Latest OAK HILL WEALTH ADVISORS, LLC Stock Portfolio
OAK HILL WEALTH ADVISORS, LLC Performance:
2025 Q3: 2.09%YTD: 2.8%2024: 1.75%
Performance for 2025 Q3 is 2.09%, and YTD is 2.8%, and 2024 is 1.75%.
About OAK HILL WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, OAK HILL WEALTH ADVISORS, LLC reported an equity portfolio of $533.6 Millions as of 30 Sep, 2025.
The top stock holdings of OAK HILL WEALTH ADVISORS, LLC are VEA, VB, VIG. The fund has invested 8.3% of it's portfolio in VANGUARD TAX-MANAGED FDS and 8.1% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off LOCKHEED MARTIN CORP (LMT) and LUCID GROUP INC (LCID) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), VANGUARD MUN BD FDS (VTEB) and ORACLE CORP (ORCL). OAK HILL WEALTH ADVISORS, LLC opened new stock positions in CAPITAL GRP FIXED INCM ETF T (CGCP), VANGUARD INSTL INDEX FD and HOME DEPOT INC (HD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD MALVERN FDS (VTIP) and VANGUARD MUN BD FDS (VTEB).
The top stock holdings of OAK HILL WEALTH ADVISORS, LLC are VEA, VB, VIG. The fund has invested 8.3% of it's portfolio in VANGUARD TAX-MANAGED FDS and 8.1% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off LOCKHEED MARTIN CORP (LMT) and LUCID GROUP INC (LCID) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), VANGUARD MUN BD FDS (VTEB) and ORACLE CORP (ORCL). OAK HILL WEALTH ADVISORS, LLC opened new stock positions in CAPITAL GRP FIXED INCM ETF T (CGCP), VANGUARD INSTL INDEX FD and HOME DEPOT INC (HD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD MALVERN FDS (VTIP) and VANGUARD MUN BD FDS (VTEB).
OAK HILL WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that OAK HILL WEALTH ADVISORS, LLC made a return of 2.09% in the last quarter. In trailing 12 months, it's portfolio return was 2.8%.
New Buys
| Ticker | $ Bought |
|---|---|
| capital grp fixed incm etf t | 563,982 |
| vanguard instl index fd | 340,268 |
| home depot inc | 213,940 |
| ishares inc | 212,856 |
| vanguard world fd | 201,376 |
New stocks bought by OAK HILL WEALTH ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 180 |
| vanguard malvern fds | 154 |
| vanguard mun bd fds | 140 |
| capital grp fixed incm etf t | 115 |
| capital grp fixed incm etf t | 106 |
| vanguard malvern fds | 103 |
| vanguard whitehall fds | 103 |
| allspring exchange traded fu | 81.62 |
Additions to existing portfolio by OAK HILL WEALTH ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| adobe inc | -32.56 |
| vanguard mun bd fds | -32.49 |
| oracle corp | -23.99 |
| kinder morgan inc del | -17.22 |
| csx corp | -15.17 |
| bwx technologies inc | -11.91 |
| air prods & chems inc | -11.03 |
| blackstone inc | -10.72 |
OAK HILL WEALTH ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| lucid group inc | -23,000 |
| lockheed martin corp | -431,525 |
OAK HILL WEALTH ADVISORS, LLC got rid off the above stocks
Sector Distribution
OAK HILL WEALTH ADVISORS, LLC has about 76.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 76.1 |
| Technology | 6.7 |
| Healthcare | 3.1 |
| Consumer Defensive | 2.8 |
| Communication Services | 2.4 |
| Industrials | 2.3 |
| Consumer Cyclical | 2.3 |
| Financial Services | 1.9 |
| Energy | 1.3 |
Market Cap. Distribution
OAK HILL WEALTH ADVISORS, LLC has about 23.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 76.1 |
| MEGA-CAP | 15.6 |
| LARGE-CAP | 7.9 |
Stocks belong to which Index?
About 23.5% of the stocks held by OAK HILL WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 76.3 |
| S&P 500 | 23.5 |
OAK HILL WEALTH ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of OAK HILL WEALTH ADVISORS, LLC
OAK HILL WEALTH ADVISORS, LLC has 148 stocks in it's portfolio. About 54.3% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for OAK HILL WEALTH ADVISORS, LLC last quarter.
Last Reported on: 30 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.77 | 57,992 | 14,766,600 | added | 0.26 | ||
| ABBV | abbvie inc | 0.76 | 17,395 | 4,027,640 | reduced | -0.62 | ||
| ABT | abbott labs | 0.36 | 14,246 | 1,908,110 | added | 0.16 | ||
| ADBE | adobe inc | 0.04 | 607 | 214,119 | reduced | -32.56 | ||
| ADP | automatic data processing in | 0.38 | 6,829 | 2,004,310 | reduced | -3.27 | ||
| AEP | american elec pwr co inc | 0.08 | 3,850 | 433,125 | reduced | -8.85 | ||
| AFL | aflac inc | 0.47 | 22,319 | 2,493,030 | unchanged | 0.00 | ||
| AJG | gallagher arthur j & co | 0.07 | 1,159 | 358,989 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.08 | 2,756 | 445,893 | added | 0.95 | ||
| AMGN | amgen inc | 0.13 | 2,450 | 691,390 | unchanged | 0.00 | ||
| AMT | american tower corp new | 0.14 | 3,826 | 735,816 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 1.73 | 42,096 | 9,243,020 | reduced | -0.89 | ||
| APD | air prods & chems inc | 0.08 | 1,614 | 440,170 | reduced | -11.03 | ||
| AVGO | broadcom inc | 0.22 | 3,608 | 1,190,320 | reduced | -1.42 | ||
| AWR | amer states wtr co | 0.04 | 2,800 | 205,296 | unchanged | 0.00 | ||
| AYI | acuity inc | 0.06 | 855 | 294,453 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.06 | 6,182 | 318,929 | reduced | -6.64 | ||
| BBAX | j p morgan exchange traded f | 0.06 | 6,421 | 324,068 | reduced | -0.45 | ||
| BDX | becton dickinson & co | 0.23 | 6,588 | 1,233,080 | reduced | -1.66 | ||
| BIV | vanguard bd index fds | 1.95 | 131,704 | 10,392,700 | added | 5.34 | ||