StockDrifts LogoStockDrifts

Virginia Wealth Management Group, Inc.

Portfolio Manager
Virginia Wealth Management Group, Inc.
Performance
-1.81% (2026 Q1)
AUM (13F)
$186.82M
# of Holdings
55
Performance Rank
Allocation (Top 20)
60.87%

Virginia Wealth Management Group, Inc. Holdings Map

Top 50 Virginia Wealth Management Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.A
BERKSHIRE HATHAWAY INC DEL
4.61%12$8.6M
+0.00%(+0)
2025-Q1: 12 shares2025-Q2: 12 shares2025-Q3: 12 shares2025-Q4: 12 shares2026-Q1: 12 shares
$469582.92(+54.92%)
2026-03-31
CVX
CHEVRON CORPORATION
3.86%34.8K$7.2M
+35.64%(+9.15K)
2025-Q1: 24.5K shares2025-Q2: 25.0K shares2025-Q3: 25.5K shares2025-Q4: 25.7K shares2026-Q1: 34.8K shares
$164.96(+12.75%)
2026-03-31
KMI
KINDER MORGAN INC DEL
3.83%213.1K$7.1M
+7.23%(+14.37K)
2025-Q1: 195.9K shares2025-Q2: 197.6K shares2025-Q3: 196.6K shares2025-Q4: 198.8K shares2026-Q1: 213.1K shares
$18.47(+77.59%)
2026-03-31
PSX
PHILLIPS 66
3.67%37.7K$6.9M
+22.59%(+6.94K)
2025-Q1: 29.1K shares2025-Q2: 29.8K shares2025-Q3: 30.4K shares2025-Q4: 30.7K shares2026-Q1: 37.7K shares
$99.90(+72.00%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.61%22.9K$6.8M
-2.21%(-518)
2025-Q1: 23.8K shares2025-Q2: 24.0K shares2025-Q3: 23.7K shares2025-Q4: 23.5K shares2026-Q1: 22.9K shares
$152.08(+97.43%)
2026-03-31
CB
CHUBB LTD SWITZ
3.19%18.3K$6.0M
+0.63%(+115)
2025-Q1: 17.9K shares2025-Q2: 18.0K shares2025-Q3: 18.0K shares2025-Q4: 18.2K shares2026-Q1: 18.3K shares
$208.09(+51.86%)
2026-03-31
CSCO
CISCO SYS INC
3.12%75.1K$5.8M
+1.32%(+976)
2025-Q1: 76.0K shares2025-Q2: 76.2K shares2025-Q3: 76.3K shares2025-Q4: 74.1K shares2026-Q1: 75.1K shares
$54.57(+86.69%)
2026-03-31
PEP
PEPSICO INC
3.03%36.5K$5.7M
+6.58%(+2.25K)
2025-Q1: 23.0K shares2025-Q2: 37.3K shares2025-Q3: 37.1K shares2025-Q4: 34.2K shares2026-Q1: 36.5K shares
$155.18(-3.81%)
2026-03-31
AAPL
APPLE INC
2.89%21.3K$5.4M
+1.02%(+214)
2025-Q1: 20.9K shares2025-Q2: 20.9K shares2025-Q3: 21.0K shares2025-Q4: 21.1K shares2026-Q1: 21.3K shares
$178.03(+67.87%)
2026-03-31
SO
SOUTHERN CO
2.87%55.5K$5.4M
+1.50%(+822)
2025-Q1: 54.8K shares2025-Q2: 54.6K shares2025-Q3: 54.3K shares2025-Q4: 54.6K shares2026-Q1: 55.5K shares
$71.06(+31.07%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Virginia Wealth Management Group, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all