Institutional Fund
Virginia Wealth Management Group, Inc.
Virginia Beach, VACIK 18982825 filings on record
Portfolio Value
$186.82M
Q1 2026
Holdings
55
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+9.2%
from $171.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del4.6%
- Chevron Corp New3.9%
- Kinder Morgan Inc Del3.8%
- Phillips 663.7%
- Jpmorgan Chase & Co.3.6%
- Chubb Limited3.2%
- Other77.2%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 12 | $8.62M | 4.6% | 0 | Held |
| 2 | Chevron Corp New | 34.8K | $7.21M | 3.9% | +9.2K | Added |
| 3 | Kinder Morgan Inc Del | 213.1K | $7.15M | 3.8% | +14.4K | Added |
| 4 | Phillips 66 | 37.7K | $6.86M | 3.7% | +6.9K | Added |
| 5 | Jpmorgan Chase & Co. | 22.9K | $6.75M | 3.6% | −518 | Reduced |
| 6 | Chubb Limited | 18.3K | $5.96M | 3.2% | +115 | Added |
| 7 | Cisco Sys Inc | 75.1K | $5.83M | 3.1% | +976 | Added |
| 8 | Pepsico Inc | 36.5K | $5.66M | 3.0% | +2.3K | Added |
| 9 | Apple Inc | 21.3K | $5.40M | 2.9% | +214 | Added |
| 10 | Southern Co | 55.5K | $5.35M | 2.9% | +822 | Added |
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