Skip to content
Disclosery

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Follow

13F filer, CIK 1898282, VIRGINIA BEACH, VA

VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported $173,604,931 across 55 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-16. Its ten largest share positions make up 34.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898282-25-000002

Period
2025-09-30
Reported value
$174M
Holdings
55
Top 10 weight
34.49%
New
6
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBDTadded+15,160$387K
ISHARES TRadded+14,950$377K
IBDSadded+15,160$369K
IBDRadded+15,160$368K
IBDUadded+15,160$356K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JPMreduced-361-$114K
WMTreduced-736-$75.9K
SOreduced-295-$28K
KMIreduced-964-$27.3K
EMRreduced-182-$23.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001898282-25-000002, largest first. % of portfolio is the value over $173,604,931, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12$9.05M5.21%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,882 shares; 2025Q1: 23,753 shares; 2025Q2: 24,023 shares; 2025Q3: 23,662 shares 23,662$7.46M4.3%-361Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,071 shares; 2025Q1: 11,461 shares; 2025Q2: 11,533 shares; 2025Q3: 11,490 shares 11,490$5.95M3.43%-43Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,896 shares; 2025Q1: 4,944 shares; 2025Q2: 4,995 shares; 2025Q3: 4,983 shares 4,983$5.81M3.35%-12Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,461 shares; 2025Q1: 195,944 shares; 2025Q2: 197,565 shares; 2025Q3: 196,601 shares 196,601$5.57M3.21%-964Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,618 shares; 2025Q1: 20,893 shares; 2025Q2: 20,946 shares; 2025Q3: 21,041 shares 21,041$5.36M3.09%+95Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,294 shares; 2025Q1: 75,985 shares; 2025Q2: 76,196 shares; 2025Q3: 76,300 shares 76,300$5.22M3.01%+104Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,936 shares; 2025Q1: 23,018 shares; 2025Q2: 37,252 shares; 2025Q3: 37,127 shares 37,127$5.21M3%-125Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,079 shares; 2025Q1: 54,812 shares; 2025Q2: 54,599 shares; 2025Q3: 54,304 shares 54,304$5.15M2.96%-295Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,211 shares; 2025Q1: 17,893 shares; 2025Q2: 17,997 shares; 2025Q3: 18,033 shares 18,033$5.09M2.93%+36Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,484 shares; 2025Q1: 25,351 shares; 2025Q2: 25,462 shares; 2025Q3: 26,234 shares 26,234$4.99M2.88%+772Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares 194,345$4.96M2.86%+15,160Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,135 shares 194,135$4.89M2.82%+14,950
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,665 shares; 2025Q1: 28,820 shares; 2025Q2: 29,027 shares; 2025Q3: 29,265 shares 29,265$4.87M2.8%+238Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,340 shares; 2025Q1: 39,101 shares; 2025Q2: 39,165 shares; 2025Q3: 39,258 shares 39,258$4.86M2.8%+93Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares 194,345$4.73M2.72%+15,160Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares 194,345$4.72M2.72%+15,160Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,402 shares; 2025Q1: 41,672 shares; 2025Q2: 41,221 shares; 2025Q3: 41,246 shares 41,246$4.61M2.65%+25Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares 194,345$4.56M2.63%+15,160Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,149 shares; 2025Q1: 44,600 shares; 2025Q2: 44,045 shares; 2025Q3: 43,309 shares 43,309$4.46M2.57%-736Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,525 shares; 2025Q1: 30,717 shares; 2025Q2: 31,005 shares; 2025Q3: 31,250 shares 31,250$4.37M2.52%+245Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,313 shares; 2025Q1: 29,137 shares; 2025Q2: 29,846 shares; 2025Q3: 30,419 shares 30,419$4.14M2.38%+573Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,052 shares; 2025Q1: 20,964 shares; 2025Q2: 21,305 shares; 2025Q3: 21,695 shares 21,695$4.06M2.34%+390Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,716 shares; 2025Q1: 24,539 shares; 2025Q2: 25,048 shares; 2025Q3: 25,457 shares 25,457$3.95M2.28%+409Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,799 shares; 2025Q1: 12,869 shares; 2025Q2: 12,735 shares; 2025Q3: 12,929 shares 12,929$3.93M2.26%+194Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,027 shares; 2025Q1: 30,163 shares; 2025Q2: 29,778 shares; 2025Q3: 29,596 shares 29,596$3.88M2.24%-182Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,211 shares; 2025Q1: 22,884 shares; 2025Q2: 22,976 shares; 2025Q3: 23,294 shares 23,294$3.58M2.06%+318Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,465 shares; 2025Q1: 33,933 shares; 2025Q2: 36,143 shares; 2025Q3: 38,616 shares 38,616$3.46M2%+2,473Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,690 shares; 2025Q1: 52,827 shares; 2025Q2: 53,209 shares; 2025Q3: 55,238 shares 55,238$3.36M1.93%+2,029Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,888 shares; 2025Q1: 52,082 shares; 2025Q2: 52,538 shares; 2025Q3: 54,116 shares 54,116$3.31M1.91%+1,578Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,464 shares; 2025Q1: 11,385 shares; 2025Q2: 11,460 shares; 2025Q3: 11,542 shares 11,542$3.26M1.88%+82Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,975 shares; 2025Q1: 87,688 shares; 2025Q2: 88,865 shares; 2025Q3: 90,600 shares 90,600$3.2M1.84%+1,735Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,073 shares; 2025Q1: 31,488 shares; 2025Q2: 32,334 shares; 2025Q3: 33,015 shares 33,015$3.14M1.81%+681Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,058 shares; 2025Q1: 67,008 shares; 2025Q2: 68,336 shares; 2025Q3: 70,492 shares 70,492$3.1M1.78%+2,156Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,373 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares; 2025Q3: 1,579 shares 1,579$3.02M1.74%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,048 shares; 2025Q1: 5,723 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares 6,082$2.46M1.42%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,793 shares; 2025Q1: 7,643 shares; 2025Q2: 8,820 shares; 2025Q3: 8,776 shares 8,776$1.5M0.86%-44Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$1.33M0.77%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,336 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000$1.23M0.71%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,917 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,442 shares 3,442$865K0.5%+200Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,515 shares; 2025Q1: 6,015 shares; 2025Q2: 6,015 shares; 2025Q3: 6,265 shares 6,265$839K0.48%+250Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 916 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares 630$583K0.34%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 2,100 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200$535K0.31%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$411K0.24%0Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500$385K0.22%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$373K0.21%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 815 shares 815$290K0.17%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares 1,138$277K0.16%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares 534$268K0.15%0Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000$229K0.13%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,190 shares 1,190$226K0.13%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares 920$213K0.12%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares 935$202K0.12%newTimeline
TRXTRX GOLD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares 100,000$62.4K0.04%newTimeline
FURYFURY GOLD MINES LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,000 shares 70,000$45.7K0.03%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001898282-25-000002 base2025-10-16acceptance time not in the bulk data set