Virginia Estate & Retirement Planning Advisors Inc. ETF holdings
Glen Allen, VA
Reported $74.1M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$74.1M
ETFs held
41
Change from prior quarter
+44.3%
With price moves
ETFs as a share of its 13F
89.2%
of $83.0M
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $23.3M | 231,753 | +86,633 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $10.9M | 10,533,989 | New position |
| VOO | Vanguard S&P 500 ETF | $9.6M | 13,974 | New position |
| SCHP | Schwab U.S. TIPS ETF | $8.7M | 8,707,371 | New position |
| QQQ | Invesco QQQ Trust | $6.2M | 8,470 | +8,194 shares |
| SCHF | Schwab International Equity ETF | $2.8M | 89,530 | +89,489 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $2.8M | 31,239 | New position |
| XSMO | Invesco S&P SmallCap Momentum ETF | $2.7M | 12,839 | New position |
| SPDV | AAM S&P 500 High Dividend Value ETF | $2.3M | 74,580 | New position |
| URA | Global X Uranium ETF | $1.1M | 16,702 | New position |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002115327. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Virginia Estate & Retirement Planning Advisors Inc. own?
Virginia Estate & Retirement Planning Advisors Inc. reported 41 ETF positions worth $74.1M in its Form 13F for June 30, 2026. The largest was SGOV, at $23.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.