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Super Investors OAK HILL WEALTH ADVISORS, LLC
OH

OAK HILL WEALTH ADVISORS, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$534M
Positions
148
Quarter ended
September 30, 2025
Filed
October 30, 2025

Reported portfolio value by quarter (12 quarters reported)

$534M $242M
Q4 22 Q3 23 Q2 24 Q1 25 Q3 25

$242M in Q4 2022 → $534M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2025. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
VT Vanguard Tax-managed Fds 8.3% Added 6.3% 740,868 $44.4M
VI Vanguard Index Fds 8.1% Added 5.9% 232,281 $43.3M
VS Vanguard Specialized Funds 6.7% Trimmed 0.5% 165,029 $35.6M
VI Vanguard Index Fds 6.4% Added 3.9% 71,508 $34.3M
VI Vanguard Index Fds 5.5% Trimmed 1.5% 95,130 $29.3M
VI Vanguard Index Fds 4.5% Trimmed 0.1% 82,551 $24.2M
VC Vanguard Charlotte Fds 4.1% Added 6.0% 443,406 $21.9M
VI Vanguard Index Fds 4.0% Added 6.5% 84,461 $21.5M
VW Vanguard Whitehall Fds 3.8% Trimmed 1.0% 142,348 $20.1M
VI Vanguard Intl Equity Index F 2.8% Trimmed 5.1% 280,071 $15.2M
Apple Inc 2.8% Added 0.3% 57,992 $14.8M
VS Vanguard Scottsdale Fds 2.5% Added 12% 157,268 $13.2M
Microsoft Corp 2.4% Trimmed 0.4% 24,776 $12.8M
VB Vanguard Bd Index Fds 1.9% Added 5.3% 131,704 $10.4M
Amazon Com Inc 1.7% Trimmed 0.9% 42,096 $9.24M
Alphabet Inc 1.7% Trimmed 0.1% 36,231 $8.81M
VW Vanguard Whitehall Fds 1.5% Added 1.4% 97,059 $8.22M
VW Vanguard Whitehall Fds 1.4% Added 5.9% 82,383 $7.38M
VB Vanguard Bd Index Fds 1.3% Added 5.8% 90,582 $6.74M
VI Vanguard Index Fds 1.2% Trimmed 0.1% 29,369 $6.15M
PA Procter And Gamble Co 1.0% Trimmed 2.8% 35,815 $5.5M
VS Vanguard Scottsdale Fds 1.0% Added 6.6% 112,208 $5.27M
VB Vanguard Bd Index Fds 0.9% Added 5.1% 63,392 $4.95M
VB Vanguard Bd Index Fds 0.9% Added 6.3% 69,308 $4.91M
Abbvie Inc 0.8% Trimmed 0.6% 17,395 $4.03M
Exxon Mobil Corp 0.7% Added 0.5% 32,208 $3.63M
Johnson & Johnson 0.7% Trimmed 1.0% 19,041 $3.53M
VS Vanguard Scottsdale Fds 0.7% Added 6.4% 61,783 $3.51M
Jpmorgan Chase & Co. 0.7% Added 0.3% 11,093 $3.5M
AE Allspring Exchange Traded Fu 0.6% Added 82% 129,489 $3.26M
VM Vanguard Malvern Fds 0.6% Added 155% 41,560 $3.26M
CG Capital Grp Fixed Incm ETF T 0.5% Added 106% 105,338 $2.92M
Altria Group Inc 0.5% Trimmed 1.9% 43,609 $2.88M
CG Capital Group Dividend Growe 0.5% Added 33% 79,464 $2.75M
VI Vanguard Index Fds 0.5% Trimmed 0.6% 8,065 $2.65M
CG Capital Grp Fixed Incm ETF T 0.5% Added 33% 94,489 $2.58M
CG Capital Group Dividend Value 0.5% Added 50% 59,999 $2.52M
Aflac Inc 0.5% Unchanged 22,319 $2.49M
Nvidia Corporation 0.4% Trimmed 7.9% 12,636 $2.36M
EL Eli Lilly & Co 0.4% Trimmed 0.3% 2,901 $2.21M
VW Vanguard Whitehall Fds 0.4% Added 103% 30,836 $2.06M
AD Automatic Data Processing In 0.4% Trimmed 3.3% 6,829 $2M
CN Chevron Corp New 0.4% Unchanged 12,755 $1.98M
AL Abbott Labs 0.4% Added 0.2% 14,246 $1.91M
Alphabet Inc 0.3% Added 0.2% 7,663 $1.87M
VS Vanguard Scottsdale Fds 0.3% Added 4.9% 31,534 $1.86M
VM Vanguard Malvern Fds 0.3% Added 103% 23,100 $1.82M
CG Capital Group Growth ETF 0.3% Added 56% 38,969 $1.71M
PM Philip Morris Intl Inc 0.3% Trimmed 5.7% 10,533 $1.71M
VM Vanguard Mun Bd Fds 0.3% Added 27% 16,781 $1.68M
NS Norfolk Southn Corp 0.3% Unchanged 5,260 $1.58M
IB International Business Machs 0.3% Unchanged 5,394 $1.52M
CG Capital Grp Fixed Incm ETF T 0.3% Added 116% 66,095 $1.5M
VS Vanguard Scottsdale Fds 0.3% Added 181% 17,309 $1.34M
L3harris Technologies Inc 0.3% Unchanged 4,396 $1.34M
Blackrock Inc 0.2% Added 0.4% 1,095 $1.28M
BD Becton Dickinson & Co 0.2% Trimmed 1.7% 6,588 $1.23M
Broadcom Inc 0.2% Trimmed 1.4% 3,608 $1.19M
BH Berkshire Hathaway Inc Del 0.2% Added 2.6% 2,339 $1.18M
Phillips 66 0.2% Unchanged 8,405 $1.14M

Showing top 60 of 148 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2025

quarter ended September 30, 2025 · filed October 30, 2025

Company Action Shares changed Value of change % of portfolio
VT Vanguard Tax-managed Fds Added +43,665 +$2.62M 8.3%
VI Vanguard Index Fds Added +12,886 +$2.4M 8.1%
VM Vanguard Malvern Fds Added +25,232 +$1.98M 0.6%
CG Capital Grp Fixed Incm ETF T Added +54,215 +$1.5M 0.5%
AE Allspring Exchange Traded Fu Added +58,193 +$1.47M 0.6%
VS Vanguard Scottsdale Fds Added +16,437 +$1.38M 2.5%
VI Vanguard Index Fds Added +5,134 +$1.31M 4.0%
VI Vanguard Index Fds Added +2,675 +$1.28M 6.4%
VC Vanguard Charlotte Fds Added +24,968 +$1.23M 4.1%
VW Vanguard Whitehall Fds Added +15,666 +$1.05M 0.4%

Showing the 10 largest of 106 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 22, 2025

Company Action Shares changed Value of change % of portfolio
VT Vanguard Tax-managed Fds Added +54,786 +$3.12M 8.2%
VI Vanguard Index Fds Added +14,069 +$2.51M 8.1%
VI Vanguard Intl Equity Index F Trimmed −43,216 −$2.14M 3.0%
VW Vanguard Whitehall Fds Added +15,512 +$2.09M 4.0%
VI Vanguard Index Fds Added +3,922 +$1.72M 6.3%
VS Vanguard Specialized Funds Added +7,952 +$1.64M 7.1%
AE Allspring Exchange Traded Fu Added +62,035 +$1.53M 0.4%
CG Capital Grp Fixed Incm ETF T New +51,123 +$1.41M 0.3%
VM Vanguard Malvern Fds New +16,328 +$1.25M 0.3%
VC Vanguard Charlotte Fds Added +17,845 +$878K 4.3%

Showing the 10 largest of 114 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 23, 2025

Company Action Shares changed Value of change % of portfolio
VT Vanguard Tax-managed Fds Added +89,458 +$4.55M 7.6%
VI Vanguard Intl Equity Index F Trimmed −73,953 −$3.35M 3.6%
VS Vanguard Specialized Funds Added +6,901 +$1.34M 7.1%
VI Vanguard Index Fds Added +7,146 +$1.23M 8.2%
CG Capital Grp Fixed Incm ETF T Added +43,025 +$1.15M 0.5%
VC Vanguard Charlotte Fds Added +22,448 +$1.1M 4.5%
VB Vanguard Bd Index Fds Added +10,731 +$840K 2.1%
IB International Business Machs Added +3,054 +$759K 0.4%
VW Vanguard Whitehall Fds Added +9,204 +$678K 1.5%
VM Vanguard Mun Bd Fds Added +6,619 +$654K 0.3%

Showing the 10 largest of 101 changes.

Q4 2024

quarter ended December 31, 2024 · filed February 07, 2025

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds New +198,180 +$33.6M 8.0%
VI Vanguard Index Fds Exited −187,185 −$32.7M —
VS Vanguard Specialized Funds Exited −157,218 −$31.1M —
VS Vanguard Specialized Funds New +150,932 +$29.6M 7.0%
VI Vanguard Index Fds Exited −106,156 −$27.9M —
VT Vanguard Tax-managed Fds Exited −515,637 −$27.2M —
VI Vanguard Index Fds New +100,811 +$27.2M 6.5%
VT Vanguard Tax-managed Fds New +552,959 +$26.4M 6.3%
VI Vanguard Index Fds New +63,720 +$26.2M 6.2%
VI Vanguard Index Fds Exited −60,205 −$23.1M —

Showing the 10 largest of 248 changes.

Q3 2024

quarter ended September 30, 2024 · filed October 10, 2024

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds Exited −236,699 −$59.1M —
VI Vanguard Index Fds Exited −165,677 −$40.1M —
VS Vanguard Specialized Funds Exited −195,951 −$35.8M —
VI Vanguard Index Fds New +187,185 +$32.7M 8.1%
VS Vanguard Specialized Funds New +157,218 +$31.1M 7.7%
VI Vanguard Index Fds New +106,156 +$27.9M 6.9%
VT Vanguard Tax-managed Fds New +515,637 +$27.2M 6.7%
VI Vanguard Index Fds New +60,205 +$23.1M 5.7%
VI Vanguard Index Fds New +84,149 +$22.2M 5.5%
VW Vanguard Whitehall Fds Exited −182,295 −$21.6M —

Showing the 10 largest of 229 changes.

Q2 2024

quarter ended June 30, 2024 · filed July 12, 2024

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds Exited −258,196 −$61.9M —
VI Vanguard Index Fds New +236,699 +$59.1M 17.9%
VI Vanguard Index Fds Exited −177,697 −$44.4M —
VI Vanguard Index Fds New +165,677 +$40.1M 12.2%
VS Vanguard Specialized Funds Exited −197,191 −$36M —
VS Vanguard Specialized Funds New +195,951 +$35.8M 10.8%
VW Vanguard Whitehall Fds Exited −186,122 −$22.5M —
VW Vanguard Whitehall Fds New +182,295 +$21.6M 6.6%
VI Vanguard Index Fds Exited −58,132 −$13.3M —
VI Vanguard Index Fds New +60,748 +$13.2M 4.0%

Showing the 10 largest of 221 changes.

Q1 2024

quarter ended March 31, 2024 · filed April 25, 2024

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds New +258,196 +$61.9M 19.7%
VI Vanguard Index Fds Exited −254,116 −$55.4M —
VI Vanguard Index Fds New +177,697 +$44.4M 14.2%
VI Vanguard Index Fds Exited −172,031 −$40M —
VS Vanguard Specialized Funds New +197,191 +$36M 11.5%
VS Vanguard Specialized Funds Exited −195,057 −$33.2M —
VW Vanguard Whitehall Fds New +186,122 +$22.5M 7.2%
VW Vanguard Whitehall Fds Exited −180,746 −$20.2M —
VI Vanguard Index Fds New +58,132 +$13.3M 4.2%
VI Vanguard Index Fds Exited −56,741 −$12.1M —

Showing the 10 largest of 214 changes.

Q4 2023

quarter ended December 31, 2023 · filed February 08, 2024

Company Action Shares changed Value of change % of portfolio
VW Vanguard Whitehall Fds Added +7,649 +$854K 6.9%
VI Vanguard Index Fds Added +3,351 +$780K 13.8%
VI Vanguard Index Fds Added +1,456 +$318K 19.1%
Salesforce Inc New +972 +$256K 0.1%
VI Vanguard Index Fds Added +1,198 +$256K 4.2%
Advanced Micro Devices Inc New +1,621 +$239K 0.1%
BA Bank America Corp New +6,747 +$227K 0.1%
Microchip Technology Inc. New +2,440 +$220K 0.1%
Sysco Corp New +2,978 +$218K 0.1%
Johnson & Johnson Trimmed −990 −$155K 1.0%

Showing the 10 largest of 72 changes.

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