Institutional Manager · CIK 0001964849
OAK HILL WEALTH ADVISORS, LLC
LANSDOWNE, VA · File #028-23024
Latest AUM
$533.6M
Positions
148
Top-10 Concentration
61.0%
Filings
15
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 2025148 pos · $533.6M
- 13F HOLDINGS REPORTQ/E Jun 2025145 pos · $482.5M
- 13F HOLDINGS REPORTQ/E Mar 2025138 pos · $431.1M
- 13F HOLDINGS REPORTQ/E Dec 2024133 pos · $419.6M
- 13F HOLDINGS REPORTQ/E Sep 2024115 pos · $405.9M
- 13F HOLDINGS REPORTQ/E Jun 2024114 pos · $329.9M
- 13F HOLDINGS REPORTQ/E Mar 2024107 pos · $313.5M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024102 pos · $259.4M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024108 pos · $271.0M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024105 pos · $253.7M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024103 pos · $242.1M
- 13F HOLDINGS REPORTQ/E Dec 2023130 pos · $299.8M
- 13F HOLDINGS REPORTQ/E Sep 2023134 pos · $310.9M
- 13F HOLDINGS REPORTQ/E Jun 2023131 pos · $292.9M
- 13F HOLDINGS REPORTQ/E Mar 2023130 pos · $283.1M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 921943858 | 740,868 | $44.4M | 9.35% |
| 2 | VANGUARD INDEX FDS | 922908744 | 232,281 | $43.3M | 9.12% |
| 3 | VANGUARD SPECIALIZED FUNDS | 921908844 | 165,029 | $35.6M | 7.50% |
| 4 | VANGUARD INDEX FDS | 922908736 | 71,508 | $34.3M | 7.22% |
| 5 | VANGUARD INDEX FDS | 922908637 | 95,130 | $29.3M | 6.17% |
| 6 | VANGUARD INDEX FDS | 922908629 | 82,551 | $24.2M | 5.11% |
| 7 | VANGUARD CHARLOTTE FDS | 92203J407 | 443,406 | $21.9M | 4.62% |
| 8 | VANGUARD INDEX FDS | 922908751 | 84,461 | $21.5M | 4.52% |
| 9 | VANGUARD WHITEHALL FDS | 921946406 | 142,348 | $20.1M | 4.23% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 280,071 | $15.2M | 3.20% |
| 11 | APPLE INC | AAPL | 57,992 | $14.8M | 3.11% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 157,268 | $13.2M | 2.79% |
| 13 | MICROSOFT CORP | MSFT | 24,776 | $12.8M | 2.70% |
| 14 | VANGUARD BD INDEX FDS | 921937827 | 131,704 | $10.4M | 2.19% |
| 15 | AMAZON COM INC | AMZN | 42,096 | $9.2M | 1.95% |
| 16 | ALPHABET INC | GOOG | 36,231 | $8.8M | 1.85% |
| 17 | VANGUARD WHITEHALL FDS | 921946794 | 97,059 | $8.2M | 1.73% |
| 18 | VANGUARD WHITEHALL FDS | 921946810 | 82,383 | $7.4M | 1.55% |
| 19 | VANGUARD BD INDEX FDS | 921937835 | 90,582 | $6.7M | 1.42% |
| 20 | VANGUARD INDEX FDS | 922908652 | 29,369 | $6.1M | 1.29% |