HoldingsChannel.com
Graves Light Lenhart Wealth Inc. Top Holdings
As of  09/30/2022, below is a summary of the Graves Light Lenhart Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by Graves Light Lenhart Wealth Inc.. In the Graves Light Lenhart Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Graves Light Lenhart Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the Graves Light Lenhart Wealth Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $36,307
     BRK.B113,139-384$30,210
     BRK.A15UNCH$6,097
VANGUARD SCOTTSDALE FDS (VCSH) 398,241 -17,525 $29,581
     VCSH398,241-17,525$29,581
ISHARES TR (AGG) 282,543 +27,165 $27,220
     AGG282,543+27,165$27,220
SPDR SER TR (SDY) 229,888 -1,627 $25,633
     SDY229,888-1,627$25,633
APPLE INC 183,318 -511 $25,335
     AAPL183,318-511$25,335
VANGUARD BD INDEX FDS (BSV) 331,927 -31,568 $24,835
     BSV331,927-31,568$24,835
SELECT SECTOR SPDR TR (XLV) 193,989 -2,181 $23,494
     XLV193,989-2,181$23,494
ISHARES TR (IJR) 267,390 +22,243 $23,314
     IJR267,390+22,243$23,314
VANGUARD SPECIALIZED FUNDS (VIG) 151,325 -87 $20,453
     VIG151,325-87$20,453
VANGUARD WHITEHALL FDS (VYM) 205,289 -2,736 $19,478
     VYM205,289-2,736$19,478
ISHARES TR (IEFA) 337,041 +88,701 $17,752
     IEFA337,041+88,701$17,752
ISHARES TR (IJH) 80,770 +4,551 $17,710
     IJH80,770+4,551$17,710
VANGUARD MALVERN FDS (VTIP) 338,115 -13,117 $16,267
     VTIP338,115-13,117$16,267
J P MORGAN EXCHANGE TRADED F (JMST) 299,164 +6,960 $15,048
     JMST299,164+6,960$15,048
SCHWAB STRATEGIC TR 174,127 +2,204 $11,567
     SCHD174,127+2,204$11,567
ALPHABET INC 109,166 +104,615 $10,442
     GOOGL109,166+104,615$10,442
WISDOMTREE TR 181,123 -5,686 $10,009
     DLN181,123-5,686$10,009
INVESCO EXCHANGE TRADED FD T (SPHQ) 233,207 +36,663 $9,268
     SPHQ233,207+36,663$9,268
ISHARES TR (MUB) 84,369 +7,539 $8,655
     MUB84,369+7,539$8,655
ISHARES TR (IWB) 42,749 UNCH $8,436
     IWB42,749UNCH$8,436
SYSCO CORP 104,582 -81 $7,395
     SYY104,582-81$7,395
JPMORGAN CHASE & CO 68,494 -712 $7,158
     JPM68,494-712$7,158
CHEVRON CORP NEW 48,595 -803 $6,982
     CVX48,595-803$6,982
VANGUARD BD INDEX FDS (BND) 91,814 +4,097 $6,549
     BND91,814+4,097$6,549
VANGUARD INDEX FDS (VTI) 36,315 -1,596 $6,518
     VTI36,315-1,596$6,518
DISNEY WALT CO 60,908 -1,558 $5,745
     DIS60,908-1,558$5,745
VANGUARD MUN BD FDS (VTEB) 117,842 +740 $5,673
     VTEB117,842+740$5,673
ISHARES TR (IVE) 37,889 -500 $4,869
     IVE37,889-500$4,869
AIR PRODS & CHEMS INC 20,818 +37 $4,845
     APD20,818+37$4,845
VANGUARD ADMIRAL FDS INC (VOOV) 37,144 +4,654 $4,611
     VOOV37,144+4,654$4,611
ISHARES TR (EFAV) 80,592 -58,789 $4,595
     EFAV80,592-58,789$4,595
ALPHABET INC 44,720 +42,459 $4,300
     GOOG44,720+42,459$4,300
ISHARES TR (IVV) 11,667 -118 $4,184
     IVV11,667-118$4,184
SPDR S&P 500 ETF TR (SPY) 11,364 +1 $4,059
     SPY11,364+1$4,059
ISHARES TR (IVW) 69,272 -15,454 $4,007
     IVW69,272-15,454$4,007
FEDEX CORP 26,796 +5,378 $3,978
     FDX26,796+5,378$3,978
MICROSOFT CORP 16,946 -16 $3,947
     MSFT16,946-16$3,947
DUPONT DE NEMOURS INC 78,035 +545 $3,933
     DD78,035+545$3,933
ISHARES TR (EFA) 69,464 -3,538 $3,891
     EFA69,464-3,538$3,891
ISHARES TR (IGM) 13,714 UNCH $3,791
     IGM13,714UNCH$3,791
US BANCORP DEL 90,678 -57,726 $3,656
     USB90,678-57,726$3,656
ISHARES TR (DVY) 33,947 -506 $3,640
     DVY33,947-506$3,640
VANGUARD INTL EQUITY INDEX F (VEU) 75,887 -347 $3,366
     VEU75,887-347$3,366
ISHARES TR (IWN) 24,574 -328 $3,168
     IWN24,574-328$3,168
SCHWAB STRATEGIC TR 67,774 -2,916 $3,071
     SCHZ67,774-2,916$3,071
DOMINION ENERGY INC 44,171 -172 $3,053
     D44,171-172$3,053
GOLDMAN SACHS GROUP INC 9,941 +118 $2,913
     GS9,941+118$2,913
ISHARES INC (ACWV) 31,945 -273 $2,829
     ACWV31,945-273$2,829
TRUIST FINL CORP 60,996 -249 $2,656
     TFC60,996-249$2,656
INTEL CORP 100,342 -15,236 $2,586
     INTC100,342-15,236$2,586

See Full List: All Stocks Held By Graves Light Lenhart Wealth Inc.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Graves Light Lenhart Wealth Inc.

Size ($ in 1000's)
At 09/30/2022: $599,837
At 06/30/2022: $655,129

Graves Light Lenhart Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Graves Light Lenhart Wealth Inc. 13F filings. Link to 13F filings: SEC filings

Graves Light Private Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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