VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Q3 2025 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
55
Total value ($000)
$173,605
Net value change ($000)
+9,072 (5.5%)
New positions
6
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,060 24.7%
PSX 577 16.2%
BLK 568 10.8%
HSY 522 14.8%
JPM 500 7.2%
IBDT 405 8.9%
IBDS 381 8.8%
IBDU 381 9.1%
IBDR 378 8.7%
IBDQ 378 8.4%
Top Reduces (Value $000, Stocks/ETFs)
DRI -556 -10.0%
KMI -242 -4.2%
MAA -222 -4.8%
MKL -136 -4.3%
CB -124 -2.4%
TGT -101 -2.8%
EMR -88 -2.2%
PG -82 -2.2%
CSCO -66 -1.2%
COST -41 -6.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type