13F Insight
DOSSIER · 13F-HR · Q1 2026

Virginia Estate & Retirement Planning Advisors Inc.

Virginia Estate & Retirement Planning's hedge fund based in London, UK — $57M in tracked AUM across 159 positions as of Q1 2026.

VE
Virginia Estate & Retirement Planning·London, UK·Hedge Fund
CIK 0002115327 · last filed Mar 31, 2026
Total AUM
$57M
▲ 13.4%
vs prior
Holdings
159
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Virginia Estate & Retirement Planning Advisors Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOVT
ISHARES TR
$34M342K60.3%
02
SGOV
ISHARES TR
$15M145K25.6%
03
AAPL
APPLE INC
$1M5K2.4%
04
TOK
ISHARES TR
$690,2367K1.2%
05
PSLV
SPROTT ASSET MANAGEMENT LP
$567,06117K1.0%
06
SCCR
SCHWAB STRATEGIC TR
$400,967401K0.7%
07
VO
VANGUARD INDEX FDS
$398,0413K0.7%
08
AMZN
AMAZON COM INC
$271,5824K0.5%
09
VIDI
ETF SER SOLUTIONS
$267,7269K0.5%
10
MSFT
MICROSOFT CORP
$253,1966840.4%

Filing history

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