Virginia Wealth Management Group, Inc. holds a diversified book of 57 reported positions worth $200.8M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Ishares Cybersecurity & Tech and trimmed Cisco Systems Inc. Their largest long position is Berkshire Hathaway Inc-CL A at 4% of the reported non-option book.
Virginia Wealth Management Group, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
+4 sectors below the cut, 11% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Virginia Wealth Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 47 / 57 | $275.7B |
| Hoffman, Alan N Investment Management | 7 / 57 | $136.1M |
| Emerald Advisors, LLC | 21 / 57 | $626.5M |
| Independent Investors Inc | 21 / 57 | $403.5M |
| H&H International Investment, LLC | 5 / 57 | $14.7B |
| Daniel Investment Group, Inc. | 12 / 57 | $129.6M |
| Hikari Tsushin, Inc. | 12 / 57 | $1.1B |
| Marest Capital, LLC | 9 / 57 | $148.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Virginia Wealth Management Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL A | $9.0M | 12 | 4.5% | —Held | |
| 2 | Cisco Sys Inc COM | $8.1M | 68.9K | 4.0% | ▼−8.2% Reduced · −6K sh | |
| 3 | JPMorgan Chase & Co COM | $7.5M | 22.9K | 3.7% | ▼~0% Reduced · −5 sh | |
| 4 | Kinder Morgan Inc Del COM | $6.8M | 212.7K | 3.4% | ▼−0.2% Reduced · −448 sh | |
| 5 | Phillips 66 COM | $6.4M | 37.7K | 3.2% | ▲+0.1% Added · +38 sh | |
| 6 | Ishares TR IBDS DEC28 ETF | $6.3M | 249.9K | 3.1% | ▲+25% Added · +50K sh | |
| 7 | Chubb Limited COM | $6.3M | 18.4K | 3.1% | ▲+0.4% Added · +81 sh | |
| 8 | Apple Inc COM | $6.2M | 21.3K | 3.1% | ▼−0.1% Reduced · −13 sh | |
| 9 | Ishares TR IBONDS DEC2026 | $6.1M | 249.9K | 3.0% | ▲+25% Added · +50K sh | |
| 10 | Ishares TR IBONDS 27 ETF | $6.1M | 249.9K | 3.0% | ▲+25% Added · +50K sh | |
| 11 | Chevron Corporation COM | $5.8M | 35.1K | 2.9% | ▲+0.7% Added · +232 sh | |
| 12 | Ishares TR IBONDS DEC 29 | $5.8M | 249.4K | 2.9% | ▲+25% Added · +50K sh | |
| 13 | Qualcomm Inc COM | $5.7M | 30.8K | 2.8% | ▲+0.3% Added · +106 sh | |
| 14 | Darden Restaurants Inc COM | $5.6M | 27.1K | 2.8% | ▲+0.8% Added · +217 sh | |
| 15 | Ishares TR IBONDS DEC 2030 | $5.4M | 249.7K | 2.7% | ▲+25% Added · +50K sh | |
| 16 | Southern Co COM | $5.3M | 55.9K | 2.7% | ▲+0.8% Added · +426 sh | |
| 17 | Target Corp COM | $5.3M | 40.4K | 2.6% | ▲+1.0% Added · +420 sh | |
| 18 | Duke Energy Corp New COM NEW | $5.1M | 40.2K | 2.5% | ▲+0.9% Added · +349 sh | |
| 19 | Ishares TR IBONDS DEC 2031 | $5.0M | 242.1K | 2.5% | ▲+26% Added · +50K sh | |
| 20 | Pepsico Inc COM | $5.0M | 36.8K | 2.5% | ▲+0.8% Added · +300 sh | |
| 21 | BlackRock Inc COM | $5.0M | 5.1K | 2.5% | ▲+1.1% Added · +57 sh | |
| 22 | Aflac Inc COM | $4.9M | 42.2K | 2.5% | ▼−0.1% Reduced · −26 sh | |
| 23 | Microsoft Corp COM | $4.8M | 12.8K | 2.4% | ▲+1.5% Added · +193 sh | |
| 24 | Mid-Amer Apt Cmntys Inc COM | $4.7M | 33.9K | 2.3% | ▲+1.4% Added · +469 sh | |
| 25 | Blackstone Inc COM | $4.7M | 39.9K | 2.3% | ▲+1.8% Added · +704 sh | |
| 26 | Markel Group Inc COM | $4.4M | 2.2K | 2.2% | ▲+28% Added · +485 sh | |
| 27 | Emerson Elec Co COM | $4.3M | 30.4K | 2.2% | ▲+1.1% Added · +347 sh | |
| 28 | Amgen Inc COM | $4.2M | 11.7K | 2.1% | ▲+0.9% Added · +111 sh | |
| 29 | Hershey Co COM | $4.0M | 22.7K | 2.0% | ▲+2.1% Added · +462 sh | |
| 30 | Dominion Energy Inc COM | $3.9M | 57.3K | 1.9% | ▲+1.3% Added · +711 sh | |
| 31 | Walmart Inc COM | $3.9M | 34.1K | 1.9% | ▲+0.2% Added · +64 sh | |
| 32 | McDonalds Corp COM | $3.7M | 13.6K | 1.8% | ▲+1.6% Added · +220 sh | |
| 33 | Stag Industrial Inc COM | $3.6M | 95.2K | 1.8% | ▲+1.3% Added · +1K sh | |
| 34 | Realty Income Corp COM | $3.5M | 56.8K | 1.8% | ▲+1.5% Added · +824 sh | |
| 35 | Verizon Communications Inc COM | $3.1M | 72.7K | 1.5% | ▲+1.5% Added · +1K sh | |
| 36 | Medtronic PLC SHS | $2.7M | 34.9K | 1.4% | ▲+1.8% Added · +624 sh | |
| 37 | Home Depot Inc COM | $2.2M | 6.3K | 1.1% | ▲+3.5% Added · +211 sh | |
| 38 | Analog Devices Inc COM | $2.0M | 5.0K | 1.0% | —Held | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.8% | ▲+1.6% Added · +33 sh | |
| 40 | Alphabet Inc CAP STK CL A | $804K | 2.3K | 0.4% | —Held | |
| 41 | Lowes Cos Inc COM | $795K | 3.6K | 0.4% | ▼−1.2% Reduced · −45 sh | |
| 42 | Abbott Laboratories COM | $619K | 6.8K | 0.3% | —Held | |
| 43 | Costco Wholesale Corporation COM | $595K | 636 | 0.3% | —Held | |
| 44 | Invesco Exchange Traded FD T S&P500 EQL WGT | $568K | 2.7K | 0.3% | ▲+14% Added · +324 sh | |
| 45 | Nvidia Corporation COM | $413K | 2.1K | 0.2% | ▲+3.1% Added · +63 sh | |
| 46 | Alphabet Inc CAP STK CL C | $413K | 1.2K | 0.2% | ▲+2.6% Added · +30 sh | |
| 47 | SPDR Gold TR GOLD SHS | $400K | 1.1K | 0.2% | ▲+27% Added · +230 sh | |
| 48 | Ishares TR CYBERSECURITY | $386K | 6.4K | 0.2% | ▲New New position | |
| 49 | Ishares TR FUTU AI TECH ETF | $381K | 5.0K | 0.2% | —Held | |
| 50 | Cintas Corp COM | $340K | 2.0K | 0.2% | —Held |
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Use Arkolith to show VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.