Data as of Q4 2025 (Dec 31, 2025)
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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

โ€ขCIK: 1964849โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

VEA
VANGUARD TAX-MANAGED FDS
+6.3%
8.3% of portfolio
VTV
VANGUARD INDEX FDS
+5.9%
8.1% of portfolio
VCRB
VANGUARD MALVERN FDS
+154.5%
0.6% of portfolio
CGMS
CAPITAL GRP FIXED INCM ETF T
+106.0%
0.5% of portfolio
APLU
ALLSPRING EXCHANGE TRADED FU
+81.6%
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

VWO
VANGUARD INTL EQUITY INDEX F
-5.1%
2.8% of portfolio
VTEB
VANGUARD MUN BD FDS
-32.5%
0.2% of portfolio
VV
VANGUARD INDEX FDS
-1.5%
5.5% of portfolio
ORCL
ORACLE CORP
-24.0%
0.1% of portfolio
VYM
VANGUARD WHITEHALL FDS
-1.0%
3.8% of portfolio

Sector Breakdown

Other80.9%
Technology8.7%
Healthcare2.6%
Consumer2.6%
Financial1.6%
Consumer Staples0.9%
Industrial0.8%
Energy0.7%

๐Ÿšช Exited Positionssold since Q2 2025

LMT
LOCKHEED MARTIN CORP
SOLD
$431.5K
CCIVGBP
LUCID GROUP INC
SOLD
$23.0K

Changes from Q2 2025

NEW5 new positions
โ†‘51 increased
โ†“48 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023