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.
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 |
B BRK-B | 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 |