DOSSIER · 13F-HR · Q3 2025

OAK HILL WEALTH ADVISORS, LLC

$534M in tracked AUM across 148 positions as of Q3 2025.

OH
CIK 0001964849 · last filed Sep 30, 2025
Total AUM
$534M
as of Q3 2025
Holdings
148
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

OAK HILL WEALTH ADVISORS, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$44M741K8.3%
02
VTV
VANGUARD INDEX FDS
$43M232K8.1%
03
VIG
VANGUARD SPECIALIZED FUNDS
$36M165K6.7%
04
VUG
VANGUARD INDEX FDS
$34M72K6.4%
05
VV
VANGUARD INDEX FDS
$29M95K5.5%
06
VO
VANGUARD INDEX FDS
$24M83K4.5%
07
BNDX
VANGUARD CHARLOTTE FDS
$22M443K4.1%
08
VB
VANGUARD INDEX FDS
$21M84K4.0%
09
VYM
VANGUARD WHITEHALL FDS
$20M142K3.8%
10
VWO
VANGUARD INTL EQUITY INDEX F
$15M280K2.8%

Filing history

2025Q3Sep 30
$534M 10.6%
148 positionsView →
2025Q2Jun 30
$482M 11.9%
145 positionsLocked
2025Q1Mar 31
$431M 2.8%
138 positionsLocked
2024Q4Dec 31
$420M 3.4%
133 positionsLocked
2024Q3Sep 30
$406M 23.0%
115 positionsLocked
2024Q2Jun 30
$330M 5.2%
114 positionsLocked
2024Q1Mar 31
$314M 7.9%
107 positionsLocked
2023Q4Dec 31
$291M 3.1%
107 positionsLocked
2023Q3Sep 30
$300M 3.6%
130 positionsLocked
2023Q2Jun 30
$311M 6.1%
134 positionsLocked
2023Q1Mar 31
$293M 3.5%
131 positionsLocked
2022Q4Dec 31
$283M
130 positionsLocked