§ 13F · FUND PROFILE
VIRGINIA WEALTH MANAGEMENT GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $165M (13F)Positions · 49Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 12 | $9M | 4.6% | ±0% |
| 2 | CVX | CHEVRON CORPORATION | 35K | $7M | 3.9% | +36% |
| 3 | KMI | KINDER MORGAN INC DEL | 213K | $7M | 3.8% | +7% |
| 4 | PSX | PHILLIPS 66 | 38K | $7M | 3.7% | +23% |
| 5 | JPM | JPMORGAN CHASE & CO | 23K | $7M | 3.6% | −2% |
| 6 | CB | CHUBB LTD SWITZ | 18K | $6M | 3.2% | +1% |
| 7 | CSCO | CISCO SYS INC | 75K | $6M | 3.1% | +1% |
| 8 | PEP | PEPSICO INC | 36K | $6M | 3.0% | +7% |
| 9 | AAPL | APPLE INC | 21K | $5M | 2.9% | +1% |
| 10 | SO | SOUTHERN CO | 55K | $5M | 2.9% | +2% |
§ 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 $165 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed