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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.7 Billion 8.22% of portfolio
697,203
Q2 2025 Added 8.53%
$0
$39.1 Billion 8.1% of portfolio
219,395
Q2 2025 Added 6.85%
$0
$34.1 Billion 7.08% of portfolio
165,785
Q2 2025 Added 5.04%
$0
$30.2 Billion 6.25% of portfolio
68,833
Q2 2025 Added 6.04%
$0
$27.6 Billion 5.73% of portfolio
96,550
Q2 2025 Reduced 2.0%
$0
$23.3 Billion 4.83% of portfolio
82,599
Q2 2025 Added 2.4%
$0
$20.6 Billion 4.27% of portfolio
418,438
Q2 2025 Added 4.45%
$0
$19.4 Billion 4.01% of portfolio
143,776
Q2 2025 Added 12.09%
$0
$19.2 Billion 3.97% of portfolio
79,327
Q2 2025 Added 4.48%
$0
$14.6 Billion 3.04% of portfolio
295,168
Q2 2025 Reduced 12.77%
$3.81T
$12.3 Billion 2.56% of portfolio
24,867
Q2 2025 Reduced 0.12%
$3.44T
$12.1 Billion 2.52% of portfolio
57,844
Q2 2025 Reduced 0.73%
$0
$11.5 Billion 2.39% of portfolio
140,831
Q2 2025 Added 5.68%
$0
$9.77 Billion 2.03% of portfolio
125,029
Q2 2025 Added 8.64%
$2.37T
$9.32 Billion 1.93% of portfolio
42,475
Q2 2025 Reduced 3.24%
$0
$7.7 Billion 1.6% of portfolio
95,739
Q2 2025 Added 10.87%
$1.14T
$6.32 Billion 1.31% of portfolio
36,251
Q2 2025 Reduced 1.25%
$0
$6.23 Billion 1.29% of portfolio
85,628
Q2 2025 Added 3.71%
$376B
$5.82 Billion 1.21% of portfolio
36,851
Q2 2025 Added 0.05%
$0
$5.77 Billion 1.2% of portfolio
29,409
Q1 2025 Added 6.49%
$0
$4.82 Billion 1.0% of portfolio
105,238
Q2 2025 Added 9.61%
$0
$4.61 Billion 0.96% of portfolio
60,324
Q2 2025 Added 9.02%
$0
$4.44 Billion 0.92% of portfolio
65,195
Q2 2025 Added 10.16%
$462B
$3.66 Billion 0.76% of portfolio
32,051
Q2 2025 Added 0.97%
$337B
$3.32 Billion 0.69% of portfolio
17,503
Q2 2025 Reduced 1.0%
$0
$3.18 Billion 0.66% of portfolio
58,070
Q2 2025 Added 3.92%
$870B
$3.13 Billion 0.65% of portfolio
11,061
Q2 2025 Added 0.92%
$443B
$3 Billion 0.62% of portfolio
19,227
Q2 2025 Reduced 1.09%
$107B
$2.65 Billion 0.55% of portfolio
44,466
Q2 2025 Added 9.61%
$0
$2.48 Billion 0.51% of portfolio
8,112
Q2 2025 Reduced 3.04%
$64.7B
$2.3 Billion 0.48% of portfolio
22,319
Q2 2025 Reduced -0.0%
$765B
$2.26 Billion 0.47% of portfolio
2,909
Q2 2025 Added 0.52%
$433B
$2.19 Billion 0.45% of portfolio
13,713
Q2 2025 Added 6.95%
$127B
$2.17 Billion 0.45% of portfolio
7,060
Q4 2024 New
Capital Group Dividend Growe
-
$2.01 Billion 0.42% of portfolio
-
Q2 2025 Added 34.71%
$305B
$1.95 Billion 0.41% of portfolio
12,755
Q2 2025 Added 1.88%
$250B
$1.98 Billion 0.41% of portfolio
11,165
Q2 2025 Reduced 1.41%
$220B
$1.9 Billion 0.39% of portfolio
14,223
Q2 2025 Reduced 1.05%
-
$1.89 Billion 0.39% of portfolio
-
Q2 2025 Reduced 13.32%
Allspring Exchange Traded Fu
-
$1.76 Billion 0.37% of portfolio
-
Q2 2025 Added 669.85%
$0
$1.76 Billion 0.36% of portfolio
30,072
Q2 2025 Added 2.25%
$0
$1.6 Billion 0.33% of portfolio
39,868
Q2 2025 Added 15.23%
$0
$1.55 Billion 0.32% of portfolio
31,790
Q2 2025 Reduced 0.95%
$234B
$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%
$1.18T
$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%
Vanguard Mun Bd Fds
-
$1.3 Billion 0.27% of portfolio
-
Q2 2025 Reduced 4.62%

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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