Graves Light Lenhart Wealth, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $875 Million distributed in 182 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 $61.1M, Berkshire Hathaway Inc Class B with a value of $37.6M, Ishares Core S&P Sm Cap ETF with a value of $34.4M, and Apple Inc. with a value of $33.7M.
Examining the 13F form we can see an increase of $13.4M in the current position value, from $862M to 875M.
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.