Virginia Wealth Management Group, Inc. Portfolio Holdings

Virginia Wealth Management Group, Inc.

  • $165 Million
  • Q4 2025

Virginia Wealth Management Group, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $165 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $9.07M, Jpmorgan Chase & CO with a value of $7.05M, Microsoft Corp with a value of $5.84M, Cisco Systems, Inc. with a value of $5.76M, and Apple Inc. with a value of $5.63M.

Examining the 13F form we can see an decrease of $2.79M in the current position value, from $168M to 165M.

Virginia Wealth Management Group, Inc. is based out at Virginia Beach, VA

Below you can find more details about Virginia Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
Financial Services: $31 Million
Technology: $23.7 Million
ETFs: $22 Million
Consumer Defensive: $18 Million
Energy: $13.8 Million
Utilities: $13.2 Million
Consumer Cyclical: $11.5 Million
Real Estate: $10.6 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$194,000 0.12% of portfolio
2,550
Q4 2025 New
$0
$165,000 0.1% of portfolio
910
Q4 2025 Reduced 2.67%
$0
$160,000 0.1% of portfolio
5,000
Q2 2025 New
$179M
$65,000 0.04% of portfolio
100,000
Q3 2025 New
$87.6M
$39,000 0.02% of portfolio
70,000
Q3 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $165 Million
  • Prior Value $168 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Virginia Wealth Management Group, Inc. Portfolio

Follow Virginia Wealth Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Virginia Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Virginia Wealth Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email