DOSSIER · 13F-HR · Q2 2026

Virginia Estate & Retirement Planning Advisors Inc.

$83M in tracked AUM across 186 positions as of Q2 2026.

VE
CIK 0002115327 · last filed Jun 30, 2026
Total AUM
$83M
as of Q2 2026
Holdings
186
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Virginia Estate & Retirement Planning Advisors Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$23M232K28.1%
02
SCHD
SCHWAB STRATEGIC TR
$11M10.5M13.1%
03
VOO
VANGUARD INDEX FDS
$10M14K11.5%
04
SCHP
SCHWAB STRATEGIC TR
$9M8.7M10.5%
05
QQQ
INVESCO QQQ TR
$6M8K7.5%
06
SCHF
SCHWAB STRATEGIC TR
$3M90K3.4%
07
RSP
INVESCO EXCHANGE TRADED FD T
$3M31K3.4%
08
XSMO
INVESCO EXCHANGE TRADED FD T
$3M13K3.3%
09
PSLV
SPROTT ASSET MANAGEMENT LP
$3M85K3.1%
10
SPDV
ETF SER SOLUTIONS
$2M75K2.7%

Filing history

2026Q2Jun 30
$83M 45.3%
186 positionsView →
2026Q1Mar 31
$57M
159 positionsView →