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Home > Institutional Investor > Virginia Wealth Management Group, Inc. > Profile

Instuitional Investor - Virginia Wealth Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Virginia Wealth Management Group, Inc.
Portfolio Value $186,820,648
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 12 $8,617,680 4.61%
2.
Chevron Corp
 CVX 34,839 $7,208,228 3.86%
3.
Kinder Morgan Inc.
 KMI 213,148 $7,146,857 3.83%
4.
Phillips 66
 PSX 37,656 $6,860,108 3.67%
5.
Jpmorgan Chase & Co
 JPM 22,950 $6,750,949 3.61%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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