Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $534 Billion
  • Q3 2025

Oak Hill Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $534 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $44.4B, Vanguard Value ETF with a value of $43.3B, Vanguard Dividend Appreciation with a value of $35.6B, Vanguard Growth ETF with a value of $34.3B, and Vanguard Large Cap ETF with a value of $29.3B.

Examining the 13F form we can see an increase of $51.2B in the current position value, from $482B to 534B.

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 $534 Billion
ETFs: $382 Billion
Technology: $35.6 Billion
Healthcare: $16.5 Billion
Consumer Defensive: $15.2 Billion
Communication Services: $12.7 Billion
Consumer Cyclical: $12.1 Billion
Industrials: $12.1 Billion
Financial Services: $11.6 Billion
Other: $12.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.7B
$1.58 Billion 0.3% of portfolio
5,260
Q2 2025 Added 20.64%
$266B
$1.52 Billion 0.29% of portfolio
5,394
Q2 2025 Reduced 12.65%
$0
$1.5 Billion 0.28% of portfolio
66,095
Q3 2025 Added 115.52%
$55.4B
$1.34 Billion 0.25% of portfolio
4,396
Q2 2025 Reduced 4.87%
$0
$1.34 Billion 0.25% of portfolio
17,309
Q3 2025 Added 180.85%
Blackrock Inc
-
$1.28 Billion 0.24% of portfolio
-
Q3 2025 Added 0.37%
$54.5B
$1.23 Billion 0.23% of portfolio
6,588
Q3 2025 Reduced 1.66%
$662B
$1.18 Billion 0.22% of portfolio
2,339
Q3 2025 Added 2.63%
$139B
$1.19 Billion 0.22% of portfolio
3,608
Q3 2025 Reduced 1.42%
$97.3B
$1.14 Billion 0.21% of portfolio
13,487
Q3 2025 Reduced 4.97%
$68.5B
$1.14 Billion 0.21% of portfolio
8,405
Q2 2025 Added 6.23%
$0
$1.09 Billion 0.2% of portfolio
45,463
Q3 2025 Added 64.79%
Vanguard Mun Bd Fds
-
$1.09 Billion 0.2% of portfolio
-
Q3 2025 Added 140.36%
$0
$1.07 Billion 0.2% of portfolio
21,460
Q3 2025 Reduced 32.49%
$306B
$1.07 Billion 0.2% of portfolio
16,127
Q2 2025 Reduced 0.01%
$291B
$1.06 Billion 0.2% of portfolio
2,219
Q2 2025 Added 12.7%
$0
$975 Million 0.18% of portfolio
21,868
Q2 2025 Added 12.9%
$181B
$969 Million 0.18% of portfolio
34,302
Q3 2025 Reduced 0.61%
$404B
$900 Million 0.17% of portfolio
972
Q3 2025 Added 0.21%
$300B
$908 Million 0.17% of portfolio
2,630
Q3 2025 Reduced 3.66%
$96.4B
$884 Million 0.17% of portfolio
7,147
Q3 2025 Reduced 6.0%
$258B
$845 Million 0.16% of portfolio
5,053
Q3 2025 Added 0.84%
$204B
$868 Million 0.16% of portfolio
6,183
Q1 2025 Added 5.08%
$9.75B
$785 Million 0.15% of portfolio
10,700
Q1 2025 Reduced 0.93%
$279B
$818 Million 0.15% of portfolio
7,933
Q3 2025 Added 0.41%
$190B
$826 Million 0.15% of portfolio
8,137
Q3 2025 Added 0.1%
$84B
$736 Million 0.14% of portfolio
3,826
Q2 2025 Added 188.54%
$187B
$759 Million 0.14% of portfolio
4,563
Q2 2025 Added 21.26%
$533B
$744 Million 0.14% of portfolio
2,179
Q3 2025 Added 0.74%
$35.1B
$680 Million 0.13% of portfolio
11,185
Q3 2025 Added 6.02%
$593B
$713 Million 0.13% of portfolio
2,535
Q3 2025 Reduced 23.99%
$0
$710 Million 0.13% of portfolio
3,400
Q2 2025 Reduced 2.72%
$0
$697 Million 0.13% of portfolio
1,139
Q3 2025 Added 13.11%
$183B
$691 Million 0.13% of portfolio
2,450
Q2 2025 Added 1.66%
$172B
$716 Million 0.13% of portfolio
16,289
Q3 2025 Reduced 0.66%
$75.4B
$677 Million 0.13% of portfolio
5,162
Q1 2025 Reduced 5.51%
Capital Grp Fixed Incm ETF T
-
$700 Million 0.13% of portfolio
-
Q3 2025 Added 44.04%
$98.1B
$675 Million 0.13% of portfolio
3,948
Q3 2025 Reduced 10.72%
$59.5B
$663 Million 0.12% of portfolio
14,494
Q3 2025 Added 4.7%
$0
$622 Million 0.12% of portfolio
8,468
Q3 2025 Reduced 1.98%
$168B
$631 Million 0.12% of portfolio
8,359
Q3 2025 Reduced 1.11%
$328B
$662 Million 0.12% of portfolio
2,200
Q3 2025 Reduced 1.17%
$319B
$617 Million 0.12% of portfolio
9,015
Q3 2025 Reduced 0.49%
-
$564 Million 0.11% of portfolio
-
Q3 2025 New
$50.4B
$586 Million 0.11% of portfolio
9,582
Q3 2025 Reduced 4.29%
$91.4B
$606 Million 0.11% of portfolio
3,905
Q2 2025 Added 18.15%
Capital Grp Fixed Incm ETF T
-
$558 Million 0.1% of portfolio
-
Q3 2025 Added 78.62%
$140B
$492 Million 0.09% of portfolio
1,315
Q3 2025 Added 1.15%
$62.3B
$433 Million 0.08% of portfolio
3,850
Q3 2025 Reduced 8.85%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $534 Billion
  • Prior Value $482 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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