13F Insight
DOSSIER · 13F-HR · Q2 2026

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

$201M in tracked AUM across 57 positions as of Q2 2026.

VW
CIK 0001898282 · last filed Jun 30, 2026
Total AUM
$201M
as of Q2 2026
Holdings
57
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

VIRGINIA WEALTH MANAGEMENT GROUP, 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
BRK/A
BERKSHIRE HATHAWAY INC DEL
$9M124.5%02
CSCO
CISCO SYS INC
$8M69K4.0%03
JPM
JPMORGAN CHASE & CO
$8M23K3.7%04
KMI
KINDER MORGAN INC DEL
$7M213K3.4%05
PSX
PHILLIPS 66
$6M38K3.2%06
IBDT
ISHARES TR
$6M250K3.1%07
H1467J104
CHUBB LIMITED
$6M18K3.1%08
AAPL
APPLE INC
$6M21K3.1%09
IBDR
ISHARES TR
$6M250K3.0%10
IBDS
ISHARES TR
$6M250K3.0%

Filing history

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 positionsView →2025Q2Jun 30
$165M▲ 1.7%
49 positionsLocked2025Q1Mar 31
$162M▲ 0.2%
48 positionsLocked2024Q4Dec 31
$161M▲ 1.2%
57 positionsLocked2024Q3Sep 30
$160M▲ 30.9%
55 positionsLocked2024Q2Jun 30
$122M▼ 0.4%
55 positionsLocked2024Q1Mar 31
$122M▲ 7.0%
53 positionsLocked2023Q4Dec 31
$114M▼ 22.6%
54 positionsLocked2023Q3Sep 30
$148M▲ 1.5%
69 positionsLocked
Showing 12 of 19