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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 $840,409,390
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,010,986 $100,289,806 11.93%
2.
Ishares Tr - CORE MSCI EAFE
 867,010 $72,377,961 8.61%
3.
Berkshire Hathaway Inc
 BRK.A 74,402 $36,142,260 4.3%
4.
Ishares Trust
 IEF 288,199 $31,497,232 3.75%
5.
Ishares Trust
 IEF 491,387 $30,475,840 3.63%
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)