StockDriftsStockDriftsTop 50 Virginia Estate & Retirement Planning Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 28.09% | 231.8K | $23.3M | +59.70%(+86.63K) | $100.57(-0.07%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 13.12% | 10.53M | $10.9M | new | $31.09(+10.26%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 11.54% | 14.0K | $9.6M | new | $633.87(+12.17%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 10.49% | 8.71M | $8.7M | new | $26.54(-2.37%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.5% | 8.5K | $6.2M | +2968.84%(+8.19K) | $645.66(+11.64%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.42% | 89.5K | $2.8M | +218265.85%(+89.49K) | $25.83(+9.43%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.39% | 31.2K | $2.8M | new | $200.42(+10.17%) | 2026-06-30 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 3.29% | 12.8K | $2.7M | new | $83.56(+6.68%) | 2026-06-30 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 3.09% | 84.9K | $2.6M | +411.08%(+68.28K) | $21.41(+0.19%) | 2026-06-30 | |
| SPDV | ETF SER SOLUTIONS | 2.75% | 74.6K | $2.3M | new | $37.79(+8.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.75% |
Virginia Estate & Retirement Planning Advisors Inc. reports $83.04M in US-listed equity holdings across 186 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (28.1%), SCHD (13.1%) and VOO (11.5%). The top 20 holdings account for 93.8% of reported assets. Its disclosed equity book has returned +0.76% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Virginia Estate & Retirement Planning Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2115327). View Virginia Estate & Retirement Planning Advisors Inc.’s 13F filings on SEC