Graves-Light Private Wealth Management
Latest statistics and disclosures from Graves Light Lenhart Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, IEFA, BRK.B, IJR, AAPL, and represent 31.44% of Graves Light Lenhart Wealth's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$10M), VOOV, DFCF, BSV, DFUV, VCSH, VOOG, BIL, AVGO, SCHZ.
- Started 10 new stock positions in MS, WMT, CMI, VFH, EES, NTRS, PWR, SCI, SPAB, GEV.
- Reduced shares in these 10 stocks: DFNM (-$12M), AAPL (-$9.9M), SDY (-$6.0M), VIG (-$5.5M), BRK.A (-$5.4M), BRK.B (-$5.2M), IJR (-$5.0M), SPHQ, DLN, XLV.
- Sold out of its positions in ADI, AMAT, FDM, IMO, IWC, NVO, VTV.
- Graves Light Lenhart Wealth was a net seller of stock by $-93M.
- Graves Light Lenhart Wealth has $804M in assets under management (AUM), dropping by -8.00%.
- Central Index Key (CIK): 0001759803
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Portfolio Holdings for Graves Light Lenhart Wealth
Graves Light Lenhart Wealth holds 185 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 12.0 | $97M | -3% | 996k | 96.90 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 7.1 | $57M | -2% | 816k | 70.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $37M | -12% | 81k | 453.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.0 | $32M | -13% | 279k | 115.22 |
|
| Apple (AAPL) | 3.8 | $30M | -24% | 121k | 250.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $30M | -7% | 481k | 62.31 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 3.2 | $25M | -19% | 192k | 132.10 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.0 | $24M | -15% | 189k | 127.59 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.9 | $24M | -18% | 120k | 195.83 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.7 | $22M | +10% | 534k | 41.27 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.6 | $21M | +4% | 272k | 78.01 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.5 | $20M | -18% | 145k | 137.57 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.4 | $20M | +7% | 253k | 77.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $17M | +163% | 608k | 27.32 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.9 | $16M | -23% | 233k | 67.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $15M | -17% | 80k | 189.30 |
|
| Amazon (AMZN) | 1.4 | $11M | -16% | 51k | 219.39 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 1.4 | $11M | -51% | 233k | 47.77 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.4 | $11M | -19% | 34k | 322.16 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.4 | $11M | +9% | 30k | 366.06 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 1.3 | $11M | +25% | 58k | 184.51 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $9.9M | +14% | 242k | 40.92 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $9.8M | -20% | 41k | 239.71 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $9.4M | -13% | 130k | 71.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $8.2M | -8% | 28k | 289.81 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 1.0 | $7.9M | +6% | 300k | 26.21 |
|
| SYSCO Corporation (SYY) | 0.9 | $7.4M | -3% | 97k | 76.46 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.9 | $7.0M | +11% | 77k | 91.43 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $7.0M | -3% | 144k | 48.42 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.8 | $6.7M | -25% | 72k | 93.68 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $6.5M | 11k | 588.68 |
|
|
| Chevron Corporation (CVX) | 0.7 | $6.0M | -17% | 41k | 144.84 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.7 | $5.8M | 57k | 102.09 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.7 | $5.4M | -46% | 70k | 77.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.3M | -24% | 28k | 190.44 |
|
| Microsoft Corporation (MSFT) | 0.6 | $4.9M | -23% | 12k | 421.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $4.9M | +3% | 103k | 47.82 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $4.8M | -53% | 7.00 | 680920.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $4.7M | -11% | 46k | 101.53 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $4.6M | +4% | 92k | 50.13 |
|
| Dupont De Nemours (DD) | 0.6 | $4.6M | -18% | 60k | 76.25 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $4.4M | +2% | 41k | 108.61 |
|
| Air Products & Chemicals (APD) | 0.5 | $4.4M | -30% | 15k | 290.03 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $4.0M | +2% | 70k | 57.41 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.5 | $4.0M | -2% | 31k | 131.29 |
|
| Walt Disney Company (DIS) | 0.5 | $3.9M | -19% | 35k | 111.35 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.5 | $3.9M | -25% | 84k | 46.88 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.8M | -31% | 6.5k | 586.12 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.4M | -9% | 31k | 107.57 |
|
| Packaging Corporation of America (PKG) | 0.4 | $2.9M | 13k | 225.13 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $2.8M | -5% | 17k | 167.65 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.8M | 3.0k | 916.40 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.8M | -39% | 36k | 75.61 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $2.7M | -30% | 54k | 50.71 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.6M | -4% | 11k | 240.28 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $2.5M | -2% | 48k | 52.16 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $2.3M | -37% | 12k | 190.88 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $2.3M | 52k | 43.38 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.2M | 8.5k | 264.13 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.2M | -30% | 5.3k | 425.50 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.2M | 2.8k | 771.92 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.9M | 18k | 107.74 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.9M | -4% | 4.7k | 410.45 |
|
| Dominion Resources (D) | 0.2 | $1.8M | -2% | 34k | 53.86 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $1.8M | -24% | 11k | 164.17 |
|
| Merck & Co (MRK) | 0.2 | $1.5M | -7% | 15k | 99.48 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.5M | 21k | 70.24 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.4M | -18% | 8.9k | 159.52 |
|
| First National Corporation (FXNC) | 0.2 | $1.4M | -7% | 61k | 23.01 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.3M | 11k | 117.48 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.3M | -16% | 4.0k | 334.25 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.3M | -21% | 20k | 65.08 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.3M | +86% | 58k | 22.70 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | -4% | 7.0k | 166.64 |
|
| Pepsi (PEP) | 0.1 | $1.2M | -6% | 7.7k | 152.06 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | -6% | 7.9k | 144.62 |
|
| Emerson Electric (EMR) | 0.1 | $1.1M | 8.9k | 123.93 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.1M | -4% | 10k | 106.56 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | 25k | 43.95 |
|
|
| Anthem (ELV) | 0.1 | $1.1M | +2% | 2.9k | 368.85 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.0M | 1.9k | 538.85 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $969k | 11k | 88.79 |
|
|
| Verizon Communications (VZ) | 0.1 | $959k | +2% | 24k | 39.99 |
|
| EOG Resources (EOG) | 0.1 | $922k | -35% | 7.5k | 122.59 |
|
| Home Depot (HD) | 0.1 | $901k | -2% | 2.3k | 389.06 |
|
| Lowe's Companies (LOW) | 0.1 | $889k | 3.6k | 246.77 |
|
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| PNC Financial Services (PNC) | 0.1 | $887k | -7% | 4.6k | 192.87 |
|
| UnitedHealth (UNH) | 0.1 | $846k | 1.7k | 505.86 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $811k | +5% | 4.1k | 198.18 |
|
| American Express Company (AXP) | 0.1 | $796k | -3% | 2.7k | 296.79 |
|
| McDonald's Corporation (MCD) | 0.1 | $785k | -3% | 2.7k | 289.88 |
|
| Southern Company (SO) | 0.1 | $774k | -5% | 9.4k | 82.32 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $753k | -5% | 5.6k | 134.29 |
|
| International Business Machines (IBM) | 0.1 | $725k | 3.3k | 219.80 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $714k | +117% | 24k | 29.20 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $707k | 1.1k | 621.54 |
|
|
| Broadcom (AVGO) | 0.1 | $705k | +868% | 3.0k | 231.84 |
|
| Abbvie (ABBV) | 0.1 | $674k | -5% | 3.8k | 177.70 |
|
| CSX Corporation (CSX) | 0.1 | $671k | 21k | 32.27 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $633k | -7% | 11k | 55.47 |
|
| American Electric Power Company (AEP) | 0.1 | $626k | 6.8k | 92.23 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $621k | +116% | 11k | 58.93 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $602k | 2.4k | 253.69 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $598k | 19k | 30.78 |
|
|
| Coca-Cola Company (KO) | 0.1 | $584k | -2% | 9.4k | 62.26 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $572k | -7% | 15k | 38.34 |
|
| Atlantic Union B (AUB) | 0.1 | $532k | 14k | 37.88 |
|
|
| McKesson Corporation (MCK) | 0.1 | $530k | 930.00 | 569.91 |
|
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| Abbott Laboratories (ABT) | 0.1 | $522k | 4.6k | 113.11 |
|
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $521k | -73% | 3.9k | 132.21 |
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| At&t (T) | 0.1 | $494k | +8% | 22k | 22.77 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $489k | 7.0k | 70.00 |
|
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| Vanguard World Energy Etf (VDE) | 0.1 | $488k | 4.0k | 121.31 |
|
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| Motorola Solutions Com New (MSI) | 0.1 | $485k | -6% | 1.0k | 462.23 |
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| Ge Aerospace Com New (GE) | 0.1 | $485k | -7% | 2.9k | 166.79 |
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| Allstate Corporation (ALL) | 0.1 | $471k | 2.4k | 192.77 |
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| Shenandoah Telecommunications Company (SHEN) | 0.1 | $470k | 37k | 12.61 |
|
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| 3M Company (MMM) | 0.1 | $465k | 3.6k | 129.09 |
|
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $455k | 1.7k | 269.70 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $450k | 3.5k | 128.82 |
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| Enbridge (ENB) | 0.1 | $450k | 11k | 42.43 |
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| Caterpillar (CAT) | 0.1 | $446k | -2% | 1.2k | 362.66 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $417k | 1.4k | 288.85 |
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| Norfolk Southern (NSC) | 0.1 | $410k | 1.7k | 234.70 |
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| Automatic Data Processing (ADP) | 0.1 | $409k | -4% | 1.4k | 292.73 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $408k | 6.2k | 65.79 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $398k | -17% | 3.8k | 105.61 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $363k | -9% | 3.4k | 106.52 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $345k | 2.1k | 163.45 |
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| MetLife (MET) | 0.0 | $345k | 4.2k | 81.88 |
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| Union Pacific Corporation (UNP) | 0.0 | $340k | -4% | 1.5k | 228.04 |
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| Illinois Tool Works (ITW) | 0.0 | $337k | 1.3k | 253.62 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $337k | 838.00 | 401.58 |
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| T. Rowe Price (TROW) | 0.0 | $336k | 3.0k | 113.09 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $332k | 5.7k | 58.27 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $331k | 1.5k | 224.28 |
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| Ameriprise Financial (AMP) | 0.0 | $322k | -3% | 604.00 | 532.43 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $319k | 907.00 | 351.79 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $318k | 4.9k | 65.59 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $317k | +200% | 14k | 22.70 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $316k | +19% | 1.4k | 232.52 |
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| Amgen (AMGN) | 0.0 | $314k | 1.2k | 260.64 |
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| Eastman Chemical Company (EMN) | 0.0 | $314k | 3.4k | 91.32 |
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| Bristol Myers Squibb (BMY) | 0.0 | $312k | -19% | 5.5k | 56.56 |
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| Goldman Sachs (GS) | 0.0 | $311k | -25% | 543.00 | 572.50 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $308k | +113% | 13k | 24.06 |
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| Pfizer (PFE) | 0.0 | $306k | 12k | 26.53 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $304k | 3.1k | 99.55 |
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| Us Bancorp Del Com New (USB) | 0.0 | $294k | -18% | 6.2k | 47.83 |
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| Danaher Corporation (DHR) | 0.0 | $290k | -2% | 1.3k | 229.55 |
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| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $289k | 24k | 12.14 |
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| Boeing Company (BA) | 0.0 | $273k | 1.5k | 176.94 |
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| Cisco Systems (CSCO) | 0.0 | $270k | -2% | 4.6k | 59.20 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $263k | 6.5k | 40.49 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $254k | 3.0k | 84.75 |
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| Quanta Services (PWR) | 0.0 | $253k | NEW | 801.00 | 315.88 |
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| Udr (UDR) | 0.0 | $250k | 5.8k | 43.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $250k | -14% | 488.00 | 511.23 |
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| Intuit (INTU) | 0.0 | $246k | -9% | 391.00 | 628.50 |
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| Ge Vernova (GEV) | 0.0 | $236k | NEW | 716.00 | 328.93 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $235k | 6.8k | 34.59 |
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| United Bankshares (UBSI) | 0.0 | $235k | -6% | 6.3k | 37.55 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $234k | -87% | 2.1k | 109.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $233k | 962.00 | 242.13 |
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| Cummins (CMI) | 0.0 | $230k | NEW | 660.00 | 348.60 |
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| Intel Corporation (INTC) | 0.0 | $229k | -9% | 11k | 20.05 |
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| Honeywell International (HON) | 0.0 | $228k | -2% | 1.0k | 225.89 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $225k | NEW | 1.9k | 118.04 |
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| Gabelli Equity Trust (GAB) | 0.0 | $222k | 41k | 5.38 |
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| Waste Management (WM) | 0.0 | $220k | 1.1k | 201.71 |
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| Morgan Stanley Com New (MS) | 0.0 | $217k | NEW | 1.7k | 125.72 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $213k | NEW | 8.5k | 24.99 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $210k | NEW | 3.9k | 53.94 |
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| Northern Trust Corporation (NTRS) | 0.0 | $205k | NEW | 2.0k | 102.50 |
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| Service Corporation International (SCI) | 0.0 | $204k | NEW | 2.6k | 79.82 |
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| Wal-Mart Stores (WMT) | 0.0 | $202k | NEW | 2.2k | 90.35 |
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| Shell Spon Ads (SHEL) | 0.0 | $200k | 3.2k | 62.65 |
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| Kkr Income Opportunities (KIO) | 0.0 | $184k | 14k | 13.38 |
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| Royce Value Trust (RVT) | 0.0 | $162k | 10k | 15.80 |
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| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.0 | $122k | 10k | 12.23 |
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| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $120k | 10k | 11.52 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $104k | 15k | 6.95 |
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| Western Asset Global High Income Fnd (EHI) | 0.0 | $72k | 11k | 6.68 |
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| Putnam Master Inter Income T Sh Ben Int (PIM) | 0.0 | $47k | 14k | 3.26 |
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| Allianzgi Convertible & Income (NCV) | 0.0 | $35k | 10k | 3.47 |
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Past Filings by Graves Light Lenhart Wealth
SEC 13F filings are viewable for Graves Light Lenhart Wealth going back to 2018
- Graves Light Lenhart Wealth 2024 Q4 filed Jan. 14, 2025
- Graves Light Lenhart Wealth 2024 Q2 filed Aug. 14, 2024
- Graves Light Lenhart Wealth 2024 Q1 filed May 13, 2024
- Graves Light Lenhart Wealth 2023 Q4 restated filed May 13, 2024
- Graves Light Lenhart Wealth 2019 Q2 restated filed May 13, 2024
- Graves Light Lenhart Wealth 2019 Q1 restated filed May 10, 2024
- Graves Light Lenhart Wealth 2023 Q4 filed Feb. 9, 2024
- Graves Light Lenhart Wealth 2023 Q3 filed Nov. 13, 2023
- Graves Light Lenhart Wealth 2023 Q2 filed Aug. 14, 2023
- Graves Light Lenhart Wealth 2023 Q1 filed May 15, 2023
- Graves Light Lenhart Wealth 2022 Q4 filed Feb. 14, 2023
- Graves Light Lenhart Wealth 2022 Q3 filed Nov. 14, 2022
- Graves Light Lenhart Wealth 2022 Q2 filed Aug. 15, 2022
- Graves Light Lenhart Wealth 2022 Q1 filed May 13, 2022
- Graves-Light Private Wealth Management 2021 Q4 filed Feb. 14, 2022
- Graves-Light Private Wealth Management 2021 Q3 filed Nov. 15, 2021