1y return+7.6%S&P 500 +20.9%
3y return+28.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $118 against $157 in the S&P 500.2
Virginia Wealth Management Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/ABerkshire Hathaway Inc Del | $9.0M | 4.8% | |
| CSCOCisco Sys Inc | $8.1M | 4.3% | −8.2% |
| JPMJpmorgan Chase & Co | $7.5M | 4.0% | |
| KMIKinder Morgan Inc Del | $6.8M | 3.6% | |
| PSXPhillips 66 | $6.4M | 3.4% | |
| IBDTIshares Tr | $6.3M | 3.3% | +25.2% |
| Chubb LimitedCUSIP H1467J104 | $6.3M | 3.3% | |
| AAPLApple Inc | $6.2M | 3.3% | |
| CVXChevron Corporation | $5.8M | 3.1% | |
| IBDUIshares Tr | $5.8M | 3.1% | +25.3% |
| QCOMQualcomm Inc | $5.7M | 3.0% | |
| DRIDarden Restaurants Inc | $5.6M | 3.0% | |
| IBDVIshares Tr | $5.4M | 2.9% | +25.2% |
| SOSouthern Co | $5.3M | 2.8% | |
| TGTTarget Corp | $5.3M | 2.8% | +1.0% |
| DUKDuke Energy Corp New | $5.1M | 2.7% | |
| IBDWIshares Tr | $5.0M | 2.7% | +26.2% |
| PEPPepsico Inc | $5.0M | 2.6% | |
| BLKBlackrock Inc | $5.0M | 2.6% | +1.1% |
| AFLAflac Inc | $4.9M | 2.6% | |
| MSFTMicrosoft Corp | $4.8M | 2.5% | +1.5% |
| MAAMid-amer Apt Cmntys Inc | $4.7M | 2.5% | +1.4% |
| BXBlackstone Inc | $4.7M | 2.5% | +1.8% |
| MKLMarkel Group Inc | $4.4M | 2.3% | +27.6% |
| EMREmerson Elec Co | $4.3M | 2.3% | +1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WMTWalmart Inc | December 31, 2021 | +134.8% | $3.9M |
| PSXPhillips 66 | December 31, 2021 | +133.3% | $6.4M |
| ADIAnalog Devices Inc | December 31, 2021 | +126.0% | $2.0M |
| GOOGLAlphabet Inc | September 30, 2024 | +115.5% | $804K |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $7.5M |
| KMIKinder Morgan Inc Del | December 31, 2021 | +101.6% | $6.8M |
| AFLAflac Inc | December 31, 2021 | +100.8% | $4.9M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2022 | +97.9% | $1.5M |
| CSCOCisco Sys Inc | December 31, 2021 | +85.4% | $8.1M |
| Chubb LimitedCUSIP H1467J104 | December 31, 2021 | +76.3% | $6.3M |
Sold off last quarter
- IBDSIshares Tr was $4.8M
- IBDRIshares Tr was $4.8M
- GDXVaneck Etf Trust was $234K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.6% | +14.8% |
| March 31, 2026 | +1.6% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | +3.1% | +7.8% |
| June 30, 2025 | +0.5% | +10.5% |
| March 31, 2025 | +2.5% | −4.6% |
| December 31, 2024 | −2.2% | +2.1% |
| September 30, 2024 | +8.0% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +1.7% | +8.3% |
| March 31, 2023 | +0.4% | +7.0% |
| December 31, 2022 | +10.0% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −10.4% | −16.5% |
| March 31, 2022 | −2.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Virginia Wealth Management Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1898282&type=13F-HR&dateb=&owner=include&count=40CIK 1898282
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1898282/000189828226000003/Filed July 22, 2026 · accession 0001898282-26-000003