OAK HILL WEALTH ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    lansdowne, VA
  • Num holdings

    148

  • Value ($000)

    $533,649

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001964849
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$44.39M
8 %

740,868

VTV

VANGUARD INDEX FDS

VALUE ETF
$43.32M
8 %

232,281

VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$35.61M
7 %

165,029

VUG

VANGUARD INDEX FDS

GROWTH ETF
$34.3M
6 %

71,508

VV

VANGUARD INDEX FDS

LARGE CAP ETF
$29.29M
6 %

95,130

VO

VANGUARD INDEX FDS

MID CAP ETF
$24.25M
5 %

82,551

BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$21.93M
4 %

443,406

VB

VANGUARD INDEX FDS

SMALL CP ETF
$21.48M
4 %

84,461

VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$20.06M
4 %

142,348

VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$15.17M
3 %

280,071

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