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
$56.6B
$439 Million 0.09% of portfolio
4,224
Q2 2025 Added 21.76%
$108B
$432 Million 0.09% of portfolio
932
Q2 2025 Reduced 6.24%
$250B
$376 Million 0.08% of portfolio
2,730
Q4 2024 New
$313B
$389 Million 0.08% of portfolio
4,763
Q2 2025 Added 0.93%
$65.7B
$364 Million 0.08% of portfolio
1,159
Q4 2024 New
$0
$363 Million 0.08% of portfolio
2,852
Q4 2024 New
$141B
$366 Million 0.08% of portfolio
1,548
Q2 2025 New
$104B
$408 Million 0.08% of portfolio
4,475
Q2 2025 Added 9.82%
$14.4B
$383 Million 0.08% of portfolio
3,400
Q1 2025 Reduced 5.56%
$159B
$392 Million 0.08% of portfolio
1,636
Q2 2025 Reduced 0.06%
$44.3B
$377 Million 0.08% of portfolio
700
Q2 2025 New
$0
$318 Million 0.07% of portfolio
510
Q1 2025 New
$86.8B
$342 Million 0.07% of portfolio
677
Q2 2025 Reduced 12.87%
$12.8B
$323 Million 0.07% of portfolio
2,350
Q2 2025 Reduced 29.85%
$239B
$349 Million 0.07% of portfolio
500
Q4 2024 New
$141B
$320 Million 0.07% of portfolio
1,429
Q1 2025 Added 0.21%
$173B
$344 Million 0.07% of portfolio
900
Q4 2024 New
$30.2B
$324 Million 0.07% of portfolio
6,253
Q2 2025 Reduced 0.02%
$221B
$346 Million 0.07% of portfolio
2,842
Q2 2025 Reduced 3.4%
$153B
$319 Million 0.07% of portfolio
627
Q2 2025 Reduced 0.16%
$0
$288 Million 0.06% of portfolio
15,002
Q2 2025 Reduced 17.15%
$80.2B
$289 Million 0.06% of portfolio
4,319
Q1 2025 New
$74.1B
$314 Million 0.06% of portfolio
9,391
Q2 2025 Added 19.94%
$47.7B
$267 Million 0.06% of portfolio
2,600
Q2 2025 New
Ge Vernova Inc
-
$296 Million 0.06% of portfolio
-
Q2 2025 New
$383B
$312 Million 0.06% of portfolio
6,622
Q2 2025 Added 4.75%
$207B
$278 Million 0.06% of portfolio
3,419
Q2 2025 New
Capital Grp Fixed Incm ETF T
-
$304 Million 0.06% of portfolio
-
Q2 2025 Added 3.47%
$52.1B
$267 Million 0.06% of portfolio
1,840
Q4 2024 New
$9.52B
$260 Million 0.05% of portfolio
855
Q4 2024 New
$264B
$263 Million 0.05% of portfolio
962
Q4 2024 New
$60.6B
$253 Million 0.05% of portfolio
9,000
Q4 2024 New
$26.6B
$264 Million 0.05% of portfolio
1,400
Q4 2024 New
$43.5B
$238 Million 0.05% of portfolio
1,810
Q2 2025 Reduced 0.11%
$49B
$258 Million 0.05% of portfolio
2,525
Q4 2024 New
$40.6B
$235 Million 0.05% of portfolio
3,067
Q2 2025 Reduced 0.03%
$0
$215 Million 0.04% of portfolio
863
Q4 2024 New
$2.8B
$213 Million 0.04% of portfolio
2,800
Q4 2024 New
$141B
$209 Million 0.04% of portfolio
8,142
Q2 2025 Reduced 5.91%
$0
$201 Million 0.04% of portfolio
1,478
Q2 2025 New
Linde PLC
-
$211 Million 0.04% of portfolio
-
Q1 2025 New
$127M
$114 Million 0.02% of portfolio
10,330
Q4 2024 New
$1.62B
$60.6 Million 0.01% of portfolio
13,000
Q4 2024 New
$5.25B
$23 Million 0.0% of portfolio
10,000
Q2 2025 New

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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