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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 $942,923,385
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,046,101 $104,484,608 11.08%
2.
Ishares Trust
 VLUE 930,902 $83,278,524 8.83%
3.
Dimensional Etf Trust
 1,159,475 $49,347,236 5.23%
4.
Berkshire Hathaway Inc
 BRK.A 74,331 $37,362,477 3.96%
5.
Ishares Trust
 IEF 292,917 $35,202,775 3.73%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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