Virginia Wealth Management Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Virginia Wealth Management Group, Inc. reported 48 stock positions worth $161.9 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 5.9% of the portfolio, followed by JPMorgan Chase (JPM, 3.6%) and Kinder Morgan (KMI, 3.5%). Compared with Q4 2024, it sold out of 9, added to 20 and reduced 24. The biggest buy was Berkshire Hathaway Class A (BRK.A, shares +9%) and the biggest sale Target (TGT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0001898282
- Portfolio Value
- $161.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002108 ↗ filed Apr 15, 2025
Holdings Value
Holdings 48 stocks · $161.9M
| BRK.A Berkshire Hathaway Inc. Class A | 5.92% | 12 | $9.6M | Add +9.1% |
| JPM JPMorgan Chase & Co. | 3.60% | 23,753 | $5.8M | Reduce -8.2% |
| KMI Kinder Morgan Inc. | 3.45% | 195,944 | $5.6M | Reduce -4.6% |
| CB Chubb Ltd. | 3.34% | 17,893 | $5.4M | Reduce -6.9% |
| DRI Darden Restaurants Inc. | 3.25% | 25,351 | $5.3M | Reduce -4.3% |
| MAA Mid-America Apartment Comm | 3.18% | 30,717 | $5.1M | Add +0.6% |
| SO The Southern Co. | 3.11% | 54,812 | $5.0M | Reduce -4.0% |
| DUK Duke Energy Corp. | 2.95% | 39,101 | $4.8M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 2.90% | 75,985 | $4.7M | Add +2.3% |
| BLK BlackRock Inc. | 2.89% | 4,944 | $4.7M | Add +1.0% |
| AAPL Apple Inc. | 2.87% | 20,893 | $4.6M | Reduce -3.4% |
| AFL Aflac Inc. | 2.86% | 41,672 | $4.6M | Reduce -1.7% |
| QCOM Qualcomm Inc. | 2.74% | 28,820 | $4.4M | Reduce -2.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.73% | 174,705 | $4.4M | Add +13.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.71% | 174,705 | $4.4M | Add +13.1% |
| MSFT Microsoft Corp. | 2.66% | 11,461 | $4.3M | Reduce -12.3% |
| IBDR iShares Ibonds Dec 2026 Term | 2.61% | 174,705 | $4.2M | Add +13.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.61% | 174,705 | $4.2M | Add +13.1% |
| CVX Chevron Corp. | 2.54% | 24,539 | $4.1M | Add +3.5% |
| IBDU iShares Ibonds Dec 2029 Term | 2.50% | 174,705 | $4.0M | Add +13.1% |
| MCD McDonald's Corp. | 2.48% | 12,869 | $4.0M | Reduce -6.7% |
| WMT Walmart Inc. | 2.42% | 44,600 | $3.9M | Reduce -11.1% |
| PG The Procter & Gamble Co. | 2.41% | 22,884 | $3.9M | Reduce -5.5% |
| PSX Phillips 66 | 2.22% | 29,137 | $3.6M | Reduce -3.9% |
| HSY The Hershey Co. | 2.22% | 20,964 | $3.6M | Add +4.5% |
| AMGN Amgen Inc. | 2.19% | 11,385 | $3.5M | Reduce -0.7% |
| TGT Target Corp. | 2.19% | 33,933 | $3.5M | Reduce -4.3% |
| PEP Pepsico Inc. | 2.13% | 23,018 | $3.5M | Add +0.4% |
| EMR Emerson Electric Co. | 2.04% | 30,163 | $3.3M | Reduce -2.8% |
| STAG Stag Industrial Inc. | 1.96% | 87,688 | $3.2M | Add +4.4% |
| O Realty Income Corp. | 1.89% | 52,827 | $3.1M | Add +4.2% |
| VZ Verizon Communications Inc. | 1.88% | 67,008 | $3.0M | Add +4.6% |
| MKL Markel Group Inc. | 1.82% | 1,579 | $3.0M | Add +15.0% |
| D Dominion Energy Inc. | 1.80% | 52,082 | $2.9M | Add +4.4% |
| MDT Medtronic PLC | 1.75% | 31,488 | $2.8M | Add +4.7% |
| UPS United Parcel Service Class B | 1.49% | 21,985 | $2.4M | Add +6.0% |
| HD Home Depot Inc. | 1.30% | 5,723 | $2.1M | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 2,000 | $1.1M | No change |
| BX Blackstone Inc. | 0.66% | 7,643 | $1.1M | Reduce -21.9% |
| ADI Analog Devices Inc. | 0.62% | 5,000 | $1.0M | Reduce -21.1% |
| ABT Abbott Laboratories | 0.49% | 6,015 | $798K | Reduce -7.7% |
| LOW Lowe's Cos Inc. | 0.47% | 3,242 | $756K | Reduce -17.2% |
| COST Costco Wholesale Corp. | 0.37% | 630 | $596K | Reduce -31.2% |
| CTAS Cintas Corp. | 0.25% | 2,000 | $411K | No change |
| EFX Equifax Inc. | 0.23% | 1,500 | $365K | No change |
| UNH Unitedhealth Group Inc. | 0.22% | 691 | $362K | Reduce -62.4% |
| GOOGL Alphabet Inc. Class A | 0.20% | 2,100 | $325K | Add +16.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 534 | $284K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| TGT Target Corp. | Reduce -4.3% | 2.19% | −0.78 |
| MSFT Microsoft Corp. | Reduce -12.3% | 2.66% | −0.75 |
| AAPL Apple Inc. | Reduce -3.4% | 2.87% | −0.49 |
| WMT Walmart Inc. | Reduce -11.1% | 2.42% | −0.39 |
| BX Blackstone Inc. | Reduce -21.9% | 0.66% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -62.4% | 0.22% | −0.35 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.35 |
| EMR Emerson Electric Co. | Reduce -2.8% | 2.04% | −0.34 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -8.2% | 3.60% | −0.24 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.24 |
| AEP American Electric Power | Sold out | 0.00% | −0.23 |
| ADI Analog Devices Inc. | Reduce -21.1% | 0.62% | −0.21 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.18 |
| HD Home Depot Inc. | Reduce -5.4% | 1.30% | −0.16 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -31.2% | 0.37% | −0.15 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.13 |
| LOW Lowe's Cos Inc. | Reduce -17.2% | 0.47% | −0.13 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -5.5% | 2.41% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -2.9% | 2.74% | −0.09 |
| KMI Kinder Morgan Inc. | Reduce -4.6% | 3.45% | −0.03 |
| ONL Orion Properties Inc. | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -6.7% | 2.48% | +0.01 |
| ABT Abbott Laboratories | Reduce -7.7% | 0.49% | +0.04 |
| CB Chubb Ltd. | Reduce -6.9% | 3.34% | +0.05 |
| PSX Phillips 66 | Reduce -3.9% | 2.22% | +0.08 |
| AFL Aflac Inc. | Reduce -1.7% | 2.86% | +0.15 |
| DRI Darden Restaurants Inc. | Reduce -4.3% | 3.25% | +0.19 |
| SO The Southern Co. | Reduce -4.0% | 3.11% | +0.20 |
| DUK Duke Energy Corp. | Reduce -0.6% | 2.95% | +0.32 |
| AMGN Amgen Inc. | Reduce -0.7% | 2.19% | +0.34 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | Add +9.1% | 5.92% | +1.28 |
| CVX Chevron Corp. | Add +3.5% | 2.54% | +0.41 |
| MKL Markel Group Inc. | Add +15.0% | 1.82% | +0.36 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +13.1% | 2.73% | +0.34 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +13.1% | 2.71% | +0.32 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +13.1% | 2.61% | +0.32 |
| IBDU iShares Ibonds Dec 2029 Term | Add +13.1% | 2.50% | +0.32 |
| IBDR iShares Ibonds Dec 2026 Term | Add +13.1% | 2.61% | +0.31 |
| VZ Verizon Communications Inc. | Add +4.6% | 1.88% | +0.29 |
| MDT Medtronic PLC | Add +4.7% | 1.75% | +0.26 |
| MAA Mid-America Apartment Comm | Add +0.6% | 3.18% | +0.26 |
| O Realty Income Corp. | Add +4.2% | 1.89% | +0.22 |
| STAG Stag Industrial Inc. | Add +4.4% | 1.96% | +0.20 |
| CSCO Cisco Systems Inc. | Add +2.3% | 2.90% | +0.17 |
| D Dominion Energy Inc. | Add +4.4% | 1.80% | +0.14 |
| HSY The Hershey Co. | Add +4.5% | 2.22% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +16.7% | 0.20% | −0.01 |
| PEP Pepsico Inc. | Add +0.4% | 2.13% | −0.03 |
| UPS United Parcel Service Class B | Add +6.0% | 1.49% | −0.13 |
| BLK BlackRock Inc. | Add +1.0% | 2.89% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $188.7M | BRK.A, CSCO, JPM, KMI, PSX |
| Q1 2026 | 55 | $186.8M | BRK.A, CVX, KMI, PSX, JPM |
| Q4 2025 | 56 | $171.1M | BRK.A, JPM, AAPL, CSCO, CB |
| Q3 2025 | 55 | $173.6M | BRK.A, JPM, MSFT, BLK, KMI |
| Q2 2025 | 49 | $164.5M | BRK.A, JPM, KMI, MSFT, DRI |
| Q1 2025 | 48 | $161.9M | BRK.A, JPM, KMI, CB, DRI |
| Q4 2024 | 57 | $161.5M | BRK.A, JPM, KMI, MSFT, AAPL |
| Q3 2024 | 55 | $159.5M | BRK.A, MSFT, CB, JPM, SO |
| Q2 2024 | 51 | $109.5M | BRK.A, QCOM, MSFT, JPM, CB |
| Q1 2024 | 53 | $122.4M | BRK.A, MSFT, JPM, QCOM, CB |