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Latest VIRGINIA WEALTH MANAGEMENT GROUP, INC. Stock Portfolio

VIRGINIA WEALTH MANAGEMENT GROUP, INC. Performance:
2026 Q1: 1.58%YTD: 1.58%2025: 6.92%
Performance for 2026 Q1 is 1.58%, and YTD is 1.58%, and 2025 is 6.92%.

About VIRGINIA WEALTH MANAGEMENT GROUP, INC. and 13F Hedge Fund Stock Holdings

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported an equity portfolio of $186.8 Millions as of 31 Mar, 2026.

The top stock holdings of VIRGINIA WEALTH MANAGEMENT GROUP, INC. are , CVX, KMI. The fund has invested 4.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 3.9% of portfolio in CHEVRON CORPORATION.

The fund managers got completely rid off PROCTER AND GAMBLE CO (PG) and VANGUARD SPECIALIZED FUNDS (VIG) stocks. They significantly reduced their stock positions in TRX GOLD CORPORATION (TRX), SPDR GOLD TR (GLD) and WALMART INC (WMT). VIRGINIA WEALTH MANAGEMENT GROUP, INC. opened new stock positions in ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), TARGET CORP (TGT) and CHEVRON CORPORATION (CVX).

VIRGINIA WEALTH MANAGEMENT GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that VIRGINIA WEALTH MANAGEMENT GROUP, INC. made a return of 1.58% in the last quarter. In trailing 12 months, it's portfolio return was 5.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr4,014,690
New stocks bought by VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Additions

Ticker% Inc.
blackstone inc346
target corp108
chevron corporation35.64
invesco exchange traded fd t22.62
phillips 6622.59
mid-amer apt cmntys inc9.53
microsoft corp9.5
markel group inc9.19
Additions to existing portfolio by VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Reductions

Ticker% Reduced
trx gold corporation-25.00
spdr gold tr-3.71
walmart inc-2.44
jpmorgan chase & co-2.21
ishares tr-0.73
ishares tr-0.73
ishares tr-0.48
ishares tr-0.48
VIRGINIA WEALTH MANAGEMENT GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
procter and gamble co-3,014,820
vanguard specialized funds-200,000
VIRGINIA WEALTH MANAGEMENT GROUP, INC. got rid off the above stocks

Sector Distribution

VIRGINIA WEALTH MANAGEMENT GROUP, INC. has about 19.5% of it's holdings in Others sector.

Sector%
Others19.5
Financial Services14.2
Technology12.3
Energy12
Consumer Defensive11.3
Utilities7.9
Consumer Cyclical6.9
Real Estate6.2
Healthcare4.5
Industrials2.6
Communication Services2.6

Market Cap. Distribution

VIRGINIA WEALTH MANAGEMENT GROUP, INC. has about 78.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP49.4
MEGA-CAP29.2
UNALLOCATED19.5
MID-CAP1.9

Stocks belong to which Index?

About 76.7% of the stocks held by VIRGINIA WEALTH MANAGEMENT GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50076.7
Others23.3
Top 5 Winners (%)%
TRX
trx gold corporation
55.0 %
PSX
phillips 66
36.0 %
CVX
chevron corporation
29.7 %
VZ
verizon communications inc
22.9 %
KMI
kinder morgan inc del
21.1 %
Top 5 Winners ($)$
PSX
phillips 66
1.8 M
CVX
chevron corporation
1.6 M
KMI
kinder morgan inc del
1.2 M
TGT
target corp
0.7 M
VZ
verizon communications inc
0.7 M
Top 5 Losers (%)%
QCOM
qualcomm inc
-24.4 %
MSFT
microsoft corp
-22.7 %
ABT
abbott laboratories
-17.6 %
BX
blackstone inc
-17.3 %
EFX
equifax inc
-17.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.4 M
QCOM
qualcomm inc
-1.3 M
BX
blackstone inc
-0.9 M
JPM
jpmorgan chase & co
-0.7 M
blackrock inc
-0.5 M

VIRGINIA WEALTH MANAGEMENT GROUP, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VIRGINIA WEALTH MANAGEMENT GROUP, INC.

VIRGINIA WEALTH MANAGEMENT GROUP, INC. has 53 stocks in it's portfolio. About 34.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PSX was the most profitable stock for VIRGINIA WEALTH MANAGEMENT GROUP, INC. last quarter.

Last Reported on: 29 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions