Heritage Wealth Advisors

RICHMOND, VA · CIK 1591122 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2005 · limited liability company

Assets managed$4.9bn
Staff36 · 18 in investment roles
Main clients (by assets)High net worth individuals 54%, Charities 34%, Companies 7%
Private funds9 · $255.4m gross assets
Form ADV · 2026-07-30SEC adviser record

Kindwealth
Others nearbyRichmond, VA, Sewickley, PA, Charlottesville, VA

As an employer

Offices in1 country
Private fundsother private 9

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Richmond, VA (main office)United States	United States	about 12
Wexford, PAUnited States	United States	5
Charlottesville, VAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.9bn reported value +13.8% vs Q1 2026

703positions

67.2%in top 10

69 new 119 added 112 reduced 58 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	752,076	$563.2m19.33%	19.33%	Added +74.0k	+73,972 10.9%
2	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	4,978,794	$448.6m15.40%	15.40%	Added +290.1k	+290,060 6.2%
3	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,543,932	$342.3m11.75%	11.75%	Added +457.6k	+457,557 14.8%
4	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	4,706,640	$142.0m4.87%	4.87%	Reduced -87.8k	-87,815 -1.8%
5	ISHARES INC CORE MSCI EMKT IEMG	IEMG	1,159,805	$96.1m3.30%	3.30%	Added +156.9k	+156,884 15.6%
6	ISHARES TR RUS MDCP VAL ETF IWS	IWS	534,456	$88.0m3.02%	3.02%	Reduced -11.0k	-11,015 -2.0%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	230,790	$81.5m2.80%	2.80%	Reduced -7.7k	-7,710 -3.2%
8	APPLE INC COM AAPL	AAPL	240,896	$69.7m2.39%	2.39%	Reduced -2.8k	-2,778 -1.1%
9	MICROSOFT CORP COM MSFT	MSFT	174,468	$65.1m2.23%	2.23%	Added +22.7k	+22,670 14.9%
10	JOHNSON & JOHNSON COM JNJ	JNJ	244,804	$62.2m2.13%	2.13%	Reduced -4.3k	-4,253 -1.7%
11	RTX CORPORATION COM RTX	RTX	312,800	$59.3m2.04%	2.04%	Reduced -7.3k	-7,292 -2.3%
12	BROOKFIELD CORP CL A LTD VT SH BN	BN	1,242,540	$52.9m1.82%	1.82%	Reduced -7.6k	-7,590 -0.6%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	98,726	$49.4m1.70%	1.70%	Reduced -1.9k	-1,918 -1.9%
14	AMAZON COM INC COM AMZN	AMZN	197,145	$47.0m1.61%	1.61%	Reduced -4.1k	-4,116 -2.0%
15	MASTERCARD INCORPORATED CL A MA	MA	88,915	$45.7m1.57%	1.57%	Reduced -430	-430 -0.5%
16	WALMART INC COM WMT	WMT	375,055	$42.5m1.46%	1.46%	Reduced -6.4k	-6,413 -1.7%
17	JPMORGAN CHASE & CO COM JPM	JPM	123,143	$40.3m1.38%	1.38%	Reduced -2.2k	-2,198 -1.8%
18	ISHARES TR CORE S&P TTL STK ITOT	ITOT	244,091	$40.1m1.38%	1.38%	Reduced -13.7k	-13,721 -5.3%
19	CONOCOPHILLIPS COM COP	COP	382,667	$39.8m1.37%	1.37%	Reduced -11.5k	-11,509 -2.9%
20	PROGRESSIVE CORP COM PGR	PGR	169,958	$37.1m1.27%	1.27%	Added +5.0k	+5,038 3.0%
21	UNION PAC CORP COM UNP	UNP	129,834	$35.3m1.21%	1.21%	Reduced -3.6k	-3,560 -2.7%
22	DUKE ENERGY CORP NEW COM NEW DUK	DUK	251,426	$31.8m1.09%	1.09%	Reduced -6.3k	-6,310 -2.5%
23	HOME DEPOT INC COM HD	HD	81,949	$28.9m0.99%	0.99%	Reduced -2.0k	-1,972 -2.4%
24	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	164,556	$25.8m0.89%	0.89%	Reduced -225	-225 -0.1%
25	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	37,206	$25.6m0.88%	0.88%	Reduced -411	-411 -1.1%
26	MCDONALDS CORP COM MCD	MCD	94,452	$25.5m0.88%	0.88%	Reduced -2.6k	-2,635 -2.7%
27	WILLIAMS COS INC COM WMB	WMB	318,516	$23.7m0.81%	0.81%	Reduced -1.4k	-1,424 -0.5%
28	ISHARES TR MSCI ACWI EX US ACWX	ACWX	308,971	$23.5m0.81%	0.81%	Unchanged
29	MARKEL GROUP INC COM MKL	MKL	7,272	$14.2m0.49%	0.49%	Unchanged
30	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,513	$13.1m0.45%	0.45%	Added +351	+351 2.0%
31	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	343,269	$12.6m0.43%	0.43%	Reduced -500	-500 -0.1%
32	PHILIP MORRIS INTL INC COM PM	PM	61,281	$11.1m0.38%	0.38%	Reduced -4.2k	-4,240 -6.5%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	30,732	$11.0m0.38%	0.38%	Added +3.2k	+3,151 11.4%
34	ISHARES TR S&P 500 GRWT ETF IVW	IVW	56,324	$7.7m0.27%	0.27%	Reduced -4.4k	-4,364 -7.2%
35	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	31,024	$7.3m0.25%	0.25%	Reduced -3.0k	-2,977 -8.8%
36	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	32,855	$6.3m0.21%	0.21%	Added +159	+159 0.5%
37	ALTRIA GROUP INC COM MO	MO	75,482	$5.4m0.19%	0.19%	Reduced -6.2k	-6,213 -7.6%
38	APPLIED MATLS INC COM AMAT	AMAT	6,562	$4.7m0.16%	0.16%	Added +1.2k	+1,209 22.6%
39	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	44,198	$4.5m0.16%	0.16%	Added +4.1k	+4,100 10.2%
40	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	32,827	$4.5m0.15%	0.15%	New
41	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	56,161	$4.5m0.15%	0.15%	Added +25.9k	+25,929 85.8%
42	ISHARES TR S&P 500 VAL ETF IVE	IVE	19,058	$4.3m0.15%	0.15%	Unchanged
43	ISHARES TR S&P 100 ETF OEF	OEF	11,465	$4.2m0.14%	0.14%	Reduced -37	-37 -0.3%
44	VISA INC COM CL A V	V	12,221	$4.2m0.14%	0.14%	Reduced -2.8k	-2,761 -18.4%
45	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	28,654	$3.8m0.13%	0.13%	Unchanged
46	NVIDIA CORPORATION COM NVDA	NVDA	18,444	$3.7m0.13%	0.13%	Added +340	+340 1.9%
47	CSX CORP COM CSX	CSX	74,010	$3.5m0.12%	0.12%	Reduced -1.2k	-1,249 -1.7%
48	BROADCOM INC COM AVGO	AVGO	8,909	$3.4m0.12%	0.12%	Added +3.4k	+3,369 60.8%
49	MICRON TECHNOLOGY INC COM MU	MU	2,832	$3.3m0.11%	0.11%	Added +788	+788 38.5%
50	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,156	$2.9m0.10%	0.10%	Added +3.4k	+3,393 122.8%
51	VANGUARD INDEX FDS MID CAP ETF VO	VO	30,872	$2.5m0.09%	0.09%	Reduced -1.9k	-1,904 -5.8%
52	MERCK & CO INC COM MRK	MRK	18,619	$2.4m0.08%	0.08%	Reduced -31.0k	-31,000 -62.5%
53	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	41,252	$2.3m0.08%	0.08%	Reduced -666	-666 -1.6%
54	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	3	$2.2m0.08%	0.08%	Unchanged
55	LOWES COS INC COM LOW	LOW	9,522	$2.1m0.07%	0.07%	Reduced -363	-363 -3.7%
56	COSTCO WHSL CORP NEW COM COST	COST	2,244	$2.1m0.07%	0.07%	Reduced -52	-52 -2.3%
57	JACOBS SOLUTIONS INC COM J	J	16,092	$2.0m0.07%	0.07%	Reduced -846	-846 -5.0%
58	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,459	$2.0m0.07%	0.07%	Added +92	+92 1.7%
59	RAYMOND JAMES FINL INC COM RJF	RJF	13,186	$2.0m0.07%	0.07%	Unchanged
60	CISCO SYS INC COM CSCO	CSCO	17,010	$2.0m0.07%	0.07%	Added +738	+738 4.5%
61	ABBVIE INC COM ABBV	ABBV	7,574	$1.9m0.07%	0.07%	Added +503	+503 7.1%
62	PEPSICO INC COM PEP	PEP	13,449	$1.8m0.06%	0.06%	Reduced -835	-835 -5.8%
63	TRUIST FINL CORP COM TFC	TFC	36,126	$1.8m0.06%	0.06%	Added +50	+50 0.1%
64	MONDELEZ INTL INC CL A MDLZ	MDLZ	30,118	$1.7m0.06%	0.06%	Added +214	+214 0.7%
65	TRANE TECHNOLOGIES PLC SHS TT	TT	3,415	$1.7m0.06%	0.06%	Unchanged
66	GE AEROSPACE COM NEW GE	GE	4,440	$1.7m0.06%	0.06%	Added +27	+27 0.6%
67	ISHARES TR MSCI EAFE ETF EFA	EFA	14,383	$1.5m0.05%	0.05%	Added +577	+577 4.2%
68	ISHARES TR RUS 1000 ETF IWB	IWB	3,548	$1.5m0.05%	0.05%	Unchanged
69	META PLATFORMS INC CL A META	META	2,534	$1.4m0.05%	0.05%	Added +390	+390 18.2%
70	COCA COLA CO COM KO	KO	17,409	$1.4m0.05%	0.05%	Reduced -33	-33 -0.2%
71	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	31,658	$1.4m0.05%	0.05%	Unchanged
72	SELECT SECTOR SPDR TR ENERGY XLE	XLE	26,335	$1.4m0.05%	0.05%	Unchanged
73	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,868	$1.4m0.05%	0.05%	Added +149	+149 8.7%
74	PROCTER AND GAMBLE CO COM PG	PG	9,285	$1.4m0.05%	0.05%	Reduced -193	-193 -2.0%
75	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,661	$1.3m0.04%	0.04%	Added +450	+450 10.7%
76	VANGUARD WORLD FD INF TECH ETF VGT	VGT	10,911	$1.3m0.04%	0.04%	Added +1.7k	+1,743 19.0%
77	CATERPILLAR INC COM CAT	CAT	1,223	$1.3m0.04%	0.04%	Unchanged
78	GE VERNOVA INC COM GEV	GEV	1,105	$1.3m0.04%	0.04%	Added +6	+6 0.6%
79	BANK AMERICA CORP COM BAC	BAC	22,025	$1.3m0.04%	0.04%	Added +1.9k	+1,850 9.2%
80	CHEVRON CORP NEW COM CVX	CVX	7,525	$1.2m0.04%	0.04%	Reduced -255	-255 -3.3%
81	ELI LILLY & CO COM LLY	LLY	1,021	$1.2m0.04%	0.04%	Reduced -60	-60 -5.5%
82	INTEL CORP COM INTC	INTC	8,698	$1.2m0.04%	0.04%	Unchanged
83	AMERICAN CENTY ETF TR US QUALITY VAL VALQ	VALQ	17,274	$1.2m0.04%	0.04%	Unchanged
84	ORACLE CORP COM ORCL	ORCL	8,027	$1.2m0.04%	0.04%	Added +718	+718 9.8%
85	NUSHARES ETF TR NUVEEN ESG MIDVL NUMV	NUMV	26,914	$1.2m0.04%	0.04%	Added +60	+60 0.2%
86	MORGAN STANLEY COM NEW MS	MS	5,484	$1.1m0.04%	0.04%	Added +3	+3 0.1%
87	UNIVERSAL CORP VA COM UVV	UVV	21,963	$1.1m0.04%	0.04%	Added +3.3k	+3,345 18.0%
88	AMPHENOL CORP CL A APH	APH	6,428	$1.1m0.04%	0.04%	Reduced -628	-628 -8.9%
89	DOMINION ENERGY INC COM D	D	16,444	$1.1m0.04%	0.04%	Added +1.7k	+1,690 11.4%
90	GOLDMAN SACHS GROUP INC COM GS	GS	1,073	$1.1m0.04%	0.04%	Unchanged
91	SPDR GOLD TR GOLD SHS GLD	GLD	2,791	$1.0m0.04%	0.04%	Added +523	+523 23.1%
92	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,683	$1.0m0.04%	0.04%	Added +196	+196 4.4%
93	CORNING INC COM GLW	GLW	3,870	$988.5k0.03%	0.03%	Added +62	+62 1.6%
94	ISHARES TR RUS MID CAP ETF IWR	IWR	8,801	$970.9k0.03%	0.03%	Unchanged
95	NORFOLK SOUTHN CORP COM NSC	NSC	2,954	$929.3k0.03%	0.03%	Reduced -105	-105 -3.4%
96	ELEVANCE HEALTH INC COM ELV	ELV	2,347	$907.7k0.03%	0.03%	Reduced -96	-96 -3.9%
97	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	16,909	$906.5k0.03%	0.03%	Unchanged
98	ATLANTIC UN BANKSHARES CORP COM AUB	AUB	21,268	$899.8k0.03%	0.03%	Added +179	+179 0.8%
99	MARRIOTT INTL INC NEW CL A MAR	MAR	2,361	$875.0k0.03%	0.03%	Added +470	+470 24.9%
100	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	8,660	$873.0k0.03%	0.03%	Reduced -1.4k	-1,427 -14.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	31,893	$5.4m31.9k shares
HONEYWELL INTL INC		1,218	$550.3k1.2k shares
ISHARES TR IWP	IWP	3,500	$448.4k3.5k shares
ROPER TECHNOLOGIES INC ROP	ROP	539	$190.7k539 shares
IQVIA HLDGS INC IQV	IQV	1,009	$172.1k1.0k shares
FAIR ISAAC CORP FICO	FICO	132	$140.9k132 shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	1,564	$124.0k1.6k shares
BOOKING HOLDINGS INC BKNG	BKNG	400	$67.4k400 shares
CME GROUP INC CME	CME	217	$64.1k217 shares
SPDR SER TR XPH	XPH	1,115	$60.3k1.1k shares
UNITED AIRLS HLDGS INC UAL	UAL	629	$57.9k629 shares
REPUBLIC SVCS INC RSG	RSG	248	$54.3k248 shares
LEIDOS HOLDINGS INC LDOS	LDOS	342	$53.2k342 shares
ALLSTATE CORP ALL	ALL	246	$51.0k246 shares
MODERNA INC MRNA	MRNA	1,000	$50.8k1.0k shares
VANGUARD WHITEHALL FDS VWOB	VWOB	760	$49.9k760 shares
HENRY SCHEIN INC HSIC	HSIC	611	$45.0k611 shares
AMEREN CORP AEE	AEE	408	$44.8k408 shares
AMCOR PLC AMCR	AMCR	1,048	$41.7k1.0k shares
ISHARES TR PFF	PFF	1,362	$41.3k1.4k shares
LINKBANCORP INC LNKB	LNKB	4,938	$41.2k4.9k shares
MARKETAXESS HLDGS INC MKTX	MKTX	235	$38.8k235 shares
DUPONT DE NEMOURS INC DWDP	DWDP	275	$37.7k275 shares
UNIVERSAL HLTH SVCS INC UHS	UHS	204	$36.5k204 shares
VANGUARD ADMIRAL FDS INC VOOG	VOOG	510	$34.7k510 shares