Oak Hill Wealth Advisors, Llc
13F Holdings
Filed: 2025-07-21
Portfolio Value
482.49M
arrow_upward
11.92%
Number of Holdings
lock
info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0001964849
Filing Date
2025-07-21 17:50:28
Address
19415 Deerfield Ave
Lansdowne
VA
Portfolio Value
Oak Hill Wealth Advisors, Llc
(13F - 2025-06-30)
Vanguard Tax-Managed Fds
-
2025-07-21
Value
39.68M
Shares
Portfolio %
8.22%
Vanguard Index Fds
-
2025-07-21
Value
39.08M
Shares
Portfolio %
8.10%
Vanguard Specialized Funds
-
2025-07-21
Value
34.15M
Shares
Portfolio %
7.08%
Vanguard Index Fds
-
2025-07-21
Value
30.17M
Shares
Portfolio %
6.25%
Vanguard Index Fds
-
2025-07-21
Value
27.63M
Shares
Portfolio %
5.73%
Vanguard Index Fds
-
2025-07-21
Value
23.30M
Shares
Portfolio %
4.83%
Vanguard Charlotte Fds
-
2025-07-21
Value
20.58M
Shares
Portfolio %
4.27%
Vanguard Whitehall Fds
-
2025-07-21
Value
19.37M
Shares
Portfolio %
4.01%
Vanguard Index Fds
-
2025-07-21
Value
19.18M
Shares
Portfolio %
3.97%
Vanguard Intl Equity Index F
-
2025-07-21
Value
14.65M
Shares
Portfolio %
3.04%
Top Increases | Oak Hill Wealth Advisors, Llc
(2025-03-31 → 2025-06-30)
Vanguard Index Fds
-
2025-07-21
Value Change
arrow_upward 6.10M
Shares
Portfolio % Change
arrow_upward 0.67%
Portfolio %
6.25%
Vanguard Tax-Managed Fds
-
2025-07-21
Value Change
arrow_upward 7.03M
Shares
Portfolio % Change
arrow_upward 0.65%
Portfolio %
8.22%
Value Change
arrow_upward 3.00M
Shares
Portfolio % Change
arrow_upward 0.39%
Portfolio %
2.56%
Allspring Exchange Traded Fu
-
2025-07-21
Value Change
arrow_upward 1.53M
Shares
Portfolio % Change
arrow_upward 0.31%
Portfolio %
0.37%
Vanguard Whitehall Fds
-
2025-07-21
Value Change
arrow_upward 2.83M
Shares
Portfolio % Change
arrow_upward 0.18%
Portfolio %
4.01%
Nvidia Corporation
-
2025-07-21
Value Change
arrow_upward 804.47K
Shares
Portfolio % Change
arrow_upward 0.13%
Portfolio %
0.45%
Vanguard Whitehall Fds
-
2025-07-21
Value Change
arrow_upward 1.33M
Shares
Portfolio % Change
arrow_upward 0.12%
Portfolio %
1.60%
American Tower Corp New
-
2025-07-21
Value Change
arrow_upward 555.80K
Shares
Portfolio % Change
arrow_upward 0.11%
Portfolio %
0.18%
Vanguard Whitehall Fds
-
2025-07-21
Value Change
arrow_upward 549.49K
Shares
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.20%
Capital Group Dividend Growe
-
2025-07-21
Value Change
arrow_upward 645.30K
Shares
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.42%
Top Decreases | Oak Hill Wealth Advisors, Llc
(2025-03-31 → 2025-06-30)
Value Change
arrow_downward 115.72K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.23%
Vanguard Index Fds
-
2025-07-21
Value Change
arrow_downward 60.37K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Hooker Furnishings Corporati
-
2025-07-21
Value Change
arrow_downward 10.43K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Ishares Tr
-
2025-07-21
Value Change
arrow_downward 31.33K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Dominion Energy Inc
-
2025-07-21
Value Change
arrow_downward 53.38K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Value Change
arrow_downward 74.33K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.16%
Value Change
arrow_downward 24.50K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Southern Co
SOJF
2025-07-21
Value Change
arrow_downward 33.69K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Value Change
arrow_downward 17.85K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Value Change
arrow_downward 59.43K
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.15%
Oak Hill Wealth Advisors, Llc
(13F - 2025-06-30)
Comparing to 2025-03-31
New/Increased Position added or increased from
previous period
Closed/Decreased Position closed or decreased
from previous period
arrow_upward
Increase
arrow_downward
Decrease
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
|---|
New Positions | Oak Hill Wealth Advisors, Llc
(2025-03-31 → 2025-06-30)
Capital Grp Fixed Incm Etf T
-
2025-07-21
Value
add_circle 1.41M
Shares
Portfolio %
0.29%
% Change
0.29%
Vanguard Malvern Fds
-
2025-07-21
Value
add_circle 1.25M
Shares
Portfolio %
0.26%
% Change
0.26%
Capital Grp Fixed Incm Etf T
-
2025-07-21
Value
add_circle 685.42K
Shares
Portfolio %
0.14%
% Change
0.14%
Vanguard Scottsdale Fds
-
2025-07-21
Value
add_circle 458.89K
Shares
Portfolio %
0.10%
% Change
0.10%
Idexx Labs Inc
-
2025-07-21
Value
add_circle 377.19K
Shares
Portfolio %
0.08%
% Change
0.08%
Union Pac Corp
-
2025-07-21
Value
add_circle 366.16K
Shares
Portfolio %
0.08%
% Change
0.08%
Value
add_circle 296.27K
Shares
Portfolio %
0.06%
% Change
0.06%
Merck & Co Inc
-
2025-07-21
Value
add_circle 278.19K
Shares
Portfolio %
0.06%
% Change
0.06%
Value
add_circle 266.71K
Shares
Portfolio %
0.06%
% Change
0.06%
Ishares Tr
-
2025-07-21
Value
add_circle 200.95K
Shares
Portfolio %
0.04%
% Change
0.04%
Closed Positions | Oak Hill Wealth Advisors, Llc
(2025-03-31 → 2025-06-30)
Vanguard World Fd
VDE
2025-04-23
Value
remove_circle 207.54K
Shares
Previous %
7.57%
% Change
-7.57%
J P Morgan Exchange Traded F
JPST
2025-04-23
Value
remove_circle 209.56K
Shares
Previous %
7.57%
% Change
-7.57%
Value
remove_circle 210.35K
Shares
Previous %
7.57%
% Change
-7.57%
Value
remove_circle 240.40K
Shares
Previous %
7.57%
% Change
-7.57%