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Virginia Wealth Management Group, Inc.
Virginia Wealth Management Group, Inc. is a fee-only registered investment adviser based in Virginia Beach, VA, founded in 2020 by Stephen Saal and Scott Saal. The firm serves as an independent investment adviser providing wealth management and financial advice to individuals, families, and entities. As of 2025, the firm has approximately 4 employees, with the majority in investment roles.
Investment Strategy
The firm primarily follows a diversified long-term investment strategy, focusing on constructing portfolios across equities, ETFs, and mutual funds for its clients. They actively adjust holdings based on market conditions, with an emphasis on maintaining a balanced and risk-aware approach. The firm is a net buyer in equities and regularly adjusts its holdings to meet client objectives, evidenced by dynamic changes in stock and ETF positions quarter-over-quarter.
Latest 13F Filing Activity
Virginia Wealth Management Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 54 equity positions with a total 13F market value of $174M. The fund increased holdings in Apple Inc., Phillips 66, Blackrock Inc. among other positions. Virginia Wealth Management Group, Inc. reduced exposure to Darden Restaurants Inc., Kinder Morgan Inc. Del, Mid-amer Apt Cmntys Inc. among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 5.21% | $9.1M | 12 | $489164.75 | $754200.00 | +$304.8K | |
J JPM | JPMORGAN CHASE & CO. | 4.30% | $7.5M | 23,662 | $147.30 | $315.43 | +$499.4K |
M MSFT | MICROSOFT CORP | 3.43% | $6.0M | 11,490 | $317.44 | $517.95 | +$214.5K |
B BLK | BLACKROCK INC | 3.35% | $5.8M | 4,983 | $1024.60 | $1165.87 | +$568.5K |
K KMI | KINDER MORGAN INC DEL | 3.21% | $5.6M | 196,601 | $17.46 | $28.31 | -$242.6K |
Industry Allocation
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