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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
IWVIshares Tr
Recent Activity
0.17%
$1.337M
4,000 shares@ $334.25 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -0.71%
0.17%
$1.318M
20,255 shares@ $65.09 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 86.79%
0.17%
$1.318M
58,054 shares@ $22.7 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.21%
0.15%
$1.168M
7,010 shares@ $166.64 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.14%
0.15%
$1.166M
7,669 shares@ $152.07 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.91%
0.15%
$1.149M
7,946 shares@ $144.63 avg price
EMREmerson Elec Co
Recent Activity
0.14%
$1.107M
8,935 shares@ $123.93 avg price
MUBIshares Tr
Recent Activity
0.14%
$1.107M
10,388 shares@ $106.56 avg price
BACBank America Corp
Recent Activity
Increased 0.04%
0.14%
$1.094M
24,902 shares@ $43.96 avg price
ELVElevance Health Inc
Recent Activity
Increased 7.12%
0.14%
$1.083M
2,936 shares@ $368.85 avg price