Filed: 4/23/2025ACC: 0001085146-25-002288
📋 What this filing means
OAK HILL WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $431.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$431.12M
Total AUM (reported)
4.20M
Total Shares
Allocation by class
COM$102.66M23.8%
VALUE ETF$35.47M8.2%
VAN FTSE DEV MKT$32.65M7.6%
DIV APP ETF$30.62M7.1%
LARGE CAP ETF$25.32M5.9%
GROWTH ETF$24.07M5.6%
MID CAP ETF$20.86M4.8%
Portfolio Concentration
Top 3$98.74M22.9%
4–10$138.51M32.1%
11–25$102.81M23.8%
Rest$91.07M21.1%
Top 3 weight
22.9%
Top 10 weight
55.0%
Voting Authority Distribution
Total shares with voting rights: 4.20M
Sole
Full voting authority
1.77M
shares
% of voting shares42.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.42M
shares
% of voting shares57.8%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeNone · 57.8% of voting shares
Institutional Holdings138
Rows:
VANGUARD INDEX FDS
SOLEShares205.33K
TypeSH
Market value$35.47M
8.23%
Sole
94.93K
Shared
0.00
None
110.39K
VANGUARD TAX-MANAGED FDS
SOLEShares642.42K
TypeSH
Market value$32.65M
7.57%
Sole
279.60K
Shared
0.00
None
362.82K
VANGUARD SPECIALIZED FUNDS
SOLEShares157.83K
TypeSH
Market value$30.62M
7.10%
Sole
59.29K
Shared
0.00
None
98.54K
VANGUARD INDEX FDS
SOLEShares98.52K
TypeSH
Market value$25.32M
5.87%
Sole
51.89K
Shared
0.00
None
46.63K
VANGUARD INDEX FDS
SOLEShares64.91K
TypeSH
Market value$24.07M
5.58%
Sole
29.86K
Shared
0.00
None
35.05K
VANGUARD INDEX FDS
SOLEShares80.67K
TypeSH
Market value$20.86M
4.84%
Sole
42.47K
Shared
0.00
None
38.20K
VANGUARD CHARLOTTE FDS
SOLEShares400.59K
TypeSH
Market value$19.56M
4.54%
Sole
175.52K
Shared
0.00
None
225.07K
VANGUARD INDEX FDS
SOLEShares75.93K
TypeSH
Market value$16.84M
3.91%
Sole
37.90K
Shared
0.00
None
38.03K
VANGUARD WHITEHALL FDS
SOLEShares128.26K
TypeSH
Market value$16.54M
3.84%
Sole
55.18K
Shared
0.00
None
73.08K
VANGUARD INTL EQUITY INDEX F
SOLEShares338.38K
TypeSH
Market value$15.32M
3.55%
Sole
175.25K
Shared
0.00
None
163.14K
APPLE INC
SOLEShares58.27K
TypeSH
Market value$12.94M
3.00%
Sole
19.32K
Shared
0.00
None
38.95K
VANGUARD SCOTTSDALE FDS
SOLEShares133.26K
TypeSH
Market value$10.90M
2.53%
Sole
58.89K
Shared
0.00
None
74.37K
MICROSOFT CORP
SOLEShares24.90K
TypeSH
Market value$9.35M
2.17%
Sole
7.20K
Shared
0.00
None
17.70K
VANGUARD BD INDEX FDS
SOLEShares115.08K
TypeSH
Market value$9.01M
2.09%
Sole
47.95K
Shared
0.00
None
67.14K
AMAZON COM INC
SOLEShares43.90K
TypeSH
Market value$8.35M
1.94%
Sole
12.87K
Shared
0.00
None
31.03K
VANGUARD WHITEHALL FDS
SOLEShares86.36K
TypeSH
Market value$6.36M
1.48%
Sole
37.35K
Shared
0.00
None
49.01K
PROCTER AND GAMBLE CO
SOLEShares36.83K
TypeSH
Market value$6.28M
1.46%
Sole
10.53K
Shared
0.00
None
26.30K
VANGUARD WHITEHALL FDS
SOLEShares74.64K
TypeSH
Market value$6.19M
1.44%
Sole
28.84K
Shared
0.00
None
45.80K
VANGUARD BD INDEX FDS
SOLEShares82.57K
TypeSH
Market value$6.06M
1.41%
Sole
36.57K
Shared
0.00
None
46K
ALPHABET INC
SOLEShares36.71K
TypeSH
Market value$5.68M
1.32%
Sole
7.82K
Shared
0.00
None
28.89K
VANGUARD INDEX FDS
SOLEShares29.41K
TypeSH
Market value$5.07M
1.18%
Sole
8.02K
Shared
0.00
None
21.39K
VANGUARD SCOTTSDALE FDS
SOLEShares96.01K
TypeSH
Market value$4.45M
1.03%
Sole
39.88K
Shared
0.00
None
56.13K
VANGUARD BD INDEX FDS
SOLEShares55.33K
TypeSH
Market value$4.24M
0.98%
Sole
22.86K
Shared
0.00
None
32.47K
VANGUARD BD INDEX FDS
SOLEShares59.18K
TypeSH
Market value$4.17M
0.97%
Sole
24.59K
Shared
0.00
None
34.59K
EXXON MOBIL CORP
SOLEShares31.74K
TypeSH
Market value$3.78M
0.88%
Sole
8.67K
Shared
0.00
None
23.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 205.33K | SH | $35.47M 8.23% | 94.93K | 0.00 | 110.39K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 642.42K | SH | $32.65M 7.57% | 279.60K | 0.00 | 362.82K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 157.83K | SH | $30.62M 7.10% | 59.29K | 0.00 | 98.54K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 98.52K | SH | $25.32M 5.87% | 51.89K | 0.00 | 46.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 64.91K | SH | $24.07M 5.58% | 29.86K | 0.00 | 35.05K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 80.67K | SH | $20.86M 4.84% | 42.47K | 0.00 | 38.20K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 400.59K | SH | $19.56M 4.54% | 175.52K | 0.00 | 225.07K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 75.93K | SH | $16.84M 3.91% | 37.90K | 0.00 | 38.03K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 128.26K | SH | $16.54M 3.84% | 55.18K | 0.00 | 73.08K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 338.38K | SH | $15.32M 3.55% | 175.25K | 0.00 | 163.14K |
APPLE INCSOLE | COM | 58.27K | SH | $12.94M 3.00% | 19.32K | 0.00 | 38.95K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 133.26K | SH | $10.90M 2.53% | 58.89K | 0.00 | 74.37K |
MICROSOFT CORPSOLE | COM | 24.90K | SH | $9.35M 2.17% | 7.20K | 0.00 | 17.70K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 115.08K | SH | $9.01M 2.09% | 47.95K | 0.00 | 67.14K |
AMAZON COM INCSOLE | COM | 43.90K | SH | $8.35M 1.94% | 12.87K | 0.00 | 31.03K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 86.36K | SH | $6.36M 1.48% | 37.35K | 0.00 | 49.01K |
PROCTER AND GAMBLE COSOLE | COM | 36.83K | SH | $6.28M 1.46% | 10.53K | 0.00 | 26.30K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 74.64K | SH | $6.19M 1.44% | 28.84K | 0.00 | 45.80K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 82.57K | SH | $6.06M 1.41% | 36.57K | 0.00 | 46K |
ALPHABET INCSOLE | CAP STK CL A | 36.71K | SH | $5.68M 1.32% | 7.82K | 0.00 | 28.89K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 29.41K | SH | $5.07M 1.18% | 8.02K | 0.00 | 21.39K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 96.01K | SH | $4.45M 1.03% | 39.88K | 0.00 | 56.13K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 55.33K | SH | $4.24M 0.98% | 22.86K | 0.00 | 32.47K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 59.18K | SH | $4.17M 0.97% | 24.59K | 0.00 | 34.59K |
EXXON MOBIL CORPSOLE | COM | 31.74K | SH | $3.78M 0.88% | 8.67K | 0.00 | 23.07K |
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