Virginia Estate & Retirement Planning Advisors Inc. — 13F holdings
Virginia Estate & Retirement Planning Advisors Inc. reported 225 holdings worth $79.1M in its 13F filing for Q3 2026, filed October 14, 2026.
Largest positions
- SGOV ISHARES TR — $23.2M (29.4%)
- VOO VANGUARD INDEX FDS — $9.82M (12.4%)
- QQQ Invesco Qqq Tr — $6.28M (7.9%)
- VFLO VICTORY PORTFOLIOS II — $3.91M (4.9%)
- CTA SIMPLIFY EXCHANGE TRADED FUN — $3.50M (4.4%)
- PHYS SPROTT ASSET MANAGEMENT LP — $3.45M (4.4%)
- COWZ PACER FDS TR — $3.41M (4.3%)
- SCHD SCHWAB STRATEGIC TR — $3.30M (4.2%)
- SPHQ INVESCO EXCHANGE TRADED FD T — $3.02M (3.8%)
- RSP INVESCO EXCHANGE TRADED FD T — $2.68M (3.4%)