OAK HILL WEALTH ADVISORS, LLC

Est. AUM

$533.7M

13F long equity, this entity only

Positions

148

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44.4M	740868	8.32%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$43.3M	232281	8.12%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$35.6M	165029	6.67%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$34.3M	71508	6.43%	SOLE
5	VANGUARD INDEX FDS	LARGE CAP ETF	$29.3M	95130	5.49%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$24.2M	82551	4.54%	SOLE
7	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$21.9M	443406	4.11%	SOLE
8	VANGUARD INDEX FDS	SMALL CP ETF	$21.5M	84461	4.02%	SOLE
9	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$20.1M	142348	3.76%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.2M	280071	2.84%	SOLE
11	APPLE INC	COM	$14.8M	57992	2.77%	SOLE
12	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$13.2M	157268	2.48%	SOLE
13	MICROSOFT CORP	COM	$12.8M	24776	2.40%	SOLE
14	VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.4M	131704	1.95%	SOLE
15	AMAZON COM INC	COM	$9.2M	42096	1.73%	SOLE
16	ALPHABET INC	CAP STK CL A	$8.8M	36231	1.65%	SOLE
17	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.2M	97059	1.54%	SOLE
18	VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.4M	82383	1.38%	SOLE
19	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.7M	90582	1.26%	SOLE
20	VANGUARD INDEX FDS	EXTEND MKT ETF	$6.1M	29369	1.15%	SOLE
21	PROCTER AND GAMBLE CO	COM	$5.5M	35815	1.03%	SOLE
22	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$5.3M	112208	0.99%	SOLE
23	VANGUARD BD INDEX FDS	INTERMED TERM	$5.0M	63392	0.93%	SOLE
24	VANGUARD BD INDEX FDS	LONG TERM BOND	$4.9M	69308	0.92%	SOLE
25	ABBVIE INC	COM	$4.0M	17395	0.75%	SOLE
26	EXXON MOBIL CORP	COM	$3.6M	32208	0.68%	SOLE
27	JOHNSON & JOHNSON	COM	$3.5M	19041	0.66%	SOLE
28	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.5M	61783	0.66%	SOLE
29	JPMORGAN CHASE & CO.	COM	$3.5M	11093	0.66%	SOLE
30	ALLSPRING EXCHANGE TRADED FU	CORE PLUS ETF	$3.3M	129489	0.61%	SOLE
31	VANGUARD MALVERN FDS	CORE BD ETF	$3.3M	41560	0.61%	SOLE
32	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.9M	105338	0.55%	SOLE
33	ALTRIA GROUP INC	COM	$2.9M	43609	0.54%	SOLE
34	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$2.8M	79464	0.52%	SOLE
35	VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	8065	0.50%	SOLE
36	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.6M	94489	0.48%	SOLE
37	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.5M	59999	0.47%	SOLE
38	AFLAC INC	COM	$2.5M	22319	0.47%	SOLE
39	NVIDIA CORPORATION	COM	$2.4M	12636	0.44%	SOLE
40	ELI LILLY & CO	COM	$2.2M	2901	0.41%	SOLE
41	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.1M	30836	0.39%	SOLE
42	AUTOMATIC DATA PROCESSING IN	COM	$2.0M	6829	0.38%	SOLE
43	CHEVRON CORP NEW	COM	$2.0M	12755	0.37%	SOLE
44	ABBOTT LABS	COM	$1.9M	14246	0.36%	SOLE
45	ALPHABET INC	CAP STK CL C	$1.9M	7663	0.35%	SOLE
46	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.9M	31534	0.35%	SOLE
47	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$1.8M	23100	0.34%	SOLE
48	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.7M	38969	0.32%	SOLE
49	PHILIP MORRIS INTL INC	COM	$1.7M	10533	0.32%	SOLE
50	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$1.7M	16781	0.32%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.