DOSSIER · 13F-HR · Q1 2026

Virginia Estate & Retirement Planning Advisors Inc.

$57M in tracked AUM across 159 positions as of Q1 2026.

VE
CIK 0002115327 · last filed Mar 31, 2026
Total AUM
$57M
as of Q1 2026
Holdings
159
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · 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
$690K7K1.2%
05
PSLV
SPROTT ASSET MANAGEMENT LP
$567K17K1.0%
06
SCCR
SCHWAB STRATEGIC TR
$401K401K0.7%
07
VO
VANGUARD INDEX FDS
$398K3K0.7%
08
AMZN
AMAZON COM INC
$272K4K0.5%
09
VIDI
ETF SER SOLUTIONS
$268K9K0.5%
10
MSFT
MICROSOFT CORP
$253K6840.4%

Filing history

2026Q1Mar 31
$57M
159 positionsView →