Virginia Wealth Management Group, Inc. reported 44 positions worth $164.06M for the quarter ended Sep 30, 2026, up 0.8% on the prior quarter. It opened 0 new positions, added to 29, trimmed 4 and exited 0. Its largest holding is Berkshire Hathaway Inc at 5.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MKL Markel Group Inc. | +115 | +5.1% | $196.93K | 2.46% |
| DUK Duke Energy CORP | +508 | +1.3% | $57.92K | 2.83% |
| MCD Mcdonalds Corp | +245 | +1.8% | $56.58K | 1.95% |
| O Realty Income Corp | +926 | +1.6% | $50.28K | 1.91% |
| D Dominion Energy, Inc | +792 | +1.4% | $47.93K | 2.14% |
| MDT Medtronic plc | +539 | +1.5% | $46.51K | 1.86% |
| HSY Hershey Co | +272 | +1.2% | $42.87K | 2.21% |
| KMI Kinder Morgan, Inc. | +1,283 | +0.6% | $38.68K | 3.93% |
| PEP Pepsico Inc | +304 | +0.8% | $38.52K | 2.86% |
| BLK BlackRock, Inc. | +36 | +0.7% | $38.10K | 3.34% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 12 | $8.96M | 5.46% | 0 | 0.0% | Unchanged | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 23.0K | $7.61M | 4.64% | +51 | +0.2% | Added | 0% |
| 3 | CSCO Cisco Systems, Inc. | Technology | 68.7K | $7.39M | 4.5% | -231 | -0.3% | Reduced | 0% |
| 4 | PSX Phillips 66 | Energy | 28.2K | $7.19M | 4.38% | -9,541 | -25.3% | Reduced | 0.01% |
| 5 | CVX Chevron Corp | Energy | 35.2K | $7.18M | 4.38% | +97 | +0.3% | Added | 0% |
| 6 | AAPL Apple Inc. | Technology | 21.3K | $7.09M | 4.32% | +30 | +0.1% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 12.8K | $6.58M | 4.01% | +33 | +0.3% | Added | 0% |
| 8 | KMI Kinder Morgan, Inc. | Energy | 214.0K | $6.45M | 3.93% | +1,283 | +0.6% | Added | 0.01% |
| 9 | TGT Target Corp | Consumer Discretionary | 40.5K | $6.34M | 3.87% | +45 | +0.1% | Added | 0.01% |
| 10 | CB Chubb Ltd | Financial Services | 18.4K | $5.99M | 3.65% | +36 | +0.2% | Added | 0% |
| 11 | QCOM Qualcomm Inc | Technology | 30.9K | $5.69M | 3.47% | +113 | +0.4% | Added | 0% |
| 12 | BLK BlackRock, Inc. | Financial Services | 5,185 | $5.49M | 3.34% | +36 | +0.7% | Added | 0% |
| 13 | DRI Darden Restaurants Inc | Consumer Discretionary | 27.3K | $5.27M | 3.21% | +173 | +0.6% | Added | 0.02% |
| 14 | AMGN Amgen Inc | Healthcare | 11.7K | $4.95M | 3.02% | +32 | +0.3% | Added | 0% |
| 15 | AFL Aflac Inc | Financial Services | 42.5K | $4.75M | 2.9% | +318 | +0.8% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Virginia Wealth Management.
As of its Q3 2026 13F filing, Virginia Wealth Management Group, Inc.’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 5.5%, Jpmorgan Chase & Co (JPM) at 4.6%, Cisco Systems, Inc. (CSCO) at 4.5%, Phillips 66 (PSX) at 4.4%, Chevron Corp (CVX) at 4.4% of the reported portfolio.
Virginia Wealth Management Group, Inc. reported a 13F portfolio worth $164.06M across 44 positions for Q3 2026. That is up 0.8% from the previous quarter.
Its largest purchases by value were Markel Group Inc. ($196.93K), Duke Energy CORP ($57.92K), Mcdonalds Corp ($56.58K). It opened 0 new positions.
Its largest sales by value were Phillips 66 ($2.44M), Cisco Systems, Inc. ($24.86K), Alphabet Inc. ($5.79K). It exited 0 positions entirely.
From the Form 13F-HR reports Virginia Wealth Management Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.