Virginia Wealth Management Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Virginia Wealth Management Group, Inc. reported 49 stock positions worth $164.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 5.3% of the portfolio, followed by JPMorgan Chase (JPM, 4.2%) and Kinder Morgan (KMI, 3.5%). Compared with Q1 2025, it opened 3 new positions, sold out of 2, added to 31 and reduced 5. The biggest buy was Pepsico (PEP, shares +62%) and the biggest sale an exit from United Parcel Service Class B (UPS).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0001898282
- Portfolio Value
- $164.5M (Q2 2025)
- SEC Filing
- 0001085146-25-003923 ↗ filed Jul 17, 2025
Holdings Value
Holdings 49 stocks · $164.5M
| BRK.A Berkshire Hathaway Inc. Class A | 5.32% | 12 | $8.7M | No change |
| JPM JPMorgan Chase & Co. | 4.23% | 24,023 | $7.0M | Add +1.1% |
| KMI Kinder Morgan Inc. | 3.53% | 197,565 | $5.8M | Add +0.8% |
| MSFT Microsoft Corp. | 3.49% | 11,533 | $5.7M | Add +0.6% |
| DRI Darden Restaurants Inc. | 3.37% | 25,462 | $5.6M | Add +0.4% |
| CSCO Cisco Systems Inc. | 3.21% | 76,196 | $5.3M | Add +0.3% |
| BLK BlackRock Inc. | 3.19% | 4,995 | $5.2M | Add +1.0% |
| CB Chubb Ltd. | 3.17% | 17,997 | $5.2M | Add +0.6% |
| SO The Southern Co. | 3.05% | 54,599 | $5.0M | Reduce -0.4% |
| PEP Pepsico Inc. | 2.99% | 37,252 | $4.9M | Add +61.8% |
| QCOM Qualcomm Inc. | 2.81% | 29,027 | $4.6M | Add +0.7% |
| DUK Duke Energy Corp. | 2.81% | 39,165 | $4.6M | Add +0.2% |
| MAA Mid-America Apartment Comm | 2.79% | 31,005 | $4.6M | Add +0.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.77% | 179,185 | $4.6M | Add +2.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.74% | 179,185 | $4.5M | Add +2.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.64% | 179,185 | $4.3M | Add +2.6% |
| AFL Aflac Inc. | 2.64% | 41,221 | $4.3M | Reduce -1.1% |
| IBDR iShares Ibonds Dec 2026 Term | 2.64% | 179,185 | $4.3M | Add +2.6% |
| WMT Walmart Inc. | 2.62% | 44,045 | $4.3M | Reduce -1.2% |
| AAPL Apple Inc. | 2.61% | 20,946 | $4.3M | Add +0.3% |
| IBDU iShares Ibonds Dec 2029 Term | 2.54% | 179,185 | $4.2M | Add +2.6% |
| EMR Emerson Electric Co. | 2.41% | 29,778 | $4.0M | Reduce -1.3% |
| MCD McDonald's Corp. | 2.26% | 12,735 | $3.7M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 2.22% | 22,976 | $3.7M | Add +0.4% |
| CVX Chevron Corp. | 2.18% | 25,048 | $3.6M | Add +2.1% |
| TGT Target Corp. | 2.17% | 36,143 | $3.6M | Add +6.5% |
| PSX Phillips 66 | 2.16% | 29,846 | $3.6M | Add +2.4% |
| HSY The Hershey Co. | 2.15% | 21,305 | $3.5M | Add +1.6% |
| STAG Stag Industrial Inc. | 1.96% | 88,865 | $3.2M | Add +1.3% |
| AMGN Amgen Inc. | 1.94% | 11,460 | $3.2M | Add +0.7% |
| MKL Markel Group Inc. | 1.92% | 1,579 | $3.2M | No change |
| O Realty Income Corp. | 1.86% | 53,209 | $3.1M | Add +0.7% |
| D Dominion Energy Inc. | 1.80% | 52,538 | $3.0M | Add +0.9% |
| VZ Verizon Communications Inc. | 1.80% | 68,336 | $3.0M | Add +2.0% |
| MDT Medtronic PLC | 1.71% | 32,334 | $2.8M | Add +2.7% |
| HD Home Depot Inc. | 1.36% | 6,082 | $2.2M | Add +6.3% |
| BX Blackstone Inc. | 0.80% | 8,820 | $1.3M | Add +15.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 2,000 | $1.2M | No change |
| ADI Analog Devices Inc. | 0.72% | 5,000 | $1.2M | No change |
| ABT Abbott Laboratories | 0.50% | 6,015 | $818K | No change |
| LOW Lowe's Cos Inc. | 0.44% | 3,242 | $719K | No change |
| COST Costco Wholesale Corp. | 0.38% | 630 | $624K | No change |
| CTAS Cintas Corp. | 0.27% | 2,000 | $446K | No change |
| EFX Equifax Inc. | 0.24% | 1,500 | $389K | No change |
| GOOGL Alphabet Inc. Class A | 0.24% | 2,200 | $388K | Add +4.8% |
| NVDA Nvidia Corp. | 0.19% | 2,000 | $316K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 534 | $259K | No change |
| ARTY iShares Future AI & Tech ETF | 0.12% | 5,000 | $205K | New |
| GOOG Alphabet Inc. Class C | 0.12% | 1,138 | $202K | New |
Portfolio Sells Q1 2025 → Q2 2025
| UPS United Parcel Service Class B | Sold out | 0.00% | −1.49 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.22 |
| MCD McDonald's Corp. | Reduce -1.0% | 2.26% | −0.22 |
| AFL Aflac Inc. | Reduce -1.1% | 2.64% | −0.22 |
| SO The Southern Co. | Reduce -0.4% | 3.05% | −0.07 |
| WMT Walmart Inc. | Reduce -1.2% | 2.62% | +0.20 |
| EMR Emerson Electric Co. | Reduce -1.3% | 2.41% | +0.37 |
Portfolio Buys Q1 2025 → Q2 2025
| PEP Pepsico Inc. | Add +61.8% | 2.99% | +0.86 |
| MSFT Microsoft Corp. | Add +0.6% | 3.49% | +0.83 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 4.23% | +0.63 |
| CSCO Cisco Systems Inc. | Add +0.3% | 3.21% | +0.32 |
| BLK BlackRock Inc. | Add +1.0% | 3.19% | +0.29 |
| NVDA Nvidia Corp. | New | 0.19% | +0.19 |
| BX Blackstone Inc. | Add +15.4% | 0.80% | +0.14 |
| ARTY iShares Future AI & Tech ETF | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | New | 0.12% | +0.12 |
| DRI Darden Restaurants Inc. | Add +0.4% | 3.37% | +0.12 |
| KMI Kinder Morgan Inc. | Add +0.8% | 3.53% | +0.08 |
| QCOM Qualcomm Inc. | Add +0.7% | 2.81% | +0.07 |
| HD Home Depot Inc. | Add +6.3% | 1.36% | +0.06 |
| IBDU iShares Ibonds Dec 2029 Term | Add +2.6% | 2.54% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +2.6% | 2.77% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 0.24% | +0.04 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +2.6% | 2.64% | +0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Add +2.6% | 2.64% | +0.03 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +2.6% | 2.74% | +0.03 |
| STAG Stag Industrial Inc. | Add +1.3% | 1.96% | +0.00 |
| D Dominion Energy Inc. | Add +0.9% | 1.80% | +0.00 |
| TGT Target Corp. | Add +6.5% | 2.17% | −0.02 |
| O Realty Income Corp. | Add +0.7% | 1.86% | −0.03 |
| MDT Medtronic PLC | Add +2.7% | 1.71% | −0.04 |
| PSX Phillips 66 | Add +2.4% | 2.16% | −0.06 |
| HSY The Hershey Co. | Add +1.6% | 2.15% | −0.07 |
| VZ Verizon Communications Inc. | Add +2.0% | 1.80% | −0.08 |
| DUK Duke Energy Corp. | Add +0.2% | 2.81% | −0.14 |
| CB Chubb Ltd. | Add +0.6% | 3.17% | −0.17 |
| PG The Procter & Gamble Co. | Add +0.4% | 2.22% | −0.18 |
| AMGN Amgen Inc. | Add +0.7% | 1.94% | −0.25 |
| AAPL Apple Inc. | Add +0.3% | 2.61% | −0.26 |
| CVX Chevron Corp. | Add +2.1% | 2.18% | −0.36 |
| MAA Mid-America Apartment Comm | Add +0.9% | 2.79% | −0.39 |
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 |