VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Registered adviser

CIK

1898282

Location

VIRGINIA BEACH, VA

Portfolio Value

Small $202,242,562

Diversification

Diversified

Filing Date

Global Rank

#6,524 / 8,827 ▼ 218 · as of Jun 2026

Top Industry

Utilities - Regulated Electric 7.8%

Period ended 38 days ago

Filed Oct 14, 2026 · 24d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 311248

Roster of Nov 1, 2026

Regulatory AUM

$393,830,795

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$393,830,795	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$349,092,148	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$299,962,729	Individuals and high net worth (100%)
May 2023 to Mar 2024	$273,756,984	Individuals and high net worth (100%)
Apr 2023	$273,756,984	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$255,064,102	Individuals and high net worth (100%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 45.2%, 25.3 effective positions, active share 79.2% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

8.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.7 quarters (12+)

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 79.2%; sector active share 34.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

58 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.7%

+0.1 pts

Top 5

33.3%

−0.1 pts

Top 10

49.9%

+1.4 pts

HHI

533

Diversified+7

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	20.6%	$41,610,878	8
Unclassified	19.0%	$38,501,961	14
Technology	14.4%	$29,218,964	6
Energy	10.3%	$20,820,986	3
Consumer Defensive	9.3%	$18,805,419	5
Utilities	6.3%	$12,832,370	3
Consumer Cyclical	5.4%	$10,971,487	4
Real Estate	5.2%	$10,567,740	3
Healthcare	4.4%	$8,919,568	4
Industrials	2.6%	$5,343,280	3
Communication Services	2.2%	$4,522,059	3
Basic Materials	0.1%	$127,850	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+7,674	257,364	$5,440,674
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+7,674	257,089	$5,833,349
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	+7,667	249,782	$5,010,626
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+7,623	257,513	$6,427,524
KMI	Kinder Morgan, Inc.	+1,283	213,983	$6,451,587
O	Realty Income Corp	+926	57,746	$3,135,607
D	Dominion Energy, Inc	+792	58,099	$3,516,151
STAG	STAG Industrial, Inc.	+697	95,873	$3,433,212
MDT	Medtronic plc	+539	35,398	$3,054,493
DUK	Duke Energy CORP	+508	40,746	$4,645,451
SO	Southern Co	+459	56,349	$4,670,768
VZ	Verizon Communications Inc	+457	73,149	$3,355,344
BX	Blackstone Inc.	+326	40,245	$4,511,062
AFL	Aflac Inc	+318	42,506	$4,751,320
PEP	Pepsico Inc	+304	37,057	$4,695,863
RSP	Victory Portfolios II	+281	2,952	$0
HSY	Hershey Co	+272	23,002	$3,625,345
MCD	Mcdonalds Corp	+245	13,865	$3,201,983
EMR	Emerson Electric Co	+228	30,608	$4,747,300
WMT	Walmart Inc.	+206	34,288	$3,563,208
DRI	Darden Restaurants Inc	+173	27,258	$5,267,608
MKL	Markel Group Inc.	+115	2,358	$4,037,957
QCOM	Qualcomm Inc	+113	30,902	$5,687,204
HD	Home Depot, Inc.	+105	6,426	$1,828,132
CVX	Chevron Corp	+97	35,168	$7,181,657
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
PSX	Phillips 66	−9,541	28,153	$7,187,742
CSCO	Cisco Systems, Inc.	−231	68,657	$7,389,552
GOOG	Alphabet Inc.	−17	1,151	$392,191
ABBV	AbbVie Inc.	−5	915	$239,354
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GDX	VanEck Gold Miners ETF	2,550	$223,890
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $202,242,562 total · filing declares 58 positions · $202,856,737 · as of Sep 30, 2026

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

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-A	Berkshire Hathaway Inc Financial Services	Held	12	0	$8,964,060	−0.2%	4.43%
JPM	Jpmorgan Chase & Co Financial Services	Added	22,996	+51	$7,607,766	+1.3%	3.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	68,657	-231	$7,389,552	−8.7%	3.65%
PSX	Phillips 66 Energy	Reduced	28,153	-9,541	$7,187,742	+12.8%	3.55%
CVX	Chevron Corp Energy	Added	35,168	+97	$7,181,657	+23.5%	3.55%
AAPL	Apple Inc. Technology	Added	21,297	+30	$7,092,326	+15.3%	3.51%
MSFT	Microsoft Corp Technology	Added	12,830	+33	$6,580,507	+37.9%	3.25%
KMI	Kinder Morgan, Inc. Energy	Added	213,983	+1,283	$6,451,587	−5.1%	3.19%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Added	257,513	+7,623	$6,427,524	+1.9%	3.18%
TGT	Target Corp Consumer Defensive	Added	40,475	+45	$6,342,027	+20.1%	3.14%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Added	257,512	+7,622	$6,211,188	+2.6%	3.07%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Added	253,011	+3,121	$6,132,976	+1.3%	3.03%
CB	Chubb Ltd Financial Services	Added	18,403	+36	$5,985,575	−4.4%	2.96%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	257,089	+7,674	$5,833,349	+1.0%	2.88%
QCOM	Qualcomm Inc Technology	Added	30,902	+113	$5,687,204	−0.0%	2.81%
BLK	BlackRock, Inc. Financial Services	Added	5,185	+36	$5,487,233	+10.8%	2.71%
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	Added	257,364	+7,674	$5,440,674	−0.0%	2.69%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	27,258	+173	$5,267,608	−5.6%	2.60%
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	Added	249,782	+7,667	$5,010,626	−0.7%	2.48%
AMGN	Amgen Inc Healthcare	Added	11,748	+32	$4,951,899	+16.7%	2.45%
AFL	Aflac Inc Financial Services	Added	42,506	+318	$4,751,320	−3.9%	2.35%
EMR	Emerson Electric Co Industrials	Added	30,608	+228	$4,747,300	+9.2%	2.35%
PEP	Pepsico Inc Consumer Defensive	Added	37,057	+304	$4,695,863	−5.6%	2.32%
SO	Southern Co Utilities	Added	56,349	+459	$4,670,768	−12.7%	2.31%
DUK	Duke Energy CORP Utilities	Added	40,746	+508	$4,645,451	−8.8%	2.30%
BX	Blackstone Inc. Financial Services	Added	40,245	+326	$4,511,062	−4.0%	2.23%
MKL	Markel Group Inc. Financial Services	Added	2,358	+115	$4,037,957	−7.8%	2.00%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	33,964	+86	$3,998,921	−15.0%	1.98%
HSY	Hershey Co Consumer Defensive	Added	23,002	+272	$3,625,345	−9.1%	1.79%
WMT	Walmart Inc. Consumer Defensive	Added	34,288	+206	$3,563,208	−7.7%	1.76%
D	Dominion Energy, Inc Utilities	Added	58,099	+792	$3,516,151	−10.2%	1.74%
STAG	STAG Industrial, Inc. Real Estate	Added	95,873	+697	$3,433,212	−5.2%	1.70%
VZ	Verizon Communications Inc Communication Services	Added	73,149	+457	$3,355,344	+9.0%	1.66%
MCD	Mcdonalds Corp Consumer Cyclical	Added	13,865	+245	$3,201,983	−13.0%	1.58%
O	Realty Income Corp Real Estate	Added	57,746	+926	$3,135,607	−10.9%	1.55%
MDT	Medtronic plc Healthcare	Added	35,398	+539	$3,054,493	+12.0%	1.51%
ADI	Analog Devices Inc Technology	Held	5,037	0	$1,998,228	−0.1%	0.99%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,426	+105	$1,828,132	−18.0%	0.90%
SPY	Spdr S&P 500 ETF Trust	Held	2,033	0	$1,550,426	+2.1%	0.77%
GOOGL	Alphabet Inc. Communication Services	Held	2,251	0	$774,524	−3.7%	0.38%
ABT	Abbott Laboratories Healthcare	Held	6,818	0	$673,822	+8.9%	0.33%
LOW	Lowes Companies Inc Consumer Cyclical	Added	3,656	+50	$673,764	−15.3%	0.33%
COST	Costco Wholesale Corp Consumer Defensive	Held	636	0	$578,976	−2.7%	0.29%
NVDA	Nvidia Corp Technology	Held	2,063	0	$471,147	+14.1%	0.23%
IHAK	iShares Cybersecurity and Tech ETF	Held	6,365	0	$430,401	+11.4%	0.21%
GLD	Spdr Gold Trust	Held	1,087	0	$413,973	+3.4%	0.20%
GOOG	Alphabet Inc. Communication Services	Reduced	1,151	-17	$392,191	−5.0%	0.19%
ARTY	iShares Future AI & Tech ETF	Held	5,000	0	$391,600	+2.8%	0.19%
CTAS	Cintas Corp Industrials	Held	2,000	0	$390,120	+14.7%	0.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	534	0	$265,905	−0.5%	0.13%

Showing the top 50 of 58 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.