VIRGINIA WEALTH MANAGEMENT GROUP, INC.
57 holdingsFiling period: 2026-06-30Current AUM: $207.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 12 | $9.0M | $9.0M | 4.32% | -- | 2026-06-30 |
| 2 | CSCO | CISCO SYS INC | 68.9K | $8.1M | $7.6M | 3.65% | -6,191 | 2026-06-30 |
| 3 | JPM | JPMORGAN CHASE & CO | 22.9K | $7.5M | $8.1M | 3.89% | -5 | 2026-06-30 |
| 4 | KMI | KINDER MORGAN INC DEL | 212.7K | $6.8M | $6.5M | 3.15% | -448 | 2026-06-30 |
| 5 | PSX | PHILLIPS 66 | 37.7K | $6.4M | $10.0M | 4.80% | +38 | 2026-06-30 |
| 6 | IBDT | ISHARES TR | 249.9K | $6.3M | $6.2M | 3.01% | +50.3K | 2026-06-30 |
| 7 | — | CHUBB LIMITED | 18.4K | $6.3M | $6.3M | 3.01% | +81 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 21.3K | $6.2M | $7.0M | 3.39% | -13 | 2026-06-30 |
| 9 | IBDR | ISHARES TR | 249.9K | $6.1M | $6.0M | 2.91% | +50.3K | 2026-06-30 |
| 10 | IBDS | ISHARES TR | 249.9K | $6.1M | $6.0M | 2.90% | +50.3K | 2026-06-30 |
| 11 | CVX | CHEVRON CORPORATION | 35.1K | $5.8M | $7.6M | 3.67% | +232 | 2026-06-30 |
| 12 | IBDU | ISHARES TR | 249.4K | $5.8M | $5.7M | 2.73% | +50.3K | 2026-06-30 |
| 13 | QCOM | QUALCOMM INC | 30.8K | $5.7M | $5.8M | 2.78% | +106 | 2026-06-30 |
| 14 | DRI | DARDEN RESTAURANTS INC | 27.1K | $5.6M | $5.7M | 2.72% | +217 | 2026-06-30 |
| 15 | IBDV | ISHARES TR | 249.7K | $5.4M | $5.3M | 2.56% | +50.3K | 2026-06-30 |
| 16 | SO | SOUTHERN CO | 55.9K | $5.3M | $4.8M | 2.31% | +426 | 2026-06-30 |
| 17 | TGT | TARGET CORP | 40.4K | $5.3M | $6.2M | 3.00% | +420 | 2026-06-30 |
| 18 | DUK | DUKE ENERGY CORP NEW | 40.2K | $5.1M | $4.7M | 2.28% | +349 | 2026-06-30 |
| 19 | IBDW | ISHARES TR | 242.1K | $5.0M | $4.9M | 2.36% | +50.3K | 2026-06-30 |
| 20 | PEP | PEPSICO INC | 36.8K | $5.0M | $5.0M | 2.40% | +300 | 2026-06-30 |
| 21 | BLK | BLACKROCK INC | 5.1K | $5.0M | $5.5M | 2.62% | +57 | 2026-06-30 |
| 22 | AFL | AFLAC INC | 42.2K | $4.9M | $5.0M | 2.39% | -26 | 2026-06-30 |
| 23 | MSFT | MICROSOFT CORP | 12.8K | $4.8M | $6.4M | 3.06% | +193 | 2026-06-30 |
| 24 | MAA | MID-AMER APT CMNTYS INC | 33.9K | $4.7M | $4.2M | 2.03% | +469 | 2026-06-30 |
| 25 | BX | BLACKSTONE INC | 39.9K | $4.7M | $5.1M | 2.43% | +704 | 2026-06-30 |
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