account_balance
Investment manager · 13F filer · SEC CIK 2115327
Virginia Estate & Retirement Planning Advisors Inc.
Reported value$79.1Mas of Sep 30, 2026
Positions225 76 new, 37 sold out
Top 10 weight79.2%SGOV alone is 29%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
29.4%
VOOVanguard Index FDS
12.4%
QQQInvesco QQQ Tr
7.9%
VFLOVictory Portfolios II
4.9%New
CTASimplify Exchange Traded Fun
4.4%New
PHYSSprott Physical Gold Trust
4.4%New
COWZPacer FDS Tr
4.3%New
SCHDSchwab Strategic Tr
4.2%−99%
SPHQInvesco Exchange Traded Fd T
3.8%New
RSPInvesco Exchange Traded Fd T
3.4%
DBMFIm Global Partner Funds
3.1%New
SGOViShares Tr
29.4%
VOOVanguard Index FDS
12.4%
QQQInvesco QQQ Tr
7.9%
VFLO4.9%
CTA4.4%
PHYS4.4%COWZ4.3%
SCHD4.2%
SPHQ3.8%
RSP3.4%
DBMF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 29.4% Held
VOO Vanguard Index FDS 12.4% Held
QQQ Invesco QQQ Tr 7.9% Held
VFLO Victory Portfolios II 4.9% New
CTA Simplify Exchange Traded Fun 4.4% New
PHYS Sprott Physical Gold Trust 4.4% NewCOWZ Pacer FDS Tr 4.3% New
SCHD Schwab Strategic Tr 4.2% Trimmed −99%
SPHQ Invesco Exchange Traded Fd T 3.8% New
RSP Invesco Exchange Traded Fd T 3.4% Trimmed −59%
DBMF Im Global Partner Funds 3.1% New
AAPL Apple Inc. 2.1% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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