Graves Light Lenhart Wealth, Inc. has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $894 Million distributed in 193 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 $103M, Ishares Tr with a value of $78.1M, Dimensional ETF Tr Core Fxd In with a value of $40.3M, Berkshire Hathaway Inc Class B with a value of $37.6M, and Ishares Core S&P Sm Cap ETF with a value of $33.7M.
Examining the 13F form we can see an increase of $59.2M in the current position value, from $835M to 894M.
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
$894 Million
ETFs: $677 Million
Financial Services: $65.5 Million
Technology: $41.3 Million
Communication Services: $30.1 Million
Consumer Cyclical: $16.3 Million
Consumer Defensive: $14.9 Million
Energy: $12 Million
Healthcare: $10.1 Million
Other: $17.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
