Virginia Wealth Management Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Virginia Wealth Management Group, Inc. reported 55 stock positions worth $186.8 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 4.6% of the portfolio, followed by Chevron (CVX, 3.9%) and Kinder Morgan (KMI, 3.8%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 34 and reduced 9. The biggest buy was a new position in iShares Ibonds Dec 2031 (IBDW) and the biggest sale an exit from Procter & Gamble (PG).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0001898282
- Portfolio Value
- $186.8M (Q1 2026)
- SEC Filing
- 0001898282-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 55 stocks · $186.8M
| BRK.A Berkshire Hathaway Inc. Class A | 4.61% | 12 | $8.6M | No change |
| CVX Chevron Corp. | 3.86% | 34,839 | $7.2M | Add +35.6% |
| KMI Kinder Morgan Inc. | 3.83% | 213,148 | $7.1M | Add +7.2% |
| PSX Phillips 66 | 3.67% | 37,656 | $6.9M | Add +22.6% |
| JPM JPMorgan Chase & Co. | 3.61% | 22,950 | $6.8M | Reduce -2.2% |
| CB Chubb Ltd. | 3.19% | 18,286 | $6.0M | Add +0.6% |
| CSCO Cisco Systems Inc. | 3.12% | 75,079 | $5.8M | Add +1.3% |
| PEP Pepsico Inc. | 3.03% | 36,453 | $5.7M | Add +6.6% |
| AAPL Apple Inc. | 2.89% | 21,280 | $5.4M | Add +1.0% |
| SO The Southern Co. | 2.87% | 55,464 | $5.4M | Add +1.5% |
| DRI Darden Restaurants Inc. | 2.82% | 26,868 | $5.3M | Add +1.0% |
| DUK Duke Energy Corp. | 2.80% | 39,889 | $5.2M | Add +0.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.71% | 199,615 | $5.1M | Reduce -0.5% |
| BLK BlackRock Inc. | 2.62% | 5,092 | $4.9M | Add +1.7% |
| TGT Target Corp. | 2.60% | 40,010 | $4.8M | Add +108.7% |
| IBDR iShares Ibonds Dec 2026 Term | 2.59% | 199,615 | $4.8M | Reduce -0.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.59% | 199,615 | $4.8M | Reduce -0.5% |
| MSFT Microsoft Corp. | 2.50% | 12,604 | $4.7M | Add +9.5% |
| IBDU iShares Ibonds Dec 2029 Term | 2.48% | 199,115 | $4.6M | Reduce -0.7% |
| AFL Aflac Inc. | 2.48% | 42,214 | $4.6M | Add +1.6% |
| HSY The Hershey Co. | 2.48% | 22,268 | $4.6M | Add +1.1% |
| BX Blackstone Inc. | 2.41% | 39,215 | $4.5M | Add +346.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.34% | 199,390 | $4.4M | Reduce -0.7% |
| WMT Walmart Inc. | 2.26% | 34,018 | $4.2M | Reduce -2.4% |
| MCD McDonald's Corp. | 2.23% | 13,400 | $4.2M | Add +2.6% |
| AMGN Amgen Inc. | 2.19% | 11,605 | $4.1M | Add +1.0% |
| MAA Mid-America Apartment Comm | 2.18% | 33,409 | $4.1M | Add +9.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.15% | 191,815 | $4.0M | New |
| QCOM Qualcomm Inc. | 2.12% | 30,683 | $4.0M | Add +3.9% |
| EMR Emerson Electric Co. | 2.11% | 30,033 | $3.9M | Add +0.8% |
| VZ Verizon Communications Inc. | 1.92% | 71,632 | $3.6M | Add +2.8% |
| D Dominion Energy Inc. | 1.87% | 56,596 | $3.5M | Add +3.1% |
| O Realty Income Corp. | 1.83% | 55,996 | $3.4M | Add +2.3% |
| STAG Stag Industrial Inc. | 1.81% | 93,995 | $3.4M | Add +2.6% |
| MKL Markel Group Inc. | 1.80% | 1,758 | $3.4M | Add +9.2% |
| MDT Medtronic PLC | 1.59% | 34,235 | $3.0M | Add +2.3% |
| HD Home Depot Inc. | 1.08% | 6,110 | $2.0M | Add +2.5% |
| ADI Analog Devices Inc. | 0.86% | 5,037 | $1.6M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 2,000 | $1.3M | No change |
| LOW Lowe's Cos Inc. | 0.46% | 3,651 | $863K | Add +6.1% |
| ABT Abbott Laboratories | 0.37% | 6,818 | $700K | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 0.35% | 2,251 | $647K | Add +2.3% |
| COST Costco Wholesale Corp. | 0.34% | 636 | $634K | Add +0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 2,347 | $450K | Add +22.6% |
| GLD SPDR Gold Shares | 0.20% | 857 | $369K | Reduce -3.7% |
| NVDA Nvidia Corp. | 0.19% | 2,000 | $349K | No change |
| CTAS Cintas Corp. | 0.18% | 2,000 | $338K | No change |
| GOOG Alphabet Inc. Class C | 0.17% | 1,138 | $326K | No change |
| EFX Equifax Inc. | 0.14% | 1,500 | $270K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 534 | $256K | No change |
| GDX Vaneck Gold Miners ETF | 0.13% | 2,550 | $234K | No change |
| ARTY iShares Future AI & Tech ETF | 0.12% | 5,000 | $233K | No change |
| ABBV Abbvie Inc. | 0.11% | 920 | $200K | No change |
| TRX TRX Gold Corp. | 0.06% | 75,000 | $113K | Reduce -25.0% |
| FURY Fury Gold Mines Ltd. | 0.02% | 70,000 | $43K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| PG The Procter & Gamble Co. | Sold out | 0.00% | −1.76 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 3.61% | −0.81 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -0.5% | 2.71% | −0.28 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -0.7% | 2.48% | −0.26 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -0.5% | 2.59% | −0.26 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -0.7% | 2.34% | −0.25 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -0.5% | 2.59% | −0.25 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.12 |
| GLD SPDR Gold Shares | Reduce -3.7% | 0.20% | −0.01 |
| WMT Walmart Inc. | Reduce -2.4% | 2.26% | −0.01 |
| TRX TRX Gold Corp. | Reduce -25.0% | 0.06% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IBDW iShares Ibonds Dec 2031 Corp. | New | 2.15% | +2.15 |
| BX Blackstone Inc. | Add +346.4% | 2.41% | +1.62 |
| CVX Chevron Corp. | Add +35.6% | 3.86% | +1.57 |
| TGT Target Corp. | Add +108.7% | 2.60% | +1.50 |
| PSX Phillips 66 | Add +22.6% | 3.67% | +1.36 |
| KMI Kinder Morgan Inc. | Add +7.2% | 3.83% | +0.63 |
| VZ Verizon Communications Inc. | Add +2.8% | 1.92% | +0.27 |
| PEP Pepsico Inc. | Add +6.6% | 3.03% | +0.16 |
| HSY The Hershey Co. | Add +1.1% | 2.48% | +0.13 |
| DUK Duke Energy Corp. | Add +0.9% | 2.80% | +0.09 |
| SO The Southern Co. | Add +1.5% | 2.87% | +0.08 |
| ADI Analog Devices Inc. | Add +0.7% | 0.86% | +0.07 |
| O Realty Income Corp. | Add +2.3% | 1.83% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +22.6% | 0.24% | +0.03 |
| COST Costco Wholesale Corp. | Add +0.9% | 0.34% | +0.02 |
| D Dominion Energy Inc. | Add +3.1% | 1.87% | −0.01 |
| AMGN Amgen Inc. | Add +1.0% | 2.19% | −0.01 |
| LOW Lowe's Cos Inc. | Add +6.1% | 0.46% | −0.02 |
| DRI Darden Restaurants Inc. | Add +1.0% | 2.82% | −0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.35% | −0.06 |
| ABT Abbott Laboratories | Add +7.1% | 0.37% | −0.09 |
| MCD McDonald's Corp. | Add +2.6% | 2.23% | −0.10 |
| HD Home Depot Inc. | Add +2.5% | 1.08% | −0.12 |
| CB Chubb Ltd. | Add +0.6% | 3.19% | −0.12 |
| STAG Stag Industrial Inc. | Add +2.6% | 1.81% | −0.15 |
| AFL Aflac Inc. | Add +1.6% | 2.48% | −0.20 |
| EMR Emerson Electric Co. | Add +0.8% | 2.11% | −0.21 |
| CSCO Cisco Systems Inc. | Add +1.3% | 3.12% | −0.22 |
| MKL Markel Group Inc. | Add +9.2% | 1.80% | −0.22 |
| MDT Medtronic PLC | Add +2.3% | 1.59% | −0.29 |
| MAA Mid-America Apartment Comm | Add +9.5% | 2.18% | −0.29 |
| AAPL Apple Inc. | Add +1.0% | 2.89% | −0.46 |
| BLK BlackRock Inc. | Add +1.7% | 2.62% | −0.51 |
| MSFT Microsoft Corp. | Add +9.5% | 2.50% | −0.76 |
| QCOM Qualcomm Inc. | Add +3.9% | 2.12% | −0.84 |
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 |