VIRGINIA WEALTH MANAGEMENT GROUP, INC.

RIA/Wealth

VIRGINIA WEALTH MANAGEMENT GROUP, INC. is a RIA/Wealth based in Rochester, NY led by Scott Richard Saal, reporting $349.1M in AUM as of Q3 2025 with BRK.A as the largest holding (5% allocation).

PresidentScott Richard Saal

Portfolio Value: $173.6M
Positions: 55
Top Holding: BRK.A at 5.21%
Last Reported: Q3 2025

Address2000 Winton Rd. So., Building 4a Suite 206, Rochester, NY, 14618-3970, United States

Top Holdings

Largest long holdings in VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s portfolio (34.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$9.1M	5.21%	—	0.00% 12.0 shares	Q4 2021 Held for 3y 11m
2 JPMorgan Chase JPM	Banks - Diversified Financial Services	$7.5M	4.30%	-$113.9K Sold	0.00% 23.7K shares	Q4 2021 Held for 3y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$6.0M	3.43%	-$22.3K Sold	0.00% 11.5K shares	Q4 2021 Held for 3y 11m
4 Blackrock BLK	Asset Management Financial Services	$5.8M	3.35%	-$14.0K Sold	0.00% 5.0K shares	Q4 2021 Held for 3y 11m
5 Kinder Morgan KMI	Oil & Gas Midstream Energy	$5.6M	3.21%	-$27.3K Sold	0.01% 196.6K shares	Q4 2021 Held for 3y 11m
6 Apple AAPL	Consumer Electronics Technology	$5.4M	3.09%	+$24.2K Bought	0.00% 21.0K shares	Q4 2021 Held for 3y 11m
7 Cisco Systems, Inc. CSCO	Communication Equipment Technology	$5.2M	3.01%	+$7.1K Bought	0.00% 76.3K shares	Q4 2021 Held for 3y 11m
8 PepsiCo PEP	Beverages - Non-Alcoholic Consumer Defensive	$5.2M	3.00%	-$17.6K Sold	0.00% 37.1K shares	Q4 2021 Held for 3y 11m
9 Southern Company SO	Regulated Electric Utilities	$5.1M	2.96%	-$28.0K Sold	0.00% 54.3K shares	Q4 2021 Held for 3y 11m
10 Chubb CB	Insurance - Property & Casualty Financial Services	$5.1M	2.93%	+$10.2K Bought	0.00% 18.0K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s latest filing

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Market Value

$173.6M

Prior: $164.3M

Q/Q Change

+5.65%

+$9.3M

Net Flows % of MV

+1.86%

Turnover Ratio

1.39%

New Purchases

3 stocks

$337.0K

Added To

27 stocks

+$3.2M

Sold Out Of

0 stocks

Reduced Holdings

9 stocks

-$330.2K

Increased Positions

Position	Shares Δ	Change
1 ARTY iShares Future AI & Tech ARTY	New	0 → 5.0K +$228.9K
2 TRX Gold TRX	New	0 → 100.0K +$62.4K
3 Fury Gold Mines FURY	New	0 → 70.0K +$45.7K
4 iShares iBonds Dec 2028 Term Corporate IBDT	+8.46%	179.2K → 194.3K +$386.9K
5 iShares iBonds Dec 2027 Term Corporate ETF IBDS	+8.46%	179.2K → 194.3K +$369.0K

Decreased Positions

Position	Shares Δ	Change
1 Walmart WMT	-1.67%	44.0K → 43.3K −$75.9K
2 JPMorgan Chase JPM	-1.5%	24.0K → 23.7K −$113.9K
3 Emerson Electric EMR	-0.61%	29.8K → 29.6K −$23.9K
4 Southern Company SO	-0.54%	54.6K → 54.3K −$28.0K
5 Blackstone BX	-0.5%	8.8K → 8.8K −$7.5K

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Analytics

Portfolio insights and performance metrics for VIRGINIA WEALTH MANAGEMENT GROUP, INC.

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Sector Allocation

Financial Services

21.20%

ETF

14.60%

Technology

13.20%

Consumer Defensive

12.30%

Energy

7.90%

Utilities

7.70%

Consumer Cyclical

7.10%

Real Estate

6.30%

Healthcare

4.30%

Industrials

2.70%

Communication Services

2.30%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

31.41%

Large Cap ($10B - $200B)

51.63%

Mid Cap ($2B - $10B)

1.84%

Micro Cap ($50M - $300M)

0.06%

N/A (ETF or Unknown)

15.06%

Portfolio Concentration

Top 10 Holdings %

34.49%

Top 20 Holdings %

61.94%

Top 50 Holdings %

99.57%

Top 100 Holdings %

100.0%