Oak Hill Wealth Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Oak Hill Wealth Advisors, LLC reported 138 stock positions worth $431.1 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 8.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.6%) and Vanguard Dividend Apprec ETF (VIG, 7.1%). Compared with Q4 2024, it opened 7 new positions, sold out of 2, added to 50 and reduced 42. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +16%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −18%).

Most Recent 13F
Q3 2025
Location
LANSDOWNE, VA
CIK
0001964849
Portfolio Value
$431.1M (Q1 2025)
SEC Filing
0001085146-25-002288 ↗ filed Apr 23, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $0 Q1 2024 Q2 2024: $329.9M Q2 2024 Q3 2024: $0 Q3 2024 Q4 2024: $419.6M Q4 2024 Q1 2025: $431.1M $431.1M Q1 2025 Q2 2025: $482.5M Q2 2025 Q3 2025: $533.6M Q3 2025

Holdings 138 stocks · $431.1M
VTV Vanguard Mrngstr Val ETF-Aui 8.23% 205,326 $35.5M Add +3.6%
VEA Vanguard Ftse Developed ETF 7.57% 642,417 $32.7M Add +16.2%
VIG Vanguard Dividend Apprec ETF 7.10% 157,833 $30.6M Add +4.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 5.87% 98,521 $25.3M Reduce -2.3%
VUG Vanguard Mrngstar GR ETF-Sui 5.58% 64,911 $24.1M Add +1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.84% 80,666 $20.9M Reduce -0.5%
BNDX Vanguard Total Intl Bond ETF 4.54% 400,593 $19.6M Add +5.9%
VB Vanguard Most SM-Cap ETF-Usd 3.91% 75,928 $16.8M Add +2.8%
VYM Vanguard High DVD Yield ETF 3.84% 128,264 $16.5M Add +2.2%
VWO Vanguard Ftse Emerging Marke 3.55% 338,384 $15.3M Reduce -17.9%
AAPL Apple Inc. 3.00% 58,269 $12.9M Add +0.4%
VCIT Vanguard Int-Term Corporate 2.53% 133,262 $10.9M Add +2.5%
MSFT Microsoft Corp. 2.17% 24,898 $9.3M Reduce -2.8%
BSV Vanguard Short-Term Bond ETF 2.09% 115,084 $9.0M Add +10.3%
AMZN Amazon.com Inc. 1.94% 43,899 $8.4M Add +2.6%
VYMI Vanguard Int High DVD YLD Inc. 1.48% 86,356 $6.4M Add +11.9%
PG The Procter & Gamble Co. 1.46% 36,832 $6.3M Add +2.9%
VIGI Vanguard Int Div App Indx FD 1.44% 74,640 $6.2M Add +5.1%
BND Vanguard Total Bond Market 1.41% 82,566 $6.1M Add +8.3%
GOOGL Alphabet Inc. Class A 1.32% 36,711 $5.7M Add +1.9%
VXF Vanguard Extended Market ETF 1.18% 29,409 $5.1M Add +6.5%
VMBS Vanguard Mortgage-Backed Sec 1.03% 96,012 $4.4M Add +10.9%
BIV Vanguard Intermediate-Term B 0.98% 55,334 $4.2M Add +11.0%
BLV Vanguard Long-Term Bond ETF 0.97% 59,181 $4.2M Add +12.0%
XOM Exxon Mobil Corp. 0.88% 31,743 $3.8M Reduce -0.3%
ABBV Abbvie Inc. 0.86% 17,679 $3.7M Reduce -0.1%
JNJ Johnson & Johnson 0.75% 19,438 $3.2M Reduce -1.5%
VGLT Vanguard Long-Term Treasury 0.75% 55,880 $3.2M Add +6.5%
JPM JPMorgan Chase & Co. 0.62% 10,960 $2.7M Add +6.1%
AFL Aflac Inc. 0.58% 22,320 $2.5M Reduce -0.9%
MO Altria Group Inc. 0.56% 40,567 $2.4M Add +13.0%
LLY Eli Lilly & Co. 0.55% 2,894 $2.4M Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US 0.53% 8,366 $2.3M Reduce -3.1%
CGMU Cap Group Municipal Income 0.51% 81,664 $2.2M Add +111.3%
ADP Automatic Data Processing 0.50% 7,060 $2.2M No change
CVX Chevron Corp. 0.49% 12,520 $2.1M Reduce -3.3%
ABT Abbott Laboratories 0.44% 14,374 $1.9M Reduce -3.8%
PM Philip Morris International 0.42% 11,325 $1.8M Add +18.4%
VGSH Vanguard Short-Term Treasury 0.40% 29,409 $1.7M Add +3.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.37% 32,094 $1.6M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 6,175 $1.5M Add +97.8%
BDX Becton Dickinson and Co. 0.36% 6,699 $1.5M Reduce -1.6%
UNH Unitedhealth Group Inc. 0.33% 2,727 $1.4M Add +4.0%
NVDA Nvidia Corp. 0.32% 12,822 $1.4M Reduce -15.7%
VTEI Vanguard Int Tax-Exempt Bond 0.32% 13,846 $1.4M Add +91.6%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.32% 44,227 $1.4M Add +45.8%
GOOG Alphabet Inc. Class C 0.30% 8,148 $1.3M Reduce -0.1%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.29% 34,600 $1.2M Add +25.1%
SBUX Starbucks Corp. 0.28% 12,259 $1.2M Reduce -8.0%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 2,234 $1.2M Reduce -0.6%
KO The Coca-Cola Co. 0.27% 16,128 $1.2M Add +8.0%
NSC Norfolk Southern Corp. 0.24% 4,360 $1.0M Reduce -8.4%
BLK BlackRock Inc. 0.24% 1,076 $1.0M No change
PSX Phillips 66 0.23% 7,912 $977K No change
LHX L3HARRIS Technologies Inc. 0.22% 4,621 $967K No change
MCD McDonald's Corp. 0.22% 3,095 $967K No change
PEP Pepsico Inc. 0.21% 6,183 $927K Add +5.1%
COST Costco Wholesale Corp. 0.21% 970 $918K Add +0.3%
V Visa Inc. Class A 0.18% 2,163 $758K No change
AMGN Amgen Inc. 0.17% 2,410 $751K Reduce -7.7%
DUK Duke Energy Corp. 0.16% 5,692 $694K Add +19.3%
WMT Walmart Inc. 0.16% 7,892 $693K Reduce -0.9%
RTX RTX Corp. 0.16% 5,211 $690K No change
HALO Halozyme Therapeutics Inc. 0.16% 10,700 $683K Reduce -0.9%
CGGR Cap Group Growth Equity 0.16% 19,766 $677K Add +30.9%
RSPT Invesco S&P 500 Equal Weight 0.15% 19,369 $662K Reduce -0.0%
FLBL Franklin Senior Loan ETF 0.15% 27,489 $662K Add +101.3%
T AT&T Inc. 0.15% 23,247 $657K Add +1.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 3,495 $651K Add +0.0%
CAT Caterpillar Inc. 0.15% 1,969 $649K Add +2.6%
VZ Verizon Communications Inc. 0.15% 14,257 $647K Reduce -0.0%
CGSM Cap Group Short Muni Income 0.15% 24,072 $626K Add +90.7%
CSCO Cisco Systems Inc. 0.14% 10,125 $625K Reduce -0.9%
AVGO Broadcom Inc. 0.14% 3,660 $613K No change
NEE Nextera Energy Inc. 0.14% 8,453 $599K No change
TFC Truist Financial Corp. 0.14% 14,521 $598K Reduce -0.1%
O Realty Income Corp. 0.14% 10,257 $595K Reduce -3.5%
VXUS Vanguard Total Intl Stock 0.13% 9,355 $581K Reduce -4.0%
QCOM Qualcomm Inc. 0.13% 3,763 $578K Add +0.1%
VCRM Vanguard Core Tax-Ex Bond 0.13% 7,745 $575K New
BX Blackstone Inc. 0.13% 4,112 $575K No change
EMR Emerson Electric Co. 0.13% 5,162 $566K Reduce -5.5%
APD Air Products & Chemicals Inc. 0.13% 1,864 $550K Reduce -2.6%
C Citigroup Inc. 0.13% 7,629 $542K Reduce -0.2%
JMUB JPMorgan Municipal ETF 0.12% 10,542 $527K Add +60.6%
HRL Hormel Foods Corp. 0.12% 17,000 $526K No change
VOO Vanguard S&P 500 ETF 0.12% 1,000 $514K Add +0.7%
D Dominion Energy Inc. 0.12% 9,105 $511K Reduce -7.0%
MMM 3M Co. 0.11% 3,305 $485K Reduce -1.2%
ORCL Oracle Corp. 0.11% 3,335 $466K No change
VPLS Vanguard Core-Plus Bond ETF 0.11% 5,940 $461K Add +2.3%
LMT Lockheed Martin Corp. 0.10% 994 $444K No change
VWOB Vanguard Emerg MKTS Gov BND 0.10% 6,748 $433K Add +53.0%
TRI Thomson Reuters Corp. 0.10% 2,463 $426K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.09% 1,159 $400K No change
NOC Northrop Grumman Corp. 0.09% 777 $398K Reduce -11.4%
RPM RPM International Inc. 0.09% 3,400 $393K Reduce -5.6%
AEP American Electric Power 0.09% 3,469 $379K Reduce -0.0%
SO The Southern Co. 0.09% 4,075 $375K No change
GIS General Mills Inc. 0.09% 6,254 $374K No change
GE General Electric filed as GE AEROSPACE 0.08% 1,806 $361K Add +26.2%
ETN Eaton Corp. PLC 0.08% 1,300 $353K No change
HON Honeywell International Inc. 0.08% 1,637 $347K No change
ADBE Adobe Inc. 0.08% 900 $345K No change
YLD Principal Act Hi YLD ETF 0.08% 18,107 $345K Add +66.5%
VFH Vanguard Financials ETF 0.08% 2,852 $341K No change
WFC Wells Fargo & Co. 0.08% 4,719 $339K No change
LOW Lowe's Cos Inc. 0.08% 1,429 $333K Add +0.2%
BWXT BWX Technologies Inc. 0.08% 3,350 $330K Reduce -36.2%
CGHM Cap Group Muni High-Income 0.07% 11,945 $299K New
DE Deere & Co. 0.07% 628 $295K No change
CVS CVS Health Corp. 0.07% 4,319 $293K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 2,942 $290K No change
AMT American Tower Corp. 0.07% 1,326 $289K Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.07% 510 $287K New
PAYX Paychex Inc. 0.07% 1,840 $284K No change
AMD Advanced Micro Devices 0.07% 2,730 $280K No change
GS Goldman Sachs Group Inc. 0.06% 500 $273K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 6,322 $264K Reduce -1.0%
TGT Target Corp. 0.06% 2,525 $264K No change
CRM Salesforce Inc. 0.06% 962 $258K No change
KMB Kimberly-Clark Corp. 0.06% 1,812 $258K Add +0.1%
KMI Kinder Morgan Inc. 0.06% 9,000 $257K No change
DOV Dover Corp. 0.06% 1,400 $246K No change
HD Home Depot Inc. 0.06% 656 $240K Reduce -13.2%
APLU Allspring Core Plus ETF 0.05% 9,261 $231K New
CSX CSX Corp. 0.05% 7,830 $230K Reduce -1.3%
SYY Sysco Corp. 0.05% 3,068 $230K No change
VHT Vanguard Health Care ETF 0.05% 863 $228K No change
AYI Acuity Inc. 0.05% 855 $225K No change
AWR American States Water Co. filed as AMER STATES WTR CO 0.05% 2,800 $220K No change
PFE Pfizer Inc. 0.05% 8,653 $219K Reduce -6.4%
UPS United Parcel Service Class B 0.05% 1,912 $210K No change
JPST JPMorgan Ultra-Short Income 0.05% 4,139 $210K Reduce -1.1%
LIN Linde PLC 0.05% 449 $209K New
VDE Vanguard Energy ETF 0.05% 1,600 $208K New
HOFT Hooker Furnishings Corp. 0.02% 10,330 $104K No change
HBI Hanesbrands Inc. 0.02% 13,000 $75K No change

Portfolio Sells Q4 2024 → Q1 2025
VWO Vanguard Ftse Emerging Marke Reduce -17.9% 3.55% −0.78
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.3% 5.87% −0.61
MSFT Microsoft Corp. Reduce -2.8% 2.17% −0.40
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.5% 4.84% −0.26
NVDA Nvidia Corp. Reduce -15.7% 0.32% −0.16
GOOG Alphabet Inc. Class C Reduce -0.1% 0.30% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -3.1% 0.53% −0.06
BWXT BWX Technologies Inc. Reduce -36.2% 0.08% −0.06
MRVL Marvell Technology Inc. Sold out 0.00% −0.06
MRK Merck & Co. Inc. Sold out 0.00% −0.05
EMR Emerson Electric Co. Reduce -5.5% 0.13% −0.03
NSC Norfolk Southern Corp. Reduce -8.4% 0.24% −0.03
RSPT Invesco S&P 500 Equal Weight Reduce -0.0% 0.15% −0.02
HD Home Depot Inc. Reduce -13.2% 0.06% −0.01
RPM RPM International Inc. Reduce -5.6% 0.09% −0.01
BDX Becton Dickinson and Co. Reduce -1.6% 0.36% −0.01
TFC Truist Financial Corp. Reduce -0.1% 0.14% −0.01
SBUX Starbucks Corp. Reduce -8.0% 0.28% −0.01
WMT Walmart Inc. Reduce -0.9% 0.16% −0.01
PFE Pfizer Inc. Reduce -6.4% 0.05% −0.01
CSX CSX Corp. Reduce -1.3% 0.05% −0.01
D Dominion Energy Inc. Reduce -7.0% 0.12% −0.01
NOC Northrop Grumman Corp. Reduce -11.4% 0.09% −0.01
BAC Bank of America Corp. Reduce -1.0% 0.06% −0.01
APD Air Products & Chemicals Inc. Reduce -2.6% 0.13% −0.00
C Citigroup Inc. Reduce -0.2% 0.13% −0.00
VXUS Vanguard Total Intl Stock Reduce -4.0% 0.13% −0.00
JPST JPMorgan Ultra-Short Income Reduce -1.1% 0.05% −0.00
CSCO Cisco Systems Inc. Reduce -0.9% 0.14% +0.00
O Realty Income Corp. Reduce -3.5% 0.14% +0.00
AMT American Tower Corp. Reduce -0.1% 0.07% +0.01
MMM 3M Co. Reduce -1.2% 0.11% +0.01
LLY Eli Lilly & Co. Reduce -1.9% 0.55% +0.01
AEP American Electric Power Reduce -0.0% 0.09% +0.01
AMGN Amgen Inc. Reduce -7.7% 0.17% +0.01
VZ Verizon Communications Inc. Reduce -0.0% 0.15% +0.01
AFL Aflac Inc. Reduce -0.9% 0.58% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 0.28% +0.03
HALO Halozyme Therapeutics Inc. Reduce -0.9% 0.16% +0.04
CVX Chevron Corp. Reduce -3.3% 0.49% +0.04
ABT Abbott Laboratories Reduce -3.8% 0.44% +0.04
XOM Exxon Mobil Corp. Reduce -0.3% 0.88% +0.06
JNJ Johnson & Johnson Reduce -1.5% 0.75% +0.07
ABBV Abbvie Inc. Reduce -0.1% 0.86% +0.11

Portfolio Buys Q4 2024 → Q1 2025
VEA Vanguard Ftse Developed ETF Add +16.2% 7.57% +1.27
CGMU Cap Group Municipal Income Add +111.3% 0.51% +0.26
VTV Vanguard Mrngstr Val ETF-Aui Add +3.6% 8.23% +0.23
VYMI Vanguard Int High DVD YLD Inc. Add +11.9% 1.48% +0.23
IBM Intl Business Machines Corp. Add +97.8% 0.36% +0.19
BSV Vanguard Short-Term Bond ETF Add +10.3% 2.09% +0.17
VTEI Vanguard Int Tax-Exempt Bond Add +91.6% 0.32% +0.15
PM Philip Morris International Add +18.4% 0.42% +0.14
VCRM Vanguard Core Tax-Ex Bond New 0.13% +0.13
MO Altria Group Inc. Add +13.0% 0.56% +0.12
BNDX Vanguard Total Intl Bond ETF Add +5.9% 4.54% +0.12
BLV Vanguard Long-Term Bond ETF Add +12.0% 0.97% +0.10
CGDG Cap Group Dividend Growers Add +45.8% 0.32% +0.10
BND Vanguard Total Bond Market Add +8.3% 1.41% +0.10
VMBS Vanguard Mortgage-Backed Sec Add +10.9% 1.03% +0.10
BIV Vanguard Intermediate-Term B Add +11.0% 0.98% +0.09
VIGI Vanguard Int Div App Indx FD Add +5.1% 1.44% +0.08
FLBL Franklin Senior Loan ETF Add +101.3% 0.15% +0.07
CGHM Cap Group Muni High-Income New 0.07% +0.07
CVS CVS Health Corp. New 0.07% +0.07
CGSM Cap Group Short Muni Income Add +90.7% 0.15% +0.07
IVV iShares Core S&P 500 ETF New 0.07% +0.07
VIG Vanguard Dividend Apprec ETF Add +4.6% 7.10% +0.06
VGLT Vanguard Long-Term Treasury Add +6.5% 0.75% +0.05
APLU Allspring Core Plus ETF New 0.05% +0.05
CGDV Cap Group Dividend Value Add +25.1% 0.29% +0.05
LIN Linde PLC New 0.05% +0.05
VDE Vanguard Energy ETF New 0.05% +0.05
KO The Coca-Cola Co. Add +8.0% 0.27% +0.05
JMUB JPMorgan Municipal ETF Add +60.6% 0.12% +0.04
VCIT Vanguard Int-Term Corporate Add +2.5% 2.53% +0.04
DUK Duke Energy Corp. Add +19.3% 0.16% +0.04
VWOB Vanguard Emerg MKTS Gov BND Add +53.0% 0.10% +0.03
JPM JPMorgan Chase & Co. Add +6.1% 0.62% +0.03
YLD Principal Act Hi YLD ETF Add +66.5% 0.08% +0.03
T AT&T Inc. Add +1.4% 0.15% +0.03
GE General Electric Add +26.2% 0.08% +0.03
PG The Procter & Gamble Co. Add +2.9% 1.46% +0.03
CGGR Cap Group Growth Equity Add +30.9% 0.16% +0.02
VYM Vanguard High DVD Yield ETF Add +2.2% 3.84% +0.02
UNH Unitedhealth Group Inc. Add +4.0% 0.33% +0.02
VGSH Vanguard Short-Term Treasury Add +3.2% 0.40% +0.01
KMB Kimberly-Clark Corp. Add +0.1% 0.06% +0.00
PEP Pepsico Inc. Add +5.1% 0.21% +0.00
VPLS Vanguard Core-Plus Bond ETF Add +2.3% 0.11% +0.00
COST Costco Wholesale Corp. Add +0.3% 0.21% +0.00
QCOM Qualcomm Inc. Add +0.1% 0.13% −0.00
LOW Lowe's Cos Inc. Add +0.2% 0.08% −0.01
VOO Vanguard S&P 500 ETF Add +0.7% 0.12% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.0% 0.15% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 148$533.6MVEA, VTV, VIG, VUG, VV
Q2 2025 145$482.5MVEA, VTV, VIG, VUG, VV
Q1 2025 138$431.1MVTV, VEA, VIG, VV, VUG
Q4 2024 133$419.6MVTV, VIG, VV, VEA, VUG
Q3 2024 0$0
Q2 2024 114$329.9MVV, VO, VIG, VYM, VB
Q1 2024 0$0