DOVER ADVISORS, LLC

CIK 0001964541 • 6 13F filings • Apr 16, 2025 – Aug 7, 2026

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Filer information

Filed by: DOVER ADVISORS, LLC, Chief Compliance Officer
Address: 2235 STAPLES MILL ROAD, SUITE 110, RICHMOND, VA, 23230
Phone: (804) 750-3665
AUM: $258.1M

AUM over time

$244.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $258.1M165 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.1M	1.2%Prev: 1.3%	24,850 SH	Decreased+398 SH
ABBVIE INC	COM	$1.6M	0.6%Prev: 0.6%	6,944 SH	Decreased+48 SH
ABRDN GLOBAL INFRA INCOME FU	COM SHS BEN INT	$422K	0.2%	18,698 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	0.5%Prev: 0.5%	4,791 SH	Increased-118 SH
ADOBE INC	COM	$437K	0.2%Prev: 0.2%	1,248 SH	Decreased-440 SH
AIR PRODS & CHEMS INC	COM	$1.1M	0.4%Prev: 0.4%	4,643 SH	Increased+886 SH
ALBEMARLE CORP	COM	$583K	0.2%Prev: 0.1%	4,111 SH	Increased+38 SH
ALPHABET INC	CAP STK CL A	$10.2M	4.0%Prev: 3.3%	32,740 SH	Increased-1,313 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.5%Prev: 0.4%	4,160 SH	Increased-106 SH
ALPS ETF TR	ALERIAN MLP	$440K	0.2%Prev: 0.2%	9,368 SH	Increased+625 SH
ALTRIA GROUP INC	COM	$779K	0.3%Prev: 0.4%	13,264 SH	Decreased-40 SH
AMAZON COM INC	COM	$6.7M	2.6%Prev: 2.5%	28,829 SH	Increased+719 SH
AMENTUM HOLDINGS INC	COM	$644K	0.2%Prev: 0.2%	22,219 SH	Increased+4,934 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$571K	0.2%Prev: 0.2%	7,416 SH	Increased+332 SH
AMERICAN ELEC PWR CO INC	COM	$222K	0.1%Prev: 0.1%	1,925 SH	Increased
AMERICAN EXPRESS CO	COM	$3.0M	1.1%Prev: 1.1%	7,977 SH	Increased+29 SH
AON PLC	SHS CL A	$227K	0.1%Prev: 0.1%	643 SH	Decreased-4 SH
APPLE INC	COM	$18.0M	7.0%Prev: 6.8%	66,170 SH	Increased-355 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.0M	0.8%Prev: 0.8%	1,913 SH	Increased-56 SH
AT&T INC	COM	$580K	0.2%Prev: 0.3%	23,345 SH	Decreased-65 SH
ATLANTIC UN BANKSHARES CORP	COM	$339K	0.1%Prev: 0.1%	9,616 SH	Decreased-290 SH
BANK AMERICA CORP	COM	$353K	0.1%Prev: 0.2%	6,409 SH	Decreased-1,136 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$11.3M	4.4%Prev: 4.8%	15 SH	Decreased-1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	1.8%Prev: 1.9%	9,221 SH	Decreased-407 SH
BLACKROCK INC	COM	$1.3M	0.5%Prev: 0.6%	1,192 SH	Decreased-7 SH
BLACKSTONE INC	COM	$492K	0.2%Prev: 0.2%	3,195 SH	Decreased+7 SH
BRIXMOR PPTY GROUP INC	COM	$871K	0.3%Prev: 0.4%	33,232 SH	Decreased
BROADCOM INC	COM	$3.2M	1.3%Prev: 1.2%	9,347 SH	Increased-89 SH
BWX TECHNOLOGIES INC	COM	$262K	0.1%Prev: 0.1%	1,517 SH	Decreased
CANADIAN PACIFIC KANSAS CITY	COM	$676K	0.3%Prev: 0.2%	9,161 SH	Increased+1,049 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$212K	0.1%Prev: 0.1%	4,862 SH	Decreased-300 SH
CAPITAL GROUP INTERNATIONAL	SHS	$788K	0.3%Prev: 0.3%	22,629 SH	Increased-579 SH
CARRIER GLOBAL CORPORATION	COM	$595K	0.2%Prev: 0.3%	11,256 SH	Decreased-56 SH
CATERPILLAR INC	COM	$576K	0.2%Prev: 0.2%	1,005 SH	Increased
CHEMOURS CO	COM	$463K	0.2%	39,291 SH	New
CHEVRON CORP NEW	COM	$2.2M	0.8%Prev: 0.9%	14,202 SH	Decreased-432 SH
CHUBB LIMITED	COM	$285K	0.1%Prev: 0.1%	909 SH	Increased
CISCO SYS INC	COM	$327K	0.1%Prev: 0.1%	4,245 SH	Increased
CME GROUP INC	COM	$1.6M	0.6%Prev: 0.6%	5,722 SH	Increased+125 SH
COCA COLA CO	COM	$4.8M	1.9%Prev: 1.8%	68,986 SH	Increased+78 SH
COINBASE GLOBAL INC	COM CL A	$219K	0.1%Prev: 0.1%	967 SH	Decreased
COLUMBIA ETF TR II	INDIA CONSMR ETF	$529K	0.2%Prev: 0.2%	8,162 SH	Decreased-207 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.6%Prev: 0.4%	1,650 SH	Increased+482 SH
CUMMINS INC	COM	$396K	0.2%Prev: 0.1%	775 SH	Increased
DIGITAL RLTY TR INC	COM	$277K	0.1%Prev: 0.1%	1,778 SH	Decreased-65 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$311K	0.1%Prev: 0.1%	9,829 SH	Increased+100 SH
DISNEY WALT CO	COM	$2.2M	0.8%Prev: 0.8%	18,778 SH	Increased+380 SH
DOMINION ENERGY INC	COM	$1.1M	0.4%Prev: 0.4%	18,595 SH	Increased+2,200 SH
DUKE ENERGY CORP NEW	COM NEW	$2.5M	1.0%Prev: 1.0%	21,332 SH	Decreased+547 SH
EATON CORP PLC	SHS	$4.1M	1.6%Prev: 1.9%	13,020 SH	Decreased+58 SH
ECHOSTAR CORP	CL A	$227K	0.1%	2,089 SH	New
ELI LILLY & CO	COM	$1.7M	0.7%Prev: 0.5%	1,625 SH	Increased+93 SH
EMERSON ELEC CO	COM	$1.6M	0.6%Prev: 0.6%	12,102 SH	Increased+81 SH
EXPEDIA GROUP INC	COM NEW	$2.2M	0.9%Prev: 0.7%	7,859 SH	Increased+21 SH
EXXON MOBIL CORP	COM	$3.7M	1.4%Prev: 1.2%	30,739 SH	Increased+2,995 SH
FIRST CTZNS BANCSHARES INC D	CL A	$788K	0.3%Prev: 0.3%	367 SH	Increased-1 SH
FIRST SOLAR INC	COM	$357K	0.1%Prev: 0.1%	1,368 SH	Increased+4 SH
FORTINET INC	COM	$709K	0.3%Prev: 0.3%	8,928 SH	Decreased-410 SH
FS KKR CAP CORP	COM	$680K	0.3%Prev: 0.2%	45,888 SH	Increased+7,623 SH
GALLAGHER ARTHUR J & CO	COM	$1.4M	0.5%Prev: 0.6%	5,259 SH	Decreased+75 SH
GE AEROSPACE	COM NEW	$822K	0.3%Prev: 0.3%	2,666 SH	Increased+4 SH
GE VERNOVA INC	COM	$374K	0.1%Prev: 0.1%	573 SH	Increased-2 SH
GENERAC HLDGS INC	COM	$221K	0.1%	1,619 SH	New
GENERAL DYNAMICS CORP	COM	$707K	0.3%Prev: 0.3%	2,100 SH	Decreased+7 SH
HALLIBURTON CO	COM	$257K	0.1%Prev: 0.1%	9,089 SH	Increased-1,229 SH
HOME DEPOT INC	COM	$2.4M	0.9%Prev: 1.1%	7,074 SH	Decreased+39 SH
HONEYWELL INTL INC	COM	$3.8M	1.5%Prev: 1.3%	19,628 SH	Increased+3,843 SH
INGREDION INC	COM	$1.5M	0.6%Prev: 0.7%	14,000 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$856K	0.3%Prev: 0.3%	5,283 SH	Increased+1,071 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.5M	1.0%Prev: 1.0%	8,468 SH	Increased-60 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$225K	0.1%Prev: 0.1%	11,929 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$307K	0.1%Prev: 0.1%	14,724 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$347K	0.1%Prev: 0.1%	17,718 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$317K	0.1%Prev: 0.1%	16,051 SH	Increased+500 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$514K	0.2%Prev: 0.2%	21,890 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$582K	0.2%Prev: 0.2%	27,100 SH	Increased+750 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$876K	0.3%Prev: 0.3%	51,782 SH	Increased+300 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$688K	0.3%	3,590 SH	New
INVESCO QQQ TR	UNIT SER 1	$373K	0.1%	607 SH	New
ISHARES TR	20+ YEAR TR BD	$697K	0.3%Prev: 0.3%	30,761 SH	Decreased-6,358 SH
ISHARES TR	7-10 YR TRSY BD	$211K	0.1%Prev: 0.1%	2,199 SH	Decreased
ISHARES TR	CORE MSCI EURO	$322K	0.1%Prev: 0.1%	4,532 SH	Increased+546 SH
ISHARES TR	CORE S&P500 ETF	$425K	0.2%Prev: 0.2%	620 SH	Increased
ISHARES TR	CORE US AGGBD ET	$617K	0.2%Prev: 0.2%	6,179 SH	Increased+1,360 SH
ISHARES TR	INVT GRD CORP BD	$523K	0.2%Prev: 0.2%	21,292 SH	Decreased+523 SH
ISHARES TR	ISHARES BIOTECH	$367K	0.1%Prev: 0.1%	2,173 SH	Increased-28 SH
ISHARES TR	PFD AND INCM SEC	$624K	0.2%Prev: 0.3%	20,147 SH	Decreased-25 SH
ISHARES TR	RUS MID CAP ETF	$2.6M	1.0%Prev: 1.1%	26,847 SH	Decreased-2,014 SH
ISHARES TR	RUS TP200 GR ETF	$2.6M	1.0%Prev: 1.0%	9,556 SH	Increased+217 SH
ISHARES TR	S&P MC 400GR ETF	$363K	0.1%Prev: 0.1%	3,751 SH	Decreased-87 SH
ISHARES TR	TRUST ISHARE 0-1	$5.0M	1.9%	45,490 SH	New
ISHARES TR	U.S. TECH ETF	$389K	0.2%Prev: 0.2%	1,950 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$457K	0.2%Prev: 0.3%	7,918 SH	Decreased-6,679 SH
JACOBS SOLUTIONS INC	COM	$950K	0.4%Prev: 0.4%	7,171 SH	Decreased+250 SH
JOHNSON & JOHNSON	COM	$3.3M	1.3%Prev: 1.2%	15,782 SH	Increased-270 SH
JPMORGAN CHASE & CO.	COM	$7.3M	2.8%Prev: 2.9%	22,520 SH	Decreased-649 SH
KIMBERLY-CLARK CORP	COM	$236K	0.1%Prev: 0.1%	2,308 SH	Decreased-27 SH
KINSALE CAP GROUP INC	COM	$1.0M	0.4%Prev: 0.4%	2,567 SH	Decreased
KLA CORP	COM NEW	$4.1M	1.6%Prev: 1.5%	3,384 SH	Increased-5 SH
LAUDER ESTEE COS INC	CL A	$234K	0.1%Prev: 0.1%	2,236 SH	Increased-240 SH
LINDE PLC	SHS	$954K	0.4%Prev: 0.4%	2,238 SH	Decreased+2 SH
LOCKHEED MARTIN CORP	COM	$328K	0.1%Prev: 0.2%	678 SH	Decreased-92 SH
LOWES COS INC	COM	$2.4M	0.9%Prev: 1.0%	10,120 SH	Decreased-36 SH
MARKEL GROUP INC	COM	$490K	0.2%Prev: 0.2%	228 SH	Increased-5 SH
MARSH & MCLENNAN COS INC	COM	$1.4M	0.5%Prev: 0.7%	7,378 SH	Decreased-805 SH
MCDONALDS CORP	COM	$1.2M	0.5%Prev: 0.5%	3,822 SH	Increased+40 SH
MCKESSON CORP	COM	$484K	0.2%Prev: 0.2%	589 SH	Increased+4 SH
MERCK & CO INC	COM	$1.4M	0.5%Prev: 0.4%	12,880 SH	Increased-235 SH
META PLATFORMS INC	CL A	$1.3M	0.5%Prev: 0.4%	2,007 SH	Increased+755 SH
MICROSOFT CORP	COM	$17.9M	7.0%Prev: 7.6%	37,115 SH	Decreased+453 SH
MONDELEZ INTL INC	CL A	$888K	0.3%Prev: 0.4%	16,357 SH	Decreased+1,003 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$510K	0.2%	9,465 SH	New
NETFLIX INC	COM	$1.6M	0.6%Prev: 0.6%	17,048 SH	Increased+15,845 SH
NEXTERA ENERGY INC	COM	$2.0M	0.8%Prev: 0.8%	24,739 SH	Increased-952 SH
NIKE INC	CL B	$1.5M	0.6%Prev: 0.7%	23,260 SH	Decreased-137 SH
NORFOLK SOUTHN CORP	COM	$867K	0.3%Prev: 0.4%	3,002 SH	Decreased-424 SH
NVIDIA CORPORATION	COM	$1.2M	0.5%Prev: 0.5%	6,317 SH	Increased+105 SH
ONEOK INC NEW	COM	$218K	0.1%Prev: 0.1%	2,967 SH	Increased
ORACLE CORP	COM	$2.0M	0.8%Prev: 1.0%	10,341 SH	Decreased+1,336 SH
PALO ALTO NETWORKS INC	COM	$3.4M	1.3%Prev: 1.4%	18,712 SH	Decreased+1,626 SH
PARKER-HANNIFIN CORP	COM	$2.6M	1.0%Prev: 0.9%	2,906 SH	Increased+9 SH
PEPSICO INC	COM	$2.3M	0.9%Prev: 0.9%	15,795 SH	Increased+9 SH
PFIZER INC	COM	$284K	0.1%Prev: 0.1%	11,398 SH	Decreased-2,922 SH
PHILIP MORRIS INTL INC	COM	$1.6M	0.6%Prev: 0.6%	9,982 SH	Increased+853 SH
PROCTER AND GAMBLE CO	COM	$2.0M	0.8%Prev: 0.8%	14,241 SH	Increased+1,173 SH
PROLOGIS INC.	COM	$818K	0.3%Prev: 0.3%	6,409 SH	Increased+10 SH
REDWIRE CORPORATION	COM	$370K	0.1%	48,682 SH	New
RTX CORPORATION	COM	$4.6M	1.8%Prev: 1.9%	25,194 SH	Decreased-3,852 SH
SALESFORCE INC	COM	$1.8M	0.7%Prev: 0.7%	6,716 SH	Increased-640 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.8M	1.5%Prev: 1.1%	156,860 SH	Increased+47,440 SH
SELECT SECTOR SPDR TR	STATE STREET REA	$252K	0.1%	6,238 SH	New
SIMON PPTY GROUP INC NEW	COM	$278K	0.1%	1,500 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$243K	0.1%	5,011 SH	New
SOUTHERN CO	COM	$254K	0.1%Prev: 0.1%	2,911 SH	Decreased
SPDR GOLD TR	GOLD SHS	$298K	0.1%Prev: 0.3%	753 SH	Decreased-1,337 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	0.5%Prev: 0.5%	1,825 SH	Increased+90 SH
SYSCO CORP	COM	$273K	0.1%Prev: 0.1%	3,700 SH	Decreased
T-MOBILE US INC	COM	$434K	0.2%	2,137 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4.2M	1.6%Prev: 1.6%	13,663 SH	Increased-310 SH
TETRA TECH INC NEW	COM	$456K	0.2%	13,600 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$2.4M	0.9%Prev: 0.8%	4,225 SH	Increased+155 SH
TJX COS INC NEW	COM	$272K	0.1%Prev: 0.1%	1,770 SH	Increased
TRUIST FINL CORP	COM	$1.0M	0.4%Prev: 0.4%	20,958 SH	Increased-986 SH
UBER TECHNOLOGIES INC	COM	$2.4M	0.9%Prev: 1.0%	29,821 SH	Increased+5,183 SH
UBS AG	ENTRACS GOLD SHS	$557K	0.2%Prev: 0.4%	3,208 SH	Decreased-2,399 SH
UBS AG	ETRACS SILVER SH	$310K	0.1%Prev: 0.1%	3,109 SH	Increased+340 SH
UDR INC	COM	$3.1M	1.2%Prev: 1.5%	83,687 SH	Decreased-14,237 SH
UNITED BANKSHARES INC WEST V	COM	$1.8M	0.7%Prev: 1.1%	47,027 SH	Decreased-23,066 SH
UNITEDHEALTH GROUP INC	COM	$1.9M	0.8%Prev: 0.8%	5,872 SH	Decreased-112 SH
VANGUARD INDEX FDS	GROWTH ETF	$706K	0.3%Prev: 0.2%	1,447 SH	Increased+147 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$259K	0.1%Prev: 0.1%	773 SH	Decreased-115 SH
VANGUARD INDEX FDS	VALUE ETF	$550K	0.2%Prev: 0.2%	2,881 SH	Increased+95 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$483K	0.2%Prev: 0.2%	8,988 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$247K	0.1%Prev: 0.1%	2,736 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$619K	0.2%Prev: 0.2%	2,815 SH	Increased+1,076 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$275K	0.1%Prev: 0.1%	1,916 SH	Decreased-51 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$499K	0.2%Prev: 0.2%	5,542 SH	Increased-103 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$282K	0.1%Prev: 0.1%	1,995 SH	Increased+163 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$773K	0.3%Prev: 0.3%	1,872 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$642K	0.2%Prev: 0.3%	15,767 SH	Decreased-1,635 SH
VERTIV HOLDINGS CO	COM CL A	$1.1M	0.4%Prev: 0.4%	6,582 SH	Increased-63 SH
VISA INC	COM CL A	$1.1M	0.4%Prev: 0.4%	3,055 SH	Decreased-87 SH
WALMART INC	COM	$813K	0.3%Prev: 0.3%	7,300 SH	Increased+35 SH
YUM BRANDS INC	COM	$248K	0.1%Prev: 0.1%	1,641 SH	Decreased-100 SH
ZOETIS INC	CL A	$521K	0.2%Prev: 0.3%	4,144 SH	Decreased-521 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $212K
BALL CORP — $204K
COHEN & STEERS INFRASTRUCTUR — $248K
COMCAST CORP NEW — $246K
CONSTELLATION BRANDS INC — $468K
ELEVANCE HEALTH INC FORMERLY — $250K
GENERAL MLS INC — $202K
ISHARES TR — $2.8M
J P MORGAN EXCHANGE TRADED F — $724K
KELLANOVA — $328K
LANTRONIX INC — $354K
MASCO CORP — $237K
OTIS WORLDWIDE CORP — $247K
SELECT SECTOR SPDR TR — $236K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001951757-26-000413	$258.1M	View
Nov 10, 2025	Q3 2025	13F-HR	0001951757-25-001361	$250.9M	View
Aug 7, 2026	Q2 2026