Virginia Wealth Management Group, Inc. holds a diversified book of 57 stocks worth $200.8M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +11% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1898282/holdings"
Use Arkolith to show VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Virginia Wealth Management Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Virginia Wealth Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 58 / 57 | $403.9B |
| JPMORGAN CHASE & CO | 58 / 57 | $372.5B |
| BANK OF AMERICA CORP /DE/ | 58 / 57 | $261.3B |
| ROYAL BANK OF CANADA | 58 / 57 | $114.9B |
| LPL Financial LLC | 58 / 57 | $46.7B |
| Integrated Wealth Concepts LLC | 58 / 57 | $1.5B |
| UBS Group AG | 57 / 57 | $108.6B |
| BANK OF MONTREAL /CAN/ | 57 / 57 | $50.1B |
Ranked by how many of Virginia Wealth Management Group, Inc.'s top 57 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.