Graves Light Lenhart Wealth, Inc.
Top Portfolio Positions
105 positions ·
$195,755,987 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
73,700 | $35,317,040 | 18.04% | |
| AAPL |
Apple Inc.
Technology
|
108,058 | $27,424,039 | 14.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,681 | $20,037,468 | 10.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,552 | $10,528,465 | 5.38% | |
| CVX |
Chevron Corp
Energy
|
39,081 | $8,085,858 | 4.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,288 | $7,732,878 | 3.95% | |
| SYY |
Sysco Corp
Consumer Defensive
|
96,458 | $6,880,349 | 3.51% | |
| XOM |
Exxon Mobil Corp
Energy
|
31,410 | $5,329,020 | 2.72% | |
| MSFT |
Microsoft Corp
Technology
|
11,453 | $4,239,557 | 2.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,384 | $4,151,770 | 2.12% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,008 | 13,728 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $159,107 | 13,728 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $172,972 | 13,728 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $172,423 | 13,728 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $168,717 | 13,728 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $183,680 | 13,728 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $202,625 | 13,728 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $188,073 | 13,728 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $185,877 | 13,728 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $172,560 | 13,728 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $164,186 | 13,728 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $159,382 | 13,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $150,733 | 13,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $151,145 | 13,728 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $157,048 | 13,728 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $159,793 | 13,728 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $198,095 | 13,728 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $232,277 | 13,728 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $224,864 | 13,728 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $228,983 | 13,728 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $217,176 | 13,728 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $198,095 | 13,728 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $185,739 | 13,728 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $169,128 | 13,728 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $146,340 | 13,728 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||