Graves Light Lenhart Wealth, Inc.

13F Filings History

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$874M
Signature - Title
Sarah Sutton - Compliance Consultant
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 182 stock holdings with total value $874M as of Q2 2024. Top holdings included AGG, IEFA, BRKB, AAPL, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 177 $736M +$69.7M -$49.4M +$20.3M AGG, IEFA, BRKB, AAPL, IJR 13F-HR 11/13/2023, 11:51 AM
Q2 2023 186 $740M +$82.3M -$6.5M +$75.8M AGG, IEFA, BRKB, AAPL, IJR 13F-HR 8/14/2023, 12:28 PM
Q1 2023 189 $646M +$43.5M -$57.7M -$14.2M AGG, IEFA, BRKB, SDY, IJR 13F-HR 5/15/2023, 02:55 PM
Q4 2022 169 $650M +$48.4M -$44.2M +$4.24M BRKB, IEFA, AGG, SDY, IJR 13F-HR 2/14/2023, 12:39 PM
Q3 2022 169 $600M +$32.9M -$39.1M -$6.18M BRKB, VCSH, AGG, SDY, AAPL 13F-HR 11/14/2022, 12:12 PM
Q2 2022 602 $655M +$44.6M -$22.8M +$21.8M VCSH, BRKB, BSV, SDY, AGG 13F-HR 8/15/2022, 09:54 AM
Q1 2022 660 $717M +$55.3M -$27.4M +$27.9M BRKB, AAPL, SDY, BSV, VCSH 13F-HR 5/12/2022, 05:54 PM
Q4 2021 717 $703M +$53.9M -$17.3M +$36.7M BRKB, AAPL, SDY, BSV, XLV 13F-HR 2/14/2022, 10:37 AM
Q3 2021 711 $633M +$24M -$9.4M +$14.6M BRKB, BSV, SDY, AAPL, VCSH 13F-HR 11/12/2021, 07:13 PM
Q2 2021 712 $624M +$19.2M -$6.78M +$12.5M BRKB, BSV, SDY, AAPL, VCSH 13F-HR 7/12/2021, 11:56 AM
Q1 2021 714 $583M +$25.2M -$11.1M +$14M BSV, BRKB, SDY, AAPL, VCSH 13F-HR 4/9/2021, 04:11 PM
Q4 2020 698 $536M +$44.7M -$6.64M +$38.1M BSV, BRKB, AAPL, SDY, XLV 13F-HR 2/4/2021, 03:49 PM
Q3 2020 169 $452M +$30.1M -$7.59M +$22.6M BSV, BRKB, AAPL, SDY, XLV 13F-HR 11/9/2020, 08:25 PM
Q2 2020 164 $427M +$28.4M -$16.5M +$11.9M BSV, AAPL, SDY, BRKB, XLV 13F-HR 7/31/2020, 10:13 AM
Q1 2020 156 $371M +$10.8M -$27.9M -$17.1M BSV, SDY, AAPL, BRKB, XLV 13F-HR 4/29/2020, 02:27 PM
Q4 2019 182 $476M +$15.6M -$14.6M +$1.04M SDY, BRKB, AAPL, XLV, VYM 13F-HR 1/21/2020, 12:05 PM
Q3 2019 178 $453M +$32.5M -$10.9M +$21.7M SDY, BRKB, VYM, XLV, VIG 13F-HR 11/12/2019, 11:57 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 $0 $0 SDY, VYM, BRKB, XLV, VCSH 13F-HR 1/25/2019, 07:28 PM