VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Q3 2026 13F-HR Holdings

Location
Virginia Beach, VA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$202,857
Net value change ($000)
+2,039 (1.0%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 1,807 37.9%
CVX 1,369 23.6%
TGT 1,061 20.1%
AAPL 938 15.2%
PSX 816 12.8%
AMGN 709 16.7%
BLK 536 10.8%
EMR 398 9.2%
MDT 328 12.0%
VZ 277 9.0%
Top Reduces (Value $000, Stocks/ETFs)
MAA -708 -15.0%
CSCO -702 -8.7%
SO -678 -12.7%
MCD -480 -13.0%
DUK -448 -8.8%
HD -401 -18.0%
D -398 -10.2%
O -385 -10.9%
HSY -363 -9.1%
KMI -348 -5.1%
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