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Livermore
Livermore
ZHEN

Virginia Wealth Management Group, Inc.

SEC CIK
0001898282
Latest filing
Jul 22, 2026

The latest 13F from Virginia Wealth Management Group, Inc. covers Q2 2026 (filed Jul 22, 2026): 57 long positions worth $200.8M. The top 10 holdings make up 34.2% of the portfolio, and the largest is Berkshire Hathaway Inc (BRK.A) at 4.5%. Livermore has 21 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$828.7K
Added
34
Est. +$6.87M
Reduced
6
Est. −$759.9K
Sold out
1
Est. −$234.0K

Top 5 holdings

Share of this quarter's portfolio value

  1. BRK.ABerkshire Hathaway Inc
    4.5%$8.99MHistory
  2. CSCOCisco Systems, Inc.
    4.0%$8.09MHistory
  3. JPMJPMorgan Chase & Co
    3.7%$7.51MHistory
  4. KMIKinder Morgan, Inc.
    3.4%$6.80MHistory
  5. PSXPhillips 66
    3.2%$6.37MHistory

Share of portfolio

Top 5 holdings and the other 52 positions, by share of portfolio value

  1. BRK.A4.5%
  2. CSCO4.0%
  3. JPM3.7%
  4. KMI3.4%
  5. PSX3.2%
  6. Other 52 positions81.2%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Ibonds Dec 2028 Term Corporate ETF46435U515
    +$1.27MAdded
  2. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +$1.16MAdded
  3. iShares Ibonds Dec 2030 Term Corporate ETF46436E726
    +$1.10MAdded
  4. iShares Ibonds Dec 2031 Term Corporate ETF46436E486
    +$1.05MAdded
  5. MKLMarkel Group Inc.
    +$947.2KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. QCOMQualcomm Inc
    +0.72 pp2.1% → 2.8%History
  2. iShares Ibonds Dec 2028 Term Corporate ETF46435U515
    +0.44 pp2.7% → 3.1%
  3. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +0.40 pp2.5% → 2.9%
  4. MKLMarkel Group Inc.
    +0.38 pp1.8% → 2.2%History
  5. iShares Ibonds Dec 2030 Term Corporate ETF46436E726
    +0.37 pp2.3% → 2.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CSCOCisco Systems, Inc.
    −$727.2KReducedHistory
  2. VanEck ETF Trust92189F106
    −$234.0KSold out
  3. KMIKinder Morgan, Inc.
    −$14.3KReducedHistory
  4. LOWLowes Companies Inc
    −$9.92KReducedHistory
  5. AAPLApple Inc.
    −$3.76KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. KMIKinder Morgan, Inc.
    −0.44 pp3.8% → 3.4%History
  2. VanEck ETF Trust92189F106
    −0.13 pp0.1% → 0.0%
  3. LOWLowes Companies Inc
    −0.07 pp0.5% → 0.4%History
  4. AFLAflac Inc
    −0.02 pp2.5% → 2.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$200.8M
+$14.0M (+7.5%) vs. prior quarter
Positions
57
+2 vs. prior quarter
Top 10 concentration
34.2%
Top 10 as share of value
Turnover
0.5%
Q2 2026, one quarter
Average holding period
15.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $200.8M (Q2 2026)

Q4 2021: $111.1MQ1 2022: $111.8MQ2 2022: $104.0MQ3 2022: $134.0MQ4 2022: $144.3MQ1 2023: $145.8MQ2 2023: $145.7MQ3 2023: $147.8MQ4 2023: $114.4MQ1 2024: $122.4MQ2 2024: $121.9MQ3 2024: $159.5MQ4 2024: $161.5MQ1 2025: $161.9MQ2 2025: $164.5MQ3 2025: $173.6MQ4 2025: $171.1MQ1 2026: $186.8MQ2 2026: $200.8M
Q4 2021Q2 2026
13F filings of Virginia Wealth Management Group, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 22, 202657$200.8MBRK.ACSCOJPMvs. Q1 2026SEC
Q1 2026Apr 29, 202655$186.8MBRK.ACVXKMIvs. Q4 2025SEC
Q4 2025Jan 26, 202656$171.1MBRK.AJPMAAPLvs. Q3 2025SEC
Q3 2025Oct 16, 202555$173.6MBRK.AJPMMSFTvs. Q2 2025SEC
Q2 2025Jul 17, 202549$164.5MBRK.AJPMKMIvs. Q1 2025SEC
Q1 2025Apr 15, 202548$161.9MBRK.AJPMKMIvs. Q4 2024SEC
Q4 2024Jan 27, 202557$161.5MBRK.AJPMKMIvs. Q3 2024SEC
Q3 2024Oct 9, 202455$159.5MBRK.AMSFTCBvs. Q2 2024SEC
Q2 2024Jul 17, 202455$121.9MBRK.AQCOMMSFTvs. Q1 2024SEC
Q1 2024Apr 25, 202453$122.4MBRK.AMSFTJPMvs. Q4 2023SEC
Q4 2023Feb 9, 202454$114.4MBRK.AMSFTJPMvs. Q3 2023SEC
Q3 2023Nov 3, 202369$147.8MBRK.AMSFTMCDvs. Q2 2023SEC
Q2 2023Aug 8, 202370$145.7MMSFTBRK.AMCDvs. Q1 2023SEC
Q1 2023May 5, 202373$145.8MMSFTBRK.AMCDvs. Q4 2022SEC
Q4 2022Feb 7, 202377$144.3MBRK.AMCDMSFTvs. Q3 2022SEC
Q3 2022Oct 19, 202275$134.0MBRK.AMSFTMCDvs. Q2 2022SEC
Q2 2022Jan 5, 2023Amended60$104.0MBRK.ACVSMSFTvs. Q1 2022SEC
Q1 2022Apr 20, 202259$111.8MBRK.AMSFTCVSvs. Q4 2021SEC
Q4 2021Jan 18, 202260$111.1MBRK.AMSFTCVS–SEC