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Oak Hill Wealth Advisors, Llc

13F Holdings
Filed: 2025-04-23
Portfolio Value
431.12M arrow_upward 2.75%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001964849
Filing Date
2025-04-23 17:06:08
Address
19415 Deerfield Ave
Lansdowne
VA
Prior Value
419.57M
Top 10 Holdings %
lock
Portfolio Value
Oak Hill Wealth Advisors, Llc
(13F - 2025-03-31)
Vanguard Index Fds
VTV
2025-04-23
Value
35.47M
Shares
205.33K
Portfolio %
8.23%
Vanguard Tax-Managed Fds
VEA
2025-04-23
Value
32.65M
Shares
642.42K
Portfolio %
7.57%
Vanguard Specialized Funds
VIG
2025-04-23
Value
30.62M
Shares
157.83K
Portfolio %
7.10%
Vanguard Index Fds
VV
2025-04-23
Value
25.32M
Shares
98.52K
Portfolio %
5.87%
Vanguard Index Fds
VUG
2025-04-23
Value
24.07M
Shares
64.91K
Portfolio %
5.58%
Vanguard Index Fds
VO
2025-04-23
Value
20.86M
Shares
80.67K
Portfolio %
4.84%
Vanguard Charlotte Fds
BNDX
2025-04-23
Value
19.56M
Shares
400.59K
Portfolio %
4.54%
Vanguard Index Fds
VB
2025-04-23
Value
16.84M
Shares
75.93K
Portfolio %
3.91%
Vanguard Whitehall Fds
VYM
2025-04-23
Value
16.54M
Shares
128.26K
Portfolio %
3.84%
Vanguard Intl Equity Index F
VWO
2025-04-23
Value
15.32M
Shares
338.38K
Portfolio %
3.55%
Top Increases | Oak Hill Wealth Advisors, Llc
(2024-12-31 → 2025-03-31)
Vanguard Tax-Managed Fds
VEA
2025-04-23
Value Change
arrow_upward 6.21M
Shares
arrow_upward 89.46K
Portfolio % Change
arrow_upward 1.27%
Portfolio %
7.57%
Capital Grp Fixed Incm Etf T
CGMU
2025-04-23
Value Change
arrow_upward 1.15M
Shares
arrow_upward 43.02K
Portfolio % Change
arrow_upward 0.26%
Portfolio %
0.51%
Vanguard Index Fds
VTV
2025-04-23
Value Change
arrow_upward 1.92M
Shares
arrow_upward 7.15K
Portfolio % Change
arrow_upward 0.23%
Portfolio %
8.23%
Vanguard Whitehall Fds
VYMI
2025-04-23
Value Change
arrow_upward 1.13M
Shares
arrow_upward 9.20K
Portfolio % Change
arrow_upward 0.23%
Portfolio %
1.48%
International Business Machs
IBM
2025-04-23
Value Change
arrow_upward 849.35K
Shares
arrow_upward 3.05K
Portfolio % Change
arrow_upward 0.19%
Portfolio %
0.36%
Vanguard Bd Index Fds
BSV
2025-04-23
Value Change
arrow_upward 945.39K
Shares
arrow_upward 10.73K
Portfolio % Change
arrow_upward 0.17%
Portfolio %
2.09%
Vanguard Mun Bd Fds
VTEI
2025-04-23
Value Change
arrow_upward 649.97K
Shares
arrow_upward 6.62K
Portfolio % Change
arrow_upward 0.15%
Portfolio %
0.32%
Philip Morris Intl Inc
PM
2025-04-23
Value Change
arrow_upward 646.71K
Shares
arrow_upward 1.76K
Portfolio % Change
arrow_upward 0.14%
Portfolio %
0.42%
Altria Group Inc
MO
2025-04-23
Value Change
arrow_upward 557.60K
Shares
arrow_upward 4.67K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
0.56%
Vanguard Charlotte Fds
BNDX
2025-04-23
Value Change
arrow_upward 1.01M
Shares
arrow_upward 22.45K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
4.54%
Top Decreases | Oak Hill Wealth Advisors, Llc
(2024-12-31 → 2025-03-31)
Wells Fargo Co New
WFC
2025-04-23
Value Change
arrow_downward 7.31K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Amer States Wtr Co
AWR
2025-04-23
Value Change
arrow_downward 2.69K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Vanguard World Fd
VFH
2025-04-23
Value Change
arrow_downward 3.99K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
J P Morgan Exchange Traded F
JPST
2025-04-23
Value Change
arrow_downward -1140.00
Shares
arrow_downward -44.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Vanguard Star Fds
VXUS
2025-04-23
Value Change
arrow_downward 6.35K
Shares
arrow_downward -395.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.13%
Sysco Corp
SYY
2025-04-23
Value Change
arrow_downward -4356.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Citigroup Inc
C-PN
2025-04-23
Value Change
arrow_downward 3.73K
Shares
arrow_downward -12.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.13%
Qualcomm Inc
QCOM
2025-04-23
Value Change
arrow_downward 577.00
Shares
arrow_downward 4.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.13%
Air Prods & Chems Inc
APD
2025-04-23
Value Change
arrow_downward -5406.00
Shares
arrow_downward -50.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.13%
Goldman Sachs Group Inc
GSCE
2025-04-23
Value Change
arrow_downward -13165.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Oak Hill Wealth Advisors, Llc (13F - 2025-03-31) Comparing to 2024-12-31
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
(2024-12-31 → 2025-03-31)
Vanguard Mun Bd Fds
-
2025-04-23
Value
add_circle 574.99K
Shares
7.75K
Portfolio %
0.13%
% Change
0.13%
Capital Grp Fixed Incm Etf T
CGHM
2025-04-23
Value
add_circle 299.35K
Shares
11.95K
Portfolio %
0.07%
% Change
0.07%
Cvs Health Corp
CVS
2025-04-23
Value
add_circle 292.61K
Shares
4.32K
Portfolio %
0.07%
% Change
0.07%
Ishares Tr
IVV
2025-04-23
Value
add_circle 286.57K
Shares
510.00
Portfolio %
0.07%
% Change
0.07%
Allspring Exchange Traded Fu
-
2025-04-23
Value
add_circle 230.51K
Shares
9.26K
Portfolio %
0.05%
% Change
0.05%
Linde Plc
LIN
2025-04-23
Value
add_circle 209.07K
Shares
449.00
Portfolio %
0.05%
% Change
0.05%
Vanguard World Fd
VDE
2025-04-23
Value
add_circle 207.54K
Shares
1.60K
Portfolio %
0.05%
% Change
0.05%
Closed Positions | Oak Hill Wealth Advisors, Llc
(2024-12-31 → 2025-03-31)
Marvell Technology Inc
-
2025-02-07
Value
remove_circle 235.81K
Shares
2.13K
Previous %
0.08%
% Change
-0.08%
Merck & Co Inc
-
2025-02-07
Value
remove_circle 203.93K
Shares
2.05K
Previous %
0.08%
% Change
-0.08%