Virginia Wealth Management Group
VIRGINIA BEACH, VAfiles as VIRGINIA WEALTH MANAGEMENT GROUP, INC.
$189m in 55 US stocks at the end of 30 June 2026. The top 10 are 36.1% of the money. It changed about 8.6% of the portfolio this quarter.
Value
$189m
Stocks
55
Top 10 share
36.1%
Turnover
8.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIHAK0.2% of the fund
- Vanguard Whitehall FDSVYM0.1% of the fund
- Vanguard Specialized FundsVIG0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIBDT3.3% of the fund+25%
- Ishares TRIBDU3.1% of the fund+25%
- Ishares TRIBDV2.9% of the fund+25%
- Ishares TRIBDW2.7% of the fund+26%
- Markel GroupMKL2.3% of the fund+28%
- HersheyHSY2.1% of the fund+2%
- Home DepotHD1.2% of the fund+3%
- Invesco Exchange Traded FD TRSP0.3% of the fund+14%
- NvidiaNVDA0.2% of the fund+3%
- AlphabetGOOG0.2% of the fund+3%
- Spdr Gold TRGLD0.2% of the fund+27%
Cut
Sold some of their stake.
- Cisco SystemsCSCO4.3% of the fund-8%
Sold out
Sold their entire stake.
- Ishares TRIBDR-100%
- Ishares TRIBDS-100%
- Vaneck ETF TrustGDX-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 4.8%
- Value
- $9m
- Shares
- 12
Held
- Ishares TRIBDT
- Share
- 3.3%
- Value
- $6m
- Shares
- 249,890
+25%
- Ishares TRIBDU
- Share
- 3.1%
- Value
- $6m
- Shares
- 249,415
+25%
- Ishares TRIBDV
- Share
- 2.9%
- Value
- $5m
- Shares
- 249,690
+25%
- Ishares TRIBDW
- Share
- 2.7%
- Value
- $5m
- Shares
- 242,115
+26%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $2m
- Shares
- 2,033
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.3%
- Value
- $568,224
- Shares
- 2,671
+14%
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $400,429
- Shares
- 1,087
+27%
- Ishares TRIHAK
- Share
- 0.2%
- Value
- $386,419
- Shares
- 6,365
New
- Ishares TRARTY
- Share
- 0.2%
- Value
- $380,800
- Shares
- 5,000
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.1%
- Value
- $226,930
- Shares
- 1,436
New
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $215,324
- Shares
- 910
New
- TRX GoldTRX
- Share
- <0.1%
- Value
- $61,875
- Shares
- 75,000
Held
- Fury Gold MinesFURY
- Share
- <0.1%
- Value
- $37,793
- Shares
- 70,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire Hathaway INC DELBRK-A | 4.8% | $9m | 12 | Held |
| Cisco SystemsCSCO | 4.3% | $8m | 68,888 | -8% |
| JPMorgan ChaseJPM | 4.0% | $8m | 22,945 | Held |
| Kinder MorganKMI | 3.6% | $7m | 212,700 | Held |
| Phillips 66PSX | 3.4% | $6m | 37,694 | Held |
| Ishares TRIBDT | 3.3% | $6m | 249,890 | +25% |
| ChubbCB | 3.3% | $6m | 18,367 | Held |
| AppleAAPL | 3.3% | $6m | 21,267 | Held |
| ChevronCVX | 3.1% | $6m | 35,071 | Held |
| Ishares TRIBDU | 3.1% | $6m | 249,415 | +25% |
| QualcommQCOM | 3.0% | $6m | 30,789 | Held |
| Darden RestaurantsDRI | 3.0% | $6m | 27,085 | Held |
| Ishares TRIBDV | 2.9% | $5m | 249,690 | +25% |
| Southern CompanySO | 2.8% | $5m | 55,890 | Held |
| TargetTGT | 2.8% | $5m | 40,430 | Held |
| Duke EnergyDUK | 2.7% | $5m | 40,238 | Held |
| Ishares TRIBDW | 2.7% | $5m | 242,115 | +26% |
| PepsiCoPEP | 2.6% | $5m | 36,753 | Held |
| BlackRockBLK | 2.6% | $5m | 5,149 | Held |
| AflacAFL | 2.6% | $5m | 42,188 | Held |
| MicrosoftMSFT | 2.5% | $5m | 12,797 | Held |
| MID America Apartment CommunitiesMAA | 2.5% | $5m | 33,878 | Held |
| BlackstoneBX | 2.5% | $5m | 39,919 | Held |
| Markel GroupMKL | 2.3% | $4m | 2,243 | +28% |
| Emerson ElectricEMR | 2.3% | $4m | 30,380 | Held |
| AmgenAMGN | 2.2% | $4m | 11,716 | Held |
| HersheyHSY | 2.1% | $4m | 22,730 | +2% |
| Dominion EnergyD | 2.1% | $4m | 57,307 | Held |
| WalmartWMT | 2.0% | $4m | 34,082 | Held |
| McDonald'sMCD | 2.0% | $4m | 13,620 | Held |
| STAG IndustrialSTAG | 1.9% | $4m | 95,176 | Held |
| Realty IncomeO | 1.9% | $4m | 56,820 | Held |
| Verizon CommunicationsVZ | 1.6% | $3m | 72,692 | Held |
| MedtronicMDT | 1.4% | $3m | 34,859 | Held |
| Home DepotHD | 1.2% | $2m | 6,321 | +3% |
| Analog DevicesADI | 1.1% | $2m | 5,037 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $2m | 2,033 | Held |
| AlphabetGOOGL | 0.4% | $804,440 | 2,251 | Held |
| Lowe's CompaniesLOW | 0.4% | $795,133 | 3,606 | Held |
| Abbott LaboratoriesABT | 0.3% | $618,688 | 6,818 | Held |
| Costco WholesaleCOST | 0.3% | $594,959 | 636 | Held |
| Invesco Exchange Traded FD TRSP | 0.3% | $568,224 | 2,671 | +14% |
| NvidiaNVDA | 0.2% | $412,786 | 2,063 | +3% |
| AlphabetGOOG | 0.2% | $412,689 | 1,168 | +3% |
| Spdr Gold TRGLD | 0.2% | $400,429 | 1,087 | +27% |
| Ishares TRIHAK | 0.2% | $386,419 | 6,365 | New |
| Ishares TRARTY | 0.2% | $380,800 | 5,000 | Held |
| CintasCTAS | 0.2% | $340,160 | 2,000 | Held |
| Berkshire HathawayBRK-B | 0.1% | $267,208 | 534 | Held |
| EquifaxEFX | 0.1% | $238,080 | 1,500 | Held |
| AbbVieABBV | 0.1% | $231,509 | 920 | Held |
| Vanguard Whitehall FDSVYM | 0.1% | $226,930 | 1,436 | New |
| Vanguard Specialized FundsVIG | 0.1% | $215,324 | 910 | New |
| TRX GoldTRX | <0.1% | $61,875 | 75,000 | Held |
| Fury Gold MinesFURY | <0.1% | $37,793 | 70,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 14.7% since 30 June 2025.
Where the money is
Financial services17.5%
Technology14.4%
Energy10.1%
Everyday goods9.9%
Utilities7.6%
Retail & consumer6.5%
Real estate6.3%
Health care4.1%
Industrials2.6%
Media & telecom2.3%
Materials0.1%
Other18.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.