§ 13F · FUND PROFILE
OAK HILL WEALTH ADVISORS, LLC.
AUM · $534M (13F)Positions · 148Turnover · n/a · Q3Filed · Oct 30, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 30, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 741K | $44M | 8.3% | +6% |
| 2 | VTV | VANGUARD INDEX FDS | 232K | $43M | 8.1% | +6% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 165K | $36M | 6.7% | ±0% |
| 4 | VUG | VANGUARD INDEX FDS | 72K | $34M | 6.4% | +4% |
| 5 | VV | VANGUARD INDEX FDS | 95K | $29M | 5.5% | −1% |
| 6 | VO | VANGUARD INDEX FDS | 83K | $24M | 4.5% | ±0% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 443K | $22M | 4.1% | +6% |
| 8 | VB | VANGUARD INDEX FDS | 84K | $21M | 4.0% | +6% |
| 9 | VYM | VANGUARD WHITEHALL FDS | 142K | $20M | 3.8% | −1% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 280K | $15M | 2.8% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAK SIGNAL
AC read
OAK HILL WEALTH ADVISORS, LLC is a Other fund managing $534 million in assets. The fund runs a portfolio of 148 positions.
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