Oak Hill Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Oak Hill Wealth Advisors, LLC reported 148 stock positions worth $533.6 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.3% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.1%) and Vanguard Dividend Apprec ETF (VIG, 6.7%). Compared with Q2 2025, it opened 5 new positions, sold out of 2, added to 51 and reduced 48. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +155%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −0%).
- Most Recent 13F
- Q3 2025
- Location
- LANSDOWNE, VA
- CIK
- 0001964849
- Portfolio Value
- $533.6M (Q3 2025)
- SEC Filing
- 0001964849-25-000004 ↗ filed Oct 30, 2025
Holdings Value
Holdings 148 stocks · $533.6M
| VEA Vanguard Ftse Developed ETF | 8.32% | 740,868 | $44.4M | Add +6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.12% | 232,281 | $43.3M | Add +5.9% |
| VIG Vanguard Dividend Apprec ETF | 6.67% | 165,029 | $35.6M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.43% | 71,508 | $34.3M | Add +3.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 5.49% | 95,130 | $29.3M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.54% | 82,551 | $24.2M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 4.11% | 443,406 | $21.9M | Add +6.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.02% | 84,461 | $21.5M | Add +6.5% |
| VYM Vanguard High DVD Yield ETF | 3.76% | 142,348 | $20.1M | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 2.84% | 280,071 | $15.2M | Reduce -5.1% |
| AAPL Apple Inc. | 2.77% | 57,992 | $14.8M | Add +0.3% |
| VCIT Vanguard Int-Term Corporate | 2.48% | 157,268 | $13.2M | Add +11.7% |
| MSFT Microsoft Corp. | 2.40% | 24,776 | $12.8M | Reduce -0.4% |
| BSV Vanguard Short-Term Bond ETF | 1.95% | 131,704 | $10.4M | Add +5.3% |
| AMZN Amazon.com Inc. | 1.73% | 42,096 | $9.2M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.65% | 36,231 | $8.8M | Reduce -0.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.54% | 97,059 | $8.2M | Add +1.4% |
| VIGI Vanguard Int Div App Indx FD | 1.38% | 82,383 | $7.4M | Add +5.9% |
| BND Vanguard Total Bond Market | 1.26% | 90,582 | $6.7M | Add +5.8% |
| VXF Vanguard Extended Market ETF | 1.15% | 29,369 | $6.1M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.03% | 35,815 | $5.5M | Reduce -2.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.99% | 112,208 | $5.3M | Add +6.6% |
| BIV Vanguard Intermediate-Term B | 0.93% | 63,392 | $5.0M | Add +5.1% |
| BLV Vanguard Long-Term Bond ETF | 0.92% | 69,308 | $4.9M | Add +6.3% |
| ABBV Abbvie Inc. | 0.75% | 17,395 | $4.0M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.68% | 32,208 | $3.6M | Add +0.5% |
| JNJ Johnson & Johnson | 0.66% | 19,041 | $3.5M | Reduce -1.0% |
| VGLT Vanguard Long-Term Treasury | 0.66% | 61,783 | $3.5M | Add +6.4% |
| JPM JPMorgan Chase & Co. | 0.66% | 11,093 | $3.5M | Add +0.3% |
| APLU Allspring Core Plus ETF | 0.61% | 129,489 | $3.3M | Add +81.6% |
| VCRB Vanguard Core Bond ETF | 0.61% | 41,560 | $3.3M | Add +154.5% |
| CGMS Cap Group US Multi-Sect Bond | 0.55% | 105,338 | $2.9M | Add +106.0% |
| MO Altria Group Inc. | 0.54% | 43,609 | $2.9M | Reduce -1.9% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.52% | 79,464 | $2.8M | Add +33.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 8,065 | $2.6M | Reduce -0.6% |
| CGMU Cap Group Municipal Income | 0.48% | 94,489 | $2.6M | Add +33.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.47% | 59,999 | $2.5M | Add +50.5% |
| AFL Aflac Inc. | 0.47% | 22,319 | $2.5M | No change |
| NVDA Nvidia Corp. | 0.44% | 12,636 | $2.4M | Reduce -7.8% |
| LLY Eli Lilly & Co. | 0.41% | 2,901 | $2.2M | Reduce -0.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.39% | 30,836 | $2.1M | Add +103.3% |
| ADP Automatic Data Processing | 0.38% | 6,829 | $2.0M | Reduce -3.3% |
| CVX Chevron Corp. | 0.37% | 12,755 | $2.0M | No change |
| ABT Abbott Laboratories | 0.36% | 14,246 | $1.9M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.35% | 7,663 | $1.9M | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 0.35% | 31,534 | $1.9M | Add +4.9% |
| VPLS Vanguard Core-Plus Bond ETF | 0.34% | 23,100 | $1.8M | Add +103.3% |
| CGGR Cap Group Growth Equity | 0.32% | 38,969 | $1.7M | Add +56.4% |
| PM Philip Morris International | 0.32% | 10,533 | $1.7M | Reduce -5.7% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.32% | 16,781 | $1.7M | Add +27.1% |
| NSC Norfolk Southern Corp. | 0.30% | 5,260 | $1.6M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 5,394 | $1.5M | No change |
| CGCP Cap Group Core Plus Income | 0.28% | 66,095 | $1.5M | Add +115.5% |
| VCLT Vanguard Long-Term Corp. Bond | 0.25% | 17,309 | $1.3M | Add +180.8% |
| LHX L3HARRIS Technologies Inc. | 0.25% | 4,396 | $1.3M | No change |
| BLK BlackRock Inc. | 0.24% | 1,095 | $1.3M | Add +0.4% |
| BDX Becton Dickinson and Co. | 0.23% | 6,588 | $1.2M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.22% | 3,608 | $1.2M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 2,339 | $1.2M | Add +2.6% |
| PSX Phillips 66 | 0.21% | 8,405 | $1.1M | No change |
| SBUX Starbucks Corp. | 0.21% | 13,487 | $1.1M | Reduce -5.0% |
| FLBL Franklin Senior Loan ETF | 0.20% | 45,463 | $1.1M | Add +64.8% |
| VCRM Vanguard Core Tax-Ex Bond | 0.20% | 14,467 | $1.1M | Add +140.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 21,460 | $1.1M | Reduce -32.5% |
| KO The Coca-Cola Co. | 0.20% | 16,127 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.20% | 2,219 | $1.1M | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.18% | 21,868 | $975K | No change |
| T AT&T Inc. | 0.18% | 34,302 | $969K | Reduce -0.6% |
| MCD McDonald's Corp. | 0.18% | 3,108 | $944K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.17% | 2,630 | $908K | Reduce -3.7% |
| COST Costco Wholesale Corp. | 0.17% | 972 | $900K | Add +0.2% |
| DUK Duke Energy Corp. | 0.17% | 7,147 | $884K | Reduce -6.0% |
| PEP Pepsico Inc. | 0.16% | 6,183 | $868K | No change |
| RTX RTX Corp. | 0.16% | 5,053 | $845K | Add +0.8% |
| C Citigroup Inc. | 0.15% | 8,137 | $826K | Add +0.1% |
| WMT Walmart Inc. | 0.15% | 7,933 | $818K | Add +0.4% |
| HALO Halozyme Therapeutics Inc. | 0.15% | 10,700 | $785K | No change |
| QCOM Qualcomm Inc. | 0.14% | 4,563 | $759K | No change |
| V Visa Inc. Class A | 0.14% | 2,179 | $744K | Add +0.7% |
| AMT American Tower Corp. | 0.14% | 3,826 | $736K | No change |
| VZ Verizon Communications Inc. | 0.13% | 16,289 | $716K | Reduce -0.7% |
| ORCL Oracle Corp. | 0.13% | 2,535 | $713K | Reduce -24.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 3,400 | $710K | No change |
| CGSM Cap Group Short Muni Income | 0.13% | 26,553 | $700K | Add +44.0% |
| VOO Vanguard S&P 500 ETF | 0.13% | 1,139 | $697K | Add +13.1% |
| AMGN Amgen Inc. | 0.13% | 2,450 | $691K | No change |
| O Realty Income Corp. | 0.13% | 11,185 | $680K | Add +6.0% |
| EMR Emerson Electric Co. | 0.13% | 5,162 | $677K | No change |
| BX Blackstone Inc. | 0.13% | 3,948 | $675K | Reduce -10.7% |
| TFC Truist Financial Corp. | 0.12% | 14,494 | $663K | Add +4.7% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 2,200 | $662K | Reduce -1.2% |
| NEE Nextera Energy Inc. | 0.12% | 8,359 | $631K | Reduce -1.1% |
| VXUS Vanguard Total Intl Stock | 0.12% | 8,468 | $622K | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.12% | 9,015 | $617K | Reduce -0.5% |
| MMM 3M Co. | 0.11% | 3,905 | $606K | No change |
| D Dominion Energy Inc. | 0.11% | 9,582 | $586K | Reduce -4.3% |
| CGSD Cap Group Short Duration | 0.11% | 21,708 | $564K | New |
| CGHM Cap Group Muni High-Income | 0.10% | 22,078 | $558K | Add +78.6% |
| ETN Eaton Corp. PLC | 0.09% | 1,315 | $492K | Add +1.1% |
| IDXX Idexx Laboratories Inc. | 0.08% | 700 | $447K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 6.67% | −0.40 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 4.54% | −0.28 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.0% | 3.76% | −0.25 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.5% | 5.49% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 1.73% | −0.20 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.1% | 2.84% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -2.8% | 1.03% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.4% | 2.40% | −0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -32.5% | 0.20% | −0.12 |
| PM Philip Morris International | Reduce -5.7% | 0.32% | −0.09 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.09 |
| ADP Automatic Data Processing | Reduce -3.3% | 0.38% | −0.07 |
| SBUX Starbucks Corp. | Reduce -5.0% | 0.21% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 0.41% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -0.1% | 1.15% | −0.04 |
| ADBE Adobe Inc. | Reduce -32.6% | 0.04% | −0.03 |
| ORCL Oracle Corp. | Reduce -24.0% | 0.13% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -11.0% | 0.08% | −0.03 |
| T AT&T Inc. | Reduce -0.6% | 0.18% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.50% | −0.02 |
| DUK Duke Energy Corp. | Reduce -6.0% | 0.17% | −0.02 |
| BX Blackstone Inc. | Reduce -10.7% | 0.13% | −0.02 |
| CRM Salesforce Inc. | Reduce -10.4% | 0.04% | −0.02 |
| DOV Dover Corp. | Reduce -7.1% | 0.04% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.12% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -17.2% | 0.04% | −0.01 |
| NVDA Nvidia Corp. | Reduce -7.8% | 0.44% | −0.01 |
| DIS The Walt Disney Co. | Reduce -3.0% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.7% | 0.13% | −0.01 |
| CSX CSX Corp. | Reduce -15.2% | 0.05% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -1.7% | 0.23% | −0.01 |
| TGT Target Corp. | Reduce -0.5% | 0.04% | −0.01 |
| AEP American Electric Power | Reduce -8.8% | 0.08% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -9.8% | 0.05% | −0.01 |
| MO Altria Group Inc. | Reduce -1.9% | 0.54% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.12% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -2.0% | 0.12% | −0.01 |
| D Dominion Energy Inc. | Reduce -4.3% | 0.11% | −0.01 |
| JMUB JPMorgan Municipal ETF | Reduce -0.5% | 0.06% | −0.01 |
| BAC Bank of America Corp. | Reduce -6.6% | 0.06% | −0.00 |
| LCID Lucid Group Inc. | Sold out | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -3.7% | 0.17% | −0.00 |
| CVS CVS Health Corp. | Reduce -6.1% | 0.06% | −0.00 |
| GEV GE Vernova Inc. | Reduce -1.1% | 0.06% | +0.00 |
| BWXT BWX Technologies Inc. | Reduce -11.9% | 0.07% | +0.00 |
| GE General Electric | Reduce -1.2% | 0.12% | +0.01 |
| AVGO Broadcom Inc. | Reduce -1.4% | 0.22% | +0.02 |
| JNJ Johnson & Johnson | Reduce -1.0% | 0.66% | +0.04 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.75% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.65% | +0.34 |
Portfolio Buys Q2 2025 → Q3 2025
| VCRB Vanguard Core Bond ETF | Add +154.5% | 0.61% | +0.35 |
| CGMS Cap Group US Multi-Sect Bond | Add +106.0% | 0.55% | +0.26 |
| AAPL Apple Inc. | Add +0.3% | 2.77% | +0.25 |
| APLU Allspring Core Plus ETF | Add +81.6% | 0.61% | +0.25 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +103.3% | 0.39% | +0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.9% | 6.43% | +0.17 |
| VPLS Vanguard Core-Plus Bond ETF | Add +103.3% | 0.34% | +0.16 |
| VCLT Vanguard Long-Term Corp. Bond | Add +180.8% | 0.25% | +0.16 |
| CGDV Cap Group Dividend Value | Add +50.5% | 0.47% | +0.14 |
| CGCP Cap Group Core Plus Income | Add +115.5% | 0.28% | +0.14 |
| VCRM Vanguard Core Tax-Ex Bond | Add +140.4% | 0.20% | +0.11 |
| CGGR Cap Group Growth Equity | Add +56.4% | 0.32% | +0.11 |
| CGSD Cap Group Short Duration | New | 0.11% | +0.11 |
| CGDG Cap Group Dividend Growers | Add +33.4% | 0.52% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +6.3% | 8.32% | +0.09 |
| CGMU Cap Group Municipal Income | Add +33.5% | 0.48% | +0.09 |
| VCIT Vanguard Int-Term Corporate | Add +11.7% | 2.48% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.35% | +0.07 |
| FLBL Franklin Senior Loan ETF | Add +64.8% | 0.20% | +0.07 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.06% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.5% | 4.02% | +0.05 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +27.1% | 0.32% | +0.05 |
| CGHM Cap Group Muni High-Income | Add +78.6% | 0.10% | +0.04 |
| HD Home Depot Inc. | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| VDE Vanguard Energy ETF | New | 0.04% | +0.04 |
| CGSM Cap Group Short Muni Income | Add +44.0% | 0.13% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.9% | 8.12% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +13.1% | 0.13% | +0.01 |
| C Citigroup Inc. | Add +0.1% | 0.15% | +0.01 |
| RTX RTX Corp. | Add +0.8% | 0.16% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.66% | +0.01 |
| AMD Advanced Micro Devices | Add +0.9% | 0.08% | +0.01 |
| O Realty Income Corp. | Add +6.0% | 0.13% | +0.00 |
| BLV Vanguard Long-Term Bond ETF | Add +6.3% | 0.92% | +0.00 |
| VGLT Vanguard Long-Term Treasury | Add +6.4% | 0.66% | −0.00 |
| BLK BlackRock Inc. | Add +0.4% | 0.24% | −0.00 |
| ETN Eaton Corp. PLC | Add +1.1% | 0.09% | −0.00 |
| PFE Pfizer Inc. | Add +0.3% | 0.04% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.6% | 0.22% | −0.01 |
| WMT Walmart Inc. | Add +0.4% | 0.15% | −0.01 |
| TFC Truist Financial Corp. | Add +4.7% | 0.12% | −0.01 |
| UNP Union Pacific Corp. | Add +1.0% | 0.07% | −0.01 |
| MCD McDonald's Corp. | Add +0.4% | 0.18% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +6.6% | 0.99% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Add +4.9% | 0.35% | −0.02 |
| V Visa Inc. Class A | Add +0.7% | 0.14% | −0.02 |
| BIV Vanguard Intermediate-Term B | Add +5.1% | 0.93% | −0.03 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.17% | −0.03 |
| BND Vanguard Total Bond Market | Add +5.8% | 1.26% | −0.03 |