OAK HILL WEALTH ADVISORS, LLC

CIK 0001964849 • 3 13F filings • Apr 23, 2025 – Oct 30, 2025

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Filer information

Filed by: OAK HILL WEALTH ADVISORS, LLC, Chief Compliance Officer
Address: 19415 DEERFIELD AVE, SUITE 203, LANSDOWNE, VA, 20176
Phone: 703-673-7042
AUM: $533.6M

AUM over time

$533.6M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $533.6M148 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$606K	0.1%Prev: 0.1%	3,905 SH	Increased
ABBOTT LABS	COM	$1.9M	0.4%Prev: 0.4%	14,246 SH	Increased+23 SH
ABBVIE INC	COM	$4.0M	0.8%Prev: 0.7%	17,395 SH	Increased-108 SH
ACUITY INC	COM	$294K	0.1%Prev: 0.1%	855 SH	Increased
ADOBE INC	COM	$214K	0.0%Prev: 0.1%	607 SH	Decreased-293 SH
ADVANCED MICRO DEVICES INC	COM	$446K	0.1%Prev: 0.1%	2,756 SH	Increased+26 SH
AFLAC INC	COM	$2.5M	0.5%Prev: 0.5%	22,319 SH	Increased
AIR PRODS & CHEMS INC	COM	$440K	0.1%Prev: 0.1%	1,614 SH	Decreased-200 SH
ALLSPRING EXCHANGE TRADED FU	CORE PLUS ETF	$3.3M	0.6%Prev: 0.4%	129,489 SH	Increased+58,193 SH
ALPHABET INC	CAP STK CL A	$8.8M	1.7%Prev: 1.3%	36,231 SH	Increased-20 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.3%Prev: 0.3%	7,663 SH	Increased+15 SH
ALTRIA GROUP INC	COM	$2.9M	0.5%Prev: 0.5%	43,609 SH	Increased-857 SH
AMAZON COM INC	COM	$9.2M	1.7%Prev: 1.9%	42,096 SH	Decreased-379 SH
AMER STATES WTR CO	COM	$205K	0.0%Prev: 0.0%	2,800 SH	Decreased
AMERICAN ELEC PWR CO INC	COM	$433K	0.1%Prev: 0.1%	3,850 SH	Decreased-374 SH
AMERICAN TOWER CORP NEW	COM	$736K	0.1%Prev: 0.2%	3,826 SH	Decreased
AMGEN INC	COM	$691K	0.1%Prev: 0.2%	2,450 SH	Decreased
APPLE INC	COM	$14.8M	2.8%Prev: 2.5%	57,992 SH	Increased+148 SH
AT&T INC	COM	$969K	0.2%Prev: 0.2%	34,302 SH	Decreased-210 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.0M	0.4%Prev: 0.4%	6,829 SH	Decreased-231 SH
BANK AMERICA CORP	COM	$319K	0.1%Prev: 0.1%	6,182 SH	Increased-440 SH
BECTON DICKINSON & CO	COM	$1.2M	0.2%Prev: 0.2%	6,588 SH	Increased-111 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.2%Prev: 0.2%	2,339 SH	Increased+60 SH
BLACKROCK INC	COM	$1.3M	0.2%Prev: 0.2%	1,095 SH	Increased+4 SH
BLACKSTONE INC	COM	$675K	0.1%Prev: 0.1%	3,948 SH	Decreased-474 SH
BROADCOM INC	COM	$1.2M	0.2%Prev: 0.2%	3,608 SH	Increased-52 SH
BWX TECHNOLOGIES INC	COM	$382K	0.1%Prev: 0.1%	2,070 SH	Increased-280 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$2.8M	0.5%Prev: 0.4%	79,464 SH	Increased+19,887 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.5M	0.5%Prev: 0.3%	59,999 SH	Increased+20,131 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.7M	0.3%Prev: 0.2%	38,969 SH	Increased+14,052 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$1.5M	0.3%Prev: 0.1%	66,095 SH	Increased+35,428 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$558K	0.1%Prev: 0.1%	22,078 SH	Increased+9,718 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.6M	0.5%Prev: 0.4%	94,489 SH	Increased+23,705 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$564K	0.1%	21,708 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$700K	0.1%Prev: 0.1%	26,553 SH	Increased+8,119 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.9M	0.5%Prev: 0.3%	105,338 SH	Increased+54,215 SH
CATERPILLAR INC	COM	$1.1M	0.2%Prev: 0.2%	2,219 SH	Increased
CHEVRON CORP NEW	COM	$2.0M	0.4%Prev: 0.4%	12,755 SH	Increased
CISCO SYS INC	COM	$617K	0.1%Prev: 0.1%	9,015 SH	Decreased-44 SH
CITIGROUP INC	COM NEW	$826K	0.2%Prev: 0.1%	8,137 SH	Increased+8 SH
COCA COLA CO	COM	$1.1M	0.2%Prev: 0.2%	16,127 SH	Decreased
COSTCO WHSL CORP NEW	COM	$900K	0.2%Prev: 0.2%	972 SH	Decreased+2 SH
CROWN CASTLE INC	COM	$251K	0.0%Prev: 0.1%	2,600 SH	Decreased
CSX CORP	COM	$283K	0.1%Prev: 0.1%	7,966 SH	Decreased-1,425 SH
CVS HEALTH CORP	COM	$306K	0.1%Prev: 0.1%	4,054 SH	Increased-265 SH
DEERE & CO	COM	$287K	0.1%Prev: 0.1%	627 SH	Decreased
DISNEY WALT CO	COM	$316K	0.1%Prev: 0.1%	2,757 SH	Decreased-85 SH
DOMINION ENERGY INC	COM	$586K	0.1%Prev: 0.1%	9,582 SH	Increased-430 SH
DOVER CORP	COM	$217K	0.0%Prev: 0.1%	1,300 SH	Decreased-100 SH
DUKE ENERGY CORP NEW	COM NEW	$884K	0.2%Prev: 0.2%	7,147 SH	Increased-456 SH
EATON CORP PLC	SHS	$492K	0.1%Prev: 0.1%	1,315 SH	Increased+15 SH
ELI LILLY & CO	COM	$2.2M	0.4%Prev: 0.5%	2,901 SH	Decreased-8 SH
EMERSON ELEC CO	COM	$677K	0.1%Prev: 0.1%	5,162 SH	Decreased
EXXON MOBIL CORP	COM	$3.6M	0.7%Prev: 0.8%	32,208 SH	Decreased+157 SH
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$1.1M	0.2%Prev: 0.1%	45,463 SH	Increased+17,875 SH
GALLAGHER ARTHUR J & CO	COM	$359K	0.1%Prev: 0.1%	1,159 SH	Decreased
GE AEROSPACE	COM NEW	$662K	0.1%Prev: 0.1%	2,200 SH	Increased-26 SH
GE VERNOVA INC	COM	$340K	0.1%Prev: 0.1%	553 SH	Increased-6 SH
GENERAL MLS INC	COM	$315K	0.1%Prev: 0.1%	6,253 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$398K	0.1%Prev: 0.1%	500 SH	Increased
HALOZYME THERAPEUTICS INC	COM	$785K	0.1%Prev: 0.1%	10,700 SH	Increased
HANESBRANDS INC	COM	$86K	0.0%Prev: 0.0%	13,000 SH	Increased
HOME DEPOT INC	COM	$214K	0.0%	528 SH	New
HONEYWELL INTL INC	COM	$344K	0.1%Prev: 0.1%	1,636 SH	Decreased
HOOKER FURNISHINGS CORPORATI	COM	$105K	0.0%Prev: 0.0%	10,330 SH	Decreased
HORMEL FOODS CORP	COM	$421K	0.1%Prev: 0.1%	17,000 SH	Decreased
IDEXX LABS INC	COM	$447K	0.1%Prev: 0.1%	700 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$1.5M	0.3%Prev: 0.3%	5,394 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$975K	0.2%Prev: 0.2%	21,868 SH	Increased
ISHARES INC	CORE MSCI EMKT	$213K	0.0%	3,229 SH	New
ISHARES TR	CORE S&P500 ETF	$341K	0.1%Prev: 0.1%	510 SH	Increased
ISHARES TR	SELECT DIVID ETF	$210K	0.0%Prev: 0.0%	1,478 SH	Increased
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$324K	0.1%Prev: 0.1%	6,421 SH	Increased-29 SH
JOHNSON & JOHNSON	COM	$3.5M	0.7%Prev: 0.6%	19,041 SH	Increased-186 SH
JPMORGAN CHASE & CO.	COM	$3.5M	0.7%Prev: 0.6%	11,093 SH	Increased+32 SH
KIMBERLY-CLARK CORP	COM	$225K	0.0%Prev: 0.0%	1,810 SH	Decreased
KINDER MORGAN INC DEL	COM	$211K	0.0%Prev: 0.1%	7,450 SH	Decreased-1,550 SH
L3HARRIS TECHNOLOGIES INC	COM	$1.3M	0.3%Prev: 0.2%	4,396 SH	Increased
LINDE PLC	SHS	$213K	0.0%Prev: 0.0%	449 SH	Increased
LOWES COS INC	COM	$359K	0.1%Prev: 0.1%	1,429 SH	Increased
MCDONALDS CORP	COM	$944K	0.2%Prev: 0.2%	3,108 SH	Increased+13 SH
MERCK & CO INC	COM	$259K	0.0%Prev: 0.1%	3,085 SH	Decreased-334 SH
MICROSOFT CORP	COM	$12.8M	2.4%Prev: 2.6%	24,776 SH	Increased-91 SH
NEXTERA ENERGY INC	COM	$631K	0.1%Prev: 0.1%	8,359 SH	Increased-94 SH
NORFOLK SOUTHN CORP	COM	$1.6M	0.3%Prev: 0.3%	5,260 SH	Increased
NORTHROP GRUMMAN CORP	COM	$413K	0.1%Prev: 0.1%	677 SH	Increased
NVIDIA CORPORATION	COM	$2.4M	0.4%Prev: 0.5%	12,636 SH	Increased-1,077 SH
ORACLE CORP	COM	$713K	0.1%Prev: 0.2%	2,535 SH	Decreased-800 SH
PAYCHEX INC	COM	$233K	0.0%Prev: 0.1%	1,840 SH	Decreased
PEPSICO INC	COM	$868K	0.2%Prev: 0.2%	6,183 SH	Increased
PFIZER INC	COM	$208K	0.0%Prev: 0.0%	8,162 SH	Decreased+20 SH
PHILIP MORRIS INTL INC	COM	$1.7M	0.3%Prev: 0.4%	10,533 SH	Decreased-632 SH
PHILLIPS 66	COM	$1.1M	0.2%Prev: 0.2%	8,405 SH	Increased
PRINCIPAL EXCHANGE TRADED FD	ACTIVE HIGH YL	$292K	0.1%Prev: 0.1%	15,002 SH	Increased
PROCTER AND GAMBLE CO	COM	$5.5M	1.0%Prev: 1.2%	35,815 SH	Decreased-1,036 SH
QUALCOMM INC	COM	$759K	0.1%Prev: 0.2%	4,563 SH	Increased
REALTY INCOME CORP	COM	$680K	0.1%Prev: 0.1%	11,185 SH	Increased+635 SH
RPM INTL INC	COM	$401K	0.1%Prev: 0.1%	3,400 SH	Increased
RTX CORPORATION	COM	$845K	0.2%Prev: 0.2%	5,053 SH	Increased+42 SH
SALESFORCE INC	COM	$204K	0.0%Prev: 0.1%	862 SH	Decreased-100 SH
SOUTHERN CO	COM	$424K	0.1%Prev: 0.1%	4,475 SH	Increased
STARBUCKS CORP	COM	$1.1M	0.2%Prev: 0.3%	13,487 SH	Decreased-706 SH
SYSCO CORP	COM	$253K	0.0%Prev: 0.0%	3,067 SH	Increased
TARGET CORP	COM	$225K	0.0%Prev: 0.1%	2,512 SH	Decreased-13 SH
THOMSON REUTERS CORP	COM	$383K	0.1%Prev: 0.1%	2,463 SH	Decreased
TRUIST FINL CORP	COM	$663K	0.1%Prev: 0.1%	14,494 SH	Increased+650 SH
UNION PAC CORP	COM	$369K	0.1%Prev: 0.1%	1,563 SH	Increased+15 SH
UNITEDHEALTH GROUP INC	COM	$908K	0.2%Prev: 0.2%	2,630 SH	Increased-100 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$5.0M	0.9%Prev: 1.0%	63,392 SH	Increased+3,068 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$4.9M	0.9%Prev: 0.9%	69,308 SH	Increased+4,113 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.4M	1.9%Prev: 2.0%	131,704 SH	Increased+6,675 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.7M	1.3%Prev: 1.3%	90,582 SH	Increased+4,954 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$21.9M	4.1%Prev: 4.3%	443,406 SH	Increased+24,968 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$6.1M	1.2%Prev: 1.2%	29,369 SH	Increased-40 SH
VANGUARD INDEX FDS	GROWTH ETF	$34.3M	6.4%Prev: 6.3%	71,508 SH	Increased+2,675 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$29.3M	5.5%Prev: 5.7%	95,130 SH	Increased-1,420 SH
VANGUARD INDEX FDS	MID CAP ETF	$24.2M	4.5%Prev: 4.8%	82,551 SH	Increased-48 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$697K	0.1%Prev: 0.1%	1,139 SH	Increased+132 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$710K	0.1%Prev: 0.1%	3,400 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$21.5M	4.0%Prev: 4.0%	84,461 SH	Increased+5,134 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	0.5%Prev: 0.5%	8,065 SH	Increased-47 SH
VANGUARD INDEX FDS	VALUE ETF	$43.3M	8.1%Prev: 8.1%	232,281 SH	Increased+12,886 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$340K	0.1%	4,500 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.2M	2.8%Prev: 3.0%	280,071 SH	Increased-15,097 SH
VANGUARD MALVERN FDS	CORE BD ETF	$3.3M	0.6%Prev: 0.3%	41,560 SH	Increased+25,232 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$1.8M	0.3%Prev: 0.2%	23,100 SH	Increased+11,739 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$1.1M	0.2%Prev: 0.1%	14,467 SH	Increased+8,448 SH
VANGUARD MUN BD FDS	INTERMEDIATE TRM	$1.7M	0.3%Prev: 0.3%	16,781 SH	Increased+3,574 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.2%Prev: 0.3%	21,460 SH	Decreased-10,330 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$13.2M	2.5%Prev: 2.4%	157,268 SH	Increased+16,437 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$1.3M	0.3%Prev: 0.1%	17,309 SH	Increased+11,146 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.5M	0.7%Prev: 0.7%	61,783 SH	Increased+3,713 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$5.3M	1.0%Prev: 1.0%	112,208 SH	Increased+6,970 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.9M	0.3%Prev: 0.4%	31,534 SH	Increased+1,462 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$35.6M	6.7%Prev: 7.1%	165,029 SH	Increased-756 SH
VANGUARD STAR FDS	VG TL INTL STK F	$622K	0.1%Prev: 0.1%	8,468 SH	Increased-171 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44.4M	8.3%Prev: 8.2%	740,868 SH	Increased+43,665 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.1M	0.4%Prev: 0.2%	30,836 SH	Increased+15,666 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$20.1M	3.8%Prev: 4.0%	142,348 SH	Increased-1,428 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.4M	1.4%Prev: 1.4%	82,383 SH	Increased+4,562 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.2M	1.5%Prev: 1.6%	97,059 SH	Increased+1,320 SH
VANGUARD WORLD FD	ENERGY ETF	$201K	0.0%	1,600 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$374K	0.1%Prev: 0.1%	2,852 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$224K	0.0%Prev: 0.0%	863 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$716K	0.1%Prev: 0.1%	16,289 SH	Increased-109 SH
VISA INC	COM CL A	$744K	0.1%Prev: 0.2%	2,179 SH	Decreased+16 SH
WALMART INC	COM	$818K	0.2%Prev: 0.2%	7,933 SH	Increased+32 SH
WELLS FARGO CO NEW	COM	$399K	0.1%Prev: 0.1%	4,763 SH	Increased

Sold (vs prior filing)

LOCKHEED MARTIN CORP — $432K
LUCID GROUP INC — $23K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 30, 2025	Q3 2025	13F-HR	0001964849-25-000004	$533.6M	View
Jul 22, 2025	Q2 2025	13F-HR	0001085146-25-004022	$482.5M	View
Apr 23, 2025	Q1 2025