VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CIK: 0001898282SEC EDGAR →
Portfolio Value
$171.1M
Holdings
56
As of
Q4 2025
New Positions
56
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 12 | $9.1M | 5.29% |
| 2 | JPMORGAN CHASE & CO. | 23,468 | $7.6M | 4.42% |
| 3 | APPLE INC | 21,066 | $5.7M | 3.35% |
| 4 | CISCO SYS INC | 74,103 | $5.7M | 3.34% |
| 5 | CHUBB LIMITED | 18,171 | $5.7M | 3.31% |
| 6 | MICROSOFT CORP | 11,511 | $5.6M | 3.25% |
| 7 | KINDER MORGAN INC DEL | 198,776 | $5.5M | 3.19% |
| 8 | BLACKROCK INC | 5,008 | $5.4M | 3.13% |
| 9 | ISHARES TR | 200,585 | $5.1M | 2.98% |
| 10 | QUALCOMM INC | 29,527 | $5.0M | 2.95% |
Quarterly Changes
New Positions (56)
$9.1M · 12 shares
$7.6M · 23K shares
$5.7M · 21K shares
$5.7M · 74K shares
$5.7M · 18K shares
$5.6M · 12K shares
$5.5M · 199K shares
$5.4M · 5K shares
$5.1M · 201K shares
$5.0M · 30K shares
$4.9M · 34K shares
$4.9M · 27K shares
$4.9M · 201K shares
$4.9M · 201K shares
$4.8M · 55K shares
$4.7M · 201K shares
$4.6M · 40K shares
$4.6M · 42K shares
$4.4M · 201K shares
$4.2M · 31K shares
$4.0M · 22K shares
$4.0M · 13K shares
$4.0M · 31K shares
$4.0M · 30K shares
$3.9M · 26K shares
$3.9M · 35K shares
$3.8M · 11K shares
$3.5M · 2K shares
$3.4M · 92K shares
$3.2M · 33K shares
$3.2M · 55K shares
$3.1M · 55K shares
$3.0M · 21K shares
$2.8M · 70K shares
$2.1M · 6K shares
$1.9M · 19K shares
$1.4M · 2K shares
$1.4M · 5K shares
$1.4M · 9K shares
$830K · 3K shares
$797K · 6K shares
$688K · 2K shares
$543K · 630 shares
$376K · 2K shares
$373K · 2K shares
$366K · 2K shares
$357K · 1K shares
$352K · 890 shares
$325K · 2K shares
$268K · 534 shares
$240K · 5K shares
$218K · 3K shares
$210K · 920 shares
$200K · 910 shares
$92K · 100K shares
$41K · 70K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $57.2M | 33.4% |
| Technology | 6 | $23.8M | 13.9% |
| Consumer Defensive | 5 | $16.4M | 9.6% |
| Energy | 3 | $13.3M | 7.8% |
| Utilities | 3 | $12.6M | 7.4% |
| Unknown | 5 | $11.9M | 7.0% |
| Consumer Cyclical | 4 | $11.8M | 6.9% |
| Real Estate | 3 | $10.7M | 6.2% |
| Healthcare | 4 | $8.0M | 4.7% |
| Industrials | 2 | $4.3M | 2.5% |
| Communication Services | 2 | $1.0M | 0.6% |
| Basic Materials | 2 | $133K | 0.1% |