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Burke & Herbert Financial Serv shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 3.2k 62.31

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Dimensional Etf Trust Core Fixed Incom (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
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Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (SDY)
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Select Sector Spdr Tr State Street Hea (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Graves-Light Private Wealth Management

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Hutchinson Capital Management
Burke & Herbert Bank & Trust
Goldman Sachs Group
Endeavour Capital Advisors
Northern Trust
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Fourthstone

View all funds holding Burke & Herbert Financial Serv