Oak Hill Wealth Advisors
Latest statistics and disclosures from Oak Hill Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VTV, VIG, VUG, VV, and represent 35.02% of Oak Hill Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEA, VTV, VCRB, CGMS, APLU, VCIT, VB, VUG, BNDX, VWOB.
- Started 5 new stock positions in IEMG, HD, VDE, VBIL, CGSD.
- Reduced shares in these 10 stocks: VWO, VTEB, VV, LMT, ORCL, VYM, NVDA, VIG, PG, ADBE.
- Sold out of its positions in LMT, Lucid Group.
- Oak Hill Wealth Advisors was a net buyer of stock by $23M.
- Oak Hill Wealth Advisors has $534M in assets under management (AUM), dropping by 10.60%.
- Central Index Key (CIK): 0001964849
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Portfolio Holdings for Oak Hill Wealth Advisors
Oak Hill Wealth Advisors holds 148 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.3 | $44M | +6% | 741k | 59.92 |
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| Vanguard Index Fds Value Etf (VTV) | 8.1 | $43M | +5% | 232k | 186.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 6.7 | $36M | 165k | 215.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 6.4 | $34M | +3% | 72k | 479.61 |
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| Vanguard Index Fds Large Cap Etf (VV) | 5.5 | $29M | 95k | 307.86 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.5 | $24M | 83k | 293.74 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.1 | $22M | +5% | 443k | 49.46 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.0 | $22M | +6% | 85k | 254.28 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 3.8 | $20M | 142k | 140.95 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $15M | -5% | 280k | 54.18 |
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| Apple (AAPL) | 2.8 | $15M | 58k | 254.63 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.5 | $13M | +11% | 157k | 84.11 |
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| Microsoft Corporation (MSFT) | 2.4 | $13M | 25k | 517.96 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.9 | $10M | +5% | 132k | 78.91 |
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| Amazon (AMZN) | 1.7 | $9.2M | 42k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $8.8M | 36k | 243.10 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.5 | $8.2M | 97k | 84.68 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.4 | $7.4M | +5% | 82k | 89.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.3 | $6.7M | +5% | 91k | 74.37 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $6.1M | 29k | 209.34 |
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| Procter & Gamble Company (PG) | 1.0 | $5.5M | -2% | 36k | 153.65 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.0 | $5.3M | +6% | 112k | 46.96 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $5.0M | +5% | 63k | 78.09 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.9 | $4.9M | +6% | 69k | 70.85 |
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| Abbvie (ABBV) | 0.8 | $4.0M | 17k | 231.54 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $3.6M | 32k | 112.75 |
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| Johnson & Johnson (JNJ) | 0.7 | $3.5M | 19k | 185.42 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.7 | $3.5M | +6% | 62k | 56.86 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $3.5M | 11k | 315.43 |
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| Allspring Exchange Traded Fu Core Plus Etf (APLU) | 0.6 | $3.3M | +81% | 130k | 25.17 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.6 | $3.3M | +154% | 42k | 78.41 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.5 | $2.9M | +106% | 105k | 27.75 |
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| Altria (MO) | 0.5 | $2.9M | 44k | 66.06 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.5 | $2.8M | +33% | 80k | 34.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.6M | 8.1k | 328.19 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.5 | $2.6M | +33% | 95k | 27.29 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $2.5M | +50% | 60k | 42.03 |
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| AFLAC Incorporated (AFL) | 0.5 | $2.5M | 22k | 111.70 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.4M | -7% | 13k | 186.59 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.2M | 2.9k | 763.00 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $2.1M | +103% | 31k | 66.90 |
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| Automatic Data Processing (ADP) | 0.4 | $2.0M | -3% | 6.8k | 293.50 |
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| Chevron Corporation (CVX) | 0.4 | $2.0M | 13k | 155.29 |
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| Abbott Laboratories (ABT) | 0.4 | $1.9M | 14k | 133.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | 7.7k | 243.55 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.9M | +4% | 32k | 58.85 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.3 | $1.8M | +103% | 23k | 78.63 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $1.7M | +56% | 39k | 43.92 |
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| Philip Morris International (PM) | 0.3 | $1.7M | -5% | 11k | 162.20 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.3 | $1.7M | +27% | 17k | 100.33 |
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| Norfolk Southern (NSC) | 0.3 | $1.6M | 5.3k | 300.41 |
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| International Business Machines (IBM) | 0.3 | $1.5M | 5.4k | 282.15 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.3 | $1.5M | +115% | 66k | 22.72 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $1.3M | +180% | 17k | 77.65 |
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| L3harris Technologies (LHX) | 0.3 | $1.3M | 4.4k | 305.41 |
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| Blackrock (BLK) | 0.2 | $1.3M | 1.1k | 1166.03 |
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| Becton, Dickinson and (BDX) | 0.2 | $1.2M | 6.6k | 187.17 |
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| Broadcom (AVGO) | 0.2 | $1.2M | 3.6k | 329.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.2M | +2% | 2.3k | 502.74 |
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| Phillips 66 (PSX) | 0.2 | $1.1M | 8.4k | 136.02 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.1M | -4% | 14k | 84.60 |
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| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.2 | $1.1M | +64% | 46k | 24.02 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.2 | $1.1M | +140% | 15k | 75.25 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.1M | -32% | 22k | 50.07 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | 16k | 66.32 |
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| Caterpillar (CAT) | 0.2 | $1.1M | 2.2k | 477.15 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $975k | 22k | 44.58 |
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| At&t (T) | 0.2 | $969k | 34k | 28.24 |
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| McDonald's Corporation (MCD) | 0.2 | $945k | 3.1k | 303.89 |
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| UnitedHealth (UNH) | 0.2 | $908k | -3% | 2.6k | 345.24 |
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| Costco Wholesale Corporation (COST) | 0.2 | $900k | 972.00 | 925.64 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $885k | -5% | 7.1k | 123.75 |
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| Pepsi (PEP) | 0.2 | $868k | 6.2k | 140.44 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $846k | 5.1k | 167.32 |
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| Citigroup Com New (C) | 0.2 | $826k | 8.1k | 101.50 |
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| Wal-Mart Stores (WMT) | 0.2 | $818k | 7.9k | 103.06 |
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| Halozyme Therapeutics (HALO) | 0.1 | $785k | 11k | 73.34 |
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| Qualcomm (QCOM) | 0.1 | $759k | 4.6k | 166.36 |
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| Visa Com Cl A (V) | 0.1 | $744k | 2.2k | 341.38 |
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| American Tower Reit (AMT) | 0.1 | $736k | 3.8k | 192.32 |
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| Verizon Communications (VZ) | 0.1 | $716k | 16k | 43.95 |
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| Oracle Corporation (ORCL) | 0.1 | $713k | -23% | 2.5k | 281.24 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $710k | 3.4k | 208.71 |
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| Capital Grp Fixed Incm Etf T Short Duration M (CGSM) | 0.1 | $700k | +44% | 27k | 26.36 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $697k | +13% | 1.1k | 612.28 |
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| Amgen (AMGN) | 0.1 | $691k | 2.5k | 282.20 |
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| Realty Income (O) | 0.1 | $680k | +6% | 11k | 60.79 |
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| Emerson Electric (EMR) | 0.1 | $677k | 5.2k | 131.18 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $675k | -10% | 3.9k | 170.85 |
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| Truist Financial Corp equities (TFC) | 0.1 | $663k | +4% | 15k | 45.72 |
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| Ge Aerospace Com New (GE) | 0.1 | $662k | 2.2k | 300.82 |
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| Nextera Energy (NEE) | 0.1 | $631k | 8.4k | 75.49 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $622k | 8.5k | 73.46 |
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| Cisco Systems (CSCO) | 0.1 | $617k | 9.0k | 68.42 |
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| 3M Company (MMM) | 0.1 | $606k | 3.9k | 155.18 |
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| Dominion Resources (D) | 0.1 | $586k | -4% | 9.6k | 61.17 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.1 | $564k | NEW | 22k | 25.98 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.1 | $558k | +78% | 22k | 25.29 |
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| Eaton Corp SHS (ETN) | 0.1 | $492k | 1.3k | 374.25 |
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| IDEXX Laboratories (IDXX) | 0.1 | $447k | 700.00 | 638.89 |
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| Advanced Micro Devices (AMD) | 0.1 | $446k | 2.8k | 161.79 |
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| Air Products & Chemicals (APD) | 0.1 | $440k | -11% | 1.6k | 272.72 |
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| American Electric Power Company (AEP) | 0.1 | $433k | -8% | 3.9k | 112.50 |
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| Southern Company (SO) | 0.1 | $424k | 4.5k | 94.77 |
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| Hormel Foods Corporation (HRL) | 0.1 | $421k | 17k | 24.74 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $413k | 677.00 | 609.32 |
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| RPM International (RPM) | 0.1 | $401k | 3.4k | 117.88 |
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| Wells Fargo & Company (WFC) | 0.1 | $399k | 4.8k | 83.82 |
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| Goldman Sachs (GS) | 0.1 | $398k | 500.00 | 796.35 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $383k | 2.5k | 155.33 |
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| Bwx Technologies (BWXT) | 0.1 | $382k | -11% | 2.1k | 184.37 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $374k | 2.9k | 131.24 |
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| Union Pacific Corporation (UNP) | 0.1 | $369k | 1.6k | 236.37 |
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| Lowe's Companies (LOW) | 0.1 | $359k | 1.4k | 251.31 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $359k | 1.2k | 309.74 |
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| Honeywell International (HON) | 0.1 | $344k | 1.6k | 210.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $341k | 510.00 | 669.30 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $340k | NEW | 4.5k | 75.62 |
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| Ge Vernova (GEV) | 0.1 | $340k | 553.00 | 614.90 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $324k | 6.4k | 50.47 |
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| Bank of America Corporation (BAC) | 0.1 | $319k | -6% | 6.2k | 51.59 |
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| Walt Disney Company (DIS) | 0.1 | $316k | -2% | 2.8k | 114.51 |
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| General Mills (GIS) | 0.1 | $315k | 6.3k | 50.42 |
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| CVS Caremark Corporation (CVS) | 0.1 | $306k | -6% | 4.1k | 75.39 |
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| Acuity Brands (AYI) | 0.1 | $295k | 855.00 | 344.39 |
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| Principal Exchange Traded Active High Yl (YLD) | 0.1 | $292k | 15k | 19.45 |
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| Deere & Company (DE) | 0.1 | $287k | 627.00 | 457.26 |
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| CSX Corporation (CSX) | 0.1 | $283k | -15% | 8.0k | 35.51 |
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| Merck & Co (MRK) | 0.0 | $259k | -9% | 3.1k | 83.93 |
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| SYSCO Corporation (SYY) | 0.0 | $253k | 3.1k | 82.34 |
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| Crown Castle Intl (CCI) | 0.0 | $251k | 2.6k | 96.49 |
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| Paychex (PAYX) | 0.0 | $233k | 1.8k | 126.76 |
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| Target Corporation (TGT) | 0.0 | $225k | 2.5k | 89.70 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $225k | 1.8k | 124.34 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $224k | 863.00 | 259.60 |
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| Dover Corporation (DOV) | 0.0 | $217k | -7% | 1.3k | 166.83 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $214k | -32% | 607.00 | 352.75 |
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| Home Depot (HD) | 0.0 | $214k | NEW | 528.00 | 405.19 |
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| Linde SHS (LIN) | 0.0 | $213k | 449.00 | 475.00 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $213k | NEW | 3.2k | 65.92 |
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| Kinder Morgan (KMI) | 0.0 | $211k | -17% | 7.5k | 28.31 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $210k | 1.5k | 142.10 |
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| Pfizer (PFE) | 0.0 | $208k | 8.2k | 25.48 |
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| American States Water Company (AWR) | 0.0 | $205k | 2.8k | 73.32 |
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| salesforce (CRM) | 0.0 | $204k | -10% | 862.00 | 237.00 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $201k | NEW | 1.6k | 125.86 |
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| Hooker Furniture Corporation (HOFT) | 0.0 | $105k | 10k | 10.15 |
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| Hanesbrands (HBI) | 0.0 | $86k | 13k | 6.59 |
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Past Filings by Oak Hill Wealth Advisors
SEC 13F filings are viewable for Oak Hill Wealth Advisors going back to 2022
- Oak Hill Wealth Advisors 2025 Q3 filed Oct. 30, 2025
- Oak Hill Wealth Advisors 2025 Q2 filed July 22, 2025
- Oak Hill Wealth Advisors 2025 Q1 filed April 23, 2025
- Oak Hill Wealth Advisors 2024 Q4 filed Feb. 7, 2025
- Oak Hill Wealth Advisors 2024 Q3 filed Oct. 10, 2024
- Oak Hill Wealth Advisors 2024 Q2 filed July 12, 2024
- Oak Hill Wealth Advisors 2024 Q1 filed April 25, 2024
- Oak Hill Wealth Advisors 2023 Q4 filed Feb. 8, 2024
- Oak Hill Wealth Advisors 2023 Q3 filed Nov. 2, 2023
- Oak Hill Wealth Advisors 2023 Q2 filed July 25, 2023
- Oak Hill Wealth Advisors 2023 Q1 filed May 10, 2023
- Oak Hill Wealth Advisors 2022 Q4 filed Feb. 14, 2023