VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Q2 2025 13F Holdings

  • Location
    virginia beach, VA
  • Num holdings

    49

  • Value ($000)

    $164,533

  • Date Filed
    07/17/2025
  • Form type
    13F-HR
  • CIK
    0001898282
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$8.75M
5 %

12

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$6.96M
4 %

24,023

KMI
KMI

KINDER MORGAN INC DEL

COM
49456B101
$5.81M
4 %

197,565

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.74M
4 %

11,533

DRI
DRI

DARDEN RESTAURANTS INC

COM
237194105
$5.55M
3 %

25,462

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$5.29M
3 %

76,196

---

BLACKROCK INC

COM
09290D101
$5.24M
3 %

4,995

CB
CB

CHUBB LIMITED

COM
H1467J104
$5.21M
3 %

17,997

SO
SO

SOUTHERN CO

COM
842587107
$5.01M
3 %

54,599

PEP
PEP

PEPSICO INC

COM
713448108
$4.92M
3 %

37,252

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