Skip to content

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Follow

13F filer, CIK 1898282, VIRGINIA BEACH, VA

VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported $186,820,648 across 55 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 34.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898282-26-000002

Period
2026-03-31
Reported value
$187M
Holdings
55
Top 10 weight
34.68%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBDWnew+191,815$4.01M
BXadded+30,430$3.5M
TGTadded+20,836$2.53M
CVXadded+9,155$1.89M
PSXadded+6,938$1.26M

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
PGexited-21,037-$3.01M
VIGexited-910-$200K
JPMreduced-518-$152K
WMTreduced-851-$106K
TRXreduced-25,000-$37.5K

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, Q1 2026

Share positions as resolved from 13F-HR 0001898282-26-000002, largest first. % of portfolio is the value over $186,820,648, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$8.62M4.61%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,716 shares; 2025Q1: 24,539 shares; 2025Q2: 25,048 shares; 2025Q3: 25,457 shares; 2025Q4: 25,684 shares; 2026Q1: 34,839 shares 34,839$7.21M3.86%+9,155Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,461 shares; 2025Q1: 195,944 shares; 2025Q2: 197,565 shares; 2025Q3: 196,601 shares; 2025Q4: 198,776 shares; 2026Q1: 213,148 shares 213,148$7.15M3.83%+14,372Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,313 shares; 2025Q1: 29,137 shares; 2025Q2: 29,846 shares; 2025Q3: 30,419 shares; 2025Q4: 30,718 shares; 2026Q1: 37,656 shares 37,656$6.86M3.67%+6,938Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,882 shares; 2025Q1: 23,753 shares; 2025Q2: 24,023 shares; 2025Q3: 23,662 shares; 2025Q4: 23,468 shares; 2026Q1: 22,950 shares 22,950$6.75M3.61%-518Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,211 shares; 2025Q1: 17,893 shares; 2025Q2: 17,997 shares; 2025Q3: 18,033 shares; 2025Q4: 18,171 shares; 2026Q1: 18,286 shares 18,286$5.96M3.19%+115Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,294 shares; 2025Q1: 75,985 shares; 2025Q2: 76,196 shares; 2025Q3: 76,300 shares; 2025Q4: 74,103 shares; 2026Q1: 75,079 shares 75,079$5.83M3.12%+976Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,936 shares; 2025Q1: 23,018 shares; 2025Q2: 37,252 shares; 2025Q3: 37,127 shares; 2025Q4: 34,201 shares; 2026Q1: 36,453 shares 36,453$5.66M3.03%+2,252Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,618 shares; 2025Q1: 20,893 shares; 2025Q2: 20,946 shares; 2025Q3: 21,041 shares; 2025Q4: 21,066 shares; 2026Q1: 21,280 shares 21,280$5.4M2.89%+214Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,079 shares; 2025Q1: 54,812 shares; 2025Q2: 54,599 shares; 2025Q3: 54,304 shares; 2025Q4: 54,642 shares; 2026Q1: 55,464 shares 55,464$5.35M2.87%+822Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,484 shares; 2025Q1: 25,351 shares; 2025Q2: 25,462 shares; 2025Q3: 26,234 shares; 2025Q4: 26,605 shares; 2026Q1: 26,868 shares 26,868$5.27M2.82%+263Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,340 shares; 2025Q1: 39,101 shares; 2025Q2: 39,165 shares; 2025Q3: 39,258 shares; 2025Q4: 39,530 shares; 2026Q1: 39,889 shares 39,889$5.22M2.8%+359Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares; 2025Q4: 200,585 shares; 2026Q1: 199,615 shares 199,615$5.06M2.71%-970Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,896 shares; 2025Q1: 4,944 shares; 2025Q2: 4,995 shares; 2025Q3: 4,983 shares; 2025Q4: 5,008 shares; 2026Q1: 5,092 shares 5,092$4.9M2.62%+84Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,465 shares; 2025Q1: 33,933 shares; 2025Q2: 36,143 shares; 2025Q3: 38,616 shares; 2025Q4: 19,174 shares; 2026Q1: 40,010 shares 40,010$4.85M2.6%+20,836Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares; 2025Q4: 200,585 shares; 2026Q1: 199,615 shares 199,615$4.84M2.59%-970Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares; 2025Q4: 200,585 shares; 2026Q1: 199,615 shares 199,615$4.84M2.59%-970Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,071 shares; 2025Q1: 11,461 shares; 2025Q2: 11,533 shares; 2025Q3: 11,490 shares; 2025Q4: 11,511 shares; 2026Q1: 12,604 shares 12,604$4.67M2.5%+1,093Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,505 shares; 2025Q1: 174,705 shares; 2025Q2: 179,185 shares; 2025Q3: 194,345 shares; 2025Q4: 200,585 shares; 2026Q1: 199,115 shares 199,115$4.63M2.48%-1,470Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,402 shares; 2025Q1: 41,672 shares; 2025Q2: 41,221 shares; 2025Q3: 41,246 shares; 2025Q4: 41,549 shares; 2026Q1: 42,214 shares 42,214$4.63M2.48%+665Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,052 shares; 2025Q1: 20,964 shares; 2025Q2: 21,305 shares; 2025Q3: 21,695 shares; 2025Q4: 22,032 shares; 2026Q1: 22,268 shares 22,268$4.63M2.48%+236Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,793 shares; 2025Q1: 7,643 shares; 2025Q2: 8,820 shares; 2025Q3: 8,776 shares; 2025Q4: 8,785 shares; 2026Q1: 39,215 shares 39,215$4.51M2.41%+30,430Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,860 shares; 2026Q1: 199,390 shares 199,390$4.36M2.34%-1,470Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,149 shares; 2025Q1: 44,600 shares; 2025Q2: 44,045 shares; 2025Q3: 43,309 shares; 2025Q4: 34,869 shares; 2026Q1: 34,018 shares 34,018$4.23M2.26%-851Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,799 shares; 2025Q1: 12,869 shares; 2025Q2: 12,735 shares; 2025Q3: 12,929 shares; 2025Q4: 13,055 shares; 2026Q1: 13,400 shares 13,400$4.16M2.23%+345Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,464 shares; 2025Q1: 11,385 shares; 2025Q2: 11,460 shares; 2025Q3: 11,542 shares; 2025Q4: 11,488 shares; 2026Q1: 11,605 shares 11,605$4.08M2.19%+117Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,525 shares; 2025Q1: 30,717 shares; 2025Q2: 31,005 shares; 2025Q3: 31,250 shares; 2025Q4: 30,503 shares; 2026Q1: 33,409 shares 33,409$4.08M2.18%+2,906Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,815 shares 191,815$4.01M2.15%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,665 shares; 2025Q1: 28,820 shares; 2025Q2: 29,027 shares; 2025Q3: 29,265 shares; 2025Q4: 29,527 shares; 2026Q1: 30,683 shares 30,683$3.95M2.12%+1,156Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,027 shares; 2025Q1: 30,163 shares; 2025Q2: 29,778 shares; 2025Q3: 29,596 shares; 2025Q4: 29,804 shares; 2026Q1: 30,033 shares 30,033$3.93M2.11%+229Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,058 shares; 2025Q1: 67,008 shares; 2025Q2: 68,336 shares; 2025Q3: 70,492 shares; 2025Q4: 69,662 shares; 2026Q1: 71,632 shares 71,632$3.6M1.92%+1,970Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,888 shares; 2025Q1: 52,082 shares; 2025Q2: 52,538 shares; 2025Q3: 54,116 shares; 2025Q4: 54,873 shares; 2026Q1: 56,596 shares 56,596$3.5M1.87%+1,723Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,690 shares; 2025Q1: 52,827 shares; 2025Q2: 53,209 shares; 2025Q3: 55,238 shares; 2025Q4: 54,732 shares; 2026Q1: 55,996 shares 55,996$3.43M1.83%+1,264Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,975 shares; 2025Q1: 87,688 shares; 2025Q2: 88,865 shares; 2025Q3: 90,600 shares; 2025Q4: 91,651 shares; 2026Q1: 93,995 shares 93,995$3.39M1.81%+2,344Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,373 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares; 2025Q3: 1,579 shares; 2025Q4: 1,610 shares; 2026Q1: 1,758 shares 1,758$3.36M1.8%+148Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,073 shares; 2025Q1: 31,488 shares; 2025Q2: 32,334 shares; 2025Q3: 33,015 shares; 2025Q4: 33,463 shares; 2026Q1: 34,235 shares 34,235$2.97M1.59%+772Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,048 shares; 2025Q1: 5,723 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares; 2025Q4: 5,964 shares; 2026Q1: 6,110 shares 6,110$2.01M1.08%+146Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,336 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,037 shares 5,037$1.6M0.86%+37Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$1.3M0.7%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,917 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares; 2026Q1: 3,651 shares 3,651$863K0.46%+209Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,515 shares; 2025Q1: 6,015 shares; 2025Q2: 6,015 shares; 2025Q3: 6,265 shares; 2025Q4: 6,365 shares; 2026Q1: 6,818 shares 6,818$700K0.37%+453Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 2,100 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,251 shares 2,251$647K0.35%+51Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 916 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 636 shares 636$634K0.34%+6Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,190 shares; 2025Q4: 1,914 shares; 2026Q1: 2,347 shares 2,347$450K0.24%+433Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 815 shares; 2025Q4: 890 shares; 2026Q1: 857 shares 857$369K0.2%-33Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$349K0.19%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$338K0.18%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares 1,138$326K0.17%0Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$270K0.14%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534$256K0.14%0Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550$234K0.13%0Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$233K0.12%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920$200K0.11%0Timeline
TRXTRX GOLD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 75,000 shares 75,000$112K0.06%-25,000Timeline
FURYFURY GOLD MINES LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,000 shares; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares 70,000$42.6K0.02%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO21,037$3.01Mshares
VIGVANGUARD SPECIALIZED FUNDS910$200Kshares

How Q1 2026 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 0001898282-26-000002 base2026-04-29acceptance time not in the bulk data set