Virginia Estate & Retirement Planning Advisors Inc.
All 13F Filings
- Location
- Glen Allen, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 83,044
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 186 | 83,044 | 13F-HR | Virginia Estate & Retirement Planning Advisors Inc. |
| 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 | 8.959 K | 10.8% | 3.542 K | 0 | 3.542 K |
| ETFs | 74.08 K | 89.2% | 22.74 K | 0 | 22.74 K |
| Debt | 0 | 0.0% | 0 | 401 | -401 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
83,044
Holdings
186
QoQ value change ($000)
25,879
(45.3%)
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.