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
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Filing history

2025Q3Sep 30
$534M▲ 10.6%
148 positionsLocked
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