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 UVSP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $837,657 | 24,450 | Shares | Sole | 2026-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||