Virginia Wealth Management Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Virginia Wealth Management Group, Inc. reported 55 stock positions worth $173.6 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 5.2% of the portfolio, followed by JPMorgan Chase (JPM, 4.3%) and Microsoft (MSFT, 3.4%). Compared with Q2 2025, it opened 6 new positions, added to 27 and reduced 9. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Kinder Morgan (KMI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0001898282
- Portfolio Value
- $173.6M (Q3 2025)
- SEC Filing
- 0001898282-25-000002 ↗ filed Oct 16, 2025
Holdings Value
Holdings 55 stocks · $173.6M
| BRK.A Berkshire Hathaway Inc. Class A | 5.21% | 12 | $9.1M | No change |
| JPM JPMorgan Chase & Co. | 4.30% | 23,662 | $7.5M | Reduce -1.5% |
| MSFT Microsoft Corp. | 3.43% | 11,490 | $6.0M | Reduce -0.4% |
| BLK BlackRock Inc. | 3.35% | 4,983 | $5.8M | Reduce -0.2% |
| KMI Kinder Morgan Inc. | 3.21% | 196,601 | $5.6M | Reduce -0.5% |
| AAPL Apple Inc. | 3.09% | 21,041 | $5.4M | Add +0.5% |
| CSCO Cisco Systems Inc. | 3.01% | 76,300 | $5.2M | Add +0.1% |
| PEP Pepsico Inc. | 3.00% | 37,127 | $5.2M | Reduce -0.3% |
| SO The Southern Co. | 2.96% | 54,304 | $5.1M | Reduce -0.5% |
| CB Chubb Ltd. | 2.93% | 18,033 | $5.1M | Add +0.2% |
| DRI Darden Restaurants Inc. | 2.88% | 26,234 | $5.0M | Add +3.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.86% | 194,345 | $5.0M | Add +8.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.82% | 194,135 | $4.9M | Add +8.3% |
| QCOM Qualcomm Inc. | 2.80% | 29,265 | $4.9M | Add +0.8% |
| DUK Duke Energy Corp. | 2.80% | 39,258 | $4.9M | Add +0.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.72% | 194,345 | $4.7M | Add +8.5% |
| IBDR iShares Ibonds Dec 2026 Term | 2.72% | 194,345 | $4.7M | Add +8.5% |
| AFL Aflac Inc. | 2.65% | 41,246 | $4.6M | Add +0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 2.63% | 194,345 | $4.6M | Add +8.5% |
| WMT Walmart Inc. | 2.57% | 43,309 | $4.5M | Reduce -1.7% |
| MAA Mid-America Apartment Comm | 2.52% | 31,250 | $4.4M | Add +0.8% |
| PSX Phillips 66 | 2.38% | 30,419 | $4.1M | Add +1.9% |
| HSY The Hershey Co. | 2.34% | 21,695 | $4.1M | Add +1.8% |
| CVX Chevron Corp. | 2.28% | 25,457 | $4.0M | Add +1.6% |
| MCD McDonald's Corp. | 2.26% | 12,929 | $3.9M | Add +1.5% |
| EMR Emerson Electric Co. | 2.24% | 29,596 | $3.9M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 2.06% | 23,294 | $3.6M | Add +1.4% |
| TGT Target Corp. | 2.00% | 38,616 | $3.5M | Add +6.8% |
| O Realty Income Corp. | 1.93% | 55,238 | $3.4M | Add +3.8% |
| D Dominion Energy Inc. | 1.91% | 54,116 | $3.3M | Add +3.0% |
| AMGN Amgen Inc. | 1.88% | 11,542 | $3.3M | Add +0.7% |
| STAG Stag Industrial Inc. | 1.84% | 90,600 | $3.2M | Add +1.9% |
| MDT Medtronic PLC | 1.81% | 33,015 | $3.1M | Add +2.1% |
| VZ Verizon Communications Inc. | 1.78% | 70,492 | $3.1M | Add +3.1% |
| MKL Markel Group Inc. | 1.74% | 1,579 | $3.0M | No change |
| HD Home Depot Inc. | 1.42% | 6,082 | $2.5M | No change |
| BX Blackstone Inc. | 0.86% | 8,776 | $1.5M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 2,000 | $1.3M | No change |
| ADI Analog Devices Inc. | 0.71% | 5,000 | $1.2M | No change |
| LOW Lowe's Cos Inc. | 0.50% | 3,442 | $865K | Add +6.2% |
| ABT Abbott Laboratories | 0.48% | 6,265 | $839K | Add +4.2% |
| COST Costco Wholesale Corp. | 0.34% | 630 | $583K | No change |
| GOOGL Alphabet Inc. Class A | 0.31% | 2,200 | $535K | No change |
| CTAS Cintas Corp. | 0.24% | 2,000 | $411K | No change |
| EFX Equifax Inc. | 0.22% | 1,500 | $385K | No change |
| NVDA Nvidia Corp. | 0.21% | 2,000 | $373K | No change |
| GLD SPDR Gold Shares | 0.17% | 815 | $290K | New |
| GOOG Alphabet Inc. Class C | 0.16% | 1,138 | $277K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 534 | $268K | No change |
| ARTY iShares Future AI & Tech ETF | 0.13% | 5,000 | $229K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 1,190 | $226K | New |
| ABBV Abbvie Inc. | 0.12% | 920 | $213K | New |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 935 | $202K | New |
| TRX TRX Gold Corp. | 0.04% | 100,000 | $62K | New |
| FURY Fury Gold Mines Ltd. | 0.03% | 70,000 | $46K | New |
Portfolio Sells Q2 2025 → Q3 2025
| KMI Kinder Morgan Inc. | Reduce -0.5% | 3.21% | −0.32 |
| EMR Emerson Electric Co. | Reduce -0.6% | 2.24% | −0.18 |
| SO The Southern Co. | Reduce -0.5% | 2.96% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.4% | 3.43% | −0.06 |
| WMT Walmart Inc. | Reduce -1.7% | 2.57% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.3% | 3.00% | +0.01 |
| BX Blackstone Inc. | Reduce -0.5% | 0.86% | +0.06 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 4.30% | +0.07 |
| BLK BlackRock Inc. | Reduce -0.2% | 3.35% | +0.16 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +0.5% | 3.09% | +0.47 |
| PSX Phillips 66 | Add +1.9% | 2.38% | +0.22 |
| HSY The Hershey Co. | Add +1.8% | 2.34% | +0.19 |
| GLD SPDR Gold Shares | New | 0.17% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | New | 0.13% | +0.13 |
| ABBV Abbvie Inc. | New | 0.12% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | New | 0.12% | +0.12 |
| D Dominion Energy Inc. | Add +3.0% | 1.91% | +0.10 |
| MDT Medtronic PLC | Add +2.1% | 1.81% | +0.10 |
| CVX Chevron Corp. | Add +1.6% | 2.28% | +0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +8.5% | 2.86% | +0.09 |
| IBDU iShares Ibonds Dec 2029 Term | Add +8.5% | 2.63% | +0.09 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +8.5% | 2.72% | +0.08 |
| IBDR iShares Ibonds Dec 2026 Term | Add +8.5% | 2.72% | +0.08 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +8.3% | 2.82% | +0.07 |
| O Realty Income Corp. | Add +3.8% | 1.93% | +0.07 |
| LOW Lowe's Cos Inc. | Add +6.2% | 0.50% | +0.06 |
| TRX TRX Gold Corp. | New | 0.04% | +0.04 |
| FURY Fury Gold Mines Ltd. | New | 0.03% | +0.03 |
| AFL Aflac Inc. | Add +0.1% | 2.65% | +0.01 |
| MCD McDonald's Corp. | Add +1.5% | 2.26% | +0.00 |
| QCOM Qualcomm Inc. | Add +0.8% | 2.80% | −0.01 |
| DUK Duke Energy Corp. | Add +0.2% | 2.80% | −0.01 |
| VZ Verizon Communications Inc. | Add +3.1% | 1.78% | −0.01 |
| ABT Abbott Laboratories | Add +4.2% | 0.48% | −0.01 |
| AMGN Amgen Inc. | Add +0.7% | 1.88% | −0.07 |
| STAG Stag Industrial Inc. | Add +1.9% | 1.84% | −0.12 |
| PG The Procter & Gamble Co. | Add +1.4% | 2.06% | −0.16 |
| TGT Target Corp. | Add +6.8% | 2.00% | −0.17 |
| CSCO Cisco Systems Inc. | Add +0.1% | 3.01% | −0.21 |
| CB Chubb Ltd. | Add +0.2% | 2.93% | −0.24 |
| MAA Mid-America Apartment Comm | Add +0.8% | 2.52% | −0.27 |
| DRI Darden Restaurants Inc. | Add +3.0% | 2.88% | −0.50 |
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 |