Oak Hill Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Oak Hill Wealth Advisors, LLC reported 145 stock positions worth $482.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 8.1%) and Vanguard Dividend Apprec ETF (VIG, 7.1%). Compared with Q1 2025, it opened 11 new positions, sold out of 4, added to 60 and reduced 39. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +6%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −13%).

Most Recent 13F
Q3 2025
Location
LANSDOWNE, VA
CIK
0001964849
Portfolio Value
$482.5M (Q2 2025)
SEC Filing
0001085146-25-004022 ↗ filed Jul 22, 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 Q1 2025 Q2 2025: $482.5M $482.5M Q2 2025 Q3 2025: $533.6M Q3 2025

Holdings 145 stocks · $482.5M
VEA Vanguard Ftse Developed ETF 8.22% 697,203 $39.7M Add +8.5%
VTV Vanguard Mrngstr Val ETF-Aui 8.10% 219,395 $39.1M Add +6.8%
VIG Vanguard Dividend Apprec ETF 7.08% 165,785 $34.1M Add +5.0%
VUG Vanguard Mrngstar GR ETF-Sui 6.25% 68,833 $30.2M Add +6.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 5.73% 96,550 $27.6M Reduce -2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.83% 82,599 $23.3M Add +2.4%
BNDX Vanguard Total Intl Bond ETF 4.27% 418,438 $20.6M Add +4.5%
VYM Vanguard High DVD Yield ETF 4.01% 143,776 $19.4M Add +12.1%
VB Vanguard Most SM-Cap ETF-Usd 3.97% 79,327 $19.2M Add +4.5%
VWO Vanguard Ftse Emerging Marke 3.04% 295,168 $14.6M Reduce -12.8%
MSFT Microsoft Corp. 2.56% 24,867 $12.3M Reduce -0.1%
AAPL Apple Inc. 2.52% 57,844 $12.1M Reduce -0.7%
VCIT Vanguard Int-Term Corporate 2.39% 140,831 $11.5M Add +5.7%
BSV Vanguard Short-Term Bond ETF 2.03% 125,029 $9.8M Add +8.6%
AMZN Amazon.com Inc. 1.93% 42,475 $9.3M Reduce -3.2%
VYMI Vanguard Int High DVD YLD Inc. 1.60% 95,739 $7.7M Add +10.9%
VIGI Vanguard Int Div App Indx FD 1.44% 77,821 $7.0M Add +4.3%
GOOGL Alphabet Inc. Class A 1.31% 36,251 $6.3M Reduce -1.3%
BND Vanguard Total Bond Market 1.29% 85,628 $6.2M Add +3.7%
PG The Procter & Gamble Co. 1.21% 36,851 $5.8M Add +0.1%
VXF Vanguard Extended Market ETF 1.20% 29,409 $5.8M No change
VMBS Vanguard Mortgage-Backed Sec 1.00% 105,238 $4.8M Add +9.6%
BIV Vanguard Intermediate-Term B 0.96% 60,324 $4.6M Add +9.0%
BLV Vanguard Long-Term Bond ETF 0.92% 65,195 $4.4M Add +10.2%
XOM Exxon Mobil Corp. 0.76% 32,051 $3.7M Add +1.0%
ABBV Abbvie Inc. 0.69% 17,503 $3.3M Reduce -1.0%
VGLT Vanguard Long-Term Treasury 0.66% 58,070 $3.2M Add +3.9%
JPM JPMorgan Chase & Co. 0.65% 11,061 $3.1M Add +0.9%
JNJ Johnson & Johnson 0.62% 19,227 $3.0M Reduce -1.1%
MO Altria Group Inc. 0.55% 44,466 $2.6M Add +9.6%
VTI VG Morningstar TS MKT ETF-US 0.51% 8,112 $2.5M Reduce -3.0%
AFL Aflac Inc. 0.48% 22,319 $2.3M Reduce 0.0%
LLY Eli Lilly & Co. 0.47% 2,909 $2.3M Add +0.5%
NVDA Nvidia Corp. 0.45% 13,713 $2.2M Add +7.0%
ADP Automatic Data Processing 0.45% 7,060 $2.2M No change
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.42% 59,577 $2.0M Add +34.7%
PM Philip Morris International 0.41% 11,165 $2.0M Reduce -1.4%
CVX Chevron Corp. 0.41% 12,755 $2.0M Add +1.9%
ABT Abbott Laboratories 0.39% 14,223 $1.9M Reduce -1.1%
CGMU Cap Group Municipal Income 0.39% 70,784 $1.9M Reduce -13.3%
APLU Allspring Core Plus ETF 0.37% 71,296 $1.8M Add +669.9%
VGSH Vanguard Short-Term Treasury 0.36% 30,072 $1.8M Add +2.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.33% 39,868 $1.6M Add +15.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 5,394 $1.6M Reduce -12.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.32% 31,790 $1.6M Reduce -0.9%
CGMS Cap Group US Multi-Sect Bond 0.29% 51,123 $1.4M New
NSC Norfolk Southern Corp. 0.28% 5,260 $1.4M Add +20.6%
SBUX Starbucks Corp. 0.28% 14,193 $1.3M Add +15.8%
GOOG Alphabet Inc. Class C 0.28% 7,648 $1.3M Reduce -6.1%
VTEI Vanguard Int Tax-Exempt Bond 0.27% 13,207 $1.3M Reduce -4.6%
VCRB Vanguard Core Bond ETF 0.26% 16,328 $1.3M New
BLK BlackRock Inc. 0.24% 1,091 $1.2M Add +1.4%
BDX Becton Dickinson and Co. 0.24% 6,699 $1.2M No change
KO The Coca-Cola Co. 0.23% 16,127 $1.1M Reduce -0.0%
LHX L3HARRIS Technologies Inc. 0.23% 4,396 $1.1M Reduce -4.9%
PSX Phillips 66 0.23% 8,405 $1.1M Add +6.2%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 2,279 $1.1M Add +2.0%
CGGR Cap Group Growth Equity 0.21% 24,917 $1.0M Add +26.1%
AVGO Broadcom Inc. 0.21% 3,660 $995K No change
VWOB Vanguard Emerg MKTS Gov BND 0.20% 15,170 $983K Add +124.8%
T AT&T Inc. 0.20% 34,512 $976K Add +48.5%
COST Costco Wholesale Corp. 0.20% 970 $956K No change
RSPT Invesco S&P 500 Equal Weight 0.19% 21,868 $907K Add +12.9%
MCD McDonald's Corp. 0.19% 3,095 $903K No change
DUK Duke Energy Corp. 0.18% 7,603 $884K Add +33.6%
CAT Caterpillar Inc. 0.18% 2,219 $875K Add +12.7%
VPLS Vanguard Core-Plus Bond ETF 0.18% 11,361 $874K Add +91.3%
AMT American Tower Corp. 0.17% 3,826 $844K Add +188.5%
UNH Unitedhealth Group Inc. 0.17% 2,730 $840K Add +0.1%
PEP Pepsico Inc. 0.17% 6,183 $835K No change
ORCL Oracle Corp. 0.16% 3,335 $782K No change
WMT Walmart Inc. 0.16% 7,901 $767K Add +0.1%
V Visa Inc. Class A 0.16% 2,163 $767K No change
AMGN Amgen Inc. 0.15% 2,450 $728K Add +1.7%
QCOM Qualcomm Inc. 0.15% 4,563 $728K Add +21.3%
RTX RTX Corp. 0.15% 5,011 $726K Reduce -3.8%
EMR Emerson Electric Co. 0.15% 5,162 $716K No change
VZ Verizon Communications Inc. 0.15% 16,398 $706K Add +15.0%
C Citigroup Inc. 0.14% 8,129 $696K Add +6.5%
BX Blackstone Inc. 0.14% 4,422 $691K Add +7.5%
CGCP Cap Group Core Plus Income 0.14% 30,667 $685K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.14% 3,400 $681K Reduce -2.7%
FLBL Franklin Senior Loan ETF 0.14% 27,588 $667K Add +0.4%
TFC Truist Financial Corp. 0.13% 13,844 $629K Reduce -4.7%
CSCO Cisco Systems Inc. 0.13% 9,059 $621K Reduce -10.5%
NEE Nextera Energy Inc. 0.13% 8,453 $613K No change
O Realty Income Corp. 0.13% 10,550 $607K Add +2.9%
MMM 3M Co. 0.12% 3,905 $600K Add +18.1%
HALO Halozyme Therapeutics Inc. 0.12% 10,700 $597K No change
VXUS Vanguard Total Intl Stock 0.12% 8,639 $597K Reduce -7.7%
VOO Vanguard S&P 500 ETF 0.12% 1,007 $574K Add +0.7%
D Dominion Energy Inc. 0.12% 10,012 $564K Add +10.0%
GE General Electric filed as GE AEROSPACE 0.11% 2,226 $550K Add +23.3%
APD Air Products & Chemicals Inc. 0.11% 1,814 $530K Reduce -2.7%
HRL Hormel Foods Corp. 0.11% 17,000 $529K No change
TRI Thomson Reuters Corp. 0.10% 2,463 $493K No change
CGSM Cap Group Short Muni Income 0.10% 18,434 $481K Reduce -23.4%
ETN Eaton Corp. PLC 0.10% 1,300 $464K No change
VCLT Vanguard Long-Term Corp. Bond 0.10% 6,163 $459K New
VCRM Vanguard Core Tax-Ex Bond 0.09% 6,019 $441K Reduce -22.3%
AEP American Electric Power 0.09% 4,224 $439K Add +21.8%
LMT Lockheed Martin Corp. 0.09% 932 $432K Reduce -6.2%
SO The Southern Co. 0.08% 4,475 $408K Add +9.8%
HON Honeywell International Inc. 0.08% 1,636 $392K Reduce -0.1%
WFC Wells Fargo & Co. 0.08% 4,763 $389K Add +0.9%
RPM RPM International Inc. 0.08% 3,400 $383K No change
IDXX Idexx Laboratories Inc. 0.08% 700 $377K New
AMD Advanced Micro Devices 0.08% 2,730 $376K No change
UNP Union Pacific Corp. 0.08% 1,548 $366K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.08% 1,159 $364K No change
VFH Vanguard Financials ETF 0.08% 2,852 $363K No change
GS Goldman Sachs Group Inc. 0.07% 500 $349K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 2,842 $346K Reduce -3.4%
ADBE Adobe Inc. 0.07% 900 $344K No change
NOC Northrop Grumman Corp. 0.07% 677 $342K Reduce -12.9%
GIS General Mills Inc. 0.07% 6,253 $324K Reduce -0.0%
BWXT BWX Technologies Inc. 0.07% 2,350 $323K Reduce -29.9%
LOW Lowe's Cos Inc. 0.07% 1,429 $320K No change
JMUB JPMorgan Municipal ETF 0.07% 6,450 $319K Reduce -38.8%
DE Deere & Co. 0.07% 627 $319K Reduce -0.2%
IVV iShares Core S&P 500 ETF 0.07% 510 $318K No change
CSX CSX Corp. 0.07% 9,391 $314K Add +19.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 6,622 $312K Add +4.8%
CGHM Cap Group Muni High-Income 0.06% 12,360 $304K Add +3.5%
GEV GE Vernova Inc. 0.06% 559 $296K New
CVS CVS Health Corp. 0.06% 4,319 $289K No change
YLD Principal Act Hi YLD ETF 0.06% 15,002 $288K Reduce -17.1%
MRK Merck & Co. Inc. 0.06% 3,419 $278K New
CCI Crown Castle Inc. 0.06% 2,600 $267K New
PAYX Paychex Inc. 0.06% 1,840 $267K No change
DOV Dover Corp. 0.05% 1,400 $264K No change
CRM Salesforce Inc. 0.05% 962 $263K No change
AYI Acuity Inc. 0.05% 855 $260K No change
TGT Target Corp. 0.05% 2,525 $258K No change
KMI Kinder Morgan Inc. 0.05% 9,000 $253K No change
KMB Kimberly-Clark Corp. 0.05% 1,810 $238K Reduce -0.1%
SYY Sysco Corp. 0.05% 3,067 $235K Reduce -0.0%
VHT Vanguard Health Care ETF 0.04% 863 $215K No change
AWR American States Water Co. filed as AMER STATES WTR CO 0.04% 2,800 $213K No change
LIN Linde PLC 0.04% 449 $211K No change
PFE Pfizer Inc. 0.04% 8,142 $209K Reduce -5.9%
DVY iShares Select Dividend ETF 0.04% 1,478 $201K New
HOFT Hooker Furnishings Corp. 0.02% 10,330 $114K No change
HBI Hanesbrands Inc. 0.01% 13,000 $61K No change
LCID Lucid Group Inc. 0.00% 10,000 $23K New

Portfolio Sells Q1 2025 → Q2 2025
VWO Vanguard Ftse Emerging Marke Reduce -12.8% 3.04% −0.52
AAPL Apple Inc. Reduce -0.7% 2.52% −0.48
ABBV Abbvie Inc. Reduce -1.0% 0.69% −0.17
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.0% 5.73% −0.15
JNJ Johnson & Johnson Reduce -1.1% 0.62% −0.13
CGMU Cap Group Municipal Income Reduce -13.3% 0.39% −0.12
AFL Aflac Inc. Reduce 0.0% 0.48% −0.10
JMUB JPMorgan Municipal ETF Reduce -38.8% 0.07% −0.06
HD Home Depot Inc. Sold out 0.00% −0.06
ABT Abbott Laboratories Reduce -1.1% 0.39% −0.05
UPS United Parcel Service Class B Sold out 0.00% −0.05
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.05
VDE Vanguard Energy ETF Sold out 0.00% −0.05
VTEI Vanguard Int Tax-Exempt Bond Reduce -4.6% 0.27% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.9% 0.32% −0.05
CGSM Cap Group Short Muni Income Reduce -23.4% 0.10% −0.05
VCRM Vanguard Core Tax-Ex Bond Reduce -22.3% 0.09% −0.04
KO The Coca-Cola Co. Reduce -0.0% 0.23% −0.03
IBM Intl Business Machines Corp. Reduce -12.7% 0.32% −0.03
NOC Northrop Grumman Corp. Reduce -12.9% 0.07% −0.02
YLD Principal Act Hi YLD ETF Reduce -17.1% 0.06% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -3.0% 0.51% −0.02
GIS General Mills Inc. Reduce -0.0% 0.07% −0.02
APD Air Products & Chemicals Inc. Reduce -2.7% 0.11% −0.02
GOOG Alphabet Inc. Class C Reduce -6.1% 0.28% −0.02
CSCO Cisco Systems Inc. Reduce -10.5% 0.13% −0.02
LMT Lockheed Martin Corp. Reduce -6.2% 0.09% −0.01
VXUS Vanguard Total Intl Stock Reduce -7.7% 0.12% −0.01
KMB Kimberly-Clark Corp. Reduce -0.1% 0.05% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.7% 0.14% −0.01
BWXT BWX Technologies Inc. Reduce -29.9% 0.07% −0.01
RTX RTX Corp. Reduce -3.8% 0.15% −0.01
TFC Truist Financial Corp. Reduce -4.7% 0.13% −0.01
PFE Pfizer Inc. Reduce -5.9% 0.04% −0.01
GOOGL Alphabet Inc. Class A Reduce -1.3% 1.31% −0.01
AMZN Amazon.com Inc. Reduce -3.2% 1.93% −0.01
PM Philip Morris International Reduce -1.4% 0.41% −0.01
SYY Sysco Corp. Reduce -0.0% 0.05% −0.00
DE Deere & Co. Reduce -0.2% 0.07% −0.00
HON Honeywell International Inc. Reduce -0.1% 0.08% +0.00
DIS The Walt Disney Co. Reduce -3.4% 0.07% +0.00
LHX L3HARRIS Technologies Inc. Reduce -4.9% 0.23% +0.01
MSFT Microsoft Corp. Reduce -0.1% 2.56% +0.39

Portfolio Buys Q1 2025 → Q2 2025
VUG Vanguard Mrngstar GR ETF-Sui Add +6.0% 6.25% +0.67
VEA Vanguard Ftse Developed ETF Add +8.5% 8.22% +0.65
APLU Allspring Core Plus ETF Add +669.9% 0.37% +0.31
CGMS Cap Group US Multi-Sect Bond New 0.29% +0.29
VCRB Vanguard Core Bond ETF New 0.26% +0.26
VYM Vanguard High DVD Yield ETF Add +12.1% 4.01% +0.18
CGCP Cap Group Core Plus Income New 0.14% +0.14
NVDA Nvidia Corp. Add +7.0% 0.45% +0.13
VYMI Vanguard Int High DVD YLD Inc. Add +10.9% 1.60% +0.12
AMT American Tower Corp. Add +188.5% 0.17% +0.11
VWOB Vanguard Emerg MKTS Gov BND Add +124.8% 0.20% +0.10
CGDG Cap Group Dividend Growers Add +34.7% 0.42% +0.10
VCLT Vanguard Long-Term Corp. Bond New 0.10% +0.10
IDXX Idexx Laboratories Inc. New 0.08% +0.08
UNP Union Pacific Corp. New 0.08% +0.08
VPLS Vanguard Core-Plus Bond ETF Add +91.3% 0.18% +0.07
VB Vanguard Most SM-Cap ETF-Usd Add +4.5% 3.97% +0.07
GEV GE Vernova Inc. New 0.06% +0.06
MRK Merck & Co. Inc. New 0.06% +0.06
CCI Crown Castle Inc. New 0.06% +0.06
CGGR Cap Group Growth Equity Add +26.1% 0.21% +0.05
T AT&T Inc. Add +48.5% 0.20% +0.05
NSC Norfolk Southern Corp. Add +20.6% 0.28% +0.05
CGDV Cap Group Dividend Value Add +15.2% 0.33% +0.05
DVY iShares Select Dividend ETF New 0.04% +0.04
RSPT Invesco S&P 500 Equal Weight Add +12.9% 0.19% +0.03
CAT Caterpillar Inc. Add +12.7% 0.18% +0.03
GE General Electric Add +23.3% 0.11% +0.03
JPM JPMorgan Chase & Co. Add +0.9% 0.65% +0.02
DUK Duke Energy Corp. Add +33.6% 0.18% +0.02
C Citigroup Inc. Add +6.5% 0.14% +0.02
QCOM Qualcomm Inc. Add +21.3% 0.15% +0.02
MMM 3M Co. Add +18.1% 0.12% +0.01
CSX CSX Corp. Add +19.9% 0.07% +0.01
BX Blackstone Inc. Add +7.5% 0.14% +0.01
BLK BlackRock Inc. Add +1.4% 0.24% +0.01
VIGI Vanguard Int Div App Indx FD Add +4.3% 1.44% +0.01
LCID Lucid Group Inc. New 0.00% +0.00
BAC Bank of America Corp. Add +4.8% 0.06% +0.00
AEP American Electric Power Add +21.8% 0.09% +0.00
WFC Wells Fargo & Co. Add +0.9% 0.08% +0.00
SBUX Starbucks Corp. Add +15.8% 0.28% +0.00
PSX Phillips 66 Add +6.2% 0.23% −0.00
VOO Vanguard S&P 500 ETF Add +0.7% 0.12% −0.00
D Dominion Energy Inc. Add +10.0% 0.12% −0.00
WMT Walmart Inc. Add +0.1% 0.16% −0.00
SO The Southern Co. Add +9.8% 0.08% −0.00
VZ Verizon Communications Inc. Add +15.0% 0.15% −0.00
CGHM Cap Group Muni High-Income Add +3.5% 0.06% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.4% 4.83% −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