# EDGAR Filing Document

**Accession Number:** 0001128213
**File Stem:** 0001128213-26-000002
**Filing Date:** 2026-5
**Character Count:** 24691
**Document Hash:** c7961ee6be12577e523dd793316e2cc4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001128213-26-000002.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001128213-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PETTYJOHN, WOOD & WHITE, INC
- **CENTRAL INDEX KEY:** 0001128213

**ORGANIZATION NAME:**
- **EIN:** 541071683
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05957
- **FILM NUMBER:** 26983325

**BUSINESS ADDRESS:**
- **STREET 1:** 1925 ATHERHOLT ROAD
- **STREET 2:** PO BOX 310
- **CITY:** LYNCHBURG
- **STATE:** VA
- **ZIP:** 24505
- **BUSINESS PHONE:** 4348451266

**MAIL ADDRESS:**
- **STREET 1:** 1925 ATHERHOLT ROAD
- **CITY:** LYNCHBURG
- **STATE:** VA
- **ZIP:** 24501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PETTYJOHN CO
- **DATE OF NAME CHANGE:** 20001114

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PETTYJOHN WOOD  WHITE INC<br>**Address:** 1925 ATHERHOLT ROAD<br>LYNCHBURG, VA 24501

**Form 13F File Number:** 028-05957

**CRD Number (if applicable):** 000106403

**SEC File Number (if applicable):** 801-13803

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kate W Sigler<br>**Title:** Chief Compliance Officer<br>**Phone:** 4348451266

**Signature, Place, and Date of Signing:**

Kate W Sigler  Lynchburg, VA  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 214

**Form 13F Information Table Value Total:** $627921659

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 207499 | 1690 | SH |  | SOLE |  | 1690 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 208481 | 3947 | SH |  | SOLE |  | 3947 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 208490 | 2525 | SH |  | SOLE |  | 2525 | 0 | 0 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 |  | 210177 | 723 | SH |  | SOLE |  | 723 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 213596 | 1265 | SH |  | SOLE |  | 1265 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 213701 | 3485 | SH |  | SOLE |  | 3485 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 216392 | 988 | SH |  | SOLE |  | 988 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 218484 | 1074 | SH |  | SOLE |  | 1074 | 0 | 0 |
| ISHARES TR | US REGNL BKS ETF | 464288778 |  | 219398 | 4075 | SH |  | SOLE |  | 4075 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 220119 | 115 | SH |  | SOLE |  | 115 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 228414 | 4588 | SH |  | SOLE |  | 4588 | 0 | 0 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 231638 | 1570 | SH |  | SOLE |  | 1570 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 234251 | 1819 | SH |  | SOLE |  | 1819 | 0 | 0 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 238118 | 4051 | SH |  | SOLE |  | 4051 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 238742 | 1204 | SH |  | SOLE |  | 1204 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 239308 | 1760 | SH |  | SOLE |  | 1760 | 0 | 0 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 |  | 240602 | 6732 | SH |  | SOLE |  | 6732 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 241542 | 630 | SH |  | SOLE |  | 630 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 241656 | 5476 | SH |  | SOLE |  | 5476 | 0 | 0 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 |  | 243174 | 2823 | SH |  | SOLE |  | 2823 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 244403 | 1246 | SH |  | SOLE |  | 1246 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 245595 | 842 | SH |  | SOLE |  | 842 | 0 | 0 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 246648 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 |  | 250773 | 3615 | SH |  | SOLE |  | 3615 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 255317 | 515 | SH |  | SOLE |  | 515 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 262466 | 825 | SH |  | SOLE |  | 825 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 262619 | 7830 | SH |  | SOLE |  | 7830 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 265223 | 4373 | SH |  | SOLE |  | 4373 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 267817 | 1004 | SH |  | SOLE |  | 1004 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 269212 | 1260 | SH |  | SOLE |  | 1260 | 0 | 0 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 271760 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 277884 | 2858 | SH |  | SOLE |  | 2858 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 281242 | 325 | SH |  | SOLE |  | 325 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 281784 | 821 | SH |  | SOLE |  | 821 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 282675 | 1086 | SH |  | SOLE |  | 1086 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 287151 | 8564 | SH |  | SOLE |  | 8564 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 288882 | 3191 | SH |  | SOLE |  | 3191 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 299895 | 1124 | SH |  | SOLE |  | 1124 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 300100 | 7108 | SH |  | SOLE |  | 7108 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 305710 | 2105 | SH |  | SOLE |  | 2105 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 309189 | 1512 | SH |  | SOLE |  | 1512 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 309269 | 2607 | SH |  | SOLE |  | 2607 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 310007 | 5825 | SH |  | SOLE |  | 5825 | 0 | 0 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 316095 | 3213 | SH |  | SOLE |  | 3213 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 316403 | 329 | SH |  | SOLE |  | 329 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 335687 | 2135 | SH |  | SOLE |  | 2135 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 338520 | 5873 | SH |  | SOLE |  | 5873 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 346017 | 235 | SH |  | SOLE |  | 235 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 351030 | 4674 | SH |  | SOLE |  | 4674 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 352303 | 12650 | SH |  | SOLE |  | 12650 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 352980 | 2664 | SH |  | SOLE |  | 2664 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 360717 | 1980 | SH |  | SOLE |  | 1980 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 364622 | 431 | SH |  | SOLE |  | 431 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 367364 | 3651 | SH |  | SOLE |  | 3651 | 0 | 0 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 369149 | 2819 | SH |  | SOLE |  | 2819 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 375144 | 2842 | SH |  | SOLE |  | 2842 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 375748 | 1047 | SH |  | SOLE |  | 1047 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 377851 | 2366 | SH |  | SOLE |  | 2366 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 384991 | 5650 | SH |  | SOLE |  | 5650 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 385263 | 1140 | SH |  | SOLE |  | 1140 | 0 | 0 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 |  | 390397 | 5126 | SH |  | SOLE |  | 5126 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 395084 | 1618 | SH |  | SOLE |  | 1618 | 0 | 0 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 401993 | 7535 | SH |  | SOLE |  | 7535 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 407647 | 3550 | SH |  | SOLE |  | 3550 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 411586 | 765 | SH |  | SOLE |  | 765 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 411656 | 2020 | SH |  | SOLE |  | 2020 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 422680 | 1137 | SH |  | SOLE |  | 1137 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 430453 | 11077 | SH |  | SOLE |  | 11077 | 0 | 0 |
| VENTAS INC | COM | 92276F100 |  | 434825 | 5317 | SH |  | SOLE |  | 5317 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 435329 | 4687 | SH |  | SOLE |  | 4687 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 436152 | 1187 | SH |  | SOLE |  | 1187 | 0 | 0 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 |  | 443808 | 8790 | SH |  | SOLE |  | 8790 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 445075 | 3397 | SH |  | SOLE |  | 3397 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 459148 | 673 | SH |  | SOLE |  | 673 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 460570 | 2120 | SH |  | SOLE |  | 2120 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 477657 | 9375 | SH |  | SOLE |  | 9375 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 486157 | 17313 | SH |  | SOLE |  | 17313 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 488444 | 5267 | SH |  | SOLE |  | 5267 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 504262 | 2360 | SH |  | SOLE |  | 2360 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 508673 | 10184 | SH |  | SOLE |  | 10184 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 510209 | 1038 | SH |  | SOLE |  | 1038 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 519675 | 1247 | SH |  | SOLE |  | 1247 | 0 | 0 |
| BEST BUY INC | COM | 086516101 |  | 521754 | 8127 | SH |  | SOLE |  | 8127 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 532729 | 1855 | SH |  | SOLE |  | 1855 | 0 | 0 |
| ISHARES TR | US CONSUM DISCRE | 464287580 |  | 533060 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 535432 | 1497 | SH |  | SOLE |  | 1497 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 535530 | 8357 | SH |  | SOLE |  | 8357 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 551279 | 2320 | SH |  | SOLE |  | 2320 | 0 | 0 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 563282 | 2575 | SH |  | SOLE |  | 2575 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 565638 | 1870 | SH |  | SOLE |  | 1870 | 0 | 0 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 590063 | 3750 | SH |  | SOLE |  | 3750 | 0 | 0 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 |  | 593035 | 5559 | SH |  | SOLE |  | 5559 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 595318 | 682 | SH |  | SOLE |  | 682 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 605357 | 2026 | SH |  | SOLE |  | 2026 | 0 | 0 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 618359 | 1335 | SH |  | SOLE |  | 1335 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 643403 | 9750 | SH |  | SOLE |  | 9750 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 660917 | 13387 | SH |  | SOLE |  | 13387 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 667074 | 3374 | SH |  | SOLE |  | 3374 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 669060 | 1107 | SH |  | SOLE |  | 1107 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 669448 | 1570 | SH |  | SOLE |  | 1570 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 733754 | 2085 | SH |  | SOLE |  | 2085 | 0 | 0 |
| INTERDIGITAL INC | COM | 45867G101 |  | 773120 | 2560 | SH |  | SOLE |  | 2560 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 777530 | 2740 | SH |  | SOLE |  | 2740 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 778201 | 6074 | SH |  | SOLE |  | 6074 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 780864 | 5957 | SH |  | SOLE |  | 5957 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 787027 | 3005 | SH |  | SOLE |  | 3005 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 790764 | 10255 | SH |  | SOLE |  | 10255 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 803062 | 19563 | SH |  | SOLE |  | 19563 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 812544 | 4454 | SH |  | SOLE |  | 4454 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 855325 | 10744 | SH |  | SOLE |  | 10744 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 856056 | 5839 | SH |  | SOLE |  | 5839 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 866116 | 2760 | SH |  | SOLE |  | 2760 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 877757 | 11073 | SH |  | SOLE |  | 11073 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 878229 | 8005 | SH |  | SOLE |  | 8005 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 884185 | 6390 | SH |  | SOLE |  | 6390 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 904836 | 31212 | SH |  | SOLE |  | 31212 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 906777 | 2076 | SH |  | SOLE |  | 2076 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 908013 | 14688 | SH |  | SOLE |  | 14688 | 0 | 0 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 932795 | 5405 | SH |  | SOLE |  | 5405 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 962294 | 5950 | SH |  | SOLE |  | 5950 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 999120 | 1003 | SH |  | SOLE |  | 1003 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 1007026 | 4262 | SH |  | SOLE |  | 4262 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1048629 | 10870 | SH |  | SOLE |  | 10870 | 0 | 0 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 1104001 | 1790 | SH |  | SOLE |  | 1790 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1134988 | 24733 | SH |  | SOLE |  | 24733 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 1165926 | 38454 | SH |  | SOLE |  | 38454 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 1193835 | 4078 | SH |  | SOLE |  | 4078 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1201549 | 1696 | SH |  | SOLE |  | 1696 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1256813 | 43776 | SH |  | SOLE |  | 43776 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 1278632 | 22707 | SH |  | SOLE |  | 22707 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 1285533 | 11596 | SH |  | SOLE |  | 11596 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 1300511 | 3805 | SH |  | SOLE |  | 3805 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 1311191 | 9661 | SH |  | SOLE |  | 9661 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 1314905 | 6325 | SH |  | SOLE |  | 6325 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1327445 | 3085 | SH |  | SOLE |  | 3085 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1372381 | 9064 | SH |  | SOLE |  | 9064 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 1415502 | 7112 | SH |  | SOLE |  | 7112 | 0 | 0 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 1471999 | 36626 | SH |  | SOLE |  | 36626 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1613464 | 6656 | SH |  | SOLE |  | 6656 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1619989 | 55708 | SH |  | SOLE |  | 55708 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1641692 | 21587 | SH |  | SOLE |  | 21587 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1642819 | 9936 | SH |  | SOLE |  | 9936 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1650423 | 19047 | SH |  | SOLE |  | 19047 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 1789344 | 2456 | SH |  | SOLE |  | 2456 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1883388 | 6060 | SH |  | SOLE |  | 6060 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1904785 | 14547 | SH |  | SOLE |  | 14547 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1905029 | 5943 | SH |  | SOLE |  | 5943 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 1905982 | 19823 | SH |  | SOLE |  | 19823 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2068397 | 8340 | SH |  | SOLE |  | 8340 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 2089583 | 19174 | SH |  | SOLE |  | 19174 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 2089759 | 8597 | SH |  | SOLE |  | 8597 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2095712 | 81736 | SH |  | SOLE |  | 81736 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2216931 | 7335 | SH |  | SOLE |  | 7335 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 2259875 | 2457 | SH |  | SOLE |  | 2457 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 2269225 | 9353 | SH |  | SOLE |  | 9353 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 2316290 | 32202 | SH |  | SOLE |  | 32202 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 2406632 | 44452 | SH |  | SOLE |  | 44452 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 2573443 | 31099 | SH |  | SOLE |  | 31099 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 2641428 | 28106 | SH |  | SOLE |  | 28106 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2872560 | 4 | SH |  | SOLE |  | 4 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3012051 | 30342 | SH |  | SOLE |  | 30342 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 3061832 | 66605 | SH |  | SOLE |  | 66605 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 3183230 | 32980 | SH |  | SOLE |  | 32980 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 3213292 | 15815 | SH |  | SOLE |  | 15815 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 3223140 | 20493 | SH |  | SOLE |  | 20493 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 3319386 | 27595 | SH |  | SOLE |  | 27595 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 3405846 | 36622 | SH |  | SOLE |  | 36622 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 3417859 | 38150 | SH |  | SOLE |  | 38150 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 3449946 | 48036 | SH |  | SOLE |  | 48036 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3609113 | 11250 | SH |  | SOLE |  | 11250 | 0 | 0 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 3903959 | 33180 | SH |  | SOLE |  | 33180 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 4259054 | 43849 | SH |  | SOLE |  | 43849 | 0 | 0 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 4442703 | 72075 | SH |  | SOLE |  | 72075 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 4600733 | 34618 | SH |  | SOLE |  | 34618 | 0 | 0 |
| BANK OF THE JAMES FINL GP IN | COM | 470299108 |  | 4619739 | 224259 | SH |  | SOLE |  | 224259 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4823303 | 7384 | SH |  | SOLE |  | 7384 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 4899478 | 50835 | SH |  | SOLE |  | 50835 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 4980495 | 34127 | SH |  | SOLE |  | 34127 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 5061853 | 82629 | SH |  | SOLE |  | 82629 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 5077355 | 34514 | SH |  | SOLE |  | 34514 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 5229029 | 42064 | SH |  | SOLE |  | 42064 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 5482513 | 30220 | SH |  | SOLE |  | 30220 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5917820 | 20630 | SH |  | SOLE |  | 20630 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 6066814 | 17033 | SH |  | SOLE |  | 17033 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 6264821 | 61019 | SH |  | SOLE |  | 61019 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 6340060 | 126296 | SH |  | SOLE |  | 126296 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 6380381 | 33245 | SH |  | SOLE |  | 33245 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 6410723 | 11205 | SH |  | SOLE |  | 11205 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 6808601 | 21998 | SH |  | SOLE |  | 21998 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 7639366 | 26618 | SH |  | SOLE |  | 26618 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7982812 | 45773 | SH |  | SOLE |  | 45773 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 8002367 | 35404 | SH |  | SOLE |  | 35404 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 8270710 | 13841 | SH |  | SOLE |  | 13841 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 9204727 | 136306 | SH |  | SOLE |  | 136306 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 9597975 | 123701 | SH |  | SOLE |  | 123701 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 9633341 | 197607 | SH |  | SOLE |  | 197607 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 9983129 | 64287 | SH |  | SOLE |  | 64287 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 10133342 | 48977 | SH |  | SOLE |  | 48977 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 10356657 | 47619 | SH |  | SOLE |  | 47619 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 10976673 | 33375 | SH |  | SOLE |  | 33375 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 11607512 | 55733 | SH |  | SOLE |  | 55733 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 12189437 | 84391 | SH |  | SOLE |  | 84391 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 12273649 | 63627 | SH |  | SOLE |  | 63627 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 13908484 | 64673 | SH |  | SOLE |  | 64673 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 14193327 | 58065 | SH |  | SOLE |  | 58065 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 15551538 | 26944 | SH |  | SOLE |  | 26944 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 15565854 | 32483 | SH |  | SOLE |  | 32483 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 18155222 | 107009 | SH |  | SOLE |  | 107009 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 18775645 | 63828 | SH |  | SOLE |  | 63828 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 19703686 | 158543 | SH |  | SOLE |  | 158543 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 26234249 | 70871 | SH |  | SOLE |  | 70871 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 26986931 | 93848 | SH |  | SOLE |  | 93848 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 30971886 | 47624 | SH |  | SOLE |  | 47624 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 33550521 | 132198 | SH |  | SOLE |  | 132198 | 0 | 0 |

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