Virginia Estate & Retirement Planning Advisors Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of the third quarter.
The report lists a total of 428 individual equity positions held by the firm. The largest holding disclosed in the filing is Vanguard Index Funds Morningstar Large Cap ETF, with 9,823,890 shares. Other significant positions include NVIDIA Corporation, with 327,040 shares, and Microsoft Corporation, with 350,824 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The filing lists 273 distinct ETFs, which account for the majority of the total positions. Major ETFs held include iShares Core S&P 500 ETF (1,401,313 shares), Invesco QQQ Trust Unit Series 1 (8,495 shares), and SPDR S&P 500 ETF Trust (1,414,843 shares).
Among the individual common stocks, Pfizer Inc. holds the largest number of shares with 60,426. Other notable individual stock positions include JPMorgan Chase & Co. (126,046 shares), Apple Inc. (1,649,613 shares), and Berkshire Hathaway Inc. Class B (34,857 shares).
The filing indicates that all positions were held for investment purposes and were managed by Leila Shaver.
