OAK HILL WEALTH ADVISORS, LLC - Portfolio overview
OAK HILL WEALTH ADVISORS, LLC has 148 reported holdings in this dataset, with the latest filing dated 2025-10-30.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Healthcare.
Largest reported holdings by portfolio allocation
- VEA - VANGUARD TAX-MANAGED FDS, 8.32%
- VTV - VANGUARD INDEX FDS, 8.12%
- VIG - VANGUARD SPECIALIZED FUNDS, 6.67%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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