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

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 Q2 2025 Q3 2025: $533.6M $533.6M Q3 2025

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
AMD Advanced Micro Devices 0.08% 2,756 $446K Add +0.9%
APD Air Products & Chemicals Inc. 0.08% 1,614 $440K Reduce -11.0%
AEP American Electric Power 0.08% 3,850 $433K Reduce -8.8%
SO The Southern Co. 0.08% 4,475 $424K No change
HRL Hormel Foods Corp. 0.08% 17,000 $421K No change
NOC Northrop Grumman Corp. 0.08% 677 $413K No change
RPM RPM International Inc. 0.08% 3,400 $401K No change
WFC Wells Fargo & Co. 0.07% 4,763 $399K No change
GS Goldman Sachs Group Inc. 0.07% 500 $398K No change
TRI Thomson Reuters Corp. 0.07% 2,463 $383K No change
BWXT BWX Technologies Inc. 0.07% 2,070 $382K Reduce -11.9%
VFH Vanguard Financials ETF 0.07% 2,852 $374K No change
UNP Union Pacific Corp. 0.07% 1,563 $369K Add +1.0%
LOW Lowe's Cos Inc. 0.07% 1,429 $359K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.07% 1,159 $359K No change
HON Honeywell International Inc. 0.06% 1,636 $344K No change
IVV iShares Core S&P 500 ETF 0.06% 510 $341K No change
VBIL Vanguard 0-3M T-Bill ETF 0.06% 4,500 $340K New
GEV GE Vernova Inc. 0.06% 553 $340K Reduce -1.1%
JMUB JPMorgan Municipal ETF 0.06% 6,421 $324K Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 6,182 $319K Reduce -6.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 2,757 $316K Reduce -3.0%
GIS General Mills Inc. 0.06% 6,253 $315K No change
CVS CVS Health Corp. 0.06% 4,054 $306K Reduce -6.1%
AYI Acuity Inc. 0.06% 855 $294K No change
YLD Principal Act Hi YLD ETF 0.05% 15,002 $292K No change
DE Deere & Co. 0.05% 627 $287K No change
CSX CSX Corp. 0.05% 7,966 $283K Reduce -15.2%
MRK Merck & Co. Inc. 0.05% 3,085 $259K Reduce -9.8%
SYY Sysco Corp. 0.05% 3,067 $253K No change
CCI Crown Castle Inc. 0.05% 2,600 $251K No change
PAYX Paychex Inc. 0.04% 1,840 $233K No change
TGT Target Corp. 0.04% 2,512 $225K Reduce -0.5%
KMB Kimberly-Clark Corp. 0.04% 1,810 $225K No change
VHT Vanguard Health Care ETF 0.04% 863 $224K No change
DOV Dover Corp. 0.04% 1,300 $217K Reduce -7.1%
ADBE Adobe Inc. 0.04% 607 $214K Reduce -32.6%
HD Home Depot Inc. 0.04% 528 $214K New
LIN Linde PLC 0.04% 449 $213K No change
IEMG iShares Core MSCI Emerging 0.04% 3,229 $213K New
KMI Kinder Morgan Inc. 0.04% 7,450 $211K Reduce -17.2%
DVY iShares Select Dividend ETF 0.04% 1,478 $210K No change
PFE Pfizer Inc. 0.04% 8,162 $208K Add +0.3%
AWR American States Water Co. filed as AMER STATES WTR CO 0.04% 2,800 $205K No change
CRM Salesforce Inc. 0.04% 862 $204K Reduce -10.4%
VDE Vanguard Energy ETF 0.04% 1,600 $201K New
HOFT Hooker Furnishings Corp. 0.02% 10,330 $105K No change
HBI Hanesbrands Inc. 0.02% 13,000 $86K 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

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