VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CIK

1898282

Location

VIRGINIA BEACH, VA

Portfolio Value

Small $154,958,190

Diversification

Diversified

Filing Date

Global Rank

#1,515 / 3,203 ▲ 3354

Top Industry

Utilities - Regulated Electric 9.4%

3Y Alpha vs SPY

-5.1%

Period ended 30 days ago

Filed Jul 22, 2026 · 8d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+46.4%

SPY

+65.3%

Annualised alpha

-4.7%

Max drawdown

−12.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.2%

+0.4 pts

Top 5

22.6%

−0.1 pts

Top 10

41.1%

−0.1 pts

HHI

324

Diversified+0

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	21.3%	$33,011,649	7
Technology	17.5%	$27,121,768	6
Energy	12.3%	$18,985,557	3
Consumer Defensive	12.1%	$18,699,981	5
Utilities	9.3%	$14,356,052	3
Consumer Cyclical	7.9%	$12,285,778	4
Real Estate	7.6%	$11,849,974	3
Healthcare	5.0%	$7,819,789	4
Industrials	3.2%	$4,927,137	3
Communication Services	2.5%	$3,882,218	2
Unclassified	1.2%	$1,918,612	2
Basic Materials	0.1%	$99,675	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STAG	STAG Industrial, Inc.	+1,181	95,176	$3,622,398
VZ	Verizon Communications Inc	+1,060	72,692	$3,077,779
O	Realty Income Corp	+824	56,820	$3,520,567
D	Dominion Energy, Inc	+711	57,307	$3,913,495
BX	Blackstone Inc.	+704	39,919	$4,697,268
MDT	Medtronic plc	+624	34,859	$2,727,019
MKL	Markel Group Inc.	+485	2,243	$4,380,601
MAA	Mid America Apartment Communities Inc.	+469	33,878	$4,707,009
HSY	Hershey Co	+462	22,730	$3,987,978
SO	Southern Co	+426	55,890	$5,349,231
TGT	Target Corp	+420	40,430	$5,280,562
DUK	Duke Energy CORP	+349	40,238	$5,093,326
EMR	Emerson Electric Co	+347	30,380	$4,348,897
PEP	Pepsico Inc	+300	36,753	$4,976,356
CVX	Chevron Corp	+232	35,071	$5,813,368
GLD	Spdr Gold Trust	+230	1,087	$400,429
MCD	Mcdonalds Corp	+220	13,620	$3,681,622
DRI	Darden Restaurants Inc	+217	27,085	$5,579,780
HD	Home Depot, Inc.	+211	6,321	$2,229,290
MSFT	Microsoft Corp	+193	12,797	$4,773,536
AMGN	Amgen Inc	+111	11,716	$4,242,597
QCOM	Qualcomm Inc/De	+106	30,789	$5,689,499
CB	Chubb Ltd	+81	18,367	$6,258,371
WMT	Walmart Inc.	+64	34,082	$3,860,127
NVDA	Nvidia Corp	+63	2,063	$412,785
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−6,191	68,888	$8,091,584
KMI	Kinder Morgan, Inc.	−448	212,700	$6,800,019
LOW	Lowes Companies Inc	−45	3,606	$795,086
AFL	Aflac Inc	−26	42,188	$4,946,543
AAPL	Apple Inc.	−13	21,267	$6,153,819
JPM	Jpmorgan Chase & Co	−5	22,945	$7,510,586
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $154,958,190 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CSCO	Cisco Systems, Inc. Technology	Reduced	68,888	-6,191	$8,091,584	+38.9%	5.22%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	22,945	-5	$7,510,586	+11.3%	4.85%
KMI	Kinder Morgan, Inc. Energy	Reduced	212,700	-448	$6,800,019	−4.9%	4.39%
PSX	Phillips 66 Energy	Added	37,694	+38	$6,372,170	−7.1%	4.11%
CB	Chubb Ltd Financial Services	Added	18,367	+81	$6,258,371	+5.0%	4.04%
AAPL	Apple Inc. Technology	Reduced	21,267	-13	$6,153,819	+13.9%	3.97%
CVX	Chevron Corp Energy	Added	35,071	+232	$5,813,368	−19.4%	3.75%
QCOM	Qualcomm Inc/De Technology	Added	30,789	+106	$5,689,499	+44.0%	3.67%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	27,085	+217	$5,579,780	+5.9%	3.60%
SO	Southern Co Utilities	Added	55,890	+426	$5,349,231	−0.1%	3.45%
TGT	Target Corp Consumer Defensive	Added	40,430	+420	$5,280,562	+8.9%	3.41%
DUK	Duke Energy CORP Utilities	Added	40,238	+349	$5,093,326	−2.5%	3.29%
PEP	Pepsico Inc Consumer Defensive	Added	36,753	+300	$4,976,356	−12.1%	3.21%
BLK	BlackRock, Inc. Financial Services	Added	5,149	+57	$4,951,072	+1.1%	3.20%
AFL	Aflac Inc Financial Services	Reduced	42,188	-26	$4,946,543	+6.8%	3.19%
MSFT	Microsoft Corp Technology	Added	12,797	+193	$4,773,536	+2.3%	3.08%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	33,878	+469	$4,707,009	+15.4%	3.04%
BX	Blackstone Inc. Financial Services	Added	39,919	+704	$4,697,268	+4.2%	3.03%
MKL	Markel Group Inc. Financial Services	Added	2,243	+485	$4,380,601	+30.2%	2.83%
EMR	Emerson Electric Co Industrials	Added	30,380	+347	$4,348,897	+10.5%	2.81%
AMGN	Amgen Inc Healthcare	Added	11,716	+111	$4,242,597	+3.9%	2.74%
HSY	Hershey Co Consumer Defensive	Added	22,730	+462	$3,987,978	−13.9%	2.57%
D	Dominion Energy, Inc Utilities	Added	57,307	+711	$3,913,495	+11.9%	2.53%
WMT	Walmart Inc. Consumer Defensive	Added	34,082	+64	$3,860,127	−8.7%	2.49%
MCD	Mcdonalds Corp Consumer Cyclical	Added	13,620	+220	$3,681,622	−11.6%	2.38%
STAG	STAG Industrial, Inc. Real Estate	Added	95,176	+1,181	$3,622,398	+6.9%	2.34%
O	Realty Income Corp Real Estate	Added	56,820	+824	$3,520,567	+2.8%	2.27%
VZ	Verizon Communications Inc Communication Services	Added	72,692	+1,060	$3,077,779	−14.4%	1.99%
MDT	Medtronic plc Healthcare	Added	34,859	+624	$2,727,019	−8.1%	1.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,321	+211	$2,229,290	+10.9%	1.44%
ADI	Analog Devices Inc Technology	Held	5,037	0	$2,000,545	+24.8%	1.29%
SPY	Spdr S&P 500 ETF Trust	Added	2,033	+33	$1,518,183	+16.7%	0.98%
GOOGL	Alphabet Inc. Communication Services	Held	2,251	0	$804,439	+24.3%	0.52%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,606	-45	$795,086	−7.8%	0.51%
ABT	Abbott Laboratories Healthcare	Held	6,818	0	$618,665	−11.6%	0.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	636	0	$594,958	−6.1%	0.38%
NVDA	Nvidia Corp Technology	Added	2,063	+63	$412,785	+18.3%	0.27%
GLD	Spdr Gold Trust	Added	1,087	+230	$400,429	+8.6%	0.26%
CTAS	Cintas Corp Industrials	Held	2,000	0	$340,160	+0.6%	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	534	0	$267,208	+4.4%	0.17%
EFX	Equifax Inc Industrials	Held	1,500	0	$238,080	−11.9%	0.15%
ABBV	AbbVie Inc. Healthcare	Held	920	0	$231,508	+15.7%	0.15%
TRX	TRX GOLD Corp Basic Materials	Held	75,000	0	$61,875	−45.0%	0.04%
FURY	Fury Gold Mines Ltd Basic Materials	Held	70,000	0	$37,800	−11.3%	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.