Graves Light Lenhart Wealth, Inc. Portfolio Holdings

Graves Light Lenhart Wealth, Inc.

  • $835 Million
  • Q2 2025

Graves Light Lenhart Wealth, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $835 Million distributed in 192 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 $100M, Ishares Tr with a value of $72.4M, Berkshire Hathaway Inc Class B with a value of $36.1M, Ishares Core S&P Sm Cap ETF with a value of $31.5M, and Ishares Core S&P Mid Cap ETF with a value of $30.5M.

Examining the 13F form we can see an increase of $26.6M in the current position value, from $809M to 835M.

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 $835 Million
ETFs: $642 Million
Financial Services: $63.2 Million
Technology: $34.5 Million
Communication Services: $24.9 Million
Consumer Cyclical: $15.6 Million
Consumer Defensive: $14.7 Million
Energy: $11.7 Million
Healthcare: $9.17 Million
Other: $17.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.2B
$492,000 0.06% of portfolio
2,446
Q2 2025 Added 0.04%
$738M
$509,000 0.06% of portfolio
37,289
Q4 2024 Added 0.01%
$49.2B
$442,000 0.05% of portfolio
13,099
Q2 2025 Reduced 5.86%
$65.1B
$421,000 0.05% of portfolio
1,494
Q2 2025 Reduced 12.17%
$2.5B
$439,000 0.05% of portfolio
14,048
Q4 2024 Reduced 0.06%
$57.9B
$381,000 0.05% of portfolio
1,568
Q2 2025 New
$125B
$448,000 0.05% of portfolio
1,454
Q1 2025 Added 4.15%
$62.5B
$436,000 0.05% of portfolio
1,706
Q2 2025 Reduced 0.64%
$1.62T
$415,000 0.05% of portfolio
563
Q2 2025 New
$61.7B
$390,000 0.05% of portfolio
4,859
Q2 2025 Added 15.2%
$280B
$326,000 0.04% of portfolio
4,713
Q2 2025 Reduced 1.57%
$140B
$349,000 0.04% of portfolio
1,518
Q2 2025 Reduced 2.32%
$57.6B
$323,000 0.04% of portfolio
606
Q1 2025 Added 0.33%
$138B
$323,000 0.04% of portfolio
1,543
Q1 2025 Added 0.19%
$213B
$308,000 0.04% of portfolio
392
Q1 2025 Added 0.26%
$79.2B
$329,000 0.04% of portfolio
1,333
Q1 2025 Added 0.23%
$160B
$337,000 0.04% of portfolio
1,207
Q1 2025 Added 0.17%
$258B
$221,000 0.03% of portfolio
2,269
Q2 2025 New
$166B
$215,000 0.03% of portfolio
1,177
Q2 2025 New
$1.27T
$212,000 0.03% of portfolio
940
Q2 2025 New
$92.6B
$250,000 0.03% of portfolio
1,095
Q1 2025 Added 0.64%
$13.2B
$235,000 0.03% of portfolio
5,758
Q2 2019 Added 74.59%
$5.04B
$227,000 0.03% of portfolio
6,257
Q4 2024 Reduced 6.61%
$102B
$225,000 0.03% of portfolio
4,863
Q2 2025 Reduced 11.92%
$0
$261,000 0.03% of portfolio
23,828
Q2 2019 Added 2.16%
$138B
$272,000 0.03% of portfolio
11,261
Q2 2025 Reduced 2.7%
$151B
$231,000 0.03% of portfolio
456
Q2 2025 Added 0.22%
$26.5B
$253,000 0.03% of portfolio
2,000
Q2 2025 New
$70.3B
$284,000 0.03% of portfolio
677
Q2 2025 Reduced 26.89%
$239B
$263,000 0.03% of portfolio
1,874
Q1 2025 Added 8.83%
$136B
$267,000 0.03% of portfolio
1,207
Q2 2025 Reduced 12.54%
$9.38B
$257,000 0.03% of portfolio
3,443
Q1 2025 Added 0.15%
$93.6B
$247,000 0.03% of portfolio
11,048
Q1 2025 Reduced 3.38%
$142B
$250,000 0.03% of portfolio
1,270
Q1 2025 Added 0.63%
$24B
$286,000 0.03% of portfolio
2,967
Q2 2023 Added 10.38%
$256B
$225,000 0.03% of portfolio
3,196
Q3 2023 Reduced 11.32%
$160B
$235,000 0.03% of portfolio
1,011
Q1 2025 Added 0.4%
$45.8B
$245,000 0.03% of portfolio
4,673
Q2 2025 New
$169B
$229,000 0.03% of portfolio
2,518
Q2 2025 Reduced 13.56%
$0
$239,000 0.03% of portfolio
41,224
Q4 2018 New
$49.1B
$217,000 0.03% of portfolio
663
Q1 2025 Added 0.45%
$0
$172,000 0.02% of portfolio
13,728
Q4 2018 New
$0
$154,000 0.02% of portfolio
10,253
Q4 2018 New
$12.6B
$207,000 0.02% of portfolio
2,553
Q3 2024 New
$0
$115,000 0.01% of portfolio
10,397
Q2 2021 New
$0
$47,000 0.01% of portfolio
14,300
Q4 2018 New
$0
$102,000 0.01% of portfolio
15,000
Q2 2020 Added 50.0%
$0
$121,000 0.01% of portfolio
10,000
Q4 2018 New
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $835 Million
  • Prior Value $809 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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