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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$1.33 Million 0.79% of portfolio
2,000
Q2 2022 Added 100.0%
$130B
$289,000 0.17% of portfolio
815
Q3 2025 New
$0
$225,000 0.13% of portfolio
1,190
Q3 2025 New
$0
$160,000 0.1% of portfolio
5,000
Q2 2025 New
$0
$170,000 0.1% of portfolio
935
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
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