Managers / Q4 2024 · view latest →
OAK HILL WEALTH ADVISORS, LLC
CIK 0001964849 · 19415 DEERFIELD AVE, SUITE 203, LANSDOWNE, VA, 20176 · 703-673-7034
Reported Value
$420M
Q4 2024
Positions
133
Filings on Record
16
2019–present window
Filed
Feb 7, 2025
original filing
Summary
Oak Hill Wealth Advisors, Llc reported $420M in U.S.-listed holdings across 133 positions for Q4 2024.
Its largest position, VTV, represents 8.0% of the portfolio.
Compared with Q3 2024, the fund opened 22 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 72.5% · $304M
- Common Stock · 27.2% · $114M
- REIT · 0.2% · $811,391
- Other · 0.1% · $431,431
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2025 | $534M | 148 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $482M | 145 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $431M | 138 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $420M | 133 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $406M | 115 | Oct 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $330M | 114 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $314M | 107 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $291M | 107 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $300M | 130 | Nov 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $311M | 134 | Jul 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $293M | 131 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $283.1B | 130 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.