VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Q2 2026 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$200,818
Net value change ($000)
+13,997 (7.5%)
New positions
3
Sold out positions
2
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CSCO 2,267 38.9%
QCOM 1,739 44.0%
IBDT 1,254 24.8%
IBDS 1,213 25.1%
IBDU 1,145 24.7%
IBDV 1,078 24.7%
IBDW 1,031 25.7%
MKL 1,016 30.2%
JPM 760 11.3%
AAPL 753 13.9%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -4,839 -100.0%
CVX -1,395 -19.4%
PEP -685 -12.1%
HSY -641 -13.8%
VZ -518 -14.4%
PSX -488 -7.1%
MCD -482 -11.6%
WMT -368 -8.7%
KMI -347 -4.9%
MDT -239 -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