VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Q4 2025 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$171,111
Net value change ($000)
-2,494 (-1.4%)
New positions
2
Sold out positions
1
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBDV 4,433 NEW
CB 581 11.4%
AMGN 503 15.4%
CSCO 488 9.3%
MKL 443 14.7%
AAPL 369 6.9%
GDX 219 NEW
QCOM 182 3.7%
STAG 172 5.4%
GOOGL 154 28.8%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -4,890 -100.0%
TGT -1,590 -45.9%
WMT -578 -13.0%
PG -564 -15.8%
BLK -449 -7.7%
HD -412 -16.7%
MSFT -384 -6.5%
SO -381 -7.4%
PEP -306 -5.9%
O -273 -8.1%
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