OAK HILL WEALTH ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
OAK HILL WEALTH ADVISORS, LLC 13F Holdings
CIK 0001964849 · LANSDOWNE, VA
As of Sep 30, 2025, OAK HILL WEALTH ADVISORS, LLC reported
148 positions worth $533.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 740,868 | $44.4M | 8.32% |
| VANGUARD VALUE INDEX FUND | VTV | — | 232,281 | $43.3M | 8.12% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 165,029 | $35.6M | 6.67% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 71,508 | $34.3M | 6.43% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 95,130 | $29.3M | 5.49% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 82,551 | $24.2M | 4.54% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 443,406 | $21.9M | 4.11% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 84,461 | $21.5M | 4.02% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 142,348 | $20.1M | 3.76% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 280,071 |
|
5.2M2.84% |
| APPLE INC | AAPL | Technology | 57,992 |
4.8M | 2.77% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 157,268 |
3.2M | 2.48% |
| MICROSOFT CORP | MSFT | Technology | 24,776 |
2.8M | 2.40% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 131,704 |
0.4M | 1.95% |
| AMAZON.COM INC | AMZN | Equity | 42,096 | $9.2M | 1.73% |
| ALPHABET INC | GOOGL | Equity | 36,231 | $8.8M | 1.65% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 97,059 | $8.2M | 1.54% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 82,383 | $7.4M | 1.38% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 90,582 | $6.7M | 1.26% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 29,369 | $6.1M | 1.15% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 35,815 | $5.5M | 1.03% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 112,208 | $5.3M | 0.99% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 63,392 | $5.0M | 0.93% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 69,308 | $4.9M | 0.92% |
| ABBVIE INC | ABBV | Equity | 17,395 | $4.0M | 0.75% |