VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Q1 2026 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$186,821
Net value change ($000)
+15,710 (9.2%)
New positions
1
Sold out positions
2
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IBDW 4,015 NEW
CVX 3,293 84.1%
BX 3,155 233.0%
TGT 2,975 158.8%
PSX 2,896 73.1%
KMI 1,683 30.8%
VZ 759 26.8%
PEP 753 15.3%
HSY 620 15.5%
DUK 590 12.7%
Top Reduces (Value $000, Stocks/ETFs)
PG -3,015 -100.0%
QCOM -1,100 -21.8%
MSFT -901 -16.2%
JPM -811 -10.7%
BLK -463 -8.6%
BRK-B -440 -4.9%
AAPL -326 -5.7%
MDT -248 -7.7%
VIG -200 -100.0%
MAA -157 -3.7%
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