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Trust Co. of Virginia /va

CIK:0001135439
Asset Manager
$0 AUM
223 holdings
Richmond, VA, United States
Founded:1993
57 employees
tcvwealth.com
Latest filing:Sep 30, 2025

TCV Trust & Wealth Management (formerly The Trust Company of Virginia) is an independent fiduciary and fee-only wealth management firm headquartered in Richmond, VA. Founded in 1993 as Virginia’s first independent trust company, it manages assets and delivers trust administration, estate services, and wealth management services to individuals, families, endowments, and foundations with a strong focus on objective advice, competitive results, and personal service. The company employs around 57 professionals dedicated to a client-centered approach operating multiple offices in Virginia and Tennessee.

Investment Strategy

TCV Trust & Wealth Management pursues active wealth and IRA management centered on high-quality equity and fixed income investments, emphasizing personalized solutions tailored to each client's financial goals and changing needs. The firm maintains independence from external influences and operates solely in clients' best interests, with a philosophy built on ongoing client relationships, holistic wealth management, and strict fiduciary standards. Their investment approach is guided by deep client understanding and a family vision rather than just financial returns.

Latest 13F Filing Activity

Trust Co. of Virginia /va filed their most recent 13F report on Sep 30, 2025 disclosing 223 equity positions with a total 13F market value of $1B. The fund increased holdings in Broadcom Inc., Apple Inc., Corning Inc. among other positions. Trust Co. of Virginia /va reduced exposure to Blackrock Inc., Zoetis Inc., Accenture PLC Ireland among others.

Top Buys
A
AVGOBROADCOM INC
+$9.7M
A
AAPLAPPLE INC
+$7.9M
G
GLWCORNING INC
+$5.8M
J
JNJJOHNSON & JOHNSON
+$3.5M
S
SPIBSPDR SERIES TRUST
+$3.2M
Top Sells
B
BLKBLACKROCK INC
-$20.5M
Z
ZTSZOETIS INC
-$2.0M
A
ACNACCENTURE PLC IRELAND
-$1.8M
A
ADBEADOBE INC
-$1.8M
V
VVISA INC
-$1.5M

Top Holdings

A
AVGOBROADCOM INC
+6.1%$73.1M
M
MSFTMICROSOFT CORP
+5.0%$59.9M
S
SPIBSPDR SERIES TRUST
+4.0%$47.6M
V
VOVANGUARD INDEX FDS
+3.8%$45.6M
G
GVIISHARES TR
+3.8%$45.1M

Equity Positions (223)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AVGO
BROADCOM INC6.12%$73.1M221,558$62.27$329.91+$9.7M
M
MSFT
MICROSOFT CORP5.01%$59.9M115,594$31.15$517.95+$1.6M
S
SPIB
SPDR SERIES TRUST3.99%$47.6M1,405,341$32.26$33.89+$3.2M
V
VO
VANGUARD INDEX FDS3.82%$45.6M155,398$93.80$293.74+$1.7M
G
GVI
ISHARES TR3.77%$45.1M419,430$106.08$107.44+$1.4M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+7.7%
SERVICES-PREPACKAGED SOFTWARE
+7.1%
PHARMACEUTICAL PREPARATIONS
+6.0%
NATIONAL COMMERCIAL BANKS
+3.5%
ELECTRONIC COMPUTERS
+3.5%
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