Oak Hill Wealth Advisors 13F annual report
Oak Hill Wealth Advisors is an investment fund managing more than $330 billion ran by Bonny Brown. There are currently 96 companies in Mrs. Brown’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Specialized Funds, together worth $166 billion.
$330 billion Assets Under Management (AUM)
As of 5th July 2024, Oak Hill Wealth Advisors’s top holding is 550,756 shares of Vanguard Index Fds currently worth over $130 billion and making up 39.4% of the portfolio value.
In addition, the fund holds 195,951 shares of Vanguard Specialized Funds worth $35.8 billion.
The third-largest holding is Vanguard Whitehall Fds worth $37.2 billion and the next is Apple Inc worth $12.4 billion, with 58,803 shares owned.
Currently, Oak Hill Wealth Advisors's portfolio is worth at least $330 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Oak Hill Wealth Advisors
The Oak Hill Wealth Advisors office and employees reside in Lansdowne, Virginia. According to the last 13-F report filed with the SEC, Bonny Brown serves as the Chief Compliance Officer at Oak Hill Wealth Advisors.
Recent trades
In the most recent 13F filing, Oak Hill Wealth Advisors revealed that it had opened a new position in Vanguard Index Fds and bought 550,756 shares worth $130 billion.
One of the smaller hedge funds
The two most similar investment funds to Oak Hill Wealth Advisors are Prism Advisors and Grace & Mercy Foundation. They manage $330 billion and $330 billion respectively.
Bonny Brown investment strategy
Oak Hill Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 7.5% of
the total portfolio value.
The fund focuses on investments in the United States as
56.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
54% of the total holdings value.
On the other hand, small-cap stocks make up only 1.0% of the portfolio.
The average market cap of the portfolio companies is close to $225 billion.
The complete list of Oak Hill Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
Opened
550,756
|
$130,089,029,000 | 39.43% |
| Vanguard Specialized Funds |
Opened
195,951
|
$35,770,786,000 | 10.84% |
| Vanguard Whitehall Fds |
Opened
391,193
|
$37,184,761,000 | 11.27% |
| Apple Inc |
Opened
58,803
|
$12,385,009,000 | 3.75% |
| Microsoft Corporation |
Opened
23,263
|
$10,397,449,000 | 3.15% |
| Amazon.com Inc. |
Opened
45,384
|
$8,770,458,000 | 2.66% |
| Vanguard Intl Equity Index F |
Opened
185,949
|
$8,137,141,000 | 2.47% |
| Alphabet Inc |
Opened
45,789
|
$8,350,928,000 | 2.53% |
| Procter And Gamble Co |
Opened
35,358
|
$5,831,238,000 | 1.77% |
| Vanguard Tax-managed Fds |
Opened
93,632
|
$4,627,309,000 | 1.40% |
| Abbvie Inc |
Opened
17,109
|
$2,934,521,000 | 0.89% |
| Vanguard Scottsdale Fds |
Opened
51,629
|
$3,664,144,000 | 1.11% |
| Exxon Mobil Corp. |
Opened
23,010
|
$2,648,876,000 | 0.80% |
| Johnson Johnson |
Opened
17,328
|
$2,532,591,000 | 0.77% |
| Eli Lilly Co |
Opened
2,576
|
$2,332,295,000 | 0.71% |
| Jpmorgan Chase Co. |
Opened
11,481
|
$2,322,059,000 | 0.70% |
| Vanguard Charlotte Fds |
Opened
46,921
|
$2,283,660,000 | 0.69% |
| Aflac Inc. |
Opened
23,450
|
$2,094,313,000 | 0.63% |
| NVIDIA Corp |
Opened
16,246
|
$2,007,001,000 | 0.61% |
| Vanguard Mun Bd Fds |
Opened
34,909
|
$1,749,290,000 | 0.53% |
| Automatic Data Processing In |
Opened
7,256
|
$1,732,003,000 | 0.52% |
| Abbott Labs |
Opened
15,138
|
$1,572,961,000 | 0.48% |
| Chevron Corp. |
Opened
10,031
|
$1,569,020,000 | 0.48% |
| Becton Dickinson Co |
Opened
6,380
|
$1,490,973,000 | 0.45% |
| Altria Group Inc. |
Opened
32,572
|
$1,483,663,000 | 0.45% |
| Unitedhealth Group Inc |
Opened
2,648
|
$1,348,296,000 | 0.41% |
| Phillips 66 |
Opened
8,262
|
$1,166,299,000 | 0.35% |
| Starbucks Corp. |
Opened
14,029
|
$1,092,127,000 | 0.33% |
| Vanguard Bd Index Fds |
Opened
26,995
|
$1,977,467,000 | 0.60% |
| L3Harris Technologies Inc |
Opened
4,683
|
$1,051,663,000 | 0.32% |
| Coca-Cola Co |
Opened
14,747
|
$938,677,000 | 0.28% |
| Norfolk Southn Corp |
Opened
4,164
|
$893,928,000 | 0.27% |
| Berkshire Hathaway Inc. |
Opened
2,158
|
$877,874,000 | 0.27% |
| Blackrock Inc. |
Opened
1,112
|
$875,506,000 | 0.27% |
| Pepsico Inc |
Opened
5,027
|
$829,060,000 | 0.25% |
| Costco Whsl Corp New |
Opened
962
|
$817,787,000 | 0.25% |
| AMGEN Inc. |
Opened
2,612
|
$816,003,000 | 0.25% |
| Philip Morris International Inc |
Opened
7,440
|
$753,926,000 | 0.23% |
| Realty Income Corp. |
Opened
14,183
|
$749,161,000 | 0.23% |
| Qualcomm, Inc. |
Opened
3,724
|
$741,770,000 | 0.22% |
| Verizon Communications Inc |
Opened
15,415
|
$635,703,000 | 0.19% |
| Vanguard Star Fds |
Opened
10,541
|
$635,637,000 | 0.19% |
| Invesco Exchange Traded Fd T |
Opened
17,300
|
$634,206,000 | 0.19% |
| Broadcom Inc. |
Opened
366
|
$587,624,000 | 0.18% |
| Emerson Elec Co |
Opened
5,238
|
$577,007,000 | 0.17% |
| Mcdonalds Corp |
Opened
2,250
|
$573,464,000 | 0.17% |
| Halozyme Therapeutics Inc. |
Opened
10,800
|
$565,488,000 | 0.17% |
| Caterpillar Inc. |
Opened
1,684
|
$561,103,000 | 0.17% |
| Air Prods Chems Inc |
Opened
2,164
|
$558,420,000 | 0.17% |
| Adobe Inc |
Opened
983
|
$546,096,000 | 0.17% |
| Att Inc |
Opened
28,273
|
$540,301,000 | 0.16% |
| Hormel Foods Corp. |
Opened
17,000
|
$518,330,000 | 0.16% |
| Walmart Inc |
Opened
7,562
|
$512,050,000 | 0.16% |
| RTX Corp |
Opened
4,910
|
$492,964,000 | 0.15% |
| Citigroup Inc |
Opened
7,490
|
$475,315,000 | 0.14% |
| International Business Machs |
Opened
2,706
|
$468,072,000 | 0.14% |
| Vanguard World Fd |
Opened
5,471
|
$699,108,000 | 0.21% |
| Dominion Energy Inc |
Opened
9,038
|
$442,841,000 | 0.13% |
| Advanced Micro Devices Inc. |
Opened
2,730
|
$442,833,000 | 0.13% |
| NextEra Energy Inc |
Opened
6,137
|
$434,561,000 | 0.13% |
| Cisco Sys Inc |
Opened
8,681
|
$412,433,000 | 0.13% |
| Eaton Corp Plc |
Opened
1,300
|
$407,615,000 | 0.12% |
| General Mls Inc |
Opened
6,112
|
$386,641,000 | 0.12% |
| J P Morgan Exchange Traded F |
Opened
7,638
|
$385,490,000 | 0.12% |
| Target Corp |
Opened
2,563
|
$379,427,000 | 0.12% |
| 3M Co. |
Opened
3,695
|
$377,544,000 | 0.11% |
| Blackstone Inc |
Opened
2,977
|
$368,553,000 | 0.11% |
| Pfizer Inc. |
Opened
12,588
|
$352,207,000 | 0.11% |
| Disney Walt Co |
Opened
3,488
|
$346,364,000 | 0.10% |
| CVS Health Corp |
Opened
5,750
|
$339,595,000 | 0.10% |
| Lowes Cos Inc |
Opened
1,426
|
$314,376,000 | 0.10% |
| Gallagher Arthur J Co |
Opened
1,159
|
$300,609,000 | 0.09% |
| Thomson-Reuters Corp |
Opened
1,764
|
$297,357,000 | 0.09% |
| The Southern Co. |
Opened
3,775
|
$292,827,000 | 0.09% |
| Ishares Tr |
Opened
526
|
$287,843,000 | 0.09% |
| Duke Energy Corp. |
Opened
2,839
|
$284,567,000 | 0.09% |
| RPM International, Inc. |
Opened
2,600
|
$279,968,000 | 0.08% |
| GE Aerospace |
Opened
1,749
|
$278,008,000 | 0.08% |
| American Tower Corp. |
Opened
1,399
|
$271,873,000 | 0.08% |
| Dover Corp. |
Opened
1,500
|
$270,675,000 | 0.08% |
| Home Depot, Inc. |
Opened
783
|
$269,588,000 | 0.08% |
| Bank America Corp |
Opened
6,713
|
$266,968,000 | 0.08% |
| Salesforce Inc |
Opened
992
|
$255,055,000 | 0.08% |
| American Elec Pwr Co Inc |
Opened
2,870
|
$251,810,000 | 0.08% |
| Intel Corp. |
Opened
8,076
|
$250,112,000 | 0.08% |
| Goldman Sachs Group, Inc. |
Opened
500
|
$226,160,000 | 0.07% |
| Merck Co Inc |
Opened
1,807
|
$223,707,000 | 0.07% |
| Microchip Technology, Inc. |
Opened
2,440
|
$223,260,000 | 0.07% |
| CSX Corp. |
Opened
6,575
|
$219,934,000 | 0.07% |
| Honeywell International Inc |
Opened
1,005
|
$214,560,000 | 0.07% |
| Sysco Corp. |
Opened
2,961
|
$211,417,000 | 0.06% |
| Ishares Inc |
Opened
3,900
|
$208,767,000 | 0.06% |
| Price T Rowe Group Inc |
Opened
1,800
|
$207,558,000 | 0.06% |
| Amer States Wtr Co |
Opened
2,800
|
$203,196,000 | 0.06% |
| Kimberly-Clark Corp. |
Opened
1,456
|
$201,186,000 | 0.06% |
| Hanesbrands Inc |
Opened
13,000
|
$64,090,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 96 holdings | |||
Hedge funds similar to Oak Hill Wealth Advisors
- Tree Line Advisors (hong Kong)
- Pbmares Wealth Management
- Dohj
- Watchman
- Kraft, Davis & Associates
- Wealth Ltd
- Grace & Mercy Foundation
- Prism Advisors
- Cypress Capital
- Chi Advisors
- Hanlon Investment Management
- Periscope Capital
- Dorsey Wright & Associates
- Efg Asset Management (americas)