Virginia Wealth Management Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's holdings across 58 separate positions.
The largest position in the portfolio is Kinder Morgan Inc. Del Com, in which the firm holds 213,983 shares. Other significant individual stock holdings include Target Corp with 40,475 shares, Southern Co with 56,349 shares, and Realty Income Corp with 57,746 shares. The portfolio also includes substantial stakes in major technology and financial firms, such as Microsoft Corporation (12,830 shares), Apple Inc. (21,297 shares), and JPMorgan Chase & Co. (22,996 shares).
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs) and other funds. The firm holds shares in the iShares Dec 2028 ETF, with 257,513 shares, and the iShares Dec 2026 ETF, with 253,011 shares. It also lists shares in the iShares Dec 2030, Dec 2031, and Dec 29 ETFs, with share counts ranging from 249,782 to 257,089. Additionally, the filing includes positions in the iShares Dec 28 ETF, the iShares Bonds 27 ETF, and the iShares Bonds Dec 2026 ETF.
The filing also lists several other ETFs, including the Invesco S&P 500 Equal Weight ETF (2,952 shares), the iShares Cybersecurity ETF (6,365 shares), the iShares Future AI Tech ETF (5,000 shares), and the SPDR Gold Trust Gold Shs (1,087 shares). The filing was signed by Scott R. Saal, President and Chief Compliance Officer, on October 14, 2026.
