• 13F History

Graves Light Lenhart Wealth, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$815M
Signature - Title
Jeffrey G. Lenhart - Chief Compliance Officer
Location
Harrisonburg, VA
Summary
This page shows a list of all the recent 13F filings made by Graves Light Lenhart Wealth, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Graves Light Lenhart Wealth, Inc. reported 187 stock holdings with total value $815M as of Q1 2025. Top holdings included AGG, IEFA, BRKB, IJR, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 187 $815M +$20.9M -$11.2M +$9.64M AGG, IEFA, BRKB, IJR, IJH 13F-HR 4/9/2025, 01:57 PM
Q4 2024 185 $804M +$26.7M -$8.44M +$18.3M AGG, IEFA, BRKB, IJR, AAPL 13F-HR 1/13/2025, 07:12 PM
Q3 2024 191 $813M +$8.31M -$123M -$114M AGG, IEFA, BRKB, IJR, IJH 13F-HR 11/14/2024, 09:27 AM
Q2 2024 182 $874M +$20.9M -$11.6M +$9.36M AGG, IEFA, BRKB, AAPL, IJR 13F-HR 8/14/2024, 12:10 PM
Q1 2024 185 $863M +$75.6M -$31.9M +$43.7M AGG, IEFA, BRKB, IJR, IJH 13F-HR 5/13/2024, 03:40 PM
Q4 2023 181 $805M +$24.5M -$16.9M +$7.63M AGG, IEFA, BRKB, IJR, AAPL Restatement 5/13/2024, 04:08 PM
Q3 2023 190 $736M +$69.7M -$49.4M +$20.3M AGG, IEFA, BRKB, AAPL, IJR 13F-HR 11/13/2023, 11:51 AM
Q2 2023 208 $740M +$82.3M -$6.5M +$75.8M AGG, IEFA, BRKB, AAPL, IJR 13F-HR 8/14/2023, 01:28 PM
Q1 2023 189 $646M +$43.5M -$14.1M +$29.5M AGG, IEFA, BRKB, SDY, IJR 13F-HR 5/15/2023, 02:55 PM
Q4 2022 169 $650M +$48.4M -$30.1M +$18.3M BRKB, IEFA, AGG, SDY, IJR 13F-HR 2/14/2023, 11:39 AM
Q3 2022 169 $600M +$32.9M -$18.4M +$14.5M BRKB, VCSH, AGG, SDY, AAPL 13F-HR 11/14/2022, 11:12 AM
Q2 2022 585 $654M +$43.4M -$19M +$24.5M VCSH, BRKB, BSV, SDY, AGG 13F-HR 8/15/2022, 09:54 AM
Q1 2022 639 $716M +$55.3M -$23.3M +$32M BRKB, AAPL, SDY, BSV, VCSH 13F-HR 5/12/2022, 05:54 PM
Q4 2021 699 $703M +$53.9M -$16.8M +$37.2M BRKB, AAPL, SDY, BSV, XLV 13F-HR 2/14/2022, 09:37 AM
Q3 2021 699 $633M +$24M -$9.4M +$14.6M BRKB, BSV, SDY, AAPL, VCSH 13F-HR 11/12/2021, 07:13 PM
Q2 2021 705 $624M +$19.2M -$6.77M +$12.5M BRKB, BSV, SDY, AAPL, VCSH 13F-HR 7/12/2021, 11:56 AM
Q1 2021 709 $583M +$25.2M -$11.1M +$14M BSV, BRKB, SDY, AAPL, VCSH 13F-HR 4/9/2021, 04:11 PM
Q4 2020 682 $536M +$44.7M -$6.61M +$38.1M BSV, BRKB, AAPL, SDY, XLV 13F-HR 2/4/2021, 02:49 PM
Q3 2020 169 $452M +$30.1M -$6.78M +$23.4M BSV, BRKB, AAPL, SDY, XLV 13F-HR 11/9/2020, 07:25 PM
Q2 2020 164 $427M +$28.4M -$13.3M +$15.1M BSV, AAPL, SDY, BRKB, XLV 13F-HR 7/31/2020, 10:13 AM
Q1 2020 155 $371M +$10.8M -$13.1M -$2.33M BSV, SDY, AAPL, BRKB, XLV 13F-HR 4/29/2020, 02:27 PM
Q4 2019 182 $476M +$15.6M -$10.7M +$4.97M SDY, BRKB, AAPL, XLV, VYM 13F-HR 1/21/2020, 11:05 AM
Q3 2019 177 $451M +$32.5M -$10.9M +$21.7M SDY, BRKB, VYM, XLV, VIG 13F-HR 11/12/2019, 10:57 AM
Q2 2019 162 $418M +$24.2M -$7.94M +$16.2M SDY, VYM, XLV, VIG, BRKB Restatement 5/10/2024, 05:58 PM
Q1 2019 158 $393M +$34.6M -$11.5M +$23.1M SDY, VYM, XLV, VIG, AAPL Restatement 5/10/2024, 04:17 PM
Q4 2018 152 $341M SDY, VYM, BRKB, XLV, VCSH 13F-HR 1/25/2019, 06:28 PM