OAK HILL WEALTH ADVISORS, LLC

Filed: 7/22/2025ACC: 0001085146-25-004022

📋 What this filing means

OAK HILL WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $482.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

145

Positions

$482.49M

Total AUM (reported)

4.55M

Total Shares

Allocation by class

COM$109.99M22.8%

VAN FTSE DEV MKT$39.68M8.2%

VALUE ETF$39.08M8.1%

DIV APP ETF$34.15M7.1%

GROWTH ETF$30.17M6.3%

LARGE CAP ETF$27.63M5.7%

MID CAP ETF$23.30M4.8%

Portfolio Concentration

Top 3$112.91M23.4%

4–10$154.88M32.1%

11–25$111.45M23.1%

Rest$103.26M21.4%

Top 3 weight

23.4%

Top 10 weight

55.5%

Voting Authority Distribution

Total shares with voting rights: 4.55M

Sole

Full voting authority

928.53K

% of voting shares20.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.62M

% of voting shares79.6%

Investment Discretion (by position count)

Sole145

Shared0

Other0

Dominant voting typeNone · 79.6% of voting shares

Institutional Holdings145

Rows:

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares697.20K

TypeSH

Market value$39.68M

8.22%

Sole

172.76K

Shared

0.00

None

524.44K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares219.40K

TypeSH

Market value$39.08M

8.10%

Sole

56.55K

Shared

0.00

None

162.84K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares165.78K

TypeSH

Market value$34.15M

7.08%

Sole

24.52K

Shared

0.00

None

141.27K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares68.83K

TypeSH

Market value$30.17M

6.25%

Sole

17.45K

Shared

0.00

None

51.38K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares96.55K

TypeSH

Market value$27.63M

5.73%

Sole

22.20K

Shared

0.00

None

74.35K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares82.60K

TypeSH

Market value$23.30M

4.83%

Sole

17.64K

Shared

0.00

None

64.96K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares418.44K

TypeSH

Market value$20.58M

4.27%

Sole

102.86K

Shared

0.00

None

315.58K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares143.78K

TypeSH

Market value$19.37M

4.01%

Sole

26.44K

Shared

0.00

None

117.34K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares79.33K

TypeSH

Market value$19.18M

3.97%

Sole

21.10K

Shared

0.00

None

58.22K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares295.17K

TypeSH

Market value$14.65M

3.04%

Sole

90.25K

Shared

0.00

None

204.92K

MICROSOFT CORP

SOLE

COM

Shares24.87K

TypeSH

Market value$12.35M

2.56%

Sole

3.46K

Shared

0.00

None

21.41K

APPLE INC

SOLE

COM

Shares57.84K

TypeSH

Market value$12.15M

2.52%

Sole

8.65K

Shared

0.00

None

49.19K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares140.83K

TypeSH

Market value$11.54M

2.39%

Sole

33.66K

Shared

0.00

None

107.17K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares125.03K

TypeSH

Market value$9.77M

2.03%

Sole

29.48K

Shared

0.00

None

95.55K

AMAZON COM INC

SOLE

COM

Shares42.48K

TypeSH

Market value$9.32M

1.93%

Sole

6.03K

Shared

0.00

None

36.45K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares95.74K

TypeSH

Market value$7.70M

1.60%

Sole

17K

Shared

0.00

None

78.74K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares77.82K

TypeSH

Market value$6.95M

1.44%

Sole

14.44K

Shared

0.00

None

63.38K

ALPHABET INC

SOLE

CAP STK CL A

Shares36.25K

TypeSH

Market value$6.32M

1.31%

Sole

3.42K

Shared

0.00

None

32.83K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares85.63K

TypeSH

Market value$6.23M

1.29%

Sole

21.02K

Shared

0.00

None

64.60K

PROCTER AND GAMBLE CO

SOLE

COM

Shares36.85K

TypeSH

Market value$5.82M

1.21%

Sole

1.88K

Shared

0.00

None

34.98K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares29.41K

TypeSH

Market value$5.77M

1.20%

Sole

2.88K

Shared

0.00

None

26.53K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares105.24K

TypeSH

Market value$4.82M

1.00%

Sole

24.73K

Shared

0.00

None

80.51K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares60.32K

TypeSH

Market value$4.61M

0.96%

Sole

14.09K

Shared

0.00

None

46.24K

VANGUARD BD INDEX FDS

SOLE

LONG TERM BOND

Shares65.19K

TypeSH

Market value$4.44M

0.92%

Sole

15.29K

Shared

0.00

None

49.91K

EXXON MOBIL CORP

SOLE

COM

Shares32.05K

TypeSH

Market value$3.66M

0.76%

Sole

1.40K

Shared

0.00

None

30.65K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	697.20K	SH	$39.68M 8.22%	172.76K	524.44K
VANGUARD INDEX FDSSOLE	VALUE ETF	219.40K	SH	$39.08M 8.10%	56.55K	162.84K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	165.78K	SH	$34.15M 7.08%	24.52K	141.27K
VANGUARD INDEX FDSSOLE	GROWTH ETF	68.83K	SH	$30.17M 6.25%	17.45K	51.38K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	96.55K	SH	$27.63M 5.73%	22.20K	74.35K
VANGUARD INDEX FDSSOLE	MID CAP ETF	82.60K	SH	$23.30M 4.83%	17.64K	64.96K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	418.44K	SH	$20.58M 4.27%	102.86K	315.58K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	143.78K	SH	$19.37M 4.01%	26.44K	117.34K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	79.33K	SH	$19.18M 3.97%	21.10K	58.22K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	295.17K	SH	$14.65M 3.04%	90.25K	204.92K
MICROSOFT CORPSOLE	COM	24.87K	SH	$12.35M 2.56%	3.46K	21.41K
APPLE INCSOLE	COM	57.84K	SH	$12.15M 2.52%	8.65K	49.19K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	140.83K	SH	$11.54M 2.39%	33.66K	107.17K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	125.03K	SH	$9.77M 2.03%	29.48K	95.55K
AMAZON COM INCSOLE	COM	42.48K	SH	$9.32M 1.93%	6.03K	36.45K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	95.74K	SH	$7.70M 1.60%	17K	78.74K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	77.82K	SH	$6.95M 1.44%	14.44K	63.38K
ALPHABET INCSOLE	CAP STK CL A	36.25K	SH	$6.32M 1.31%	3.42K	32.83K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	85.63K	SH	$6.23M 1.29%	21.02K	64.60K
PROCTER AND GAMBLE COSOLE	COM	36.85K	SH	$5.82M 1.21%	1.88K	34.98K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	29.41K	SH	$5.77M 1.20%	2.88K	26.53K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	105.24K	SH	$4.82M 1.00%	24.73K	80.51K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	60.32K	SH	$4.61M 0.96%	14.09K	46.24K
VANGUARD BD INDEX FDSSOLE	LONG TERM BOND	65.19K	SH	$4.44M 0.92%	15.29K	49.91K
EXXON MOBIL CORPSOLE	COM	32.05K	SH	$3.66M 0.76%	1.40K	30.65K

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