StockDriftsStockDriftsTop 50 Virginia Wealth Management Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.47% | 12 | $9.0M | +0.00%(+0) | $585918.22(+34.11%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 4.03% | 68.9K | $8.1M | -8.25%(-6.19K) | $54.57(+121.87%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.74% | 22.9K | $7.5M | -0.02%(-5) | $152.08(+137.70%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 3.39% | 212.7K | $6.8M | -0.21%(-448) | $18.47(+70.80%) | 2026-06-30 | |
| PSX | PHILLIPS 66 | 3.17% | 37.7K | $6.4M | +0.10%(+38) | $99.98(+117.85%) | 2026-06-30 | |
| IBDT | ISHARES TR | 3.14% | 249.9K | $6.3M | +25.19%(+50.27K) | $24.91(+1.00%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 3.12% | 18.4K | $6.3M | +0.44%(+81) | $208.64(+67.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.06% | 21.3K | $6.2M | -0.06%(-13) | $178.03(+72.25%) | 2026-06-30 | |
| IBDR | ISHARES TR | 3.02% | 249.9K | $6.1M | +25.19%(+50.27K) | $24.57(-1.56%) | 2026-06-30 | |
| IBDS | ISHARES TR | 3.01% | 249.9K | $6.1M | +25.19%(+50.27K) | $24.67(-2.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.86% | +25.47% | — | — | +14.04% |
| Top 20 Holdings Unweighted | +7.87% | +25.52% | — | — | +13.73% |
Virginia Wealth Management Group INC reports $200.82M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (4.5%), CSCO (4.0%) and JPM (3.7%). The top 20 holdings account for 61.06% of reported assets. Its disclosed equity book has returned +25.47% on a three-year cumulative basis. 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 Wealth Management Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1898282). View Virginia Wealth Management Group INC’s 13F filings on SEC