VIRGINIA WEALTH MANAGEMENT GROUP, INC.
•CIK: 1898282•Filing: Q4 2025
**VIRGINIA WEALTH MANAGEMENT GROUP, INC.** manages $171M across a portfolio of 56 distinct positions. The firm exhibits notable concentration in established financial and technology sectors, evidenced by top holdings including BRK/A at $9.1M and JPM at $7.6M. Significant allocations are also maintained in mega-cap technology names such as AAPL ($5.7M) and MSFT ($5.6M). This positioning suggests a value-oriented approach targeting resilient, market-leading enterprises.
Total AUM
$171.1M
QoQ Performance
-1.4%
Positions
49
Top 10 Concentration
35.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
BRK/A5.3%
JPM4.4%
AAPL3.3%
CSCO3.3%
CB3.3%
MSFT3.3%
KMI3.2%
BLK3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.2%
Financial18.0%
Technology13.7%
Utilities7.4%
Consumer6.6%
Healthcare4.7%
Consumer Staples2.9%
Real Estate1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑27 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023