Graves Light Lenhart Wealth, Inc.
Graves Light Lenhart Wealth, Inc. is an SEC-registered investment adviser headquartered in Harrisonburg, Virginia. Founded in 2011, the firm employs approximately 9-10 professionals and serves primarily individual investors, high net worth individuals, charitable organizations, pension and profit-sharing plans, and some corporate clients. They deliver comprehensive wealth management, investment advisory, and financial planning services through a collaborative, team-based approach designed to integrate legal, tax, and insurance solutions for long-term financial well-being.
Investment Strategy
Graves Light Lenhart Wealth manages customized investment portfolios in-house to achieve hands-on control and cost efficiency. Their approach begins with holistic financial planning, collaborating closely with attorneys, accountants, and insurance professionals for a cohesive wealth management strategy. They tailor portfolios to match each client's risk profile and their team-based process emphasizes strategic asset allocation, direct stock and ETF selection, and long-term planning for clients’ evolving needs, without relying on third-party investment managers.
Latest 13F Filing Activity
Graves Light Lenhart Wealth, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 193 equity positions with a total 13F market value of $901M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Ishares TR among other positions. Graves Light Lenhart Wealth, Inc. reduced exposure to PIMCO Etf TR, Ishares TR, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (193)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 11.42% | $103.0M | 1,026,969 | $98.11 | $100.25 | +$2.7M |
I IEFA | ISHARES TR | 8.67% | $78.1M | 894,877 | $67.71 | $87.31 | +$5.8M |
D DFCF | DIMENSIONAL ETF TRUST | 4.47% | $40.3M | 942,738 | $42.08 | $42.76 | +$11.5M |
| BERKSHIRE HATHAWAY INC DEL | 4.18% | $37.6M | 74,849 | $203.02 | $502.74 | +$1.5M | |
I IJR | ISHARES TR | 3.74% | $33.7M | 283,897 | $93.35 | $118.83 | +$2.2M |
Industry Allocation
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