Oak Hill Wealth Advisors, LLC
- SEC CIK
- 0001964849
- Latest filing
- Oct 30, 2025
The latest 13F from Oak Hill Wealth Advisors, LLC covers Q3 2025 (filed Oct 30, 2025): 148 long positions worth $533.6M. The top 10 holdings make up 54.3% of the portfolio, and the largest is Vanguard Ftse Developed Markets ETF at 8.3%. Livermore has 16 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q3 2025
Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 5
- Est. +$1.53M
- Added
- 51
- Est. +$26.4M
- Reduced
- 48
- Est. −$4.00M
- Sold out
- 2
- Est. −$454.5K
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Ftse Developed Markets ETF9219438588.3%$44.4M
- Vanguard Morningstar Value ETF9229087448.1%$43.3M
- Vanguard Dividend Appreciation ETF9219088446.7%$35.6M
- Vanguard Morningstar Growth ETF9229087366.4%$34.3M
- Vanguard Morningstar Large-Cap ETF9229086375.5%$29.3M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Ftse Developed Markets ETF921943858+$2.62MAdded
- Vanguard Morningstar Value ETF922908744+$2.40MAdded
- Vanguard Malvern FDS922020748+$1.98MAdded
- Capital Grp Fixed Incm ETF T14020Y300+$1.50MAdded
- Allspring Exchange Traded Fu01989A209+$1.47MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Malvern FDS922020748+0.35 pp0.3% → 0.6%
- Capital Grp Fixed Incm ETF T14020Y300+0.26 pp0.3% → 0.5%
- AAPLApple Inc.
- Allspring Exchange Traded Fu01989A209+0.25 pp0.4% → 0.6%
- Vanguard Emerging Markets Government Bond ETF921946885+0.18 pp0.2% → 0.4%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Dividend Appreciation ETF921908844−0.40 pp7.1% → 6.7%
- Vanguard Morningstar Mid-Cap ETF922908629−0.28 pp4.8% → 4.5%
- Vanguard High Dividend Yield Index ETF921946406−0.25 pp4.0% → 3.8%
- Vanguard Morningstar Large-Cap ETF922908637−0.24 pp5.7% → 5.5%
- AMZNAmazon Com Inc
Metrics
13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $533.6M
- +$51.2M (+10.6%) vs. prior quarter
- Positions
- 148
- +3 vs. prior quarter
- Top 10 concentration
- 54.3%
- Top 10 as share of value
- Turnover
- 0.9%
- Q3 2025, one quarter
- Average holding period
- 3.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
12 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $533.6M (Q3 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q3 2025 | Oct 30, 2025 | 148 | $533.6M | Vanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFVanguard Dividend Appreciation ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 22, 2025 | 145 | $482.5M | Vanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFVanguard Dividend Appreciation ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 23, 2025 | 138 | $431.1M | Vanguard Morningstar Value ETFVanguard Ftse Developed Markets ETFVanguard Dividend Appreciation ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 7, 2025 | 133 | $419.6M | Vanguard Morningstar Value ETFVanguard Dividend Appreciation ETFVanguard Morningstar Large-Cap ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 10, 2024 | 0 | $0 | – | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 12, 2024 | 114 | $329.9M | Vanguard Morningstar Large-Cap ETFVanguard Morningstar Mid-Cap ETFVanguard Dividend Appreciation ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 25, 2024 | 0 | $0 | – | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 8, 2024 | 107 | $290.5M | Vanguard Morningstar Large-Cap ETFVanguard Morningstar Mid-Cap ETFVanguard Dividend Appreciation ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Apr 2, 2024Amended | 102 | $259.4M | Vanguard Morningstar Large-Cap ETFVanguard Morningstar Mid-Cap ETFVanguard Dividend Appreciation ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Apr 2, 2024Amended | 108 | $271.0M | Vanguard Morningstar Large-Cap ETFVanguard Morningstar Mid-Cap ETFVanguard Dividend Appreciation ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 2, 2024Amended | 105 | $253.2M | Vanguard Morningstar Large-Cap ETFVanguard Morningstar Mid-Cap ETFVanguard Dividend Appreciation ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Apr 2, 2024Amended | 103 | $242.1M | Vanguard Morningstar Large-Cap ETFVanguard Morningstar Mid-Cap ETFVanguard Dividend Appreciation ETF | – | SEC |