§ 13F · FUND PROFILE
VIRGINIA WEALTH MANAGEMENT GROUP, INC..
AUM · $201M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$829K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 12 | $9M | 4.5% | ±0% |
| 2 | CSCO | CISCO SYS INC | 69K | $8M | 4.0% | −8% |
| 3 | JPM | JPMORGAN CHASE & CO | 23K | $8M | 3.7% | ±0% |
| 4 | KMI | KINDER MORGAN INC DEL | 213K | $7M | 3.4% | ±0% |
| 5 | PSX | PHILLIPS 66 | 38K | $6M | 3.2% | ±0% |
| 6 | IBDT | ISHARES TR | 250K | $6M | 3.1% | +25% |
| 7 | CB | CHUBB LIMITED | 18K | $6M | 3.1% | ±0% |
| 8 | AAPL | APPLE INC | 21K | $6M | 3.1% | ±0% |
| 9 | IBDR | ISHARES TR | 250K | $6M | 3.0% | +25% |
| 10 | IBDS | ISHARES TR | 250K | $6M | 3.0% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VIRGINIA SIGNAL
AC read
VIRGINIA WEALTH MANAGEMENT GROUP, INC. is a Other fund managing $201 million in assets. The fund runs a portfolio of 57 positions.
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