DOSSIER · 13F-HR · Q3 2026

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

$203M in tracked AUM across 58 positions as of Q3 2026.

VW
CIK 0001898282 · last filed Sep 30, 2026
Total AUM
$203M
as of Q3 2026
Holdings
58
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

VIRGINIA WEALTH MANAGEMENT GROUP, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$9M124.4%
02
JPM
JPMORGAN CHASE & CO
$8M23K3.8%
03
CSCO
CISCO SYS INC
$7M69K3.6%
04
PSX
PHILLIPS 66
$7M28K3.5%
05
CVX
CHEVRON CORPORATION
$7M35K3.5%
06
AAPL
APPLE INC
$7M21K3.5%
07
MSFT
MICROSOFT CORP
$7M13K3.2%
08
KMI
KINDER MORGAN INC DEL
$6M214K3.2%
09
IBDT
ISHARES TR
$6M258K3.2%
10
TGT
TARGET CORP
$6M40K3.1%

Filing history

2026Q3Sep 30
$203M▲ 1.0%
58 positionsView →
2026Q2Jun 30
$201M▲ 7.5%
57 positionsView →
2026Q1Mar 31
$187M▲ 9.2%
55 positionsView →
2025Q4Dec 31
$171M▼ 1.4%
56 positionsView →
2025Q3Sep 30
$174M▲ 5.5%
55 positionsLocked
2025Q2Jun 30
$165M▲ 1.7%
49 positionsLocked
2025Q1Mar 31
$162M▲ 0.2%
48 positionsLocked
2024Q4Dec 31
$161M▲ 1.2%
57 positionsLocked
2024Q3Sep 30
$160M▲ 30.9%
55 positionsLocked
2024Q2Jun 30
$122M▼ 0.4%
55 positionsLocked
2024Q1Mar 31
$122M▲ 7.0%
53 positionsLocked
2023Q4Dec 31
$114M▼ 22.6%
54 positionsLocked
Showing 12 of 20