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Showing Q3 2025 data
OAK HILL WEALTH ADVISORS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
OAK HILL WEALTH ADVISORS, LLC
โขCIK: 1964849โขFiling: Q3 2025
**OAK HILL WEALTH ADVISORS, LLC** manages $534M across a diversified portfolio of 148 positions. The strategy shows significant allocation toward broad market exposure, notably with top holdings including VEA ($44.4M) and VTV ($43.3M). Further concentration is evident in sector and factor plays, with VIG ($35.6M) and VUG ($34.3M) representing core components. The portfolio maintains global diversification, evidenced by substantial allocations to international and fixed-income assets such as BNDX ($21.9M).
Total AUM
$533.6M
QoQ Performance
+10.6%
Positions
118
Top 10 Concentration
54.3%
Latest Filing
Q3 2025
Top Holdings Allocation
VEA
VTV
VIG
VUG
VV
VEA8.3%
VTV8.1%
VIG6.7%
VUG6.4%
VV5.5%
VO4.5%
BNDX4.1%
VB4.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other80.9%
Technology8.7%
Healthcare2.6%
Consumer2.6%
Financial1.6%
Consumer Staples0.9%
Industrial0.8%
Energy0.7%
๐ช Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW5 new positions
โ51 increased
โ48 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023