Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $534 Billion
  • Q3 2025

Oak Hill Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $534 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $44.4B, Vanguard Value ETF with a value of $43.3B, Vanguard Dividend Appreciation with a value of $35.6B, Vanguard Growth ETF with a value of $34.3B, and Vanguard Large Cap ETF with a value of $29.3B.

Examining the 13F form we can see an increase of $51.2B in the current position value, from $482B to 534B.

Oak Hill Wealth Advisors, LLC is based out at Lansdowne, VA

Below you can find more details about Oak Hill Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $534 Billion
ETFs: $382 Billion
Technology: $35.6 Billion
Healthcare: $16.5 Billion
Consumer Defensive: $15.2 Billion
Communication Services: $12.7 Billion
Consumer Cyclical: $12.1 Billion
Industrials: $12.1 Billion
Financial Services: $11.6 Billion
Other: $12.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$14.8 Billion 2.77% of portfolio
57,992
Q3 2025 Added 0.26%
$3.78T
$12.8 Billion 2.4% of portfolio
24,776
Q3 2025 Reduced 0.37%
$2.39T
$9.24 Billion 1.73% of portfolio
42,096
Q3 2025 Reduced 0.89%
$1.65T
$8.81 Billion 1.65% of portfolio
36,231
Q3 2025 Reduced 0.06%
$346B
$5.5 Billion 1.03% of portfolio
35,815
Q3 2025 Reduced 2.81%
$414B
$4.03 Billion 0.75% of portfolio
17,395
Q3 2025 Reduced 0.62%
$490B
$3.63 Billion 0.68% of portfolio
32,208
Q3 2025 Added 0.49%
$522B
$3.53 Billion 0.66% of portfolio
19,041
Q3 2025 Reduced 0.97%
$881B
$3.5 Billion 0.66% of portfolio
11,093
Q3 2025 Added 0.29%
-
$2.92 Billion 0.55% of portfolio
-
Q3 2025 Added 106.05%
$104B
$2.88 Billion 0.54% of portfolio
43,609
Q3 2025 Reduced 1.93%
-
$2.58 Billion 0.48% of portfolio
-
Q3 2025 Added 33.49%
$72.3B
$2.49 Billion 0.47% of portfolio
22,319
Q2 2025 Reduced -0.0%
$465B
$2.36 Billion 0.44% of portfolio
12,636
Q3 2025 Reduced 7.85%
$971B
$2.21 Billion 0.41% of portfolio
2,901
Q3 2025 Reduced 0.28%
$104B
$2 Billion 0.38% of portfolio
6,829
Q3 2025 Reduced 3.27%
$228B
$1.91 Billion 0.36% of portfolio
14,246
Q3 2025 Added 0.16%
$1.74T
$1.87 Billion 0.35% of portfolio
7,663
Q3 2025 Added 0.2%
$237B
$1.71 Billion 0.32% of portfolio
10,533
Q3 2025 Reduced 5.66%
$65.7B
$1.58 Billion 0.3% of portfolio
5,260
Q2 2025 Added 20.64%
$266B
$1.52 Billion 0.29% of portfolio
5,394
Q2 2025 Reduced 12.65%
$55.4B
$1.34 Billion 0.25% of portfolio
4,396
Q2 2025 Reduced 4.87%
$54.5B
$1.23 Billion 0.23% of portfolio
6,588
Q3 2025 Reduced 1.66%
$662B
$1.18 Billion 0.22% of portfolio
2,339
Q3 2025 Added 2.63%
$139B
$1.19 Billion 0.22% of portfolio
3,608
Q3 2025 Reduced 1.42%
$97.3B
$1.14 Billion 0.21% of portfolio
13,487
Q3 2025 Reduced 4.97%
$68.5B
$1.14 Billion 0.21% of portfolio
8,405
Q2 2025 Added 6.23%
$306B
$1.07 Billion 0.2% of portfolio
16,127
Q2 2025 Reduced 0.01%
$291B
$1.06 Billion 0.2% of portfolio
2,219
Q2 2025 Added 12.7%
$224B
$944 Million 0.18% of portfolio
3,108
Q3 2025 Added 0.42%
$181B
$969 Million 0.18% of portfolio
34,302
Q3 2025 Reduced 0.61%
$404B
$900 Million 0.17% of portfolio
972
Q3 2025 Added 0.21%
$300B
$908 Million 0.17% of portfolio
2,630
Q3 2025 Reduced 3.66%
$96.4B
$884 Million 0.17% of portfolio
7,147
Q3 2025 Reduced 6.0%
$258B
$845 Million 0.16% of portfolio
5,053
Q3 2025 Added 0.84%
$204B
$868 Million 0.16% of portfolio
6,183
Q1 2025 Added 5.08%
$9.75B
$785 Million 0.15% of portfolio
10,700
Q1 2025 Reduced 0.93%
$279B
$818 Million 0.15% of portfolio
7,933
Q3 2025 Added 0.41%
$190B
$826 Million 0.15% of portfolio
8,137
Q3 2025 Added 0.1%
$84B
$736 Million 0.14% of portfolio
3,826
Q2 2025 Added 188.54%
$187B
$759 Million 0.14% of portfolio
4,563
Q2 2025 Added 21.26%
$533B
$744 Million 0.14% of portfolio
2,179
Q3 2025 Added 0.74%
$35.1B
$680 Million 0.13% of portfolio
11,185
Q3 2025 Added 6.02%
$593B
$713 Million 0.13% of portfolio
2,535
Q3 2025 Reduced 23.99%
$183B
$691 Million 0.13% of portfolio
2,450
Q2 2025 Added 1.66%
$172B
$716 Million 0.13% of portfolio
16,289
Q3 2025 Reduced 0.66%
$75.4B
$677 Million 0.13% of portfolio
5,162
Q1 2025 Reduced 5.51%
$98.1B
$675 Million 0.13% of portfolio
3,948
Q3 2025 Reduced 10.72%
$59.5B
$663 Million 0.12% of portfolio
14,494
Q3 2025 Added 4.7%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $534 Billion
  • Prior Value $482 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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