VIRGINIA WEALTH MANAGEMENT GROUP, INC. - Portfolio overview

VIRGINIA WEALTH MANAGEMENT GROUP, INC. has 58 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. BRKA - BERKSHIRE HATHAWAY INC DEL, 4.41%
2. CVX - CHEVRON CORPORATION, 3.69%
3. KMI - KINDER MORGAN INC DEL, 3.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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