โณ
Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but OAK HILL WEALTH ADVISORS, LLC's latest available filing here is Q3 2025.
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
Other80.2%
Technology8.7%
Healthcare2.6%
Consumer2.6%
Financial1.5%
Consumer Staples1.2%
Energy1.1%
Industrial0.8%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022