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OAK HILL WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1964849 · latest 13F-HR filed 2025-10-30

Backtest portfolio

OAK HILL WEALTH ADVISORS, LLC manages $533.6M in 13F-reported U.S. long-equity assets across 148 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are VEA (8.32%), VTV (8.12%), VIG (6.67%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 5 new positions and exited 2; 73 existing positions rose in reported value and 27 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$533.6M

Long-equity book

Holdings
148

Distinct positions

Period
2025-09-30

Filed 2025-10-30

Q/Q Activity
+5 / −2 / ↑73 / ↓27

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
VEA8.3% · +6%VTV8.1% · +6%VIG6.7% · -0%VUG6.4% · +4%VV5.5% · -2%VO4.5% · -0%BNDX4.1% · +6%VB4.0% · +6%VYM3.8% · -1%VWO2.8% · -5%AAPL2.8% · +0%VCIT2.5% · +12%MSFT2.4% · -0%BSV1.9% · +5%AMZN1.7% · -1%GOOGL1.6% · -0%VYMI1.5% · +1%VIGI1.4% · +6%BND1.3% · +6%VXF1.2% · -0%PG1.0% · -3%VMBS1.0% · +7%BIV0.9% · +5%BLV0.9% · +6%ABBV0.8% · -1%XOM0.7% · +0%JNJ0.7% · -1%VGLT0.7% · +6%JPM0.7% · +0%APLU0.6% · +82%VCRB0.6% · +154%CGMS0.5% · +106%MO0.5% · -2%CGDG0.5% · +33%VTI0.5% · -1%CGMU0.5% · +34%CGDV0.5% · +50%AFL0.5% · 0%NVDA0.4% · -8%LLY0.4% · -0%VWOB0.4% · +103%ADP0.4% · -3%CVX0.4% · 0%ABT0.4% · +0%GOOG0.3% · +0%VGSH0.3% · +5%VPLS0.3% · +103%CGGR0.3% · +56%PM0.3% · -6%VTEI0.3% · +27%NSC0.3% · 0%IBM0.3% · 0%CGCP0.3% · +116%VCLT0.3% · +181%LHX0.3% · 0%BLK0.2% · +0%BDX0.2% · -2%AVGO0.2% · -1%BRK.B0.2% · +3%PSX0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 54.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 26, 2025.

Assets Under Management
$603.2M
Discretionary
$553.8M
Employees
10
Accounts
1,191
Address
19415 DEERFIELD AVE
SUITE 203
LANSDOWNE, VA 20176
Phone
(703) 673-7034
Website
Name Title / Status Ownership Type
CHRIST, NEIL, LAMBDIN ControlCHIEF COMPLIANCE OFFICER
since Nov 2024
Less than 5%Individual
LARKIN, PATRICK, WALLACE ControlMANAGING MEMBER
since Jan 2022
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Jan 25, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Nov 15, 2024 filing
  • No longer listedBROWN, BONNY, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2023
  • AddedCHRIST, NEIL, LAMBDIN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 3, 2023 filing
  • No longer listedSCHMIDT, TIMOTHY, WAYNE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2022
  • AddedBROWN, BONNY, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 25, 2022 filing (earliest on record)
  • ListedLARKIN, PATRICK, WALLACE · MANAGING MEMBER · 75% or more · control person
  • ListedSCHMIDT, TIMOTHY, WAYNE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 73 →

Top Trims

Show all 27 →

New Positions

Show all 5 →

Exited Positions

Show all 2 →

OAK HILL WEALTH ADVISORS, LLC Holdings (2025-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $44.4M 8.32% 740,868 SH
2 VANGUARD INDEX FDS VTV 922908744 $43.3M 8.12% 232,281 SH
3 VANGUARD SPECIALIZED FUNDS VIG 921908844 $35.6M 6.67% 165,029 SH
4 VANGUARD INDEX FDS VUG 922908736 $34.3M 6.43% 71,508 SH
5 VANGUARD INDEX FDS VV 922908637 $29.3M 5.49% 95,130 SH
6 VANGUARD INDEX FDS VO 922908629 $24.2M 4.54% 82,551 SH
7 VANGUARD CHARLOTTE FDS BNDX 92203J407 $21.9M 4.11% 443,406 SH
8 VANGUARD INDEX FDS VB 922908751 $21.5M 4.02% 84,461 SH
9 VANGUARD WHITEHALL FDS VYM 921946406 $20.1M 3.76% 142,348 SH
10 VANGUARD INTL EQUITY INDEX F VWO 922042858 $15.2M 2.84% 280,071 SH
11 APPLE INC AAPL 037833100 $14.8M 2.77% 57,992 SH
12 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $13.2M 2.48% 157,268 SH
13 MICROSOFT CORP MSFT 594918104 $12.8M 2.40% 24,776 SH
14 VANGUARD BD INDEX FDS BSV 921937827 $10.4M 1.95% 131,704 SH
15 AMAZON COM INC AMZN 023135106 $9.2M 1.73% 42,096 SH
16 ALPHABET INC GOOGL 02079K305 $8.8M 1.65% 36,231 SH
17 VANGUARD WHITEHALL FDS VYMI 921946794 $8.2M 1.54% 97,059 SH
18 VANGUARD WHITEHALL FDS VIGI 921946810 $7.4M 1.38% 82,383 SH
19 VANGUARD BD INDEX FDS BND 921937835 $6.7M 1.26% 90,582 SH
20 VANGUARD INDEX FDS VXF 922908652 $6.1M 1.15% 29,369 SH
21 PROCTER AND GAMBLE CO PG 742718109 $5.5M 1.03% 35,815 SH
22 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $5.3M 0.99% 112,208 SH
23 VANGUARD BD INDEX FDS BIV 921937819 $5.0M 0.93% 63,392 SH
24 VANGUARD BD INDEX FDS BLV 921937793 $4.9M 0.92% 69,308 SH
25 ABBVIE INC ABBV 00287Y109 $4.0M 0.75% 17,395 SH
26 EXXON MOBIL CORP XOM 30231G102 $3.6M 0.68% 32,208 SH
27 JOHNSON & JOHNSON JNJ 478160104 $3.5M 0.66% 19,041 SH
28 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $3.5M 0.66% 61,783 SH
29 JPMORGAN CHASE & CO. JPM 46625H100 $3.5M 0.66% 11,093 SH
30 ALLSPRING EXCHANGE TRADED FU APLU 01989A209 $3.3M 0.61% 129,489 SH
31 VANGUARD MALVERN FDS VCRB 922020748 $3.3M 0.61% 41,560 SH
32 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $2.9M 0.55% 105,338 SH
33 ALTRIA GROUP INC MO 02209S103 $2.9M 0.54% 43,609 SH
34 CAPITAL GROUP DIVIDEND GROWE CGDG 14021L109 $2.8M 0.52% 79,464 SH
35 VANGUARD INDEX FDS VTI 922908769 $2.6M 0.50% 8,065 SH
36 CAPITAL GRP FIXED INCM ETF T CGMU 14020Y201 $2.6M 0.48% 94,489 SH
37 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $2.5M 0.47% 59,999 SH
38 AFLAC INC AFL 001055102 $2.5M 0.47% 22,319 SH
39 NVIDIA CORPORATION NVDA 67066G104 $2.4M 0.44% 12,636 SH
40 ELI LILLY & CO LLY 532457108 $2.2M 0.41% 2,901 SH
41 VANGUARD WHITEHALL FDS VWOB 921946885 $2.1M 0.39% 30,836 SH
42 AUTOMATIC DATA PROCESSING IN ADP 053015103 $2.0M 0.38% 6,829 SH
43 CHEVRON CORP NEW CVX 166764100 $2.0M 0.37% 12,755 SH
44 ABBOTT LABS ABT 002824100 $1.9M 0.36% 14,246 SH
45 ALPHABET INC GOOG 02079K107 $1.9M 0.35% 7,663 SH
46 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $1.9M 0.35% 31,534 SH
47 VANGUARD MALVERN FDS VPLS 922020755 $1.8M 0.34% 23,100 SH
48 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $1.7M 0.32% 38,969 SH
49 PHILIP MORRIS INTL INC PM 718172109 $1.7M 0.32% 10,533 SH
50 VANGUARD MUN BD FDS VTEI 922907738 $1.7M 0.32% 16,781 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-10-30 $533.6M 148 0001964849-25-000004
2025-06-30 2025-07-22 $482.5M 145 0001085146-25-004022