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Heritage Wealth Advisors, LLC
Dee Ann Remo · Investment Advisor · Multi-Strategy
Heritage Wealth Advisors, LLC is an independent, SEC-registered investment advisor and multi-family office founded in 2005 by Dee Ann Remo. Headquartered in Richmond, Virginia, the firm provides comprehensive wealth management services, including investment advisory, tax planning, financial planning, and philanthropic strategies. Heritage serves high-net-worth individuals, families, and institutions, emphasizing a personalized, multi-generational approach to building and preserving legacies. With nearly $5 billion in assets under management, the firm operates as a fiduciary, focusing on deep client relationships and long-term financial stewardship through customized portfolio construction and strategic asset allocation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.0% |
| YTD return | +9.0% |
| Sharpe ratio | 3.44 |
| Win rate | 64% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://heritagewealth.net/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.0% | +43.5% |
| AAPL | Apple Inc | 8.8% | +28.4% |
| MSFT | Microsoft Corporation | 7.4% | +2.2% |
| JNJ | Johnson & Johnson | 6.8% | +45.6% |
| RTX | Raytheon Technologies Corp | 6.6% | +14.7% |
| AMZN | Amazon.com Inc | 6.3% | +11.3% |
| BRK-A | Berkshire Hathaway Inc | 5.9% | +1.6% |
| COP | ConocoPhillips | 5.5% | +28.2% |
| WMT | Walmart Inc. Common Stock | 5.3% | +8.2% |
| MA | Mastercard Inc | 5.2% | -1.0% |
| JPM | JPMorgan Chase & Co | 4.5% | +10.5% |
| UNP | Union Pacific Corporation | 4.2% | +14.7% |
| PGR | Progressive Corp | 3.8% | -7.0% |
| DUK | Duke Energy Corporation | 3.8% | -4.7% |
| MCD | McDonald’s Corporation | 3.2% | -15.5% |
| HD | The Home Depot Inc | 3.1% | -17.4% |
| WMB | Williams Companies Inc | 2.9% | +9.7% |
| EPD | Enterprise Products Partners LP | 1.6% | -3.5% |
| MKL | Markel Corporation | 1.6% | -6.3% |
| PM | Philip Morris International Inc | 1.5% | +0.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| May 25, 2026 | BUY | UNP | 3.1% → 4.2% |
| May 25, 2026 | BUY | PM | 0.0% → 1.5% |
| May 25, 2026 | BUY | PGR | 3.0% → 3.8% |
| May 25, 2026 | BUY | AMZN | 4.9% → 6.3% |
| May 25, 2026 | BUY | MSFT | 6.1% → 7.4% |
Investment Style Analysis
Heritage Wealth Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending May 25, Heritage Wealth Advisors, LLC made a significant move by increasing exposure to UNP. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Heritage Wealth Advisors' investment philosophy centers on strategic asset allocation, broad diversification, and disciplined risk management. The firm believes that capitalism and markets effectively generate wealth over time, and its role is to harness these opportunities while scientifically engineering portfolios to mitigate volatility. Emphasizing a long-term, multi-generational perspective, Heritage constructs customized portfolios aligned with individual client goals, liquidity needs, and tax efficiencies. As a fiduciary, the firm prioritizes objective, logic-based decision-making and consistent implementation to help clients achieve their financial purpose without reacting to emotional market swings.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Heritage Wealth Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Heritage Wealth Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Heritage Wealth Advisors, LLC's largest holding?
As of the latest filing, Heritage Wealth Advisors, LLC's top position is Alphabet Inc Class A (GOOGL), representing 12.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Heritage Wealth Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.0% with a win rate of 64%. Notably, the portfolio maintains a Sharpe Ratio of 3.44, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Heritage Wealth Advisors, LLC primarily invest in?
Heritage Wealth Advisors, LLC has a strong preference for the Internet Content & Information sector, which makes up 12.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Heritage Wealth Advisors, LLC's portfolio concentrated or diversified?
Heritage Wealth Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Heritage Wealth Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Heritage Wealth Advisors, LLC tracks a Year-to-Date (YTD) return of +9.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Dee Ann Remo manage Heritage Wealth Advisors, LLC directly?
Yes, Dee Ann Remo serves as the key portfolio manager for Heritage Wealth Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.