VIRGINIA WEALTH MANAGEMENT GROUP, INC.
All 13F Filings
- Location
- Virginia Beach, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 202,857
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 58 | 202,857 | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
| Q2 2026 | 7/22/2026 | 57 | 200,818 | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
| Q1 2026 | 4/29/2026 | 55 | 186,821 | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
| Q4 2025 | 1/26/2026 | 56 | 171,111 | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
| Q3 2025 | 10/16/2025 | 55 | 173,605 | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
| Q2 2025 | 7/17/2025 | 49 | 164,533 | 13F-HR | VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.7 K | 80.7% | 1.301 K | 0 | 1.301 K |
| ETFs | 10.49 K | 5.2% | 482 | 0 | 482 |
| Debt | 28.63 K | 14.1% | 257 | 0 | 257 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
202,857
Holdings
58
QoQ value change ($000)
2,039
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.