Virginia Wealth Management Group, Inc. Portfolio Holdings

Virginia Wealth Management Group, Inc.

  • $168 Million
  • Q3 2025

Virginia Wealth Management Group, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $168 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $9.05M, Jpmorgan Chase & CO with a value of $7.46M, Microsoft Corp with a value of $5.95M, Kinder Morgan, Inc. with a value of $5.57M, and Apple Inc. with a value of $5.36M.

Examining the 13F form we can see an increase of $8.43M in the current position value, from $159M to 168M.

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 $168 Million
Financial Services: $31 Million
ETFs: $25.9 Million
Technology: $23 Million
Consumer Defensive: $21.4 Million
Energy: $13.7 Million
Utilities: $13.3 Million
Consumer Cyclical: $12.3 Million
Real Estate: $10.9 Million
Other: $16.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$9.05 Million 5.4% of portfolio
12
Q1 2025 Added 9.09%
$881B
$7.46 Million 4.45% of portfolio
23,662
Q3 2025 Reduced 1.5%
$3.78T
$5.95 Million 3.55% of portfolio
11,490
Q3 2025 Reduced 0.37%
$61.6B
$5.57 Million 3.32% of portfolio
196,601
Q3 2025 Reduced 0.49%
$4.3T
$5.36 Million 3.2% of portfolio
21,041
Q3 2025 Added 0.45%
$319B
$5.22 Million 3.12% of portfolio
76,300
Q3 2025 Added 0.14%
$204B
$5.21 Million 3.11% of portfolio
37,127
Q3 2025 Reduced 0.34%
$98.6B
$5.15 Million 3.07% of portfolio
54,304
Q3 2025 Reduced 0.54%
$123B
$5.09 Million 3.04% of portfolio
18,033
Q3 2025 Added 0.2%
$21.3B
$4.99 Million 2.98% of portfolio
26,234
Q3 2025 Added 3.03%
$0
$4.96 Million 2.96% of portfolio
194,345
Q3 2025 Added 8.46%
$0
$4.89 Million 2.92% of portfolio
194,135
Q3 2025 Added 8.34%
$187B
$4.87 Million 2.91% of portfolio
29,265
Q3 2025 Added 0.82%
$96.4B
$4.86 Million 2.9% of portfolio
39,258
Q3 2025 Added 0.24%
$0
$4.73 Million 2.82% of portfolio
194,345
Q3 2025 Added 8.46%
$0
$4.62 Million 2.75% of portfolio
194,345
Q3 2025 Added 8.46%
$0
$4.56 Million 2.72% of portfolio
194,345
Q3 2025 Added 8.46%
$279B
$4.46 Million 2.66% of portfolio
43,309
Q3 2025 Reduced 1.67%
$15.1B
$4.37 Million 2.61% of portfolio
31,250
Q3 2025 Added 0.79%
$68.5B
$4.14 Million 2.47% of portfolio
30,419
Q3 2025 Added 1.92%
$26.3B
$4.06 Million 2.42% of portfolio
21,695
Q3 2025 Added 1.83%
$303B
$3.95 Million 2.36% of portfolio
25,457
Q3 2025 Added 1.63%
$224B
$3.93 Million 2.34% of portfolio
12,929
Q3 2025 Added 1.52%
$75.4B
$3.88 Million 2.32% of portfolio
29,596
Q3 2025 Reduced 0.61%
$346B
$3.58 Million 2.14% of portfolio
23,294
Q3 2025 Added 1.38%
$41.4B
$3.46 Million 2.07% of portfolio
38,616
Q3 2025 Added 6.84%
$35.1B
$3.36 Million 2.0% of portfolio
55,238
Q3 2025 Added 3.81%
$50.4B
$3.31 Million 1.98% of portfolio
54,116
Q3 2025 Added 3.0%
$183B
$3.26 Million 1.94% of portfolio
11,542
Q3 2025 Added 0.72%
$6.89B
$3.2 Million 1.91% of portfolio
90,600
Q3 2025 Added 1.95%
$128B
$3.14 Million 1.88% of portfolio
33,015
Q3 2025 Added 2.11%
$172B
$3.1 Million 1.85% of portfolio
70,492
Q3 2025 Added 3.15%
$27.9B
$3.02 Million 1.8% of portfolio
1,579
Q1 2025 Added 15.0%
$367B
$2.46 Million 1.47% of portfolio
6,082
Q2 2025 Added 6.27%
$98.1B
$1.5 Million 0.89% of portfolio
8,776
Q3 2025 Reduced 0.5%
$0
$1.33 Million 0.79% of portfolio
2,000
Q2 2022 Added 100.0%
$118B
$1.23 Million 0.73% of portfolio
5,000
Q1 2025 Reduced 21.09%
$140B
$865,000 0.52% of portfolio
3,442
Q3 2025 Added 6.17%
$228B
$839,000 0.5% of portfolio
6,265
Q3 2025 Added 4.16%
$404B
$583,000 0.35% of portfolio
630
Q1 2025 Reduced 31.22%
$1.65T
$534,000 0.32% of portfolio
2,200
Q2 2025 Added 4.76%
$19B
$410,000 0.24% of portfolio
2,000
Q3 2024 Added 300.0%
$25.4B
$384,000 0.23% of portfolio
1,500
Q3 2023 New
$465B
$373,000 0.22% of portfolio
2,000
Q2 2025 New
$1.74T
$277,000 0.17% of portfolio
1,138
Q2 2025 New
$130B
$289,000 0.17% of portfolio
815
Q3 2025 New
$662B
$268,000 0.16% of portfolio
534
Q1 2024 New
$414B
$213,000 0.13% of portfolio
920
Q3 2025 New
$0
$225,000 0.13% of portfolio
1,190
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $168 Million
  • Prior Value $159 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 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