You're signed outSign in or to get full access.
Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. is one of the oldest registered investment advisory firms in central Virginia, headquartered in Lynchburg, VA. Founded in 1978 as The Pettyjohn Company, it now operates as a subsidiary of Bank of the James Financial Group, Inc. The firm serves individuals, families, retirement plans, trusts, estates, endowments, foundations, small businesses, and charitable organizations. With a staff of approximately 6–9 professionals, Pettyjohn, Wood & White specializes in customized portfolio management and financial planning for a select group of clients, emphasizing personal commitment and deep client relationships.
Investment Strategy
Pettyjohn, Wood & White, Inc. provides discretionary and customized investment portfolio management, focusing on meeting the unique objectives and risk tolerances of each client. Their approach is built on trusted professional guidance, detail-oriented portfolio construction, long-term planning, and diversification. They also offer financial planning that includes retirement, legacy, and estate planning services, with an emphasis on personalized service for individuals, families, small businesses, nonprofits, and retirement plans. The firm commits to transparency in fee structure and comprehensive, client-focused solutions.
Latest 13F Filing Activity
Pettyjohn, Wood & White, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 197 equity positions with a total 13F market value of $560M. The fund increased holdings in Microsoft Corp., SPDR S&P 500 Etf TR, JPMorgan Chase & Co. among other positions. Pettyjohn, Wood & White, Inc. reduced exposure to Berkshire Hathaway Inc. Del, Fedex Corp., Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.12% | $34.3M | 68,881 | $70.90 | $497.41 | +$8.4M |
S SPY | SPDR S&P 500 ETF TR | 5.01% | $28.1M | 45,402 | $259.63 | $617.85 | +$3.0M |
A AAPL | APPLE INC | 4.67% | $26.1M | 127,356 | $46.91 | $205.17 | -$1.0M |
J JPM | JPMORGAN CHASE & CO. | 3.33% | $18.6M | 64,275 | $88.38 | $289.91 | +$2.8M |
| ALPHABET INC | 2.85% | $15.9M | 90,491 | $52.06 | $176.23 | +$2.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more