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VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $202,856,737
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $8,964,060
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $7,607,892
- CISCO SYS INC · COM · 17275R102 · shares: $7,389,572
- PHILLIPS 66 · COM · 718546104 · shares: $7,187,810
- CHEVRON CORPORATION · COM · 166764100 · shares: $7,181,624
- APPLE INC · COM · 037833100 · shares: $7,092,468
- MICROSOFT CORP · COM · 594918104 · shares: $6,580,610
- KINDER MORGAN INC DEL · COM · 49456B101 · shares: $6,451,587
- ISHARES TR · IBDS DEC28 ETF · 46435U515 · shares: $6,427,525
- TARGET CORP · COM · 87612E106 · shares: $6,342,026
Reported holdings
58 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 12 shares | $8,964,060 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 22,996 shares | $7,607,892 |
| CISCO SYS INC | COM | 17275R102 | — | 68,657 shares | $7,389,572 |
| PHILLIPS 66 | COM | 718546104 | — | 28,153 shares | $7,187,810 |
| CHEVRON CORPORATION | COM | 166764100 | — | 35,168 shares | $7,181,624 |
| APPLE INC | COM | 037833100 | — | 21,297 shares | $7,092,468 |
| MICROSOFT CORP | COM | 594918104 | — | 12,830 shares | $6,580,610 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 213,983 shares | $6,451,587 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 | — | 257,513 shares | $6,427,525 |
| TARGET CORP | COM | 87612E106 | — | 40,475 shares | $6,342,026 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | — | 257,512 principal | $6,211,188 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 253,011 principal | $6,132,976 |
| CHUBB LIMITED | COM | H1467J104 | — | 18,403 shares | $5,985,506 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 | — | 257,089 shares | $5,833,349 |
| QUALCOMM INC | COM | 747525103 | — | 30,902 shares | $5,687,144 |
| BLACKROCK INC | COM | 09290D101 | — | 5,185 shares | $5,487,059 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 | — | 257,364 shares | $5,440,670 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 27,258 shares | $5,267,588 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 | — | 249,782 shares | $5,010,621 |
| AMGEN INC | COM | 031162100 | — | 11,748 shares | $4,951,793 |
| AFLAC INC | COM | 001055102 | — | 42,506 shares | $4,751,269 |
| EMERSON ELEC CO | COM | 291011104 | — | 30,608 shares | $4,747,242 |
| PEPSICO INC | COM | 713448108 | — | 37,057 shares | $4,695,819 |
| SOUTHERN CO | COM | 842587107 | — | 56,349 shares | $4,670,792 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 40,746 shares | $4,645,468 |
| BLACKSTONE INC | COM | 09260D107 | — | 40,245 shares | $4,511,040 |
| MARKEL GROUP INC | COM | 570535104 | — | 2,358 shares | $4,037,957 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | — | 33,964 shares | $3,998,978 |
| HERSHEY CO | COM | 427866108 | — | 23,002 shares | $3,625,367 |
| WALMART INC | COM | 931142103 | — | 34,288 shares | $3,563,240 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 58,099 shares | $3,516,146 |
| STAG INDUSTRIAL INC | COM | 85254J102 | — | 95,873 shares | $3,433,198 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 73,149 shares | $3,355,351 |
| MCDONALDS CORP | COM | 580135101 | — | 13,865 shares | $3,202,090 |
| REALTY INCOME CORP | COM | 756109104 | — | 57,746 shares | $3,135,616 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 35,398 shares | $3,054,502 |
| ANALOG DEVICES INC | COM | 032654105 | — | 5,037 shares | $1,998,228 |
| HOME DEPOT INC | COM | 437076102 | — | 6,426 shares | $1,827,998 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,033 shares | $1,550,427 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,251 shares | $774,524 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 6,818 shares | $673,848 |
| LOWES COS INC | COM | 548661107 | — | 3,656 shares | $673,803 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 2,952 shares | $614,179 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 636 shares | $578,976 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,063 shares | $471,148 |
| ISHARES TR | CYBERSECURITY | 46435U135 | — | 6,365 shares | $430,401 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,087 shares | $413,973 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,151 shares | $392,192 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 5,000 shares | $391,600 |
| CINTAS CORP | COM | 172908105 | — | 2,000 shares | $390,120 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 534 shares | $265,905 |
| ABBVIE INC | COM | 00287Y109 | — | 915 shares | $239,355 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 2,550 shares | $223,890 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,437 shares | $223,005 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 910 shares | $212,312 |
| EQUIFAX INC | COM | 294429105 | — | 1,500 shares | $205,860 |
| TRX GOLD CORPORATION | COM | 87283P109 | — | 75,000 shares | $90,750 |
| FURY GOLD MINES LIMITED | COM | 36117T100 | — | 70,000 shares | $37,100 |