OAK HILL WEALTH ADVISORS, LLC

CIK

1964849

Location

LANSDOWNE, VA

Portfolio Value

Small $533,435,698

Diversification

Diversified

Filing Date

Global Rank

#3,350 / 8,113 ▲ 43 · as of Sep 2025

Top Industry

Consumer Electronics 11.3%

Period ended 1 year ago

Filed Oct 30, 2025 · 1y

12 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.1% of the book (60%+)

Turnover

Low turnover

3.6% over the last four quarters (under 30%)

Horizon

Short horizon

Value-weighted holding period 3.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 76.2%; sector active share 63.3% against the combined 13F book's sector weights.

Over time 12 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

148 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

29.4%

−0.2 pts

Top 5

56.5%

−0.9 pts

Top 10

73.1%

−1.1 pts

HHI

1,130

Diversified−19

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	75.5%	$402,938,204	54
Technology	7.1%	$37,859,845	13
Healthcare	3.1%	$16,516,879	12
Consumer Defensive	2.8%	$15,186,177	12
Financial Services	2.4%	$12,826,909	12
Communication Services	2.4%	$12,674,344	5
Consumer Cyclical	2.3%	$12,006,418	6
Industrials	2.0%	$10,575,620	18
Energy	1.3%	$6,966,332	4
Utilities	0.6%	$3,164,107	6
Real Estate	0.3%	$1,666,626	3
Basic Materials	0.2%	$1,054,237	3

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APLU	Allspring Core Plus ETF	+58,193	129,489	$3,259,885
CGMS	Capital Group U.S. Multi-Sector Income ETF	+54,215	105,338	$2,923,129
VEA	Vanguard FTSE Developed Markets ETF	+43,665	740,868	$44,392,810
CGCP	Capital Group Core Plus Income ETF	+35,428	66,095	$1,501,678
VCRB	VANGUARD CORE BOND ETF	+25,232	41,560	$3,258,719
BNDX	Vanguard Total International Bond ETF	+24,968	443,406	$21,930,860
CGMU	Capital Group Municipal Income ETF	+23,705	94,489	$2,578,604
CGDV	Capital Group Dividend Value ETF	+20,131	59,999	$2,521,757
CGDG	Capital Group Dividend Growers ETF	+19,887	79,464	$2,753,427
FLBL	Franklin Senior Loan ETF	+17,875	45,463	$1,092,021
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+16,437	157,268	$13,227,811
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+15,666	30,836	$2,062,928
CGGR	Capital Group Growth ETF	+14,052	38,969	$1,711,518
VTV	VANGUARD VALUE INDEX FUND	+12,886	232,281	$43,318,083
VPLS	VANGUARD CORE-PLUS BOND ETF	+11,739	23,100	$1,816,306
—		+11,146	17,309	$1,344,043
CGHM	Capital Group Municipal High-Income ETF	+9,718	22,078	$558,352
VCRM	Vanguard Municipal Bond Funds	+8,448	14,467	$1,088,641
CGSM	Capital Group Short Duration Municipal Income ETF	+8,119	26,553	$699,937
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+6,970	112,208	$5,269,287
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+6,675	131,704	$10,392,762
VB	Vanguard Index Funds	+5,134	84,461	$21,476,743
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+4,954	90,582	$6,736,583
VIGI	Vanguard Whitehall Funds	+4,562	82,383	$7,379,045
BLV	VANGUARD LONG-TERM BOND INDEX FUND	+4,113	69,308	$4,910,471
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−15,097	280,071	$15,174,246
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−10,330	21,460	$1,074,502
KMI	Kinder Morgan, Inc.	−1,550	7,450	$210,909
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−1,428	142,348	$20,063,950
CSX	Csx Corp	−1,425	7,966	$282,872
VV	VANGUARD LARGE-CAP INDEX FUND	−1,420	95,130	$29,286,721
NVDA	Nvidia Corp	−1,077	12,636	$2,357,624
PG	PROCTER & GAMBLE Co	−1,036	35,815	$5,502,974
MO	Altria Group, Inc.	−857	43,609	$2,880,810
ORCL	Oracle Corp	−800	2,535	$712,943
VIG	Vanguard Specialized Funds	−756	165,029	$35,611,607
SBUX	Starbucks Corp	−706	13,487	$1,141,000
PM	Philip Morris International Inc.	−632	10,533	$1,708,452
BX	Blackstone Inc.	−474	3,948	$674,515
DUK	Duke Energy CORP	−456	7,147	$884,441
BAC	Bank Of America Corp	−440	6,182	$318,929
D	Dominion Energy, Inc	−430	9,582	$586,130
AMZN	Amazon Com Inc	−379	42,096	$9,243,018
AEP	American Electric Power Co Inc	−374	3,850	$433,125
MRK	Merck & Co., Inc.	−334	3,085	$258,924
ADBE	Adobe Inc.	−293	607	$214,119
BWXT	BWX Technologies, Inc.	−280	2,070	$381,645
CVS	CVS HEALTH Corp	−265	4,054	$305,631
ADP	Automatic Data Processing Inc	−231	6,829	$2,004,311
T	At&T Inc.	−210	34,302	$968,688
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CGSD	Capital Group Short Duration Income ETF	21,708	$563,973
VBIL	Vanguard Institutional Index Funds	4,500	$340,267
HD	Home Depot, Inc.	528	$213,940
VDE	VANGUARD ENERGY INDEX FUND	1,600	$201,376
IEMG	iShares Trust	3,229	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	932	$431,646
LCID	Lucid Group, Inc.	10,000	$21,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

148 tracked positions · $533,435,698 total · filing declares 148 positions · $533,648,937 · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 148 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	740,868	+43,665	$44,392,810	+11.7%	4	$50.99	8.32%
VTV	VANGUARD VALUE INDEX FUND	Added	232,281	+12,886	$43,318,083	+11.7%	4	unpriced	8.12%
VIG	Vanguard Specialized Funds	Reduced	165,029	-756	$35,611,607	+5.0%	4	$199.34	6.68%
VUG	VANGUARD GROWTH INDEX FUND	Added	71,508	+2,675	$34,295,951	+13.7%	4	unpriced	6.43%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	95,130	-1,420	$29,286,721	+6.3%	4	unpriced	5.49%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	82,551	-48	$24,248,530	+4.9%	4	unpriced	4.55%
BNDX	Vanguard Total International Bond ETF	Added	443,406	+24,968	$21,930,860	+5.9%	4	$49.89	4.11%
VB	Vanguard Index Funds	Added	84,461	+5,134	$21,476,743	+14.2%	4	$245.07	4.03%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	142,348	-1,428	$20,063,950	+4.7%	4	$130.00	3.76%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	280,071	-15,097	$15,174,246	+3.9%	4	$46.48	2.84%
AAPL	Apple Inc. Technology	Added	57,992	+148	$14,766,502	+24.4%	4	$235.63	2.77%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	157,268	+16,437	$13,227,811	+13.3%	4	$81.76	2.48%
MSFT	Microsoft Corp Technology	Reduced	24,776	-91	$12,832,729	+3.7%	4	$425.95	2.41%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	131,704	+6,675	$10,392,762	+5.6%	4	$77.71	1.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	42,096	-379	$9,243,018	−0.8%	4	$204.90	1.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	36,231	-20	$8,807,756	+37.9%	4	$175.09	1.65%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	97,059	+1,320	$8,218,956	+7.2%	4	$71.55	1.54%
VIGI	Vanguard Whitehall Funds	Added	82,383	+4,562	$7,379,045	+5.2%	4	$84.31	1.38%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	90,582	+4,954	$6,736,583	+6.8%	4	$73.09	1.26%
		Reduced	29,369	-40	$6,148,106	+8.5%	4	$192.55	1.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,815	-1,036	$5,502,974	−6.3%	4	$170.23	1.03%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	112,208	+6,970	$5,269,287	+8.0%	4	$45.97	0.99%
BIV	Vanguard Bond Index Funds	Added	63,392	+3,068	$4,950,281	+6.1%	4	$76.06	0.93%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	69,308	+4,113	$4,910,471	+8.3%	4	$70.81	0.92%
ABBV	AbbVie Inc. Healthcare	Reduced	17,395	-108	$4,027,638	+24.0%	4	$183.86	0.76%
XOM	ExxonMobil Holdings Corp Energy	Added	32,208	+157	$3,631,452	+5.1%	4	$116.85	0.68%
JNJ	Johnson & Johnson Healthcare	Reduced	19,041	-186	$3,530,582	+20.2%	4	$154.96	0.66%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Added	61,783	+3,713	$3,512,981	+7.8%	4	$57.65	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,093	+32	$3,499,064	+9.1%	4	$234.55	0.66%
APLU	Allspring Core Plus ETF	Added	129,489	+58,193	$3,259,885	+83.3%	3	$24.82	0.61%
VCRB	VANGUARD CORE BOND ETF	Added	41,560	+25,232	$3,258,719	+157.3%	2	$77.22	0.61%
CGMS	Capital Group U.S. Multi-Sector Income ETF	Added	105,338	+54,215	$2,923,129	+107.0%	2	$27.42	0.55%
MO	Altria Group, Inc. Consumer Defensive	Reduced	43,609	-857	$2,880,810	+10.5%	4	$53.89	0.54%
CGDG	Capital Group Dividend Growers ETF	Added	79,464	+19,887	$2,753,427	+37.4%	4	$31.64	0.52%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	8,065	-47	$2,646,691	+7.3%	4	unpriced	0.50%
CGMU	Capital Group Municipal Income ETF	Added	94,489	+23,705	$2,578,604	+36.5%	4	$27.05	0.48%
CGDV	Capital Group Dividend Value ETF	Added	59,999	+20,131	$2,521,757	+60.2%	4	$37.95	0.47%
AFL	Aflac Inc Financial Services	Held	22,319	0	$2,493,032	+5.9%	4	$109.04	0.47%
NVDA	Nvidia Corp Technology	Reduced	12,636	-1,077	$2,357,624	+8.8%	4	$137.05	0.44%
LLY	ELI LILLY & Co Healthcare	Reduced	2,901	-8	$2,213,463	−2.4%	4	$827.74	0.41%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	30,836	+15,666	$2,062,928	+108.1%	4	$65.01	0.39%
ADP	Automatic Data Processing Inc Technology	Reduced	6,829	-231	$2,004,311	−7.9%	4	$295.52	0.38%
CVX	Chevron Corp Energy	Held	12,755	0	$1,980,723	+8.5%	4	$152.84	0.37%
ABT	Abbott Laboratories Healthcare	Added	14,246	+23	$1,908,109	−1.4%	4	$115.59	0.36%
GOOG	Alphabet Inc. Communication Services	Added	7,663	+15	$1,866,323	+37.6%	4	$176.57	0.35%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	31,534	+1,462	$1,855,775	+5.0%	4	$58.38	0.35%
VPLS	VANGUARD CORE-PLUS BOND ETF	Added	23,100	+11,739	$1,816,306	+105.5%	4	$77.43	0.34%
CGGR	Capital Group Growth ETF	Added	38,969	+14,052	$1,711,518	+69.0%	4	$38.76	0.32%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,533	-632	$1,708,452	−16.0%	4	$128.57	0.32%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Added	16,781	+3,574	$1,683,637	+29.3%	4	$99.62	0.32%

Showing the top 50 of 148 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.