VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CIK
1898282
Location
VIRGINIA BEACH, VA
Portfolio Value
Micro
$30,369,409
Diversification
Diversified
Filing Date
Global Rank
#4,517
/ 8,232
▲ 454
Top Industry
Utilities - Regulated Electric
9.5%
3Y Alpha vs SPY
-6.9%
Period ended 2 months ago
Filed Apr 29, 2026 · 45d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.2%
SPY
+76.5%
Annualised alpha
-6.6%
Max drawdown
−12.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.8%
−0.7 pts
Top 5
22.7%
+0.6 pts
Top 10
41.2%
+0.3 pts
HHI
324
Diversified+5
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 20.4% | $30,369,409 |
| Technology | 14.6% | $21,794,279 |
| Energy | 14.2% | $21,215,211 |
| Consumer Defensive | 13.4% | $20,000,778 |
| Utilities | 9.4% | $14,075,214 |
| Consumer Cyclical | 8.2% | $12,303,963 |
| Real Estate | 7.3% | $10,895,201 |
| Healthcare | 5.3% | $7,949,775 |
| Industrials | 3.0% | $4,543,308 |
| Communication Services | 2.8% | $4,243,223 |
| Unclassified | 1.1% | $1,669,438 |
| Basic Materials | 0.1% | $155,130 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BX | Blackstone Inc. | +30,430 | 39,215 | $4,509,332 | |
| TGT | Target Corp | +20,836 | 40,010 | $4,849,212 | |
| KMI | Kinder Morgan, Inc. | +14,372 | 213,148 | $7,146,852 | |
| CVX | Chevron Corp | +9,155 | 34,839 | $7,208,189 | |
| PSX | Phillips 66 | +6,938 | 37,656 | $6,860,170 | |
| MAA | Mid America Apartment Communities Inc. | +2,906 | 33,409 | $4,079,907 | |
| STAG | STAG Industrial, Inc. | +2,344 | 93,995 | $3,389,459 | |
| PEP | Pepsico Inc | +2,252 | 36,453 | $5,660,786 | |
| VZ | Verizon Communications Inc | +1,970 | 71,632 | $3,595,926 | |
| D | Dominion Energy, Inc | +1,723 | 56,596 | $3,498,764 | |
| O | Realty Income Corp | +1,264 | 55,996 | $3,425,835 | |
| QCOM | Qualcomm Inc/De | +1,156 | 30,683 | $3,951,356 | |
| MSFT | Microsoft Corp | +1,093 | 12,604 | $4,665,622 | |
| CSCO | Cisco Systems, Inc. | +976 | 75,079 | $5,825,379 | |
| SO | Southern Co | +822 | 55,464 | $5,353,385 | |
| MDT | Medtronic plc | +772 | 34,235 | $2,966,462 | |
| AFL | Aflac Inc | +665 | 42,214 | $4,631,297 | |
| ABT | Abbott Laboratories | +453 | 6,818 | $700,004 | |
| DUK | Duke Energy CORP | +359 | 39,889 | $5,223,065 | |
| MCD | Mcdonalds Corp | +345 | 13,400 | $4,164,586 | |
| DRI | Darden Restaurants Inc | +263 | 26,868 | $5,267,202 | |
| HSY | Hershey Co | +236 | 22,268 | $4,629,294 | |
| EMR | Emerson Electric Co | +229 | 30,033 | $3,934,923 | |
| AAPL | Apple Inc. | +214 | 21,280 | $5,400,651 | |
| LOW | Lowes Companies Inc | +209 | 3,651 | $862,658 | |
| 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
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | 21,037 | $3,014,812 | |
| No positions match the current search. | ||||
7 positions ·
$30,369,409 total
· Financial Services only
· as of Mar 31, 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 |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 22,950 | $6,750,972 | 22.23% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 18,286 | $5,959,955 | 19.62% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 5,092 | $4,897,027 | 16.12% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 42,214 | $4,631,297 | 15.25% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 39,215 | $4,509,332 | 14.85% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 1,758 | $3,364,934 | 11.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 534 | $255,892 | 0.84% |