Virginia Estate & Retirement Planning Advisors Inc.
Virginia Estate & Retirement Planning Advisors Inc. reported 186 positions worth $83.0M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SGOV (28.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $23.3M | 28.09% | 231,753 | — | — | |
| ▸ 2 | SCHD | SH | $10.9M | 13.12% | 10,533,989 | — | — | |
| ▸ 3 | VOO | SH | $9.6M | 11.54% | 13,974 | — | — | |
| ▸ 4 | SCHP | SH | $8.7M | 10.48% | 8,707,371 | — | — | |
| ▸ 5 | QQQ | SH | $6.2M | 7.50% | 8,470 | — | — | |
| ▸ 6 | SCHF | SH | $2.8M | 3.42% | 89,530 | — | — | |
| ▸ 7 | RSP | SH | $2.8M | 3.39% | 31,239 | — | — | |
| ▸ 8 | XSMO | SH | $2.7M | 3.29% | 12,839 | — | — | |
| ▸ 9 | PSLV | SH | $2.6M | 3.09% | 84,891 | — | — | |
| ▸ 10 | SPDV | SH | $2.3M | 2.75% | 74,580 | — | — |
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Frequently Asked Questions
What stocks does Virginia Estate & Retirement Planning Advisors Inc. hold as of Q2 2026?
Virginia Estate & Retirement Planning Advisors Inc. reported 186 positions worth $83.0M in its Q2 2026 13F filing. Largest positions: SGOV (28.1%), SCHD (13.1%), VOO (11.5%), SCHP (10.5%) and QQQ (7.5%).
What did Virginia Estate & Retirement Planning Advisors Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Virginia Estate & Retirement Planning Advisors Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.