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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25434V724

Shares:256.3K

Value:$10.6M

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

464287622

IWB|464287622

Shares:34.1K

Value:$10.5M

% of Portfolio:1.3% ($10.5M/$814.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:40.8K

Value:$10.0M

% of Portfolio:1.2% ($10.0M/$814.7M)

AMAZON COM INC

AMZN|023135106

Shares:50.8K

Value:$9.7M

% of Portfolio:1.2% ($9.7M/$814.7M)

921937835

BND|921937835

Shares:119.3K

Value:$8.8M

% of Portfolio:1.1% ($8.8M/$814.7M)

25434V740

Shares:314.4K

Value:$8.5M

% of Portfolio:1.0% ($8.5M/$814.7M)

922908769

VTI|922908769

Shares:28.4K

Value:$7.8M

% of Portfolio:1.0% ($7.8M/$814.7M)

922020805

Shares:148.7K

Value:$7.4M

% of Portfolio:0.9% ($7.4M/$814.7M)

SYSCO CORP

SYY|871829107

Shares:96.5K

Value:$7.2M

% of Portfolio:0.9% ($7.2M/$814.7M)

CHEVRON CORP

CVX|166764100

Shares:41.3K

Value:$6.9M

% of Portfolio:0.8% ($6.9M/$814.7M)

464287200

IVV|464287200

Shares:11.1K

Value:$6.2M

% of Portfolio:0.8% ($6.2M/$814.7M)

72201R783

Shares:63.5K

Value:$6.0M

% of Portfolio:0.7% ($6.0M/$814.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:7

Value:$5.6M

% of Portfolio:0.7% ($5.6M/$814.7M)

97717W307

DLN|97717W307

Shares:69.2K

Value:$5.5M

% of Portfolio:0.7% ($5.5M/$814.7M)

921943858

VEA|921943858

Shares:106.2K

Value:$5.4M

% of Portfolio:0.7% ($5.4M/$814.7M)

922907746

VTEB|922907746

Shares:105.3K

Value:$5.2M

% of Portfolio:0.6% ($5.2M/$814.7M)

464287549

Shares:56.6K

Value:$5.1M

% of Portfolio:0.6% ($5.1M/$814.7M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:59.6K

Value:$4.4M

% of Portfolio:0.5% ($4.4M/$814.7M)

MICROSOFT CORP

MSFT|594918104

Shares:11.8K

Value:$4.4M

% of Portfolio:0.5% ($4.4M/$814.7M)

Alphabet Inc.

GOOG|02079K107

Shares:27.9K

Value:$4.4M

% of Portfolio:0.5% ($4.4M/$814.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V724)✕	256.3K	QoQ +5.82% (+14.1K) YoY +29.45% (+58.3K)	All Managers (Combined)	$10.6M	1.3% ($10.6M/$814.7M)	QoQ +6.57% (+$651.7K) YoY +30.43% (+$2.5M)
(IWBcusip464287622)	34.1K	QoQ -0.08% (-30) YoY -20.05% (-8.5K)	All Managers (Combined)	$10.5M	1.3% ($10.5M/$814.7M)	QoQ -4.87% (-$535.1K) YoY -14.86% (-$1.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	40.8K	QoQ -0.37% (-152) YoY -20.60% (-10.6K)	All Managers (Combined)	$10.0M	1.2% ($10.0M/$814.7M)	QoQ +1.95% (-$191.7K) YoY -2.76% (-$284.6K)
AMAZON COM INC(AMZNcusip023135106)	50.8K	QoQ -0.18% (-93) YoY -18.68% (-11.7K)	All Managers (Combined)	$9.7M	1.2% ($9.7M/$814.7M)	QoQ -13.43% (-$1.5M) YoY -14.23% (-$1.6M)
(BNDcusip921937835)	119.3K	QoQ -8.52% (-11.1K) YoY -47.47% (-107.9K)	All Managers (Combined)	$8.8M	1.1% ($8.8M/$814.7M)	QoQ -6.56% (-$615.5K) YoY -46.88% (-$7.7M)
(cusip25434V740)✕	314.4K	QoQ +4.74% (+14.2K) YoY +16.64% (+44.9K)	All Managers (Combined)	$8.5M	1.0% ($8.5M/$814.7M)	QoQ +8.10% (+$637.4K) YoY +21.54% (+$1.5M)
(VTIcusip922908769)	28.4K	QoQ +0.35% (-99) YoY -8.28% (-2.6K)	All Managers (Combined)	$7.8M	1.0% ($7.8M/$814.7M)	QoQ -4.83% (-$396.0K) YoY -3.01% (-$242.7K)
(cusip922020805)✕	148.7K	QoQ +3.55% (+5.1K) YoY -2.47% (-3.8K)	All Managers (Combined)	$7.4M	0.9% ($7.4M/$814.7M)	QoQ +6.71% (+$467.2K) YoY +1.62% (-$118.3K)
SYSCO CORP(SYYcusip871829107)	96.5K	QoQ 0.00% (-0) YoY -3.28% (-3.3K)	All Managers (Combined)	$7.2M	0.9% ($7.2M/$814.7M)	QoQ -1.85% (-$137.0K) YoY -10.59% (-$858.1K)
CHEVRON CORP(CVXcusip166764100)	41.3K	QoQ +0.02% (+10) YoY -17.53% (-8.8K)	All Managers (Combined)	$6.9M	0.8% ($6.9M/$814.7M)	QoQ +15.52% (+$929.4K) YoY -12.53% (-$991.1K)
(IVVcusip464287200)	11.1K	QoQ -0.09% (-11) YoY -0.94% (-106)	All Managers (Combined)	$6.2M	0.8% ($6.2M/$814.7M)	QoQ -4.64% (-$302.7K) YoY +5.86% (-$344.4K)
(cusip72201R783)✕	63.5K	QoQ -11.71% (-8.4K) YoY -34.64% (-33.7K)	All Managers (Combined)	$6.0M	0.7% ($6.0M/$814.7M)	QoQ -11.73% (-$791.0K) YoY -34.51% (-$3.1M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	7	QoQ 0.00% (+0) YoY -53.33% (-8)	All Managers (Combined)	$5.6M	0.7% ($5.6M/$814.7M)	QoQ +17.25% (+$822.7K) YoY -41.27% (-$3.9M)
(DLNcusip97717W307)	69.2K	QoQ -0.86% (-603) YoY -47.93% (-63.8K)	All Managers (Combined)	$5.5M	0.7% ($5.5M/$814.7M)	QoQ +1.14% (-$62.5K) YoY -42.76% (-$4.1M)
(VEAcusip921943858)	106.2K	QoQ +3.34% (+3.4K) YoY +18.08% (+16.3K)	All Managers (Combined)	$5.4M	0.7% ($5.4M/$814.7M)	QoQ +9.84% (+$483.7K) YoY +19.64% (+$885.8K)
(VTEBcusip922907746)	105.3K	QoQ +14.82% (+13.6K) YoY NEW(+105.3K)	All Managers (Combined)	$5.2M	0.6% ($5.2M/$814.7M)	QoQ +13.65% (+$627.8K) YoY NEW(+$5.2M)
(cusip464287549)✕	56.6K	QoQ 0.00% (-0) YoY -0.68% (-390)	All Managers (Combined)	$5.1M	0.6% ($5.1M/$814.7M)	QoQ -11.18% (-$646.8K) YoY +4.49% (-$220.7K)
DuPont de Nemours, Inc.(DDcusip26614N102)	59.6K	QoQ -0.64% (-386) YoY -18.74% (-13.7K)	All Managers (Combined)	$4.4M	0.5% ($4.4M/$814.7M)	QoQ -2.68% (-$122.9K) YoY -20.85% (-$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	11.8K	QoQ +1.14% (-134) YoY -22.67% (-3.5K)	All Managers (Combined)	$4.4M	0.5% ($4.4M/$814.7M)	QoQ -9.92% (-$490.0K) YoY -31.01% (-$2.0M)
Alphabet Inc.(GOOGcusip02079K107)	27.9K	QoQ -0.42% (-120) YoY -25.34% (-9.5K)	All Managers (Combined)	$4.4M	0.5% ($4.4M/$814.7M)	QoQ -18.31% (-$978.1K) YoY -23.40% (-$1.3M)