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

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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