Virginia Wealth Management Group, Inc.
Annual return '25
+24.7%
SPY '25
+17.7%
Alpha
+7.0ptsvs SPY
Invested
$186.8M
Holdings
55
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 12 shares)
4.6%
02
$CHV
CHEVRON CORPORATION
Q4 2025: Exited (was 25.5k shares)
3.9%
03
$KMI
KINDER MORGAN INC DEL
Q4 2025: Exited (was 196.6k shares)
3.8%
04
$PSX
PHILLIPS 66
Q4 2025: Exited (was 30.4k shares)
3.7%
05
$JPM
JPMORGAN CHASE & CO
Q4 2025: Exited (was 23.7k shares)
3.6%
06
$CB
CHUBB LTD SWITZ
Q4 2025: Exited (was 18.0k shares)
3.2%
07
$CSCO
CISCO SYS INC
Q4 2025: Exited (was 76.3k shares)
3.1%
08
$PEP
PEPSICO INC
Q4 2025: Exited (was 37.1k shares)
3.0%
09
$AAPL
APPLE INC
Q4 2025: Exited (was 21.0k shares)
2.9%
10
$SO
SOUTHERN CO
Q4 2025: Exited (was 54.3k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:54 UTC.