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☆VIRGINIA WEALTH MANAGEMENT GROUP, INC.

CIK 0001898282 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.271
AUM ($M)
201
Positions
57
Turnover
0.06
Top-10 wt
34%
Herfindahl
0.026
History (qtrs)
6
Excess Return
—

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Quarter
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Holdings · 58 positions · portfolio value $201M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 4.5% -0.1% 9.0 12 +0 5 —
☆CSCO funds › CISCO SYS INC TRIM — 4.0% +0.9% 8.1 68,888 -6,191 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 3.7% +0.1% 7.5 22,945 -5 5 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 3.4% -0.4% 6.8 212,700 -448 5 —
☆PSX funds › PHILLIPS 66 ADD — 3.2% -0.5% 6.4 37,694 +38 5 —
☆IBDT funds › ISHARES TR ADD — 3.1% +0.4% 6.3 249,890 +50,275 5 —
☆CB funds › CHUBB LIMITED ADD — 3.1% -0.1% 6.3 18,367 +81 5 —
☆AAPL funds › APPLE INC TRIM — 3.1% +0.2% 6.2 21,267 -13 5 —
☆IBDR funds › ISHARES TR ADD — 3.0% +0.4% 6.1 249,890 +50,275 5 —
☆IBDS funds › ISHARES TR ADD — 3.0% +0.4% 6.1 249,890 +50,275 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 2.9% -1.0% 5.8 35,071 +232 5 —
☆IBDU funds › ISHARES TR ADD — 2.9% +0.4% 5.8 249,415 +50,300 5 —
☆QCOM funds › QUALCOMM INC ADD — 2.8% +0.7% 5.7 30,789 +106 5 —
☆DRI funds › DARDEN RESTAURANTS INC ADD — 2.8% -0.0% 5.6 27,085 +217 5 —
☆IBDV funds › ISHARES TR ADD — 2.7% +0.4% 5.4 249,690 +50,300 3 —
☆SO funds › SOUTHERN CO ADD — 2.7% -0.2% 5.3 55,890 +426 5 —
☆TGT funds › TARGET CORP ADD — 2.6% +0.0% 5.3 40,430 +420 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 2.5% -0.3% 5.1 40,238 +349 5 —
☆IBDW funds › ISHARES TR ADD — 2.5% +0.4% 5.0 242,115 +50,300 2 —
☆PEP funds › PEPSICO INC ADD — 2.5% -0.6% 5.0 36,753 +300 5 —
☆BLK funds › BLACKROCK INC ADD — 2.5% -0.2% 5.0 5,149 +57 5 —
☆AFL funds › AFLAC INC TRIM Common Stock 2.5% -0.0% 4.9 42,188 -26 5 —
☆MSFT funds › MICROSOFT CORP ADD — 2.4% -0.1% 4.8 12,797 +193 5 —
☆MAA funds › MID-AMER APT CMNTYS INC ADD — 2.3% +0.2% 4.7 33,878 +469 5 —
☆BX funds › BLACKSTONE INC ADD — 2.3% -0.1% 4.7 39,919 +704 5 —
☆MKL funds › MARKEL GROUP INC ADD — 2.2% +0.4% 4.4 2,243 +485 5 —
☆EMR funds › EMERSON ELEC CO ADD — 2.2% +0.1% 4.3 30,380 +347 5 —
☆AMGN funds › AMGEN INC ADD — 2.1% -0.1% 4.2 11,716 +111 5 —
☆HSY funds › HERSHEY CO ADD — 2.0% -0.5% 4.0 22,730 +462 5 —
☆D funds › DOMINION ENERGY INC ADD — 1.9% +0.1% 3.9 57,307 +711 5 —
☆WMT funds › WALMART INC ADD — 1.9% -0.3% 3.9 34,082 +64 5 —
☆MCD funds › MCDONALDS CORP ADD — 1.8% -0.4% 3.7 13,620 +220 5 —
☆STAG funds › STAG INDUSTRIAL INC ADD — 1.8% -0.0% 3.6 95,176 +1,181 5 —
☆O funds › REALTY INCOME CORP ADD — 1.8% -0.1% 3.5 56,820 +824 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 1.5% -0.4% 3.1 72,692 +1,060 5 —
☆MDT funds › MEDTRONIC PLC ADD — 1.4% -0.2% 2.7 34,859 +624 5 —
☆HD funds › HOME DEPOT INC ADD — 1.1% +0.0% 2.2 6,321 +211 5 —
☆ADI funds › ANALOG DEVICES INC HOLD — 1.0% +0.1% 2.0 5,037 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.8% +0.1% 1.5 2,033 +33 5 —
☆GOOGL funds › ALPHABET INC HOLD — 0.4% +0.1% 0.8 2,251 +0 5 —
☆LOW funds › LOWES COS INC TRIM — 0.4% -0.1% 0.8 3,606 -45 5 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.3% -0.1% 0.6 6,818 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.3% -0.0% 0.6 636 +0 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.0% 0.6 2,671 +324 4 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.2% +0.0% 0.4 2,063 +63 5 —
☆GOOG funds › ALPHABET INC ADD — 0.2% +0.0% 0.4 1,168 +30 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.2% +0.0% 0.4 1,087 +230 4 —
☆IHAK funds › ISHARES TR NEW — 0.2% +0.2% 0.4 6,365 +6,365 1 —
☆ARTY funds › ISHARES TR HOLD — 0.2% +0.1% 0.4 5,000 +0 5 —
☆CTAS funds › CINTAS CORP HOLD — 0.2% -0.0% 0.3 2,000 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.3 534 +0 5 —
☆EFX funds › EQUIFAX INC HOLD — 0.1% -0.0% 0.2 1,500 +0 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.1% +0.0% 0.2 920 +0 4 —
☆VYM funds › VANGUARD WHITEHALL FDS NEW — 0.1% +0.1% 0.2 1,436 +1,436 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS NEW — 0.1% +0.1% 0.2 910 +910 1 —
☆TRX funds › TRX GOLD CORPORATION HOLD — 0.0% -0.0% 0.1 75,000 +0 4 —
☆FURY funds › FURY GOLD MINES LIMITED HOLD — 0.0% -0.0% 0.0 70,000 +0 4 —
☆GDX funds › VANECK ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -2,550 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 201 57 0.06 34% 0.026 0.271 — in
2026Q1 187 55 0.10 35% 0.027 0.218 — in
2025Q4 171 56 0.06 35% 0.027 0.230 — in
2025Q3 174 55 0.03 34% 0.027 0.280 — in
2025Q2 165 49 0.05 36% 0.027 0.284 — entered
2025Q1 162 48 0.00 35% 0.027 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status