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Home > Institutional Investor > Graves-light Private Wealth Management, Inc. > Profile

Instuitional Investor - Graves-light Private Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Graves-light Private Wealth Management, Inc.
Portfolio Value $814,700,649
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 998,158 $98,737,831 12.12%
2.
Ishares Tr - CORE MSCI EAFE
 843,750 $63,829,678 7.83%
3.
Berkshire Hathaway Inc
 BRK.A 79,454 $42,315,611 5.19%
4.
Ishares Trust
 IEF 283,301 $29,624,755 3.64%
5.
Ishares Trust
 IEF 490,165 $28,601,103 3.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)