OAK HILL WEALTH ADVISORS, LLC

LANSDOWNE, VA · CIK 1964849 · 13F filing filed 2025-10-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$533.6m reported value +10.6% vs Q2 2025

148positions

54.3%in top 10

5 new 51 added 48 reduced 2 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	740,868	$44.4m8.32%	8.32%	Added +43.7k	+43,665 6.3%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	232,281	$43.3m8.12%	8.12%	Added +12.9k	+12,886 5.9%
3	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	165,029	$35.6m6.67%	6.67%	Reduced -756	-756 -0.5%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	71,508	$34.3m6.43%	6.43%	Added +2.7k	+2,675 3.9%
5	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	95,130	$29.3m5.49%	5.49%	Reduced -1.4k	-1,420 -1.5%
6	VANGUARD INDEX FDS MID CAP ETF VO	VO	82,551	$24.2m4.54%	4.54%	Reduced -48	-48 -0.1%
7	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	443,406	$21.9m4.11%	4.11%	Added +25.0k	+24,968 6.0%
8	VANGUARD INDEX FDS SMALL CP ETF VB	VB	84,461	$21.5m4.02%	4.02%	Added +5.1k	+5,134 6.5%
9	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	142,348	$20.1m3.76%	3.76%	Reduced -1.4k	-1,428 -1.0%
10	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	280,071	$15.2m2.84%	2.84%	Reduced -15.1k	-15,097 -5.1%
11	APPLE INC COM AAPL	AAPL	57,992	$14.8m2.77%	2.77%	Added +148	+148 0.3%
12	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	157,268	$13.2m2.48%	2.48%	Added +16.4k	+16,437 11.7%
13	MICROSOFT CORP COM MSFT	MSFT	24,776	$12.8m2.40%	2.40%	Reduced -91	-91 -0.4%
14	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	131,704	$10.4m1.95%	1.95%	Added +6.7k	+6,675 5.3%
15	AMAZON COM INC COM AMZN	AMZN	42,096	$9.2m1.73%	1.73%	Reduced -379	-379 -0.9%
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	36,231	$8.8m1.65%	1.65%	Reduced -20	-20 -0.1%
17	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	97,059	$8.2m1.54%	1.54%	Added +1.3k	+1,320 1.4%
18	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	82,383	$7.4m1.38%	1.38%	Added +4.6k	+4,562 5.9%
19	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	90,582	$6.7m1.26%	1.26%	Added +5.0k	+4,954 5.8%
20	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	29,369	$6.1m1.15%	1.15%	Reduced -40	-40 -0.1%
21	PROCTER AND GAMBLE CO COM PG	PG	35,815	$5.5m1.03%	1.03%	Reduced -1.0k	-1,036 -2.8%
22	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	112,208	$5.3m0.99%	0.99%	Added +7.0k	+6,970 6.6%
23	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	63,392	$5.0m0.93%	0.93%	Added +3.1k	+3,068 5.1%
24	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	69,308	$4.9m0.92%	0.92%	Added +4.1k	+4,113 6.3%
25	ABBVIE INC COM ABBV	ABBV	17,395	$4.0m0.75%	0.75%	Reduced -108	-108 -0.6%
26	EXXON MOBIL CORP COM XOM	XOM	32,208	$3.6m0.68%	0.68%	Added +157	+157 0.5%
27	JOHNSON & JOHNSON COM JNJ	JNJ	19,041	$3.5m0.66%	0.66%	Reduced -186	-186 -1.0%
28	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	61,783	$3.5m0.66%	0.66%	Added +3.7k	+3,713 6.4%
29	JPMORGAN CHASE & CO COM JPM	JPM	11,093	$3.5m0.66%	0.66%	Added +32	+32 0.3%
30	ALLSPRING EXCHANGE TRADED FU CORE PLUS ETF APLU	APLU	129,489	$3.3m0.61%	0.61%	Added +58.2k	+58,193 81.6%
31	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	41,560	$3.3m0.61%	0.61%	Added +25.2k	+25,232 154.5%
32	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	105,338	$2.9m0.55%	0.55%	Added +54.2k	+54,215 106.0%
33	ALTRIA GROUP INC COM MO	MO	43,609	$2.9m0.54%	0.54%	Reduced -857	-857 -1.9%
34	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	79,464	$2.8m0.52%	0.52%	Added +19.9k	+19,887 33.4%
35	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,065	$2.6m0.50%	0.50%	Reduced -47	-47 -0.6%
36	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	94,489	$2.6m0.48%	0.48%	Added +23.7k	+23,705 33.5%
37	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	59,999	$2.5m0.47%	0.47%	Added +20.1k	+20,131 50.5%
38	AFLAC INC COM AFL	AFL	22,319	$2.5m0.47%	0.47%	Unchanged
39	NVIDIA CORPORATION COM NVDA	NVDA	12,636	$2.4m0.44%	0.44%	Reduced -1.1k	-1,077 -7.8%
40	ELI LILLY & CO COM LLY	LLY	2,901	$2.2m0.41%	0.41%	Reduced -8	-8 -0.3%
41	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	30,836	$2.1m0.39%	0.39%	Added +15.7k	+15,666 103.3%
42	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	6,829	$2.0m0.38%	0.38%	Reduced -231	-231 -3.3%
43	CHEVRON CORP NEW COM CVX	CVX	12,755	$2.0m0.37%	0.37%	Unchanged
44	ABBOTT LABS COM ABT	ABT	14,246	$1.9m0.36%	0.36%	Added +23	+23 0.2%
45	ALPHABET INC CAP STK CL C GOOG	GOOG	7,663	$1.9m0.35%	0.35%	Added +15	+15 0.2%
46	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	31,534	$1.9m0.35%	0.35%	Added +1.5k	+1,462 4.9%
47	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	23,100	$1.8m0.34%	0.34%	Added +11.7k	+11,739 103.3%
48	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	38,969	$1.7m0.32%	0.32%	Added +14.1k	+14,052 56.4%
49	PHILIP MORRIS INTL INC COM PM	PM	10,533	$1.7m0.32%	0.32%	Reduced -632	-632 -5.7%
50	VANGUARD MUN BD FDS INTERMEDIATE TRM VTEI	VTEI	16,781	$1.7m0.32%	0.32%	Added +3.6k	+3,574 27.1%
51	NORFOLK SOUTHN CORP COM NSC	NSC	5,260	$1.6m0.30%	0.30%	Unchanged
52	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,394	$1.5m0.29%	0.29%	Unchanged
53	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	66,095	$1.5m0.28%	0.28%	Added +35.4k	+35,428 115.5%
54	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	17,309	$1.3m0.25%	0.25%	Added +11.1k	+11,146 180.8%
55	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	4,396	$1.3m0.25%	0.25%	Unchanged
56	BLACKROCK INC COM BLK	BLK	1,095	$1.3m0.24%	0.24%	Added +4	+4 0.4%
57	BECTON DICKINSON & CO COM BDX	BDX	6,588	$1.2m0.23%	0.23%	Reduced -111	-111 -1.7%
58	BROADCOM INC COM AVGO	AVGO	3,608	$1.2m0.22%	0.22%	Reduced -52	-52 -1.4%
59	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,339	$1.2m0.22%	0.22%	Added +60	+60 2.6%
60	PHILLIPS 66 COM PSX	PSX	8,405	$1.1m0.21%	0.21%	Unchanged
61	STARBUCKS CORP COM SBUX	SBUX	13,487	$1.1m0.21%	0.21%	Reduced -706	-706 -5.0%
62	FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF FLBL	FLBL	45,463	$1.1m0.20%	0.20%	Added +17.9k	+17,875 64.8%
63	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	14,467	$1.1m0.20%	0.20%	Added +8.4k	+8,448 140.4%
64	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	21,460	$1.1m0.20%	0.20%	Reduced -10.3k	-10,330 -32.5%
65	COCA COLA CO COM KO	KO	16,127	$1.1m0.20%	0.20%	Unchanged
66	CATERPILLAR INC COM CAT	CAT	2,219	$1.1m0.20%	0.20%	Unchanged
67	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	21,868	$974.9k0.18%	0.18%	Unchanged
68	AT&T INC COM T	T	34,302	$968.7k0.18%	0.18%	Reduced -210	-210 -0.6%
69	MCDONALDS CORP COM MCD	MCD	3,108	$944.5k0.18%	0.18%	Added +13	+13 0.4%
70	UNITEDHEALTH GROUP INC COM UNH	UNH	2,630	$908.0k0.17%	0.17%	Reduced -100	-100 -3.7%
71	COSTCO WHSL CORP NEW COM COST	COST	972	$899.7k0.17%	0.17%	Added +2	+2 0.2%
72	DUKE ENERGY CORP NEW COM NEW DUK	DUK	7,147	$884.5k0.17%	0.17%	Reduced -456	-456 -6.0%
73	PEPSICO INC COM PEP	PEP	6,183	$868.3k0.16%	0.16%	Unchanged
74	RTX CORPORATION COM RTX	RTX	5,053	$845.5k0.16%	0.16%	Added +42	+42 0.8%
75	CITIGROUP INC COM NEW C	C	8,137	$825.9k0.15%	0.15%	Added +8	+8 0.1%
76	WALMART INC COM WMT	WMT	7,933	$817.6k0.15%	0.15%	Added +32	+32 0.4%
77	HALOZYME THERAPEUTICS INC COM HALO	HALO	10,700	$784.7k0.15%	0.15%	Unchanged
78	QUALCOMM INC COM QCOM	QCOM	4,563	$759.1k0.14%	0.14%	Unchanged
79	VISA INC COM CL A V	V	2,179	$743.9k0.14%	0.14%	Added +16	+16 0.7%
80	AMERICAN TOWER CORP NEW COM AMT	AMT	3,826	$735.8k0.14%	0.14%	Unchanged
81	VERIZON COMMUNICATIONS INC COM VZ	VZ	16,289	$715.9k0.13%	0.13%	Reduced -109	-109 -0.7%
82	ORACLE CORP COM ORCL	ORCL	2,535	$712.9k0.13%	0.13%	Reduced -800	-800 -24.0%
83	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,400	$709.6k0.13%	0.13%	Unchanged
84	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	26,553	$699.9k0.13%	0.13%	Added +8.1k	+8,119 44.0%
85	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,139	$697.4k0.13%	0.13%	Added +132	+132 13.1%
86	AMGEN INC COM AMGN	AMGN	2,450	$691.4k0.13%	0.13%	Unchanged
87	REALTY INCOME CORP COM O	O	11,185	$679.9k0.13%	0.13%	Added +635	+635 6.0%
88	EMERSON ELEC CO COM EMR	EMR	5,162	$677.2k0.13%	0.13%	Unchanged
89	BLACKSTONE INC COM BX	BX	3,948	$674.5k0.13%	0.13%	Reduced -474	-474 -10.7%
90	TRUIST FINL CORP COM TFC	TFC	14,494	$662.7k0.12%	0.12%	Added +650	+650 4.7%
91	GE AEROSPACE COM NEW GE	GE	2,200	$661.8k0.12%	0.12%	Reduced -26	-26 -1.2%
92	NEXTERA ENERGY INC COM NEE	NEE	8,359	$631.0k0.12%	0.12%	Reduced -94	-94 -1.1%
93	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	8,468	$622.1k0.12%	0.12%	Reduced -171	-171 -2.0%
94	CISCO SYS INC COM CSCO	CSCO	9,015	$616.8k0.12%	0.12%	Reduced -44	-44 -0.5%
95	3M CO COM MMM	MMM	3,905	$606.0k0.11%	0.11%	Unchanged
96	DOMINION ENERGY INC COM D	D	9,582	$586.1k0.11%	0.11%	Reduced -430	-430 -4.3%
97	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	21,708	$564.0k0.11%	0.11%	New
98	CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM	CGHM	22,078	$558.4k0.10%	0.10%	Added +9.7k	+9,718 78.6%
99	EATON CORP PLC SHS ETN	ETN	1,315	$492.1k0.09%	0.09%	Added +15	+15 1.1%
100	IDEXX LABS INC COM IDXX	IDXX	700	$447.2k0.08%	0.08%	Unchanged

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
LOCKHEED MARTIN CORP LMT	LMT	932	$431.5k932 shares
LUCID GROUP INC CCIV	CCIV	10,000	$23.0k10.0k shares