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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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