888 $8.1M Reduce -8.3%
JPM JPMorgan Chase & Co. 3.98% 22,945 $7.5M Reduce -0.0%
KMI Kinder Morgan Inc. 3.60% 212,700 $6.8M Reduce -0.2%
PSX Phillips 66 3.38% 37,694 $6.4M Add +0.1%
IBDT iShares Ibonds Dec 2028 ETF 3.34% 249,890 $6.3M Add +25.2%
CB Chubb Ltd. 3.32% 18,367 $6.3M Add +0.4%
AAPL Apple Inc. 3.26% 21,267 $6.2M Reduce -0.1%
CVX Chevron Corp. 3.08% 35,071 $5.8M Add +0.7%
IBDU iShares Ibonds Dec 2029 Term 3.06% 249,415 $5.8M Add +25.3%
QCOM Qualcomm Inc. 3.02% 30,789 $5.7M Add +0.3%
DRI Darden Restaurants Inc. 2.96% 27,085 $5.6M Add +0.8%
IBDV iShares Ibonds Dec 2030 Corp. 2.88% 249,690 $5.4M Add +25.2%
SO The Southern Co. 2.83% 55,890 $5.3M Add +0.8%
TGT Target Corp. 2.80% 40,430 $5.3M Add +1.1%
DUK Duke Energy Corp. 2.70% 40,238 $5.1M Add +0.9%
IBDW iShares Ibonds Dec 2031 Corp. 2.67% 242,115 $5.0M Add +26.2%
PEP Pepsico Inc. 2.64% 36,753 $5.0M Add +0.8%
BLK BlackRock Inc. 2.62% 5,149 $5.0M Add +1.1%
AFL Aflac Inc. 2.62% 42,188 $4.9M Reduce -0.1%
MSFT Microsoft Corp. 2.53% 12,797 $4.8M Add +1.5%
MAA Mid-America Apartment Comm 2.49% 33,878 $4.7M Add +1.4%
BX Blackstone Inc. 2.49% 39,919 $4.7M Add +1.8%
MKL Markel Group Inc. 2.32% 2,243 $4.4M Add +27.6%
EMR Emerson Electric Co. 2.30% 30,380 $4.3M Add +1.2%
AMGN Amgen Inc. 2.25% 11,716 $4.2M Add +1.0%
HSY The Hershey Co. 2.11% 22,730 $4.0M Add +2.1%
D Dominion Energy Inc. 2.07% 57,307 $3.9M Add +1.3%
WMT Walmart Inc. 2.05% 34,082 $3.9M Add +0.2%
MCD McDonald's Corp. 1.95% 13,620 $3.7M Add +1.6%
STAG Stag Industrial Inc. 1.92% 95,176 $3.6M Add +1.3%
O Realty Income Corp. 1.87% 56,820 $3.5M Add +1.5%
VZ Verizon Communications Inc. 1.63% 72,692 $3.1M Add +1.5%
MDT Medtronic PLC 1.45% 34,859 $2.7M Add +1.8%
HD Home Depot Inc. 1.18% 6,321 $2.2M Add +3.5%
ADI Analog Devices Inc. 1.06% 5,037 $2.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.80% 2,033 $1.5M Add +1.6%
GOOGL Alphabet Inc. Class A 0.43% 2,251 $804K No change
LOW Lowe's Cos Inc. 0.42% 3,606 $795K Reduce -1.2%
ABT Abbott Laboratories 0.33% 6,818 $619K No change
COST Costco Wholesale Corp. 0.32% 636 $595K No change
RSP Invesco S&P 500 Equal Weight 0.30% 2,671 $568K Add +13.8%
NVDA Nvidia Corp. 0.22% 2,063 $413K Add +3.1%
GOOG Alphabet Inc. Class C 0.22% 1,168 $413K Add +2.6%
GLD SPDR Gold Shares 0.21% 1,087 $400K Add +26.8%
IHAK iShares Cybersecurity & Tech 0.20% 6,365 $386K New
ARTY iShares Future AI & Tech ETF 0.20% 5,000 $381K No change
CTAS Cintas Corp. 0.18% 2,000 $340K No change
BRK.B Berkshire Hathaway Inc. Class B 0.14% 534 $267K No change
EFX Equifax Inc. 0.13% 1,500 $238K No change
ABBV Abbvie Inc. 0.12% 920 $232K No change
VYM Vanguard High DVD Yield ETF 0.12% 1,436 $227K New
VIG Vanguard Dividend Apprec ETF 0.11% 910 $215K New
TRX TRX Gold Corp. 0.03% 75,000 $62K No change
FURY Fury Gold Mines Ltd. 0.02% 70,000 $38K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $12.1M (not counted above)
SecurityClassShares / PrincipalValueChange
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal 249,890$6.1MNew
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal 249,890$6.1MNew

Total filed on the 13F, all lines: $200.8M.

Portfolio Sells Q1 2026 → Q2 2026
IBDR iShares Ibonds Dec 2026 Term Sold out 0.00% −2.59
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −2.59
KMI Kinder Morgan Inc. Reduce -0.2% 3.60% −0.22
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.13
LOW Lowe's Cos Inc. Reduce -1.2% 0.42% −0.04
AFL Aflac Inc. Reduce -0.1% 2.62% +0.14
JPM JPMorgan Chase & Co. Reduce -0.0% 3.98% +0.37
AAPL Apple Inc. Reduce -0.1% 3.26% +0.37
CSCO Cisco Systems Inc. Reduce -8.3% 4.29% +1.17

Portfolio Buys Q1 2026 → Q2 2026
QCOM Qualcomm Inc. Add +0.3% 3.02% +0.90
IBDT iShares Ibonds Dec 2028 ETF Add +25.2% 3.34% +0.64
IBDU iShares Ibonds Dec 2029 Term Add +25.3% 3.06% +0.58
IBDV iShares Ibonds Dec 2030 Corp. Add +25.2% 2.88% +0.55
IBDW iShares Ibonds Dec 2031 Corp. Add +26.2% 2.67% +0.52
MKL Markel Group Inc. Add +27.6% 2.32% +0.52
MAA Mid-America Apartment Comm Add +1.4% 2.49% +0.31
IHAK iShares Cybersecurity & Tech New 0.20% +0.20
TGT Target Corp. Add +1.1% 2.80% +0.20
D Dominion Energy Inc. Add +1.3% 2.07% +0.20
EMR Emerson Electric Co. Add +1.2% 2.30% +0.20
DRI Darden Restaurants Inc. Add +0.8% 2.96% +0.14
CB Chubb Ltd. Add +0.4% 3.32% +0.13
VYM Vanguard High DVD Yield ETF New 0.12% +0.12
VIG Vanguard Dividend Apprec ETF New 0.11% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +1.6% 0.80% +0.11
HD Home Depot Inc. Add +3.5% 1.18% +0.11
STAG Stag Industrial Inc. Add +1.3% 1.92% +0.11
BX Blackstone Inc. Add +1.8% 2.49% +0.08
AMGN Amgen Inc. Add +1.0% 2.25% +0.06
RSP Invesco S&P 500 Equal Weight Add +13.8% 0.30% +0.06
GOOG Alphabet Inc. Class C Add +2.6% 0.22% +0.04
MSFT Microsoft Corp. Add +1.5% 2.53% +0.03
NVDA Nvidia Corp. Add +3.1% 0.22% +0.03
O Realty Income Corp. Add +1.5% 1.87% +0.03
GLD SPDR Gold Shares Add +26.8% 0.21% +0.01
BLK BlackRock Inc. Add +1.1% 2.62% +0.00
SO The Southern Co. Add +0.8% 2.83% −0.03
DUK Duke Energy Corp. Add +0.9% 2.70% −0.10
MDT Medtronic PLC Add +1.8% 1.45% −0.14
WMT Walmart Inc. Add +0.2% 2.05% −0.22
MCD McDonald's Corp. Add +1.6% 1.95% −0.28
VZ Verizon Communications Inc. Add +1.5% 1.63% −0.29
PSX Phillips 66 Add +0.1% 3.38% −0.30
HSY The Hershey Co. Add +2.1% 2.11% −0.36
PEP Pepsico Inc. Add +0.8% 2.64% −0.39
CVX Chevron Corp. Add +0.7% 3.08% −0.78

Notes & Other Activity Q1 2026 → Q2 2026
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal New 249,890 $6.1M
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal New 249,890 $6.1M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 55$188.7MBRK.A, CSCO, JPM, KMI, PSX
Q1 2026 55$186.8MBRK.A, CVX, KMI, PSX, JPM
Q4 2025 56$171.1MBRK.A, JPM, AAPL, CSCO, CB
Q3 2025 55$173.6MBRK.A, JPM, MSFT, BLK, KMI
Q2 2025 49$164.5MBRK.A, JPM, KMI, MSFT, DRI
Q1 2025 48$161.9MBRK.A, JPM, KMI, CB, DRI
Q4 2024 57$161.5MBRK.A, JPM, KMI, MSFT, AAPL
Q3 2024 55$159.5MBRK.A, MSFT, CB, JPM, SO
Q2 2024 51$109.5MBRK.A, QCOM, MSFT, JPM, CB
Q1 2024 53$122.4MBRK.A, MSFT, JPM, QCOM, CB