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.