StockDriftsStockDriftsTop 50 Virginia Estate & Retirement Planning Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 29.4% | 230.9K | $23.2M | -0.38%(-872) | $100.57(+0.02%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 12.42% | 14.0K | $9.8M | +0.28%(+39) | $634.04(+11.13%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 7.94% | 8.5K | $6.3M | +0.30%(+25) | $645.93(+11.21%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 4.94% | 76.4K | $3.9M | new | $48.47(+11.68%) | 2026-09-30 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 4.43% | 121.8K | $3.5M | new | $27.39(+9.86%) | 2026-09-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 4.37% | 110.3K | $3.5M | new | $30.72(+1.79%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 4.31% | 51.1K | $3.4M | new | $64.48(+8.92%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.18% | 101.5K | $3.3M | -99.04%(-10.43M) | $31.05(+10.26%) | 2026-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.82% | 35.9K | $3.0M | new | $87.09(-3.24%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.39% | 12.9K | $2.7M | -58.78%(-18.36K) | $200.42(+6.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.73% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.08% |
Virginia Estate & Retirement Planning Advisors INC reports $79.08M in US-listed equity holdings across 225 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (29.4%), VOO (12.4%) and QQQ (7.9%). The top 20 holdings account for 91.78% of reported assets. Its disclosed equity book has returned +0.73% cumulatively over 2 quarters. Figures reflect the Q3 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