Virginia Estate & Retirement Planning Advisors Inc.
All 13F Filings
- Location
- Glen Allen, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 57,165
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 159 | 57,165 | 13F-HR | Virginia Estate & Retirement Planning Advisors Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.417 K | 9.5% | 5.417 K | 0 | 5.417 K |
| ETFs | 51.35 K | 89.8% | 51.35 K | 0 | 51.35 K |
| Debt | 401 | 0.7% | 401 | 0 | 401 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
57,165
Holdings
159
QoQ value change ($000)
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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.