Long-term investor
Graves Light Lenhart Wealth, Inc. @graveslightlenhartwealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759803).
Record
- Tracked since 2025-09-30 (375 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days -2.6% · 6 months +2.2% · 1 year n/a · all -0.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287226 · 9.6% · long · since 2025-09-30
- 46432F842 · 9.5% · long · since 2025-09-30
- 25434V872 · 5.8% · long · since 2025-09-30
- 464287804 · 4.1% · long · since 2025-09-30
- 464287507 · 3.8% · long · since 2025-09-30
- BRK-B · 3.3% · long · since 2025-09-30
- AAPL · 3.2% · long · since 2025-09-30
- 25434V849 · 2.6% · long · since 2025-09-30
- 921946406 · 2.6% · long · since 2025-09-30
- 922020805 · 2.5% · long · since 2025-09-30
- 78464A763 · 2.5% · long · since 2025-09-30
- 921908844 · 2.4% · long · since 2025-09-30