Virginia Wealth Management Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Virginia Wealth Management Group, Inc. reported 56 stock positions worth $171.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 5.3% of the portfolio, followed by JPMorgan Chase (JPM, 4.4%) and Apple (AAPL, 3.3%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 27 and reduced 12. The biggest buy was a new position in iShares Ibonds Dec 2030 (IBDV) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0001898282
- Portfolio Value
- $171.1M (Q4 2025)
- SEC Filing
- 0001898282-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 56 stocks · $171.1M
| BRK.A Berkshire Hathaway Inc. Class A | 5.29% | 12 | $9.1M | No change |
| JPM JPMorgan Chase & Co. | 4.42% | 23,468 | $7.6M | Reduce -0.8% |
| AAPL Apple Inc. | 3.35% | 21,066 | $5.7M | Add +0.1% |
| CSCO Cisco Systems Inc. | 3.34% | 74,103 | $5.7M | Reduce -2.9% |
| CB Chubb Ltd. | 3.31% | 18,171 | $5.7M | Add +0.8% |
| MSFT Microsoft Corp. | 3.25% | 11,511 | $5.6M | Add +0.2% |
| KMI Kinder Morgan Inc. | 3.19% | 198,776 | $5.5M | Add +1.1% |
| BLK BlackRock Inc. | 3.13% | 5,008 | $5.4M | Add +0.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.98% | 200,585 | $5.1M | Add +3.2% |
| QCOM Qualcomm Inc. | 2.95% | 29,527 | $5.1M | Add +0.9% |
| PEP Pepsico Inc. | 2.87% | 34,201 | $4.9M | Reduce -7.9% |
| DRI Darden Restaurants Inc. | 2.86% | 26,605 | $4.9M | Add +1.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.85% | 200,585 | $4.9M | Add +3.2% |
| IBDR iShares Ibonds Dec 2026 Term | 2.84% | 200,585 | $4.9M | Add +3.2% |
| SO The Southern Co. | 2.78% | 54,642 | $4.8M | Add +0.6% |
| IBDU iShares Ibonds Dec 2029 Term | 2.74% | 200,585 | $4.7M | Add +3.2% |
| DUK Duke Energy Corp. | 2.71% | 39,530 | $4.6M | Add +0.7% |
| AFL Aflac Inc. | 2.68% | 41,549 | $4.6M | Add +0.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.59% | 200,860 | $4.4M | New |
| MAA Mid-America Apartment Comm | 2.48% | 30,503 | $4.2M | Reduce -2.4% |
| HSY The Hershey Co. | 2.34% | 22,032 | $4.0M | Add +1.6% |
| MCD McDonald's Corp. | 2.33% | 13,055 | $4.0M | Add +1.0% |
| PSX Phillips 66 | 2.32% | 30,718 | $4.0M | Add +1.0% |
| EMR Emerson Electric Co. | 2.31% | 29,804 | $4.0M | Add +0.7% |
| CVX Chevron Corp. | 2.29% | 25,684 | $3.9M | Add +0.9% |
| WMT Walmart Inc. | 2.27% | 34,869 | $3.9M | Reduce -19.5% |
| AMGN Amgen Inc. | 2.20% | 11,488 | $3.8M | Reduce -0.5% |
| MKL Markel Group Inc. | 2.02% | 1,610 | $3.5M | Add +2.0% |
| STAG Stag Industrial Inc. | 1.97% | 91,651 | $3.4M | Add +1.2% |
| D Dominion Energy Inc. | 1.88% | 54,873 | $3.2M | Add +1.4% |
| MDT Medtronic PLC | 1.88% | 33,463 | $3.2M | Add +1.4% |
| O Realty Income Corp. | 1.80% | 54,732 | $3.1M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 1.76% | 21,037 | $3.0M | Reduce -9.7% |
| VZ Verizon Communications Inc. | 1.66% | 69,662 | $2.8M | Reduce -1.2% |
| HD Home Depot Inc. | 1.20% | 5,964 | $2.1M | Reduce -1.9% |
| TGT Target Corp. | 1.10% | 19,174 | $1.9M | Reduce -50.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 2,000 | $1.4M | No change |
| ADI Analog Devices Inc. | 0.79% | 5,000 | $1.4M | No change |
| BX Blackstone Inc. | 0.79% | 8,785 | $1.4M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.49% | 3,442 | $830K | No change |
| ABT Abbott Laboratories | 0.47% | 6,365 | $798K | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.40% | 2,200 | $689K | No change |
| COST Costco Wholesale Corp. | 0.32% | 630 | $543K | No change |
| CTAS Cintas Corp. | 0.22% | 2,000 | $376K | No change |
| NVDA Nvidia Corp. | 0.22% | 2,000 | $373K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 1,914 | $367K | Add +60.8% |
| GOOG Alphabet Inc. Class C | 0.21% | 1,138 | $357K | No change |
| GLD SPDR Gold Shares | 0.21% | 890 | $353K | Add +9.2% |
| EFX Equifax Inc. | 0.19% | 1,500 | $325K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 534 | $268K | No change |
| ARTY iShares Future AI & Tech ETF | 0.14% | 5,000 | $241K | No change |
| GDX Vaneck Gold Miners ETF | 0.13% | 2,550 | $219K | New |
| ABBV Abbvie Inc. | 0.12% | 920 | $210K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 910 | $200K | Reduce -2.7% |
| TRX TRX Gold Corp. | 0.05% | 100,000 | $92K | No change |
| FURY Fury Gold Mines Ltd. | 0.02% | 70,000 | $41K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −2.82 |
| TGT Target Corp. | Reduce -50.4% | 1.10% | −0.90 |
| WMT Walmart Inc. | Reduce -19.5% | 2.27% | −0.30 |
| PG The Procter & Gamble Co. | Reduce -9.7% | 1.76% | −0.30 |
| HD Home Depot Inc. | Reduce -1.9% | 1.20% | −0.22 |
| PEP Pepsico Inc. | Reduce -7.9% | 2.87% | −0.13 |
| O Realty Income Corp. | Reduce -0.9% | 1.80% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 1.66% | −0.13 |
| MAA Mid-America Apartment Comm | Reduce -2.4% | 2.48% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.7% | 0.12% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 4.42% | +0.12 |
| AMGN Amgen Inc. | Reduce -0.5% | 2.20% | +0.32 |
| CSCO Cisco Systems Inc. | Reduce -2.9% | 3.34% | +0.33 |
Portfolio Buys Q3 2025 → Q4 2025
| IBDV iShares Ibonds Dec 2030 Corp. | New | 2.59% | +2.59 |
| CB Chubb Ltd. | Add +0.8% | 3.31% | +0.38 |
| MKL Markel Group Inc. | Add +2.0% | 2.02% | +0.28 |
| AAPL Apple Inc. | Add +0.1% | 3.35% | +0.26 |
| QCOM Qualcomm Inc. | Add +0.9% | 2.95% | +0.15 |
| GDX Vaneck Gold Miners ETF | New | 0.13% | +0.13 |
| STAG Stag Industrial Inc. | Add +1.2% | 1.97% | +0.13 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +3.2% | 2.98% | +0.13 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +3.2% | 2.85% | +0.12 |
| IBDR iShares Ibonds Dec 2026 Term | Add +3.2% | 2.84% | +0.12 |
| IBDU iShares Ibonds Dec 2029 Term | Add +3.2% | 2.74% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +60.8% | 0.21% | +0.08 |
| EMR Emerson Electric Co. | Add +0.7% | 2.31% | +0.08 |
| MCD McDonald's Corp. | Add +1.0% | 2.33% | +0.07 |
| MDT Medtronic PLC | Add +1.4% | 1.88% | +0.07 |
| GLD SPDR Gold Shares | Add +9.2% | 0.21% | +0.04 |
| AFL Aflac Inc. | Add +0.7% | 2.68% | +0.02 |
| CVX Chevron Corp. | Add +0.9% | 2.29% | +0.01 |
| HSY The Hershey Co. | Add +1.6% | 2.34% | +0.01 |
| KMI Kinder Morgan Inc. | Add +1.1% | 3.19% | −0.01 |
| DRI Darden Restaurants Inc. | Add +1.4% | 2.86% | −0.02 |
| ABT Abbott Laboratories | Add +1.6% | 0.47% | −0.02 |
| D Dominion Energy Inc. | Add +1.4% | 1.88% | −0.03 |
| PSX Phillips 66 | Add +1.0% | 2.32% | −0.07 |
| BX Blackstone Inc. | Add +0.1% | 0.79% | −0.07 |
| DUK Duke Energy Corp. | Add +0.7% | 2.71% | −0.09 |
| MSFT Microsoft Corp. | Add +0.2% | 3.25% | −0.17 |
| SO The Southern Co. | Add +0.6% | 2.78% | −0.18 |
| BLK BlackRock Inc. | Add +0.5% | 3.13% | −0.21 |
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 |