Oak Hill Wealth Advisors

Oak Hill Wealth Advisors as of Sept. 30, 2025

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