OAK HILL WEALTH ADVISORS, LLC

RIA/Wealth

OAK HILL WEALTH ADVISORS, LLC is a RIA/Wealth based in Lansdowne, VA led by Patrick Wallace Larkin, reporting $603.2M in AUM as of Q3 2025 with 69% ETF concentration and 55% concentrated in top 10 holdings.

Managing PartnerPatrick Wallace Larkin

Portfolio Value: $529.0M
Positions: 145
Top Holding: VEA at 8.39%
Last Reported: Q3 2025

Address19415 Deerfield Ave, Suite 203, Lansdowne, VA, 20176, United States

Top Holdings

Largest long holdings in OAK HILL WEALTH ADVISORS, LLC's portfolio (54.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard FTSE Developed Markets VEA	ETF ETF	$44.4M	8.39%	+$2.6M Bought	— 740.9K shares	Q4 2022 Held for 2y 11m
2 Vanguard Value VTV	ETF ETF	$43.3M	8.19%	+$2.4M Bought	— 232.3K shares	Q4 2022 Held for 2y 11m
3 Vanguard Dividend Appreciation VIG	Unknown Unknown	$35.6M	6.73%	-$163.1K Sold	— 165.0K shares	Q4 2022 Held for 2y 11m
4 Vanguard Growth VUG	ETF ETF	$34.3M	6.48%	+$1.3M Bought	— 71.5K shares	Q4 2022 Held for 2y 11m
5 Vanguard Large-Cap VV	ETF ETF	$29.3M	5.54%	-$437.2K Sold	— 95.1K shares	Q4 2022 Held for 2y 11m
6 Vanguard Mid-Cap Fund VO	ETF ETF	$24.2M	4.58%	-$14.1K Sold	— 82.6K shares	Q4 2022 Held for 2y 11m
7 Vanguard Total International Bond BNDX	ETF ETF	$21.9M	4.15%	+$1.2M Bought	— 443.4K shares	Q2 2024 Held for 1y 5m
8 Vanguard Small-Cap ETF VB	ETF ETF	$21.5M	4.06%	+$1.3M Bought	— 84.5K shares	Q4 2022 Held for 2y 11m
9 Vanguard High Dividend Yield VYM	ETF ETF	$20.1M	3.79%	-$201.3K Sold	— 142.3K shares	Q4 2022 Held for 2y 11m
10 Vanguard FTSE Emerging Markets VWO	ETF ETF	$15.2M	2.87%	-$818.0K Sold	— 280.1K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in OAK HILL WEALTH ADVISORS, LLC's latest filing

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Market Value

$529.0M

Prior: $480.3M

Q/Q Change

+10.13%

+$48.7M

Net Flows % of MV

+3.85%

Turnover Ratio

2.83%

New Purchases

1 stocks

$564.0K

Added To

49 stocks

+$24.3M

Sold Out Of

2 stocks

$452.6K

Reduced Holdings

48 stocks

-$4.0M

Increased Positions

Position	Shares Δ	Change
1 CGSD Capital Group Short Duration Income CGSD	New	0 → 21.7K +$564.0K
2 Vanguard Long-Term Corporate Bond VCLT	+180.85%	6.2K → 17.3K +$865.5K
3 VCRB Vanguard Core Bond VCRB	+154.53%	16.3K → 41.6K +$2.0M
4 CGCP Capital Group Core Plus Income CGCP	+115.52%	30.7K → 66.1K +$804.9K
5 Capital Group U.S. Multi-Sector Income CGMS	+106.05%	51.1K → 105.3K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 Lockheed Martin LMT	Sold	932.0 → 0 −$431.5K
2 Lucid Group, Inc. LCID	Sold	1.0K → 0 −$21.1K
3 Adobe ADBE	-32.56%	900.0 → 607.0 −$103.4K
4 Vanguard Tax-Exempt Bond Index Fund VTEB	-32.49%	31.8K → 21.5K −$517.2K
5 Oracle ORCL	-23.99%	3.3K → 2.5K −$225.0K