Oak Hill Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Oak Hill Wealth Advisors, LLC reported 114 stock positions worth $329.9 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 17.9% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 12.2%) and Vanguard Dividend Apprec ETF (VIG, 10.8%).
- Most Recent 13F
- Q3 2025
- Location
- LANSDOWNE, VA
- CIK
- 0001964849
- Portfolio Value
- $329.9M (Q2 2024)
- SEC Filing
- 0001085146-24-002895 ↗ filed Jul 12, 2024
Holdings Value
Holdings 114 stocks · $329.9M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 17.91% | 236,699 | $59.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 12.16% | 165,677 | $40.1M | — |
| VIG Vanguard Dividend Apprec ETF | 10.84% | 195,951 | $35.8M | — |
| VYM Vanguard High DVD Yield ETF | 6.55% | 182,295 | $21.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 4.01% | 60,748 | $13.2M | — |
| AAPL Apple Inc. | 3.75% | 58,803 | $12.4M | — |
| MSFT Microsoft Corp. | 3.15% | 23,263 | $10.4M | — |
| AMZN Amazon.com Inc. | 2.66% | 45,384 | $8.8M | — |
| VWO Vanguard Ftse Emerging Marke | 2.47% | 185,949 | $8.1M | — |
| VIGI Vanguard Int Div App Indx FD | 2.41% | 97,941 | $8.0M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 2.30% | 110,957 | $7.6M | — |
| GOOGL Alphabet Inc. Class A | 2.07% | 37,574 | $6.8M | — |
| PG The Procter & Gamble Co. | 1.77% | 35,358 | $5.8M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.72% | 35,444 | $5.7M | — |
| VXF Vanguard Extended Market ETF | 1.52% | 29,624 | $5.0M | — |
| VEA Vanguard Ftse Developed ETF | 1.40% | 93,632 | $4.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.05% | 9,256 | $3.5M | — |
| ABBV Abbvie Inc. | 0.89% | 17,109 | $2.9M | — |
| VCIT Vanguard Int-Term Corporate | 0.81% | 33,517 | $2.7M | — |
| XOM Exxon Mobil Corp. | 0.80% | 23,010 | $2.6M | — |
| JNJ Johnson & Johnson | 0.77% | 17,328 | $2.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 8,931 | $2.4M | — |
| LLY Eli Lilly & Co. | 0.71% | 2,576 | $2.3M | — |
| JPM JPMorgan Chase & Co. | 0.70% | 11,481 | $2.3M | — |
| BNDX Vanguard Total Intl Bond ETF | 0.69% | 46,921 | $2.3M | — |
| AFL Aflac Inc. | 0.63% | 23,450 | $2.1M | — |
| NVDA Nvidia Corp. | 0.61% | 16,246 | $2.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 34,909 | $1.7M | — |
| ADP Automatic Data Processing | 0.53% | 7,256 | $1.7M | — |
| ABT Abbott Laboratories | 0.48% | 15,138 | $1.6M | — |
| CVX Chevron Corp. | 0.48% | 10,031 | $1.6M | — |
| GOOG Alphabet Inc. Class C | 0.46% | 8,215 | $1.5M | — |
| BDX Becton Dickinson and Co. | 0.45% | 6,380 | $1.5M | — |
| MO Altria Group Inc. | 0.45% | 32,572 | $1.5M | — |
| UNH Unitedhealth Group Inc. | 0.41% | 2,648 | $1.3M | — |
| PSX Phillips 66 | 0.35% | 8,262 | $1.2M | — |
| SBUX Starbucks Corp. | 0.33% | 14,029 | $1.1M | — |
| BND Vanguard Total Bond Market | 0.32% | 14,801 | $1.1M | — |
| LHX L3HARRIS Technologies Inc. | 0.32% | 4,683 | $1.1M | — |
| KO The Coca-Cola Co. | 0.28% | 14,747 | $939K | — |
| NSC Norfolk Southern Corp. | 0.27% | 4,164 | $894K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 2,158 | $878K | — |
| BLK BlackRock Finance Inc. | 0.27% | 1,112 | $876K | — |
| PEP Pepsico Inc. | 0.25% | 5,027 | $829K | — |
| COST Costco Wholesale Corp. | 0.25% | 962 | $818K | — |
| AMGN Amgen Inc. | 0.25% | 2,612 | $816K | — |
| PM Philip Morris International | 0.23% | 7,440 | $754K | — |
| O Realty Income Corp. | 0.23% | 14,183 | $749K | — |
| QCOM Qualcomm Inc. | 0.22% | 3,724 | $742K | — |
| VZ Verizon Communications Inc. | 0.19% | 15,415 | $636K | — |
| VXUS Vanguard Total Intl Stock | 0.19% | 10,541 | $636K | — |
| RSPT Invesco S&P 500 Equal Weight | 0.19% | 17,300 | $634K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 3,394 | $619K | — |
| AVGO Broadcom Inc. | 0.18% | 366 | $588K | — |
| EMR Emerson Electric Co. | 0.17% | 5,238 | $577K | — |
| MCD McDonald's Corp. | 0.17% | 2,250 | $573K | — |
| HALO Halozyme Therapeutics Inc. | 0.17% | 10,800 | $565K | — |
| CAT Caterpillar Inc. | 0.17% | 1,684 | $561K | — |
| APD Air Products & Chemicals Inc. | 0.17% | 2,164 | $558K | — |
| ADBE Adobe Inc. | 0.17% | 983 | $546K | — |
| T AT&T Inc. | 0.16% | 28,273 | $540K | — |
| HRL Hormel Foods Corp. | 0.16% | 17,000 | $518K | — |
| WMT Walmart Inc. | 0.16% | 7,562 | $512K | — |
| RTX RTX Corp. | 0.15% | 4,910 | $493K | — |
| VOO Vanguard S&P 500 ETF | 0.15% | 983 | $492K | — |
| VGLT Vanguard Long-Term Treasury | 0.15% | 8,490 | $490K | — |
| BSV Vanguard Short-Term Bond ETF | 0.14% | 6,203 | $476K | — |
| C Citigroup Inc. | 0.14% | 7,490 | $475K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,706 | $468K | — |
| VFH Vanguard Financials ETF | 0.14% | 4,552 | $455K | — |
| D Dominion Energy Inc. | 0.13% | 9,038 | $443K | — |
| AMD Advanced Micro Devices | 0.13% | 2,730 | $443K | — |
| NEE Nextera Energy Inc. | 0.13% | 6,137 | $435K | — |
| CSCO Cisco Systems Inc. | 0.13% | 8,681 | $412K | — |
| ETN Eaton Corp. PLC | 0.12% | 1,300 | $408K | — |
| GIS General Mills Inc. | 0.12% | 6,112 | $387K | — |
| JPST JPMorgan Ultra-Short Income | 0.12% | 7,638 | $385K | — |
| TGT Target Corp. | 0.12% | 2,563 | $379K | — |
| MMM 3M Co. | 0.11% | 3,695 | $378K | — |
| BX Blackstone Inc. | 0.11% | 2,977 | $369K | — |
| PFE Pfizer Inc. | 0.11% | 12,588 | $352K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 3,488 | $346K | — |
| CVS CVS Health Corp. | 0.10% | 5,750 | $340K | — |
| LOW Lowe's Cos Inc. | 0.10% | 1,426 | $314K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.09% | 1,159 | $301K | — |
| TRI Thomson Reuters Corp. | 0.09% | 1,764 | $297K | — |
| SO The Southern Co. | 0.09% | 3,775 | $293K | — |
| IVV iShares Core S&P 500 ETF | 0.09% | 526 | $288K | — |
| DUK Duke Energy Corp. | 0.09% | 2,839 | $285K | — |
| RPM RPM International Inc. | 0.08% | 2,600 | $280K | — |
| GE General Electric filed as GE AEROSPACE | 0.08% | 1,749 | $278K | — |
| AMT American Tower Corp. | 0.08% | 1,399 | $272K | — |
| DOV Dover Corp. | 0.08% | 1,500 | $271K | — |
| VGSH Vanguard Short-Term Treasury | 0.08% | 4,652 | $270K | — |
| HD Home Depot Inc. | 0.08% | 783 | $270K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 6,713 | $267K | — |
| CRM Salesforce Inc. | 0.08% | 992 | $255K | — |
| AEP American Electric Power | 0.08% | 2,870 | $252K | — |
| INTC Intel Corp. | 0.08% | 8,076 | $250K | — |
| VHT Vanguard Health Care ETF | 0.07% | 919 | $244K | — |
| BIV Vanguard Intermediate-Term B | 0.07% | 3,085 | $231K | — |
| GS Goldman Sachs Group Inc. | 0.07% | 500 | $226K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.07% | 4,970 | $226K | — |
| MRK Merck & Co. Inc. | 0.07% | 1,807 | $224K | — |
| MCHP Microchip Technology Inc. | 0.07% | 2,440 | $223K | — |
| CSX CSX Corp. | 0.07% | 6,575 | $220K | — |
| HON Honeywell International Inc. | 0.07% | 1,005 | $215K | — |
| SYY Sysco Corp. | 0.06% | 2,961 | $211K | — |
| IEMG iShares Core MSCI Emerging | 0.06% | 3,900 | $209K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 1,800 | $208K | — |
| BLV Vanguard Long-Term Bond ETF | 0.06% | 2,906 | $204K | — |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.06% | 2,800 | $203K | — |
| KMB Kimberly-Clark Corp. | 0.06% | 1,456 | $201K | — |
| HBI Hanesbrands Inc. | 0.02% | 13,000 | $64K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.