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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 $901,141,697
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,026,969 $102,953,683 11.42%
2.
Ishares Trust
 VLUE 894,877 $78,131,675 8.67%
3.
Dimensional Etf Trust
 942,738 $40,311,496 4.47%
4.
Berkshire Hathaway Inc
 BRK.A 74,849 $37,629,586 4.18%
5.
Ishares Trust
 IEF 283,897 $33,735,488 3.74%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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