OAK HILL WEALTH ADVISORS, LLC

Filed: 2/7/2025ACC: 0001085146-25-000868

📋 What this filing means

OAK HILL WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $419.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

133

Positions

$419.57M

Total AUM (reported)

3.93M

Total Shares

Allocation by class

COM$103.27M24.6%

VALUE ETF$33.55M8.0%

DIV APP ETF$29.56M7.0%

LARGE CAP ETF$27.19M6.5%

VAN FTSE DEV MKT$26.44M6.3%

GROWTH ETF$26.15M6.2%

MID CAP ETF$21.41M5.1%

Portfolio Concentration

Top 3$90.30M21.5%

4–10$144.48M34.4%

11–25$102.37M24.4%

Rest$82.43M19.6%

Top 3 weight

21.5%

Top 10 weight

56.0%

Voting Authority Distribution

Total shares with voting rights: 3.93M

Sole

Full voting authority

2.81M

% of voting shares71.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.12M

% of voting shares28.4%

Investment Discretion (by position count)

Sole133

Shared0

Other0

Dominant voting typeSole · 71.6% of voting shares

Institutional Holdings133

Rows:

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares198.18K

TypeSH

Market value$33.55M

8.00%

Sole

150.16K

Shared

0.00

None

48.02K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares150.93K

TypeSH

Market value$29.56M

7.04%

Sole

98.77K

Shared

0.00

None

52.17K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares100.81K

TypeSH

Market value$27.19M

6.48%

Sole

80.21K

Shared

0.00

None

20.60K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares552.96K

TypeSH

Market value$26.44M

6.30%

Sole

420.42K

Shared

0.00

None

132.54K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares63.72K

TypeSH

Market value$26.15M

6.23%

Sole

48.54K

Shared

0.00

None

15.18K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares81.05K

TypeSH

Market value$21.41M

5.10%

Sole

62.54K

Shared

0.00

None

18.51K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares378.14K

TypeSH

Market value$18.55M

4.42%

Sole

279.03K

Shared

0.00

None

99.12K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares412.34K

TypeSH

Market value$18.16M

4.33%

Sole

314.26K

Shared

0.00

None

98.08K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares73.87K

TypeSH

Market value$17.75M

4.23%

Sole

57.22K

Shared

0.00

None

16.64K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares125.55K

TypeSH

Market value$16.02M

3.82%

Sole

90.45K

Shared

0.00

None

35.10K

APPLE INC

SOLE

COM

Shares58.01K

TypeSH

Market value$14.53M

3.46%

Sole

38.67K

Shared

0.00

None

19.34K

MICROSOFT CORP

SOLE

COM

Shares25.61K

TypeSH

Market value$10.79M

2.57%

Sole

14.05K

Shared

0.00

None

11.55K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares130.01K

TypeSH

Market value$10.44M

2.49%

Sole

92.60K

Shared

0.00

None

37.41K

AMAZON COM INC

SOLE

COM

Shares42.80K

TypeSH

Market value$9.39M

2.24%

Sole

26.07K

Shared

0.00

None

16.72K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares104.35K

TypeSH

Market value$8.06M

1.92%

Sole

77.39K

Shared

0.00

None

26.96K

ALPHABET INC

SOLE

CAP STK CL A

Shares36.01K

TypeSH

Market value$6.82M

1.62%

Sole

24.67K

Shared

0.00

None

11.34K

PROCTER AND GAMBLE CO

SOLE

COM

Shares35.78K

TypeSH

Market value$6.00M

1.43%

Sole

17.86K

Shared

0.00

None

17.92K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares71.01K

TypeSH

Market value$5.68M

1.35%

Sole

51.67K

Shared

0.00

None

19.34K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares76.27K

TypeSH

Market value$5.48M

1.31%

Sole

55K

Shared

0.00

None

21.27K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares27.62K

TypeSH

Market value$5.25M

1.25%

Sole

19.73K

Shared

0.00

None

7.88K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares77.15K

TypeSH

Market value$5.24M

1.25%

Sole

54.63K

Shared

0.00

None

22.53K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares86.58K

TypeSH

Market value$3.93M

0.94%

Sole

64.32K

Shared

0.00

None

22.26K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares49.87K

TypeSH

Market value$3.73M

0.89%

Sole

36.70K

Shared

0.00

None

13.17K

VANGUARD BD INDEX FDS

SOLE

LONG TERM BOND

Shares52.84K

TypeSH

Market value$3.62M

0.86%

Sole

39.17K

Shared

0.00

None

13.67K

EXXON MOBIL CORP

SOLE

COM

Shares31.84K

TypeSH

Market value$3.42M

0.82%

Sole

14.17K

Shared

0.00

None

17.67K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	VALUE ETF	198.18K	SH	$33.55M 8.00%	150.16K	48.02K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	150.93K	SH	$29.56M 7.04%	98.77K	52.17K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	100.81K	SH	$27.19M 6.48%	80.21K	20.60K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	552.96K	SH	$26.44M 6.30%	420.42K	132.54K
VANGUARD INDEX FDSSOLE	GROWTH ETF	63.72K	SH	$26.15M 6.23%	48.54K	15.18K
VANGUARD INDEX FDSSOLE	MID CAP ETF	81.05K	SH	$21.41M 5.10%	62.54K	18.51K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	378.14K	SH	$18.55M 4.42%	279.03K	99.12K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	412.34K	SH	$18.16M 4.33%	314.26K	98.08K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	73.87K	SH	$17.75M 4.23%	57.22K	16.64K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	125.55K	SH	$16.02M 3.82%	90.45K	35.10K
APPLE INCSOLE	COM	58.01K	SH	$14.53M 3.46%	38.67K	19.34K
MICROSOFT CORPSOLE	COM	25.61K	SH	$10.79M 2.57%	14.05K	11.55K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	130.01K	SH	$10.44M 2.49%	92.60K	37.41K
AMAZON COM INCSOLE	COM	42.80K	SH	$9.39M 2.24%	26.07K	16.72K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	104.35K	SH	$8.06M 1.92%	77.39K	26.96K
ALPHABET INCSOLE	CAP STK CL A	36.01K	SH	$6.82M 1.62%	24.67K	11.34K
PROCTER AND GAMBLE COSOLE	COM	35.78K	SH	$6.00M 1.43%	17.86K	17.92K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	71.01K	SH	$5.68M 1.35%	51.67K	19.34K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	76.27K	SH	$5.48M 1.31%	55K	21.27K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	27.62K	SH	$5.25M 1.25%	19.73K	7.88K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	77.15K	SH	$5.24M 1.25%	54.63K	22.53K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	86.58K	SH	$3.93M 0.94%	64.32K	22.26K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	49.87K	SH	$3.73M 0.89%	36.70K	13.17K
VANGUARD BD INDEX FDSSOLE	LONG TERM BOND	52.84K	SH	$3.62M 0.86%	39.17K	13.67K
EXXON MOBIL CORPSOLE	COM	31.84K	SH	$3.42M 0.82%	14.17K	17.67K

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