VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Est. AUM

$186.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL A	$8.6M	12	4.61%	SOLE
2	CHEVRON CORPORATION	COM	$7.2M	34839	3.86%	SOLE
3	KINDER MORGAN INC DEL	COM	$7.1M	213148	3.83%	SOLE
4	PHILLIPS 66	COM	$6.9M	37656	3.67%	SOLE
5	JPMORGAN CHASE & CO	COM	$6.8M	22950	3.61%	SOLE
6	CHUBB LTD SWITZ	COM	$6.0M	18286	3.19%	SOLE
7	CISCO SYS INC	COM	$5.8M	75079	3.12%	SOLE
8	PEPSICO INC	COM	$5.7M	36453	3.03%	SOLE
9	APPLE INC	COM	$5.4M	21280	2.89%	SOLE
10	SOUTHERN CO	COM	$5.4M	55464	2.87%	SOLE
11	DARDEN RESTAURANTS INC	COM	$5.3M	26868	2.82%	SOLE
12	DUKE ENERGY CORP NEW	COM NEW	$5.2M	39889	2.80%	SOLE
13	ISHARES TR	IBDS DEC28 ETF	$5.1M	199615	2.71%	SOLE
14	BLACKROCK INC	COM	$4.9M	5092	2.62%	SOLE
15	TARGET CORP	COM	$4.8M	40010	2.60%	SOLE
16	ISHARES TR	IBONDS 27 ETF	$4.8M	199615	2.59%	SOLE
17	ISHARES TR	IBONDS DEC2026	$4.8M	199615	2.59%	SOLE
18	MICROSOFT CORP	COM	$4.7M	12604	2.50%	SOLE
19	AFLAC INC	COM	$4.6M	42214	2.48%	SOLE
20	ISHARES TR	IBONDS DEC 29	$4.6M	199115	2.48%	SOLE
21	HERSHEY CO	COM	$4.6M	22268	2.48%	SOLE
22	BLACKSTONE INC	COM	$4.5M	39215	2.41%	SOLE
23	ISHARES TR	IBONDS DEC 2030	$4.4M	199390	2.34%	SOLE
24	WALMART INC	COM	$4.2M	34018	2.26%	SOLE
25	MCDONALDS CORP	COM	$4.2M	13400	2.23%	SOLE
26	AMGEN INC	COM	$4.1M	11605	2.19%	SOLE
27	MID-AMER APT CMNTYS INC	COM	$4.1M	33409	2.18%	SOLE
28	ISHARES TR	IBONDS DEC 2031	$4.0M	191815	2.15%	SOLE
29	QUALCOMM INC	COM	$4.0M	30683	2.11%	SOLE
30	EMERSON ELEC CO	COM	$3.9M	30033	2.11%	SOLE
31	VERIZON COMMUNICATIONS INC	COM	$3.6M	71632	1.92%	SOLE
32	DOMINION ENERGY INC	COM	$3.5M	56596	1.87%	SOLE
33	REALTY INCOME CORP	COM	$3.4M	55996	1.83%	SOLE
34	STAG INDUSTRIAL INC	COM	$3.4M	93995	1.81%	SOLE
35	MARKEL GROUP INC	COM	$3.4M	1758	1.80%	SOLE
36	MEDTRONIC PLC	SHS	$3.0M	34235	1.59%	SOLE
37	HOME DEPOT INC	COM	$2.0M	6110	1.08%	SOLE
38	ANALOG DEVICES INC	COM	$1.6M	5037	0.86%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	2000	0.70%	SOLE
40	LOWES COS INC	COM	$863K	3651	0.46%	SOLE
41	ABBOTT LABORATORIES	COM	$700K	6818	0.37%	SOLE
42	ALPHABET INC	CAP STK CL A	$647K	2251	0.35%	SOLE
43	COSTCO WHOLESALE CORPORATION	COM	$634K	636	0.34%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$450K	2347	0.24%	SOLE
45	SPDR GOLD TR	GOLD SHS	$369K	857	0.20%	SOLE
46	NVIDIA CORPORATION	COM	$349K	2000	0.19%	SOLE
47	CINTAS CORP	COM	$338K	2000	0.18%	SOLE
48	ALPHABET INC	CAP STK CL C	$326K	1138	0.17%	SOLE
49	EQUIFAX INC	COM	$270K	1500	0.14%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$256K	534	0.14%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.