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Virginia Estate & Retirement Planning Advisors Inc. - Portfolio Stock Holdings

Virginia Estate & Retirement Planning Advisors Inc. disclosed 203 stock positions in a recent SEC 13F filing. $662,225,808 of stock holdings were filed, with the largest holdings including SCHD, SCHP, and SGOV. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

203

Est. Stock Holding Value:

$662,225,808

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Virginia Estate & Retirement Planning Advisors Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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