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
$0
$44.4 Billion 8.32% of portfolio
740,868
Q3 2025 Added 6.26%
$0
$43.3 Billion 8.12% of portfolio
232,281
Q3 2025 Added 5.87%
$0
$35.6 Billion 6.67% of portfolio
165,029
Q3 2025 Reduced 0.46%
$0
$34.3 Billion 6.43% of portfolio
71,508
Q3 2025 Added 3.89%
$0
$29.3 Billion 5.49% of portfolio
95,130
Q3 2025 Reduced 1.47%
$0
$24.2 Billion 4.54% of portfolio
82,551
Q3 2025 Reduced 0.06%
$0
$21.9 Billion 4.11% of portfolio
443,406
Q3 2025 Added 5.97%
$0
$21.5 Billion 4.02% of portfolio
84,461
Q3 2025 Added 6.47%
$0
$20.1 Billion 3.76% of portfolio
142,348
Q3 2025 Reduced 0.99%
$0
$15.2 Billion 2.84% of portfolio
280,071
Q3 2025 Reduced 5.11%
$4.3T
$14.8 Billion 2.77% of portfolio
57,992
Q3 2025 Added 0.26%
$0
$13.2 Billion 2.48% of portfolio
157,268
Q3 2025 Added 11.67%
$3.78T
$12.8 Billion 2.4% of portfolio
24,776
Q3 2025 Reduced 0.37%
$0
$10.4 Billion 1.95% of portfolio
131,704
Q3 2025 Added 5.34%
$2.39T
$9.24 Billion 1.73% of portfolio
42,096
Q3 2025 Reduced 0.89%
$1.65T
$8.81 Billion 1.65% of portfolio
36,231
Q3 2025 Reduced 0.06%
$0
$7.38 Billion 1.38% of portfolio
82,383
Q3 2025 Added 5.86%
$0
$6.74 Billion 1.26% of portfolio
90,582
Q3 2025 Added 5.79%
$0
$6.15 Billion 1.15% of portfolio
29,369
Q3 2025 Reduced 0.14%
$346B
$5.5 Billion 1.03% of portfolio
35,815
Q3 2025 Reduced 2.81%
$0
$5.27 Billion 0.99% of portfolio
112,208
Q3 2025 Added 6.62%
$0
$4.95 Billion 0.93% of portfolio
63,392
Q3 2025 Added 5.09%
$0
$4.91 Billion 0.92% of portfolio
69,308
Q3 2025 Added 6.31%
$414B
$4.03 Billion 0.75% of portfolio
17,395
Q3 2025 Reduced 0.62%
$490B
$3.63 Billion 0.68% of portfolio
32,208
Q3 2025 Added 0.49%
$0
$3.51 Billion 0.66% of portfolio
61,783
Q3 2025 Added 6.39%
$522B
$3.53 Billion 0.66% of portfolio
19,041
Q3 2025 Reduced 0.97%
$881B
$3.5 Billion 0.66% of portfolio
11,093
Q3 2025 Added 0.29%
Allspring Exchange Traded Fu
-
$3.26 Billion 0.61% of portfolio
-
Q3 2025 Added 81.62%
Vanguard Malvern Fds
-
$3.26 Billion 0.61% of portfolio
-
Q3 2025 Added 154.53%
-
$2.92 Billion 0.55% of portfolio
-
Q3 2025 Added 106.05%
$104B
$2.88 Billion 0.54% of portfolio
43,609
Q3 2025 Reduced 1.93%
Capital Group Dividend Growe
-
$2.75 Billion 0.52% of portfolio
-
Q3 2025 Added 33.38%
$0
$2.65 Billion 0.5% of portfolio
8,065
Q3 2025 Reduced 0.58%
-
$2.58 Billion 0.48% of portfolio
-
Q3 2025 Added 33.49%
$0
$2.52 Billion 0.47% of portfolio
59,999
Q3 2025 Added 50.49%
$72.3B
$2.49 Billion 0.47% of portfolio
22,319
Q2 2025 Reduced -0.0%
$465B
$2.36 Billion 0.44% of portfolio
12,636
Q3 2025 Reduced 7.85%
$971B
$2.21 Billion 0.41% of portfolio
2,901
Q3 2025 Reduced 0.28%
$0
$2.06 Billion 0.39% of portfolio
30,836
Q3 2025 Added 103.27%
$104B
$2 Billion 0.38% of portfolio
6,829
Q3 2025 Reduced 3.27%
$303B
$1.98 Billion 0.37% of portfolio
12,755
Q2 2025 Added 1.88%
$228B
$1.91 Billion 0.36% of portfolio
14,246
Q3 2025 Added 0.16%
$0
$1.86 Billion 0.35% of portfolio
31,534
Q3 2025 Added 4.86%
$1.74T
$1.87 Billion 0.35% of portfolio
7,663
Q3 2025 Added 0.2%
Vanguard Malvern Fds
-
$1.82 Billion 0.34% of portfolio
-
Q3 2025 Added 103.33%
$0
$1.71 Billion 0.32% of portfolio
38,969
Q3 2025 Added 56.4%
Vanguard Mun Bd Fds
-
$1.68 Billion 0.32% of portfolio
-
Q3 2025 Added 27.06%
$237B
$1.71 Billion 0.32% of portfolio
10,533
Q3 2025 Reduced 5.66%

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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