StockDriftsStockDriftsTop 50 Oak Hill Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 8.32% | 740.9K | $44.4M | +6.26%(+43.66K) | $50.63(+24.05%) | 2025-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.12% | 232.3K | $43.3M | +5.87%(+12.89K) | $166.78(+15.59%) | 2025-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.67% | 165.0K | $35.6M | -0.46%(-756) | $153.45(+44.99%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.43% | 71.5K | $34.3M | +3.89%(+2.67K) | $368.27(+34.43%) | 2025-09-30 | |
| VV | VANGUARD INDEX FDS | 5.49% | 95.1K | $29.3M | -1.47%(-1.42K) | $175.34(+81.74%) | 2025-09-30 | |
| VO | VANGUARD INDEX FDS | 4.54% | 82.6K | $24.2M | -0.06%(-48) | $205.89(+43.04%) | 2025-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.11% | 443.4K | $21.9M | +5.97%(+24.97K) | $49.48(-2.15%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 4.02% | 84.5K | $21.5M | +6.47%(+5.13K) | $200.61(+31.02%) | 2025-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.76% | 142.3K | $20.1M | -0.99%(-1.43K) | $109.26(+32.79%) | 2025-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.84% | 280.1K | $15.2M | -5.11%(-15.10K) | $42.24(+27.88%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +55.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.37% |
Oak Hill Wealth Advisors, Llc reports $533.65M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are VEA (8.3%), VTV (8.1%) and VIG (6.7%). The top 20 holdings account for 72.61% of reported assets. Its disclosed equity book has returned +55.51% cumulatively over 11 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oak Hill Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964849). View Oak Hill Wealth Advisors, Llc’s 13F filings on SEC