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Jeffrey G. Lenhart

@Graves Light Lenhart Wealth, Inc.

Latest period2024 - Q4ReportedManaged Assets$804.362MTotal holdings185
Assets growth rate-1.08%Assets growth rate (2-Q avg)-4.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Graves Light Lenhart Wealth, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 185 positions.

Assets under management

The assets under management (AUM) of Graves Light Lenhart Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 804.362M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of -4.03%. The portfolio is managed by Jeffrey G. Lenhart, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -0.21%
0.82%
$6.518M
11,073 shares@ $588.69 avg price
CVXChevron Corp New
Recent Activity
Increased 1.02%
0.75%
$5.984M
41,318 shares@ $144.84 avg price
IGMIshares Tr
Recent Activity
Decreased -0.45%
0.72%
$5.782M
56,634 shares@ $102.09 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -2.98%
0.68%
$5.433M
69,843 shares@ $77.8 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.46%
0.67%
$5.341M
28,044 shares@ $190.44 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.48%
0.62%
$4.938M
11,715 shares@ $421.5 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.67%
0.62%
$4.912M
102,720 shares@ $47.83 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.6%
$4.766M
7 shares@ $680920.0 avg price
IVWIshares Tr
Recent Activity
Decreased -3.75%
0.59%
$4.709M
46,377 shares@ $101.54 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 2.24%
0.58%
$4.597M
91,700 shares@ $50.13 avg price