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

  1. SGOV ISHARES TR — $23.2M (29.4%)
  2. VOO VANGUARD INDEX FDS — $9.82M (12.4%)
  3. QQQ Invesco Qqq Tr — $6.28M (7.9%)
  4. VFLO VICTORY PORTFOLIOS II — $3.91M (4.9%)
  5. CTA SIMPLIFY EXCHANGE TRADED FUN — $3.50M (4.4%)
  6. PHYS SPROTT ASSET MANAGEMENT LP — $3.45M (4.4%)
  7. COWZ PACER FDS TR — $3.41M (4.3%)
  8. SCHD SCHWAB STRATEGIC TR — $3.30M (4.2%)
  9. SPHQ INVESCO EXCHANGE TRADED FD T — $3.02M (3.8%)
  10. RSP INVESCO EXCHANGE TRADED FD T — $2.68M (3.4%)