Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $482 Billion
  • Q2 2025

Oak Hill Wealth Advisors, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $482 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $39.7B, Vanguard Value ETF with a value of $39.1B, Vanguard Dividend Appreciation with a value of $34.1B, Vanguard Growth ETF with a value of $30.2B, and Vanguard Large Cap ETF with a value of $27.6B.

Examining the 13F form we can see an increase of $51.4B in the current position value, from $431B to 482B.

Oak Hill Wealth Advisors, LLC is based out at Lansdowne, VA

Below you can find more details about Oak Hill Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $482 Billion
ETFs: $348 Billion
Technology: $32.4 Billion
Consumer Defensive: $15.7 Billion
Healthcare: $15 Billion
Consumer Cyclical: $12.1 Billion
Industrials: $11.9 Billion
Financial Services: $10.7 Billion
Communication Services: $9.69 Billion
Other: $12.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$12.3 Billion 2.56% of portfolio
24,867
Q2 2025 Reduced 0.12%
$3.69T
$12.1 Billion 2.52% of portfolio
57,844
Q2 2025 Reduced 0.73%
$2.26T
$9.32 Billion 1.93% of portfolio
42,475
Q2 2025 Reduced 3.24%
$1.21T
$6.32 Billion 1.31% of portfolio
36,251
Q2 2025 Reduced 1.25%
$368B
$5.82 Billion 1.21% of portfolio
36,851
Q2 2025 Added 0.05%
$442B
$3.66 Billion 0.76% of portfolio
32,051
Q2 2025 Added 0.97%
$351B
$3.32 Billion 0.69% of portfolio
17,503
Q2 2025 Reduced 1.0%
$859B
$3.13 Billion 0.65% of portfolio
11,061
Q2 2025 Added 0.92%
$452B
$3 Billion 0.62% of portfolio
19,227
Q2 2025 Reduced 1.09%
$118B
$2.65 Billion 0.55% of portfolio
44,466
Q2 2025 Added 9.61%
$65.4B
$2.3 Billion 0.48% of portfolio
22,319
Q2 2025 Reduced -0.0%
$608B
$2.26 Billion 0.47% of portfolio
2,909
Q2 2025 Added 0.52%
$456B
$2.19 Billion 0.45% of portfolio
13,713
Q2 2025 Added 6.95%
$124B
$2.17 Billion 0.45% of portfolio
7,060
Q4 2024 New
$302B
$1.95 Billion 0.41% of portfolio
12,755
Q2 2025 Added 1.88%
$261B
$1.98 Billion 0.41% of portfolio
11,165
Q2 2025 Reduced 1.41%
-
$1.89 Billion 0.39% of portfolio
-
Q2 2025 Reduced 13.32%
$210B
$1.57 Billion 0.32% of portfolio
5,394
Q2 2025 Reduced 12.65%
-
$1.41 Billion 0.29% of portfolio
-
Q2 2025 New
$64.4B
$1.37 Billion 0.28% of portfolio
5,260
Q2 2025 Added 20.64%
$1.24T
$1.34 Billion 0.28% of portfolio
7,648
Q2 2025 Reduced 6.14%
$108B
$1.35 Billion 0.28% of portfolio
14,193
Q2 2025 Added 15.78%
$55.6B
$1.17 Billion 0.24% of portfolio
6,699
Q1 2025 Reduced 1.62%
$51.7B
$1.13 Billion 0.23% of portfolio
4,396
Q2 2025 Reduced 4.87%
$621B
$1.09 Billion 0.23% of portfolio
2,279
Q2 2025 Added 2.01%
$57.7B
$1.09 Billion 0.23% of portfolio
8,405
Q2 2025 Added 6.23%
$306B
$1.13 Billion 0.23% of portfolio
16,127
Q2 2025 Reduced 0.01%
$127B
$995 Million 0.21% of portfolio
3,660
Q4 2024 New
$203B
$976 Million 0.2% of portfolio
34,512
Q2 2025 Added 48.46%
$439B
$956 Million 0.2% of portfolio
970
Q1 2025 Added 0.31%
$222B
$903 Million 0.19% of portfolio
3,095
Q4 2024 New
$95.8B
$884 Million 0.18% of portfolio
7,603
Q2 2025 Added 33.57%
$95.3B
$844 Million 0.18% of portfolio
3,826
Q2 2025 Added 188.54%
$218B
$875 Million 0.18% of portfolio
2,219
Q2 2025 Added 12.7%
$245B
$840 Million 0.17% of portfolio
2,730
Q2 2025 Added 0.11%
$202B
$835 Million 0.17% of portfolio
6,183
Q1 2025 Added 5.08%
$551B
$767 Million 0.16% of portfolio
2,163
Q4 2024 New
$684B
$782 Million 0.16% of portfolio
3,335
Q4 2024 New
$281B
$767 Million 0.16% of portfolio
7,901
Q2 2025 Added 0.11%
$173B
$728 Million 0.15% of portfolio
4,563
Q2 2025 Added 21.26%
$229B
$726 Million 0.15% of portfolio
5,011
Q2 2025 Reduced 3.84%
$78.6B
$716 Million 0.15% of portfolio
5,162
Q1 2025 Reduced 5.51%
$182B
$706 Million 0.15% of portfolio
16,398
Q2 2025 Added 15.02%
$152B
$728 Million 0.15% of portfolio
2,450
Q2 2025 Added 1.66%
$185B
$696 Million 0.14% of portfolio
8,129
Q2 2025 Added 6.55%
$123B
$691 Million 0.14% of portfolio
4,422
Q2 2025 Added 7.54%
$141B
$613 Million 0.13% of portfolio
8,453
Q4 2024 New
$58.4B
$629 Million 0.13% of portfolio
13,844
Q2 2025 Reduced 4.66%
$293B
$621 Million 0.13% of portfolio
9,059
Q2 2025 Reduced 10.53%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $482 Billion
  • Prior Value $431 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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