VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CIK
1898282
Location
VIRGINIA BEACH, VA
Portfolio Value
Small
$154,958,190
Diversification
Diversified
Filing Date
Global Rank
#5,165
/ 8,700
▲ 1030
Top Industry
Utilities - Regulated Electric
9.4%
Period ended 3 months ago
Filed Jul 22, 2026 · 54d
19 quarters · since Dec 2021
Portfolio Concentration
44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.2%
−9.8 pts
Top 5
22.6%
−8.5 pts
Top 10
41.1%
−5.9 pts
HHI
324
Diversified−130
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 21.3% | $33,011,649 |
| Technology | 17.5% | $27,121,768 |
| Energy | 12.3% | $18,985,557 |
| Consumer Defensive | 12.1% | $18,699,981 |
| Utilities | 9.3% | $14,356,052 |
| Consumer Cyclical | 7.9% | $12,285,778 |
| Real Estate | 7.6% | $11,849,974 |
| Healthcare | 5.0% | $7,819,789 |
| Industrials | 3.2% | $4,927,137 |
| Communication Services | 2.5% | $3,882,218 |
| Unclassified | 1.2% | $1,918,612 |
| Basic Materials | 0.1% | $99,675 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | −6,191 | 68,888 | $8,091,584 | |
| GOOGL | Alphabet Inc. | −1,138 | 2,251 | $804,439 | |
| 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 | |
| BRK-B | Berkshire Hathaway Inc | −12 | 534 | $267,208 | |
| JPM | Jpmorgan Chase & Co | −5 | 22,945 | $7,510,586 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
3 positions
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 68,888 | $8,091,584 | 5.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 22,945 | $7,510,586 | 4.85% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 212,700 | $6,800,019 | 4.39% | |
| PSX |
Phillips 66
Energy
|
Added | 37,694 | $6,372,170 | 4.11% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 18,367 | $6,258,371 | 4.04% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,267 | $6,153,819 | 3.97% | |
| CVX |
Chevron Corp
Energy
|
Added | 35,071 | $5,813,368 | 3.75% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 30,789 | $5,689,499 | 3.67% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 27,085 | $5,579,780 | 3.60% | |
| SO |
Southern Co
Utilities
|
Added | 55,890 | $5,349,231 | 3.45% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 40,430 | $5,280,562 | 3.41% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 40,238 | $5,093,326 | 3.29% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 36,753 | $4,976,356 | 3.21% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 5,149 | $4,951,072 | 3.20% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 42,188 | $4,946,543 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,797 | $4,773,536 | 3.08% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Added | 33,878 | $4,707,009 | 3.04% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 39,919 | $4,697,268 | 3.03% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 2,243 | $4,380,601 | 2.83% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 30,380 | $4,348,897 | 2.81% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 11,716 | $4,242,597 | 2.74% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 22,730 | $3,987,978 | 2.57% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 57,307 | $3,913,495 | 2.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 34,082 | $3,860,127 | 2.49% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 13,620 | $3,681,622 | 2.38% | |
| STAG |
STAG Industrial, Inc.
Real Estate
|
Added | 95,176 | $3,622,398 | 2.34% | |
| O |
Realty Income Corp
Real Estate
|
Added | 56,820 | $3,520,567 | 2.27% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 72,692 | $3,077,779 | 1.99% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 34,859 | $2,727,019 | 1.76% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,321 | $2,229,290 | 1.44% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 5,037 | $2,000,545 | 1.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,033 | $1,518,183 | 0.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,251 | $804,439 | 0.52% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 3,606 | $795,086 | 0.51% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 6,818 | $618,665 | 0.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 636 | $594,958 | 0.38% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,063 | $412,785 | 0.27% | |
| GLD |
Spdr Gold Trust
|
Added | 1,087 | $400,429 | 0.26% | |
| CTAS |
Cintas Corp
Industrials
|
Held | 2,000 | $340,160 | 0.22% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 534 | $267,208 | 0.17% | |
| EFX |
Equifax Inc
Industrials
|
Held | 1,500 | $238,080 | 0.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 920 | $231,508 | 0.15% | |
| TRX |
TRX GOLD Corp
Basic Materials
|
Held | 75,000 | $61,875 | 0.04% | |
| FURY |
Fury Gold Mines Ltd
Basic Materials
|
Held | 70,000 | $37,800 | 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.