Virginia Wealth Management Group, Inc. ETF holdings
Virginia Beach, VA
Reported $26.3M in 11 ETFs in its Form 13F for June 30, 2026.
ETF value
$26.3M
ETFs held
11
Change from prior quarter
-13.4%
With price moves
ETFs as a share of its 13F
13.1%
of $200.8M
Top 10 of 11 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $6.3M | 249,890 | +50,275 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $5.8M | 249,415 | +50,300 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $5.4M | 249,690 | +50,300 shares |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | $5.0M | 242,115 | +50,300 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.5M | 2,033 | +33 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $568K | 2,671 | +324 shares |
| GLD | SPDR Gold Shares | $400K | 1,087 | +230 shares |
| IHAK | iShares Cybersecurity and Tech ETF | $386K | 6,365 | New position |
| ARTY | iShares Future AI & Tech ETF | $381K | 5,000 | No change |
| VYM | Vanguard High Dividend Yield ETF | $227K | 1,436 | New position |
1 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) 0001898282. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Virginia Wealth Management Group, Inc. own?
Virginia Wealth Management Group, Inc. reported 11 ETF positions worth $26.3M in its Form 13F for June 30, 2026. The largest was IBDT, at $6.3M.
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.