Graves-Light-Lenhart-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "IMO",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "RVT",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "AUB",
  "CMI",
  null,
  null,
  "USA",
  null,
  "DUK",
  "D",
  null,
  "EOG",
  "FXNC",
  "KIO",
  "BGB",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "ITW",
  "EMR",
  "MUB",
  "IVW",
  "IJH",
  "SHEN",
  null,
  null,
  "PIM",
  "PWR",
  "MSFT",
  "MS",
  "GAB",
  "GE",
  "EHI",
  "EMN",
  "DLN",
  "AMP",
  "IJR",
  "ORCL",
  "VHT",
  "IWF",
  null,
  "PEP",
  "PNC",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PKG",
  "IEFA",
  null,
  null,
  "SLB",
  "SHEL",
  "GLD",
  null,
  "IBM",
  "TFC",
  "VO",
  "MET",
  "VV",
  "SCHW",
  null,
  "ACWV",
  null,
  "IWV",
  null,
  "VIG",
  null,
  "IWN",
  null,
  null,
  "VYM",
  "DD",
  "UBSI",
  "SDY",
  "WM",
  "AEP",
  null,
  "AMZN",
  "MSI",
  "SCHB",
  "CHY",
  "IVE",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VFH",
  "VEA",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "WFC",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "NSC",
  "SO",
  "SCI",
  null,
  "SYY",
  "DIA",
  "GEV",
  "MCK",
  null,
  "ESGU",
  "UDR",
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "MQY",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "CSX",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "USMV",
  "IWB",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 187
Total Value: 814700649
Accession Number: 0001085146-25-001967
Form Type: 13F-HR
CIK: graves-light-lenhart-wealth
Manager Name: Graves-Light-Lenhart-Wealth

Data Enrichment

79% identified

148 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $814.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287226

Shares:998.2K

Value:$98.7M

% of Portfolio:12.1% ($98.7M/$814.7M)

46432F842

IEFA|46432F842

Shares:843.8K

Value:$63.8M

% of Portfolio:7.8% ($63.8M/$814.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:79.5K

Value:$42.3M

% of Portfolio:5.2% ($42.3M/$814.7M)

464287804

IJR|464287804

Shares:283.3K

Value:$29.6M

% of Portfolio:3.6% ($29.6M/$814.7M)

464287507

IJH|464287507

Shares:490.2K

Value:$28.6M

% of Portfolio:3.5% ($28.6M/$814.7M)

25434V872

Shares:651.8K

Value:$27.4M

% of Portfolio:3.4% ($27.4M/$814.7M)

Apple Inc.

AAPL|037833100

Shares:117.1K

Value:$26.0M

% of Portfolio:3.2% ($26.0M/$814.7M)

78464A763

SDY|78464A763

Shares:191.3K

Value:$26.0M

% of Portfolio:3.2% ($26.0M/$814.7M)

921946406

VYM|921946406

Shares:188.6K

Value:$24.3M

% of Portfolio:3.0% ($24.3M/$814.7M)

921908844

VIG|921908844

Shares:118.8K

Value:$23.1M

% of Portfolio:2.8% ($23.1M/$814.7M)

92206C409

Shares:275.1K

Value:$21.7M

% of Portfolio:2.7% ($21.7M/$814.7M)

81369Y209

Shares:143.6K

Value:$21.0M

% of Portfolio:2.6% ($21.0M/$814.7M)

921937827

BSV|921937827

Shares:259.8K

Value:$20.3M

% of Portfolio:2.5% ($20.3M/$814.7M)

808524797

SCHD|808524797

Shares:610.5K

Value:$17.1M

% of Portfolio:2.1% ($17.1M/$814.7M)

46137V241

Shares:237.1K

Value:$15.7M

% of Portfolio:1.9% ($15.7M/$814.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:79.5K

Value:$12.3M

% of Portfolio:1.5% ($12.3M/$814.7M)

25434V849

Shares:251.2K

Value:$11.9M

% of Portfolio:1.5% ($11.9M/$814.7M)

921932703

VOOV|921932703

Shares:60.7K

Value:$11.2M

% of Portfolio:1.4% ($11.2M/$814.7M)

78468R663

Shares:121.5K

Value:$11.1M

% of Portfolio:1.4% ($11.1M/$814.7M)

921932505

VOOG|921932505

Shares:31.7K

Value:$10.6M

% of Portfolio:1.3% ($10.6M/$814.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	998.2K	QoQ +0.25% (+2.6K) YoY -2.64% (-27.2K)	All Managers (Combined)	$98.7M	12.1% ($98.7M/$814.7M)	QoQ +2.34% (+$2.3M) YoY -1.67% (-$1.7M)
(IEFAcusip46432F842)	843.8K	QoQ +3.42% (+27.9K) YoY +4.18% (+33.9K)	All Managers (Combined)	$63.8M	7.8% ($63.8M/$814.7M)	QoQ +11.32% (+$6.5M) YoY +6.19% (+$3.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	79.5K	QoQ -2.03% (-1.7K) YoY -14.13% (-13.1K)	All Managers (Combined)	$42.3M	5.2% ($42.3M/$814.7M)	QoQ +15.09% (-$5.6M) YoY +8.74% (-$3.4M)
(IJRcusip464287804)	283.3K	QoQ +1.68% (-4.7K) YoY -11.00% (-35.0K)	All Managers (Combined)	$29.6M	3.6% ($29.6M/$814.7M)	QoQ -7.71% (-$2.5M) YoY -15.79% (-$5.6M)
(IJHcusip464287507)	490.2K	QoQ +1.81% (-8.7K) YoY -4.29% (-22.0K)	All Managers (Combined)	$28.6M	3.5% ($28.6M/$814.7M)	QoQ -4.65% (-$1.4M) YoY -8.05% (-$2.5M)
(cusip25434V872)✕	651.8K	QoQ +22.14% (+118.2K) YoY +70.11% (+268.7K)	All Managers (Combined)	$27.4M	3.4% ($27.4M/$814.7M)	QoQ +24.48% (+$5.4M) YoY +70.56% (+$11.3M)
Apple Inc.(AAPLcusip037833100)	117.1K	QoQ -2.93% (-3.5K) YoY -28.18% (-46.0K)	All Managers (Combined)	$26.0M	3.2% ($26.0M/$814.7M)	QoQ -13.89% (-$4.2M) YoY -6.97% (-$1.9M)
(SDYcusip78464A763)	191.3K	QoQ -0.56% (-1.1K) YoY -19.19% (-45.5K)	All Managers (Combined)	$26.0M	3.2% ($26.0M/$814.7M)	QoQ +2.12% (-$540.4K) YoY -16.46% (-$5.1M)
(VYMcusip921946406)	188.6K	QoQ -0.14% (-275) YoY -14.96% (-33.2K)	All Managers (Combined)	$24.3M	3.0% ($24.3M/$814.7M)	QoQ +0.92% (-$223.2K) YoY -9.36% (-$2.5M)
(VIGcusip921908844)	118.8K	QoQ -0.79% (-955) YoY -20.01% (-29.7K)	All Managers (Combined)	$23.1M	2.8% ($23.1M/$814.7M)	QoQ -1.72% (-$405.6K) YoY -15.03% (-$4.1M)
(cusip92206C409)✕	275.1K	QoQ +1.26% (+3.4K) YoY +4.68% (+12.3K)	All Managers (Combined)	$21.7M	2.7% ($21.7M/$814.7M)	QoQ +2.47% (+$523.5K) YoY +6.89% (+$1.4M)
(cusip81369Y209)✕	143.6K	QoQ -0.73% (-1.1K) YoY -18.80% (-33.3K)	All Managers (Combined)	$21.0M	2.6% ($21.0M/$814.7M)	QoQ +5.35% (-$1.1M) YoY -19.75% (-$5.2M)
(BSVcusip921937827)	259.8K	QoQ +2.68% (+6.8K) YoY +7.27% (+17.6K)	All Managers (Combined)	$20.3M	2.5% ($20.3M/$814.7M)	QoQ +4.02% (+$787.6K) YoY +9.52% (+$1.8M)
(SCHDcusip808524797)	610.5K	QoQ +0.44% (+2.7K) YoY +170.34% (-384.7K)	All Managers (Combined)	$17.1M	2.1% ($17.1M/$814.7M)	QoQ +2.80% (+$465.3K) YoY -6.25% (-$1.1M)
(cusip46137V241)✕	237.1K	QoQ +1.88% (+4.4K) YoY -21.28% (-64.1K)	All Managers (Combined)	$15.7M	1.9% ($15.7M/$814.7M)	QoQ +0.83% (+$130.2K) YoY -13.56% (-$2.5M)
Alphabet Inc.(GOOGLcusip02079K305)	79.5K	QoQ -0.72% (-578) YoY -18.07% (-17.5K)	All Managers (Combined)	$12.3M	1.5% ($12.3M/$814.7M)	QoQ -18.89% (-$2.9M) YoY -16.05% (-$2.4M)
(cusip25434V849)✕	251.2K	QoQ +7.66% (+17.9K) YoY -43.23% (-191.3K)	All Managers (Combined)	$11.9M	1.5% ($11.9M/$814.7M)	QoQ +7.21% (+$804.5K) YoY -43.84% (-$9.3M)
(VOOVcusip921932703)	60.7K	QoQ +4.59% (+2.7K) YoY +38.57% (+16.9K)	All Managers (Combined)	$11.2M	1.4% ($11.2M/$814.7M)	QoQ +4.41% (+$472.9K) YoY +41.43% (+$3.3M)
(cusip78468R663)✕	121.5K	QoQ +58.79% (+45.0K) YoY +75.71% (+52.3K)	All Managers (Combined)	$11.1M	1.4% ($11.1M/$814.7M)	QoQ +59.32% (+$4.1M) YoY +75.57% (+$4.8M)
(VOOGcusip921932505)	31.7K	QoQ +5.88% (-1.8K) YoY +26.22% (+6.6K)	All Managers (Combined)	$10.6M	1.3% ($10.6M/$814.7M)	QoQ -3.25% (-$356.5K) YoY +38.56% (+$2.9M)