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

  1. VEA - VANGUARD TAX-MANAGED FDS, 8.32%
  2. VTV - VANGUARD INDEX FDS, 8.12%
  3. 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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