OAK Hill Wealth Advisors

LANSDOWNE, VAfiles as OAK HILL WEALTH ADVISORS, LLC

$534m in 148 US stocks at the end of 30 September 2025. The top 10 are 54.3% of the money. It changed about 3.9% of the portfolio this quarter.

Value

$534m

Stocks

148

Top 10 share

54.3%

Turnover

3.9%

What changed this quarter

New

Bought for the first time this quarter.

Capital GRP Fixed Incm ETF TCGSD
0.1% of the fund
Vanguard Instl Index FDVBIL
<0.1% of the fund
Home DepotHD
<0.1% of the fund
IsharesIEMG
<0.1% of the fund
Vanguard World FDVDE
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Tax-Managed FDSVEA
8.3% of the fund
+6%
Vanguard Index FDSVTV
8.1% of the fund
+6%
Vanguard Index FDSVUG
6.4% of the fund
+4%
Vanguard Charlotte FDSBNDX
4.1% of the fund
+6%
Vanguard Index FDSVB
4.0% of the fund
+6%
Vanguard Scottsdale FDSVCIT
2.5% of the fund
+12%
Vanguard BD Index FDSBSV
1.9% of the fund
+5%
Vanguard Whitehall FDSVIGI
1.4% of the fund
+6%
Vanguard BD Index FDSBND
1.3% of the fund
+6%
Vanguard Scottsdale FDSVMBS
1.0% of the fund
+7%
Vanguard BD Index FDSBIV
0.9% of the fund
+5%
Vanguard BD Index FDSBLV
0.9% of the fund
+6%
Vanguard Scottsdale FDSVGLT
0.7% of the fund
+6%
Allspring Exchange Traded FUAPLU
0.6% of the fund
+82%
Vanguard Malvern FDSVCRB
0.6% of the fund
+155%
Capital GRP Fixed Incm ETF TCGMS
0.5% of the fund
+106%
Capital Group Dividend GroweCGDG
0.5% of the fund
+33%
Capital GRP Fixed Incm ETF TCGMU
0.5% of the fund
+33%
Capital Group Dividend ValueCGDV
0.5% of the fund
+50%
Vanguard Whitehall FDSVWOB
0.4% of the fund
+103%
Vanguard Scottsdale FDSVGSH
0.3% of the fund
+5%
Vanguard Malvern FDSVPLS
0.3% of the fund
+103%
Capital Group Growth ETFCGGR
0.3% of the fund
+56%
Vanguard MUN BD FDSVTEI
0.3% of the fund
+27%
Capital GRP Fixed Incm ETF TCGCP
0.3% of the fund
+116%

Cut

Sold some of their stake.

Vanguard Intl Equity Index FVWO
2.8% of the fund
-5%
Procter & GamblePG
1.0% of the fund
-3%
NvidiaNVDA
0.4% of the fund
-8%
Automatic Data ProcessingADP
0.4% of the fund
-3%
Philip Morris InternationalPM
0.3% of the fund
-6%
StarbucksSBUX
0.2% of the fund
-5%
Vanguard MUN BD FDSVTEB
0.2% of the fund
-32%
UnitedHealth GroupUNH
0.2% of the fund
-4%
Duke EnergyDUK
0.2% of the fund
-6%
OracleORCL
0.1% of the fund
-24%
BlackstoneBX
0.1% of the fund
-11%
Dominion EnergyD
0.1% of the fund
-4%
Air Products & ChemicalsAPD
<0.1% of the fund
-11%
American Electric PowerAEP
<0.1% of the fund
-9%
BWX TechnologiesBWXT
<0.1% of the fund
-12%
Bank of AmericaBAC
<0.1% of the fund
-7%
Walt DisneyDIS
<0.1% of the fund
-3%
CVS HealthCVS
<0.1% of the fund
-6%
CSXCSX
<0.1% of the fund
-15%
MerckMRK
<0.1% of the fund
-10%
DoverDOV
<0.1% of the fund
-7%
AdobeADBE
<0.1% of the fund
-33%
Kinder MorganKMI
<0.1% of the fund
-17%
SalesforceCRM
<0.1% of the fund
-10%

Sold out

Sold their entire stake.

Lockheed MartinLMT
-100%
Lucid GroupLCID
-100%

Holdings

Vanguard Tax-Managed FDSVEA
Share
8.3%
Value
$44m
Shares
740,868
+6%
Vanguard Index FDSVTV
Share
8.1%
Value
$43m
Shares
232,281
+6%
Vanguard Specialized FundsVIG
Share
6.7%
Value
$36m
Shares
165,029
Held
Vanguard Index FDSVUG
Share
6.4%
Value
$34m
Shares
71,508
+4%
Vanguard Index FDSVV
Share
5.5%
Value
$29m
Shares
95,130
Held
Vanguard Index FDSVO
Share
4.5%
Value
$24m
Shares
82,551
Held
Vanguard Charlotte FDSBNDX
Share
4.1%
Value
$22m
Shares
443,406
+6%
Vanguard Index FDSVB
Share
4.0%
Value
$21m
Shares
84,461
+6%
Vanguard Whitehall FDSVYM
Share
3.8%
Value
$20m
Shares
142,348
Held
Vanguard Intl Equity Index FVWO
Share
2.8%
Value
$15m
Shares
280,071
-5%
AppleAAPL
Share
2.8%
Value
$15m
Shares
57,992
Held
Vanguard Scottsdale FDSVCIT
Share
2.5%
Value
$13m
Shares
157,268
+12%
MicrosoftMSFT
Share
2.4%
Value
$13m
Shares
24,776
Held
Vanguard BD Index FDSBSV
Share
1.9%
Value
$10m
Shares
131,704
+5%
Amazon.comAMZN
Share
1.7%
Value
$9m
Shares
42,096
Held
AlphabetGOOGL
Share
1.7%
Value
$9m
Shares
36,231
Held
Vanguard Whitehall FDSVYMI
Share
1.5%
Value
$8m
Shares
97,059
Held
Vanguard Whitehall FDSVIGI
Share
1.4%
Value
$7m
Shares
82,383
+6%
Vanguard BD Index FDSBND
Share
1.3%
Value
$7m
Shares
90,582
+6%
Vanguard Index FDSVXF
Share
1.2%
Value
$6m
Shares
29,369
Held
Procter & GamblePG
Share
1.0%
Value
$6m
Shares
35,815
-3%
Vanguard Scottsdale FDSVMBS
Share
1.0%
Value
$5m
Shares
112,208
+7%
Vanguard BD Index FDSBIV
Share
0.9%
Value
$5m
Shares
63,392
+5%
Vanguard BD Index FDSBLV
Share
0.9%
Value
$5m
Shares
69,308
+6%
AbbVieABBV
Share
0.8%
Value
$4m
Shares
17,395
Held
ExxonMobil HoldingsXOM
Share
0.7%
Value
$4m
Shares
32,208
Held
Johnson & JohnsonJNJ
Share
0.7%
Value
$4m
Shares
19,041
Held
Vanguard Scottsdale FDSVGLT
Share
0.7%
Value
$4m
Shares
61,783
+6%
JPMorgan ChaseJPM
Share
0.7%
Value
$3m
Shares
11,093
Held
Allspring Exchange Traded FUAPLU
Share
0.6%
Value
$3m
Shares
129,489
+82%
Vanguard Malvern FDSVCRB
Share
0.6%
Value
$3m
Shares
41,560
+155%
Capital GRP Fixed Incm ETF TCGMS
Share
0.5%
Value
$3m
Shares
105,338
+106%
Altria GroupMO
Share
0.5%
Value
$3m
Shares
43,609
Held
Capital Group Dividend GroweCGDG
Share
0.5%
Value
$3m
Shares
79,464
+33%
Vanguard Index FDSVTI
Share
0.5%
Value
$3m
Shares
8,065
Held
Capital GRP Fixed Incm ETF TCGMU
Share
0.5%
Value
$3m
Shares
94,489
+33%
Capital Group Dividend ValueCGDV
Share
0.5%
Value
$3m
Shares
59,999
+50%
AflacAFL
Share
0.5%
Value
$2m
Shares
22,319
Held
NvidiaNVDA
Share
0.4%
Value
$2m
Shares
12,636
-8%
Eli LillyLLY
Share
0.4%
Value
$2m
Shares
2,901
Held
Vanguard Whitehall FDSVWOB
Share
0.4%
Value
$2m
Shares
30,836
+103%
Automatic Data ProcessingADP
Share
0.4%
Value
$2m
Shares
6,829
-3%
ChevronCVX
Share
0.4%
Value
$2m
Shares
12,755
Held
Abbott LaboratoriesABT
Share
0.4%
Value
$2m
Shares
14,246
Held
AlphabetGOOG
Share
0.3%
Value
$2m
Shares
7,663
Held
Vanguard Scottsdale FDSVGSH
Share
0.3%
Value
$2m
Shares
31,534
+5%
Vanguard Malvern FDSVPLS
Share
0.3%
Value
$2m
Shares
23,100
+103%
Capital Group Growth ETFCGGR
Share
0.3%
Value
$2m
Shares
38,969
+56%
Philip Morris InternationalPM
Share
0.3%
Value
$2m
Shares
10,533
-6%
Vanguard MUN BD FDSVTEI
Share
0.3%
Value
$2m
Shares
16,781
+27%
Norfolk SouthernNSC
Share
0.3%
Value
$2m
Shares
5,260
Held
International Business MachinesIBM
Share
0.3%
Value
$2m
Shares
5,394
Held
Capital GRP Fixed Incm ETF TCGCP
Share
0.3%
Value
$2m
Shares
66,095
+116%
Vanguard Scottsdale FDSVCLT
Share
0.3%
Value
$1m
Shares
17,309
+181%
L3harris TechnologiesLHX
Share
0.3%
Value
$1m
Shares
4,396
Held
BlackRockBLK
Share
0.2%
Value
$1m
Shares
1,095
Held
Becton DickinsonBDX
Share
0.2%
Value
$1m
Shares
6,588
Held
BroadcomAVGO
Share
0.2%
Value
$1m
Shares
3,608
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$1m
Shares
2,339
+3%
Phillips 66PSX
Share
0.2%
Value
$1m
Shares
8,405
Held
StarbucksSBUX
Share
0.2%
Value
$1m
Shares
13,487
-5%
Franklin Templeton ETF TRFLBL
Share
0.2%
Value
$1m
Shares
45,463
+65%
Vanguard MUN BD FDSVCRM
Share
0.2%
Value
$1m
Shares
14,467
+140%
Vanguard MUN BD FDSVTEB
Share
0.2%
Value
$1m
Shares
21,460
-32%
Coca-ColaKO
Share
0.2%
Value
$1m
Shares
16,127
Held
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
2,219
Held
Invesco Exchange Traded FD TRSPT
Share
0.2%
Value
$974,863
Shares
21,868
Held
AT&TT
Share
0.2%
Value
$968,688
Shares
34,302
Held
McDonald'sMCD
Share
0.2%
Value
$944,494
Shares
3,108
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$907,969
Shares
2,630
-4%
Costco WholesaleCOST
Share
0.2%
Value
$899,724
Shares
972
Held
Duke EnergyDUK
Share
0.2%
Value
$884,458
Shares
7,147
-6%
PepsiCoPEP
Share
0.2%
Value
$868,341
Shares
6,183
Held
RTXRTX
Share
0.2%
Value
$845,471
Shares
5,053
Held
CitigroupC
Share
0.2%
Value
$825,906
Shares
8,137
Held
WalmartWMT
Share
0.2%
Value
$817,575
Shares
7,933
Held
Halozyme TherapeuticsHALO
Share
0.1%
Value
$784,738
Shares
10,700
Held
QualcommQCOM
Share
0.1%
Value
$759,101
Shares
4,563
Held
VisaV
Share
0.1%
Value
$743,867
Shares
2,179
Held
American TowerAMT
Share
0.1%
Value
$735,816
Shares
3,826
Held
Verizon CommunicationsVZ
Share
0.1%
Value
$715,902
Shares
16,289
Held
OracleORCL
Share
0.1%
Value
$712,943
Shares
2,535
-24%
Vanguard Index FDSVBR
Share
0.1%
Value
$709,614
Shares
3,400
Held
Capital GRP Fixed Incm ETF TCGSM
Share
0.1%
Value
$699,937
Shares
26,553
+44%
Vanguard Index FDSVOO
Share
0.1%
Value
$697,389
Shares
1,139
+13%
AmgenAMGN
Share
0.1%
Value
$691,390
Shares
2,450
Held
Realty IncomeO
Share
0.1%
Value
$679,936
Shares
11,185
+6%
Emerson ElectricEMR
Share
0.1%
Value
$677,151
Shares
5,162
Held
BlackstoneBX
Share
0.1%
Value
$674,516
Shares
3,948
-11%
Truist FinancialTFC
Share
0.1%
Value
$662,666
Shares
14,494
+5%
General ElectricGE
Share
0.1%
Value
$661,804
Shares
2,200
Held
NextEra EnergyNEE
Share
0.1%
Value
$631,021
Shares
8,359
Held
Vanguard Star FDSVXUS
Share
0.1%
Value
$622,059
Shares
8,468
Held
Cisco SystemsCSCO
Share
0.1%
Value
$616,806
Shares
9,015
Held
3MMMM
Share
0.1%
Value
$605,978
Shares
3,905
Held
Dominion EnergyD
Share
0.1%
Value
$586,131
Shares
9,582
-4%
Capital GRP Fixed Incm ETF TCGSD
Share
0.1%
Value
$563,982
Shares
21,708
New
Capital GRP Fixed Incm ETF TCGHM
Share
0.1%
Value
$558,353
Shares
22,078
+79%
EatonETN
Share
<0.1%
Value
$492,139
Shares
1,315
Held
Idexx LaboratoriesIDXX
Share
<0.1%
Value
$447,223
Shares
700
Held

Company	Share of fund	Value	Shares	Change
Vanguard Tax-Managed FDSVEA	8.3%	$44m	740,868	+6%
Vanguard Index FDSVTV	8.1%	$43m	232,281	+6%
Vanguard Specialized FundsVIG	6.7%	$36m	165,029	Held
Vanguard Index FDSVUG	6.4%	$34m	71,508	+4%
Vanguard Index FDSVV	5.5%	$29m	95,130	Held
Vanguard Index FDSVO	4.5%	$24m	82,551	Held
Vanguard Charlotte FDSBNDX	4.1%	$22m	443,406	+6%
Vanguard Index FDSVB	4.0%	$21m	84,461	+6%
Vanguard Whitehall FDSVYM	3.8%	$20m	142,348	Held
Vanguard Intl Equity Index FVWO	2.8%	$15m	280,071	-5%
AppleAAPL	2.8%	$15m	57,992	Held
Vanguard Scottsdale FDSVCIT	2.5%	$13m	157,268	+12%
MicrosoftMSFT	2.4%	$13m	24,776	Held
Vanguard BD Index FDSBSV	1.9%	$10m	131,704	+5%
Amazon.comAMZN	1.7%	$9m	42,096	Held
AlphabetGOOGL	1.7%	$9m	36,231	Held
Vanguard Whitehall FDSVYMI	1.5%	$8m	97,059	Held
Vanguard Whitehall FDSVIGI	1.4%	$7m	82,383	+6%
Vanguard BD Index FDSBND	1.3%	$7m	90,582	+6%
Vanguard Index FDSVXF	1.2%	$6m	29,369	Held
Procter & GamblePG	1.0%	$6m	35,815	-3%
Vanguard Scottsdale FDSVMBS	1.0%	$5m	112,208	+7%
Vanguard BD Index FDSBIV	0.9%	$5m	63,392	+5%
Vanguard BD Index FDSBLV	0.9%	$5m	69,308	+6%
AbbVieABBV	0.8%	$4m	17,395	Held
ExxonMobil HoldingsXOM	0.7%	$4m	32,208	Held
Johnson & JohnsonJNJ	0.7%	$4m	19,041	Held
Vanguard Scottsdale FDSVGLT	0.7%	$4m	61,783	+6%
JPMorgan ChaseJPM	0.7%	$3m	11,093	Held
Allspring Exchange Traded FUAPLU	0.6%	$3m	129,489	+82%
Vanguard Malvern FDSVCRB	0.6%	$3m	41,560	+155%
Capital GRP Fixed Incm ETF TCGMS	0.5%	$3m	105,338	+106%
Altria GroupMO	0.5%	$3m	43,609	Held
Capital Group Dividend GroweCGDG	0.5%	$3m	79,464	+33%
Vanguard Index FDSVTI	0.5%	$3m	8,065	Held
Capital GRP Fixed Incm ETF TCGMU	0.5%	$3m	94,489	+33%
Capital Group Dividend ValueCGDV	0.5%	$3m	59,999	+50%
AflacAFL	0.5%	$2m	22,319	Held
NvidiaNVDA	0.4%	$2m	12,636	-8%
Eli LillyLLY	0.4%	$2m	2,901	Held
Vanguard Whitehall FDSVWOB	0.4%	$2m	30,836	+103%
Automatic Data ProcessingADP	0.4%	$2m	6,829	-3%
ChevronCVX	0.4%	$2m	12,755	Held
Abbott LaboratoriesABT	0.4%	$2m	14,246	Held
AlphabetGOOG	0.3%	$2m	7,663	Held
Vanguard Scottsdale FDSVGSH	0.3%	$2m	31,534	+5%
Vanguard Malvern FDSVPLS	0.3%	$2m	23,100	+103%
Capital Group Growth ETFCGGR	0.3%	$2m	38,969	+56%
Philip Morris InternationalPM	0.3%	$2m	10,533	-6%
Vanguard MUN BD FDSVTEI	0.3%	$2m	16,781	+27%
Norfolk SouthernNSC	0.3%	$2m	5,260	Held
International Business MachinesIBM	0.3%	$2m	5,394	Held
Capital GRP Fixed Incm ETF TCGCP	0.3%	$2m	66,095	+116%
Vanguard Scottsdale FDSVCLT	0.3%	$1m	17,309	+181%
L3harris TechnologiesLHX	0.3%	$1m	4,396	Held
BlackRockBLK	0.2%	$1m	1,095	Held
Becton DickinsonBDX	0.2%	$1m	6,588	Held
BroadcomAVGO	0.2%	$1m	3,608	Held
Berkshire HathawayBRK-B	0.2%	$1m	2,339	+3%
Phillips 66PSX	0.2%	$1m	8,405	Held
StarbucksSBUX	0.2%	$1m	13,487	-5%
Franklin Templeton ETF TRFLBL	0.2%	$1m	45,463	+65%
Vanguard MUN BD FDSVCRM	0.2%	$1m	14,467	+140%
Vanguard MUN BD FDSVTEB	0.2%	$1m	21,460	-32%
Coca-ColaKO	0.2%	$1m	16,127	Held
CaterpillarCAT	0.2%	$1m	2,219	Held
Invesco Exchange Traded FD TRSPT	0.2%	$974,863	21,868	Held
AT&TT	0.2%	$968,688	34,302	Held
McDonald'sMCD	0.2%	$944,494	3,108	Held
UnitedHealth GroupUNH	0.2%	$907,969	2,630	-4%
Costco WholesaleCOST	0.2%	$899,724	972	Held
Duke EnergyDUK	0.2%	$884,458	7,147	-6%
PepsiCoPEP	0.2%	$868,341	6,183	Held
RTXRTX	0.2%	$845,471	5,053	Held
CitigroupC	0.2%	$825,906	8,137	Held
WalmartWMT	0.2%	$817,575	7,933	Held
Halozyme TherapeuticsHALO	0.1%	$784,738	10,700	Held
QualcommQCOM	0.1%	$759,101	4,563	Held
VisaV	0.1%	$743,867	2,179	Held
American TowerAMT	0.1%	$735,816	3,826	Held
Verizon CommunicationsVZ	0.1%	$715,902	16,289	Held
OracleORCL	0.1%	$712,943	2,535	-24%
Vanguard Index FDSVBR	0.1%	$709,614	3,400	Held
Capital GRP Fixed Incm ETF TCGSM	0.1%	$699,937	26,553	+44%
Vanguard Index FDSVOO	0.1%	$697,389	1,139	+13%
AmgenAMGN	0.1%	$691,390	2,450	Held
Realty IncomeO	0.1%	$679,936	11,185	+6%
Emerson ElectricEMR	0.1%	$677,151	5,162	Held
BlackstoneBX	0.1%	$674,516	3,948	-11%
Truist FinancialTFC	0.1%	$662,666	14,494	+5%
General ElectricGE	0.1%	$661,804	2,200	Held
NextEra EnergyNEE	0.1%	$631,021	8,359	Held
Vanguard Star FDSVXUS	0.1%	$622,059	8,468	Held
Cisco SystemsCSCO	0.1%	$616,806	9,015	Held
3MMMM	0.1%	$605,978	3,905	Held
Dominion EnergyD	0.1%	$586,131	9,582	-4%
Capital GRP Fixed Incm ETF TCGSD	0.1%	$563,982	21,708	New
Capital GRP Fixed Incm ETF TCGHM	0.1%	$558,353	22,078	+79%
EatonETN	<0.1%	$492,139	1,315	Held
Idexx LaboratoriesIDXX	<0.1%	$447,223	700	Held

Showing the largest 100 of 148.

Over time and by industry

Value over time

Sep '25

Value is up 10.6% since 30 June 2025.

Where the money is

Technology6.7%

Health care3.1%

Everyday goods2.8%

Financial services2.4%

Media & telecom2.4%

Industrials2.3%

Retail & consumer2.2%

Energy1.3%

Utilities0.6%

Real estate0.3%

Materials0.2%

Other75.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.