VIRGINIA WEALTH MANAGEMENT GROUP, INC.
SEC Form 13F institutional filer · CIK 0001898282
13F-HR · 42 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
42.8%
VIRGINIA WEALTH MANAGEMENT GROUP, INC. — $151M AUM allocation strategy
VIRGINIA WEALTH MANAGEMENT GROUP, INC. files SEC Form 13F and reports $151M of long US equity value across 42 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.7%, followed by Energy 14.0% and Consumer Staples 12.8%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$151M
total across 42 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BX +30.4K sh · +$3.16M+$TGT +20.8K sh · +$2.97M+$KMI +14.4K sh · +$1.68M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Electric Utilities7.0%—
- Restaurants6.2%—
- Asset Management & Custody Banks6.2%—
- Consumer Staples Merchandise Retail6.0%—
- Aerospace & Defense5.7%—
- Integrated Oil & Gas4.7%—
- Oil & Gas Storage & Transportation4.7%—
- Oil & Gas Refining & Marketing4.5%—
- Other holdings54.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 12 | $8.62M | +0 | 5.7% |
| $CVX | Chevron Corporation | 34.8K | $7.21M | +9.15K | 4.8% |
| $KMI | Kinder Morgan Inc | 213K | $7.15M | +14.4K | 4.7% |
| $PSX | Phillips 66 | 37.7K | $6.86M | +6.94K | 4.5% |
| $JPM | JP Morgan Chase & Co | 22.9K | $6.75M | -518 | 4.5% |
| $CB | Chubb Limited | 18.3K | $5.96M | +115 | 3.9% |
| $CSCO | Cisco Systems Inc | 75.1K | $5.83M | +976 | 3.8% |
| $PEP | PepsiCo Inc | 36.5K | $5.66M | +2.25K | 3.7% |
| $AAPL | Apple Inc | 21.3K | $5.4M | +214 | 3.6% |
| $SO | Southern Company | 55.5K | $5.35M | +822 | 3.5% |
…and 32 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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