Oak Hill Wealth Advisors, LLC

13F filer · CIK 0001964849

Last filed Oct 30, 2025

Inactive · not filing 13F

13F portfolio value$534MU.S. long equity reported on 13F

Positions981 new · 2 closed

Net flow last quarter-$960KBuys minus sells

Top 10 positions weight17.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Oct 30, 202598 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$20.1M	3.76%	Not reported	-1.0%	Q4 2022
AAPLApple Inc.	$14.8M	2.77%	0.00%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$12.8M	2.40%	0.00%	-0.4%	Q4 2022
BSVNBank7 Corp.	$10.4M	1.95%	1.39%	+5.3%	Q2 2024
AMZNAmazon Com Inc	$9.24M	1.73%	0.00%	-0.9%	Q4 2022
GOOGLAlphabet Inc.	$8.81M	1.65%	0.00%	-0.1%	Q4 2022
PGPROCTER & GAMBLE Co	$5.5M	1.03%	0.00%	-2.8%	Q4 2022
ABBVAbbVie Inc.	$4.03M	0.75%	0.00%	-0.6%	Q4 2022
XOMExxonMobil Holdings Corp	$3.63M	0.68%	0.00%	+0.5%	Q4 2022
JNJJohnson & Johnson	$3.53M	0.66%	0.00%	-1.0%	Q4 2022
JPMJPMorgan Chase & Co	$3.5M	0.66%	0.00%	+0.3%	Q4 2022
MOAltria Group, Inc.	$2.88M	0.54%	0.00%	-1.9%	Q4 2022
AFLAflac Inc	$2.49M	0.47%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$2.36M	0.44%	0.00%	-7.9%	Q4 2022
LLYELI LILLY & Co	$2.21M	0.41%	0.00%	-0.3%	Q4 2022
ADPAutomatic Data Processing Inc	$2M	0.38%	0.00%	-3.3%	Q4 2022
CVXChevron Corp	$1.98M	0.37%	0.00%	Not reported	Q4 2022
ABTAbbott Laboratories	$1.91M	0.36%	0.00%	+0.2%	Q4 2022
GOOGAlphabet Inc.	$1.87M	0.35%	Not reported	+0.2%	Q4 2022
PMPhilip Morris International Inc.	$1.71M	0.32%	0.00%	-5.7%	Q4 2022
NSCNorfolk Southern Corp	$1.58M	0.30%	0.00%	Not reported	Q4 2022
IBMInternational Business Machines Corp	$1.52M	0.29%	0.00%	Not reported	Q4 2022
CGCPCardiogenesis Corp	$1.5M	0.28%	Not reported	+115.5%	Q2 2025
LHXL3harris Technologies, Inc.	$1.34M	0.25%	0.00%	Not reported	Q4 2022
BLKBlackRock, Inc.	$1.28M	0.24%	0.00%	+0.4%	Q4 2022
BDXBecton Dickinson & Co	$1.23M	0.23%	0.00%	-1.7%	Q4 2022
AVGOBroadcom Inc.	$1.19M	0.22%	0.00%	-1.4%	Q2 2023
BRK.BBerkshire Hathaway Inc	$1.18M	0.22%	Not reported	+2.6%	Q4 2022
PSXPhillips 66	$1.14M	0.21%	0.00%	Not reported	Q4 2022
SBUXStarbucks Corp	$1.14M	0.21%	0.00%	-5.0%	Q4 2022
KOCoca Cola Co	$1.07M	0.20%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$1.06M	0.20%	0.00%	Not reported	Q4 2022
TAt&T Inc.	$969K	0.18%	0.00%	-0.6%	Q4 2022
MCDMcdonalds Corp	$944K	0.18%	0.00%	+0.4%	Q4 2022
UNHUnitedhealth Group Inc	$908K	0.17%	0.00%	-3.7%	Q4 2022
COSTCostco Wholesale Corp	$900K	0.17%	0.00%	+0.2%	Q4 2022
DUKDuke Energy CORP	$884K	0.17%	0.00%	-6.0%	Q4 2022
PEPPepsico Inc	$868K	0.16%	0.00%	Not reported	Q4 2022
RTXRTX Corp	$845K	0.16%	0.00%	+0.8%	Q4 2022
CCitigroup Inc	$826K	0.15%	0.00%	+0.1%	Q4 2022
WMTWalmart Inc.	$818K	0.15%	0.00%	+0.4%	Q4 2022
HALOHalozyme Therapeutics, Inc.	$785K	0.15%	0.01%	Not reported	Q4 2022
QCOMQualcomm Inc	$759K	0.14%	0.00%	Not reported	Q4 2022
VVisa Inc.	$744K	0.14%	0.00%	+0.7%	Q4 2024
AMTAmerican Tower Corp	$736K	0.14%	0.00%	Not reported	Q4 2022
VZVerizon Communications Inc	$716K	0.13%	0.00%	-0.7%	Q4 2022
ORCLOracle Corp	$713K	0.13%	0.00%	-24.0%	Q4 2024
AMGNAmgen Inc	$691K	0.13%	0.00%	Not reported	Q4 2022
ORealty Income Corp	$680K	0.13%	0.00%	+6.0%	Q4 2022
EMREmerson Electric Co	$677K	0.13%	0.00%	Not reported	Q4 2022

Q2 2025Reported Jul 22, 202599 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.4M	4.01%	Not reported	+12.1%	Q4 2022
MSFTMicrosoft Corp	$12.3M	2.56%	0.00%	-0.1%	Q4 2022
AAPLApple Inc.	$12.1M	2.52%	0.00%	-0.7%	Q4 2022
BSVNBank7 Corp.	$9.77M	2.03%	1.32%	+8.6%	Q2 2024
AMZNAmazon Com Inc	$9.32M	1.93%	0.00%	-3.2%	Q4 2022
GOOGLAlphabet Inc.	$6.32M	1.31%	0.00%	-1.3%	Q4 2022
PGPROCTER & GAMBLE Co	$5.82M	1.21%	0.00%	+0.1%	Q4 2022
XOMExxonMobil Holdings Corp	$3.66M	0.76%	0.00%	+1.0%	Q4 2022
ABBVAbbVie Inc.	$3.32M	0.69%	0.00%	-1.0%	Q4 2022
JPMJPMorgan Chase & Co	$3.13M	0.65%	0.00%	+0.9%	Q4 2022
JNJJohnson & Johnson	$3M	0.62%	0.00%	-1.1%	Q4 2022
MOAltria Group, Inc.	$2.65M	0.55%	0.00%	+9.6%	Q4 2022
AFLAflac Inc	$2.3M	0.48%	0.00%	0.0%	Q4 2022
LLYELI LILLY & Co	$2.26M	0.47%	0.00%	+0.5%	Q4 2022
NVDANvidia Corp	$2.19M	0.45%	0.00%	+7.0%	Q4 2022
ADPAutomatic Data Processing Inc	$2.17M	0.45%	0.00%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$1.98M	0.41%	0.00%	-1.4%	Q4 2022
CVXChevron Corp	$1.95M	0.41%	0.00%	+1.9%	Q4 2022
ABTAbbott Laboratories	$1.9M	0.39%	0.00%	-1.1%	Q4 2022
IBMInternational Business Machines Corp	$1.57M	0.32%	0.00%	-12.7%	Q4 2022
NSCNorfolk Southern Corp	$1.37M	0.28%	0.00%	+20.6%	Q4 2022
SBUXStarbucks Corp	$1.35M	0.28%	0.00%	+15.8%	Q4 2022
GOOGAlphabet Inc.	$1.34M	0.28%	Not reported	-6.1%	Q4 2022
BLKBlackRock, Inc.	$1.17M	0.24%	0.00%	+1.4%	Q4 2022
BDXBecton Dickinson & Co	$1.17M	0.24%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$1.13M	0.23%	0.00%	0.0%	Q4 2022
LHXL3harris Technologies, Inc.	$1.13M	0.23%	0.00%	-4.9%	Q4 2022
PSXPhillips 66	$1.09M	0.23%	0.00%	+6.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.09M	0.23%	Not reported	+2.0%	Q4 2022
AVGOBroadcom Inc.	$995K	0.21%	0.00%	Not reported	Q2 2023
TAt&T Inc.	$976K	0.20%	0.00%	+48.5%	Q4 2022
COSTCostco Wholesale Corp	$956K	0.20%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$903K	0.19%	0.00%	Not reported	Q4 2022
DUKDuke Energy CORP	$884K	0.18%	0.00%	+33.6%	Q4 2022
CATCaterpillar Inc	$875K	0.18%	0.00%	+12.7%	Q4 2022
AMTAmerican Tower Corp	$844K	0.18%	0.00%	+188.5%	Q4 2022
UNHUnitedhealth Group Inc	$840K	0.17%	0.00%	+0.1%	Q4 2022
PEPPepsico Inc	$835K	0.17%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$782K	0.16%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$767K	0.16%	0.00%	+0.1%	Q4 2022
VVisa Inc.	$767K	0.16%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$728K	0.15%	0.00%	+1.7%	Q4 2022
QCOMQualcomm Inc	$728K	0.15%	0.00%	+21.3%	Q4 2022
RTXRTX Corp	$726K	0.15%	0.00%	-3.8%	Q4 2022
EMREmerson Electric Co	$716K	0.15%	0.00%	Not reported	Q4 2022
VZVerizon Communications Inc	$706K	0.15%	0.00%	+15.0%	Q4 2022
CCitigroup Inc	$696K	0.14%	0.00%	+6.6%	Q4 2022
BXBlackstone Inc.	$691K	0.14%	0.00%	+7.5%	Q4 2022
CGCPCardiogenesis Corp	$685K	0.14%	Not reported	New	Q2 2025
TFCTruist Financial Corp	$629K	0.13%	0.00%	-4.7%	Q4 2024

Q1 2025Reported Apr 23, 202594 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16.5M	3.84%	Not reported	+2.2%	Q4 2022
AAPLApple Inc.	$12.9M	3.00%	0.00%	+0.4%	Q4 2022
MSFTMicrosoft Corp	$9.35M	2.17%	0.00%	-2.8%	Q4 2022
BSVNBank7 Corp.	$9.01M	2.09%	1.22%	+10.3%	Q2 2024
AMZNAmazon Com Inc	$8.35M	1.94%	0.00%	+2.6%	Q4 2022
PGPROCTER & GAMBLE Co	$6.28M	1.46%	0.00%	+2.9%	Q4 2022
GOOGLAlphabet Inc.	$5.68M	1.32%	0.00%	+1.9%	Q4 2022
XOMExxonMobil Holdings Corp	$3.78M	0.88%	0.00%	-0.3%	Q4 2022
ABBVAbbVie Inc.	$3.7M	0.86%	0.00%	-0.1%	Q4 2022
JNJJohnson & Johnson	$3.22M	0.75%	0.00%	-1.5%	Q4 2022
JPMJPMorgan Chase & Co	$2.69M	0.62%	0.00%	+6.1%	Q4 2022
AFLAflac Inc	$2.48M	0.58%	0.00%	-0.9%	Q4 2022
MOAltria Group, Inc.	$2.43M	0.56%	0.00%	+13.0%	Q4 2022
LLYELI LILLY & Co	$2.39M	0.55%	0.00%	-1.9%	Q4 2022
ADPAutomatic Data Processing Inc	$2.16M	0.50%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$2.09M	0.49%	0.00%	-3.3%	Q4 2022
ABTAbbott Laboratories	$1.91M	0.44%	0.00%	-3.8%	Q4 2022
PMPhilip Morris International Inc.	$1.8M	0.42%	0.00%	+18.4%	Q4 2022
IBMInternational Business Machines Corp	$1.54M	0.36%	0.00%	+97.9%	Q4 2022
BDXBecton Dickinson & Co	$1.53M	0.36%	0.00%	-1.6%	Q4 2022
UNHUnitedhealth Group Inc	$1.43M	0.33%	0.00%	+4.0%	Q4 2022
NVDANvidia Corp	$1.39M	0.32%	0.00%	-15.7%	Q4 2022
GOOGAlphabet Inc.	$1.27M	0.30%	Not reported	-0.1%	Q4 2022
SBUXStarbucks Corp	$1.2M	0.28%	0.00%	-8.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.19M	0.28%	Not reported	-0.6%	Q4 2022
KOCoca Cola Co	$1.16M	0.27%	0.00%	+8.0%	Q4 2022
NSCNorfolk Southern Corp	$1.03M	0.24%	0.00%	-8.4%	Q4 2022
BLKBlackRock, Inc.	$1.02M	0.24%	0.00%	Not reported	Q4 2022
PSXPhillips 66	$977K	0.23%	0.00%	Not reported	Q4 2022
LHXL3harris Technologies, Inc.	$967K	0.22%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$967K	0.22%	0.00%	Not reported	Q4 2022
PEPPepsico Inc	$927K	0.22%	0.00%	+5.1%	Q4 2022
COSTCostco Wholesale Corp	$918K	0.21%	0.00%	+0.3%	Q4 2022
VVisa Inc.	$758K	0.18%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$751K	0.17%	0.00%	-7.7%	Q4 2022
DUKDuke Energy CORP	$694K	0.16%	0.00%	+19.3%	Q4 2022
WMTWalmart Inc.	$693K	0.16%	0.00%	-0.9%	Q4 2022
RTXRTX Corp	$690K	0.16%	0.00%	Not reported	Q4 2022
HALOHalozyme Therapeutics, Inc.	$683K	0.16%	0.01%	-0.9%	Q4 2022
TAt&T Inc.	$657K	0.15%	0.00%	+1.5%	Q4 2022
CATCaterpillar Inc	$649K	0.15%	0.00%	+2.6%	Q4 2022
VZVerizon Communications Inc	$647K	0.15%	0.00%	0.0%	Q4 2022
CSCOCisco Systems, Inc.	$625K	0.14%	0.00%	-0.9%	Q4 2022
AVGOBroadcom Inc.	$613K	0.14%	0.00%	Not reported	Q2 2023
NEENextera Energy Inc	$599K	0.14%	0.00%	Not reported	Q4 2022
TFCTruist Financial Corp	$598K	0.14%	0.00%	-0.1%	Q4 2024
ORealty Income Corp	$595K	0.14%	0.00%	-3.5%	Q4 2022
QCOMQualcomm Inc	$578K	0.13%	0.00%	+0.1%	Q4 2022
BXBlackstone Inc.	$575K	0.13%	0.00%	Not reported	Q4 2022
EMREmerson Electric Co	$566K	0.13%	0.00%	-5.5%	Q4 2022

Q4 2024Reported Feb 7, 202594 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16M	3.82%	Not reported	Not reported	Q4 2022
AAPLApple Inc.	$14.5M	3.46%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$10.8M	2.57%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$9.39M	2.24%	0.00%	Not reported	Q4 2022
BSVNBank7 Corp.	$8.06M	1.92%	1.11%	Not reported	Q2 2024
GOOGLAlphabet Inc.	$6.82M	1.62%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$6M	1.43%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$3.42M	0.82%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$3.15M	0.75%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$2.85M	0.68%	0.00%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$2.48M	0.59%	0.00%	Not reported	Q4 2022
AFLAflac Inc	$2.33M	0.56%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$2.28M	0.54%	0.00%	Not reported	Q4 2022
ADPAutomatic Data Processing Inc	$2.07M	0.49%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$2.04M	0.49%	0.00%	Not reported	Q4 2022
MOAltria Group, Inc.	$1.88M	0.45%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$1.87M	0.45%	0.00%	Not reported	Q4 2022
ABTAbbott Laboratories	$1.69M	0.40%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$1.55M	0.37%	Not reported	Not reported	Q4 2022
BDXBecton Dickinson & Co	$1.54M	0.37%	0.00%	Not reported	Q4 2022
UNHUnitedhealth Group Inc	$1.33M	0.32%	0.00%	Not reported	Q4 2022
SBUXStarbucks Corp	$1.22M	0.29%	0.00%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$1.15M	0.27%	0.00%	Not reported	Q4 2022
NSCNorfolk Southern Corp	$1.12M	0.27%	0.00%	Not reported	Q4 2022
BLKBlackRock, Inc.	$1.1M	0.26%	0.00%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.02M	0.24%	Not reported	Not reported	Q4 2022
LHXL3harris Technologies, Inc.	$972K	0.23%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$929K	0.22%	0.00%	Not reported	Q4 2022
PSXPhillips 66	$901K	0.21%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$897K	0.21%	0.00%	Not reported	Q4 2022
PEPPepsico Inc	$895K	0.21%	0.00%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$886K	0.21%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$849K	0.20%	0.00%	Not reported	Q2 2023
WMTWalmart Inc.	$720K	0.17%	0.00%	Not reported	Q4 2022
BXBlackstone Inc.	$709K	0.17%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$696K	0.17%	0.00%	Not reported	Q4 2022
IBMInternational Business Machines Corp	$686K	0.16%	0.00%	Not reported	Q4 2022
VVisa Inc.	$684K	0.16%	0.00%	New	Q4 2024
AMGNAmgen Inc	$681K	0.16%	0.00%	Not reported	Q4 2022
EMREmerson Electric Co	$677K	0.16%	0.00%	Not reported	Q4 2022
TFCTruist Financial Corp	$631K	0.15%	0.00%	New	Q4 2024
NEENextera Energy Inc	$606K	0.14%	0.00%	Not reported	Q4 2022
CSCOCisco Systems, Inc.	$605K	0.14%	0.00%	Not reported	Q4 2022
RTXRTX Corp	$603K	0.14%	0.00%	Not reported	Q4 2022
BWXTBWX Technologies, Inc.	$585K	0.14%	0.01%	New	Q4 2024
QCOMQualcomm Inc	$577K	0.14%	0.00%	Not reported	Q4 2022
VZVerizon Communications Inc	$570K	0.14%	0.00%	Not reported	Q4 2022
ORealty Income Corp	$568K	0.14%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$556K	0.13%	0.00%	New	Q4 2024
APDAir Products & Chemicals, Inc.	$555K	0.13%	0.00%	Not reported	Q4 2022

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