Graves Light Lenhart Wealth, Inc. Portfolio Holdings

Graves Light Lenhart Wealth, Inc.

  • $809 Million
  • Q1 2025

Graves Light Lenhart Wealth, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $809 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $98.5M, Ishares Tr with a value of $64.5M, Berkshire Hathaway Inc Class B with a value of $41.7M, Ishares Core S&P Sm Cap ETF with a value of $29.5M, and Ishares Core S&P Mid Cap ETF with a value of $28.5M.

Examining the 13F form we can see an increase of $7.51M in the current position value, from $801M to 809M.

Graves Light Lenhart Wealth, Inc. is based out at Harrisonburg, VA

Below you can find more details about Graves Light Lenhart Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $809 Million
ETFs: $614 Million
Financial Services: $67.8 Million
Technology: $34.8 Million
Communication Services: $22.2 Million
Consumer Defensive: $14.7 Million
Consumer Cyclical: $14.4 Million
Energy: $13.1 Million
Healthcare: $10.4 Million
Other: $17.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.5 Million 12.19% of portfolio
998,158
Q1 2025 Added 0.26%
$0
$64.5 Million 7.97% of portfolio
843,750
Q1 2025 Added 3.42%
$696B
$41.7 Million 5.16% of portfolio
79,454
Q1 2025 Reduced 2.04%
$0
$29.5 Million 3.64% of portfolio
283,301
Q1 2025 Added 1.68%
$0
$28.5 Million 3.53% of portfolio
490,165
Q1 2025 Added 1.81%
$0
$27.4 Million 3.39% of portfolio
651,815
Q1 2025 Added 22.15%
$3.39T
$26 Million 3.22% of portfolio
117,082
Q1 2025 Reduced 2.93%
$0
$25.7 Million 3.18% of portfolio
191,308
Q1 2025 Reduced 0.57%
$0
$24.1 Million 2.97% of portfolio
188,579
Q1 2025 Reduced 0.15%
$0
$21.7 Million 2.69% of portfolio
275,082
Q1 2025 Added 1.26%
$0
$21.6 Million 2.68% of portfolio
118,823
Q1 2025 Reduced 0.8%
$0
$20.8 Million 2.57% of portfolio
143,624
Q1 2025 Reduced 0.74%
$0
$20.3 Million 2.51% of portfolio
259,796
Q1 2025 Added 2.69%
$0
$16.8 Million 2.08% of portfolio
610,500
Q1 2025 Added 0.45%
$0
$15.6 Million 1.93% of portfolio
237,138
Q1 2025 Added 1.88%
$957B
$12.3 Million 1.52% of portfolio
79,537
Q1 2025 Reduced 0.72%
$0
$11.1 Million 1.38% of portfolio
121,455
Q1 2025 Added 58.8%
$0
$11.1 Million 1.37% of portfolio
60,712
Q1 2025 Added 4.6%
$0
$10.6 Million 1.31% of portfolio
31,686
Q1 2025 Added 5.88%
$0
$10.5 Million 1.3% of portfolio
256,317
Q1 2025 Added 5.83%
$0
$10.4 Million 1.29% of portfolio
34,073
Q1 2025 Reduced 0.09%
$718B
$10 Million 1.24% of portfolio
40,782
Q1 2025 Reduced 0.37%
$1.91T
$9.66 Million 1.19% of portfolio
50,761
Q1 2025 Reduced 0.18%
$0
$8.75 Million 1.08% of portfolio
119,332
Q1 2025 Reduced 8.52%
$0
$8.53 Million 1.05% of portfolio
314,354
Q1 2025 Added 4.75%
$0
$7.76 Million 0.96% of portfolio
28,381
Q1 2025 Added 0.35%
$0
$7.42 Million 0.92% of portfolio
148,725
Q1 2025 Added 3.55%
$35.6B
$7.24 Million 0.9% of portfolio
96,463
Q4 2024 Reduced 3.28%
$273B
$6.91 Million 0.86% of portfolio
41,328
Q1 2025 Added 0.02%
$0
$6.17 Million 0.76% of portfolio
11,062
Q1 2025 Reduced 0.1%
$0
$5.94 Million 0.74% of portfolio
63,540
Q1 2025 Reduced 11.71%
$481B
$5.59 Million 0.69% of portfolio
7
Q3 2024 Reduced 53.33%
$0
$5.44 Million 0.67% of portfolio
69,240
Q1 2025 Reduced 0.86%
$0
$5.44 Million 0.67% of portfolio
106,153
Q1 2025 Added 3.34%
$0
$5.22 Million 0.65% of portfolio
105,294
Q1 2025 Added 14.82%
$0
$5.14 Million 0.64% of portfolio
56,634
Q4 2024 Reduced 0.45%
$33B
$4.45 Million 0.55% of portfolio
59,581
Q1 2025 Reduced 0.64%
$2.94T
$4.45 Million 0.55% of portfolio
11,849
Q1 2025 Added 1.14%
$986B
$4.36 Million 0.54% of portfolio
27,924
Q1 2025 Reduced 0.43%
$0
$4.29 Million 0.53% of portfolio
46,328
Q1 2025 Reduced 0.11%
$0
$4.26 Million 0.53% of portfolio
69,860
Q1 2025 Reduced 0.42%
$0
$4.09 Million 0.51% of portfolio
86,002
Q1 2025 Added 2.74%
$0
$4.03 Million 0.5% of portfolio
30,388
Q1 2025 Reduced 0.85%
$0
$3.95 Million 0.49% of portfolio
40,597
Q1 2025 Reduced 0.13%
$452B
$3.69 Million 0.46% of portfolio
31,055
Q1 2025 Reduced 0.37%
$0
$3.52 Million 0.44% of portfolio
6,298
Q1 2025 Reduced 3.08%
$166B
$3.38 Million 0.42% of portfolio
34,288
Q1 2025 Reduced 2.75%
$0
$3.13 Million 0.39% of portfolio
61,611
Q1 2025 Added 14.5%
$0
$2.98 Million 0.37% of portfolio
36,112
Q1 2025 Reduced 0.92%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $809 Million
  • Prior Value $801 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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