Graves Light Lenhart Wealth, Inc. Portfolio Holdings
Graves Light Lenhart Wealth, Inc.
- $894 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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