Graves Light Lenhart Wealth 13F annual report
Graves Light Lenhart Wealth is an investment fund managing more than $874 billion ran by Sarah Sutton. There are currently 182 companies in Mrs. Sutton’s portfolio. The largest investments include Ishares Core U.s. Aggregate Bond Etf and Ishares Core Msci Eafe Etf, together worth $161 billion.
$874 billion Assets Under Management (AUM)
As of 7th August 2024, Graves Light Lenhart Wealth’s top holding is 1,034,877 shares of Ishares Core U.s. Aggregate Bond Etf currently worth over $99.6 billion and making up 11.4% of the portfolio value.
In addition, the fund holds 840,523 shares of Ishares Core Msci Eafe Etf worth $61.1 billion.
The third-largest holding is Berkshire Hathaway Inc Del Cl B New worth $37.5 billion and the next is Apple Inc worth $34.7 billion, with 160,010 shares owned.
Currently, Graves Light Lenhart Wealth's portfolio is worth at least $874 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Graves Light Lenhart Wealth
The Graves Light Lenhart Wealth office and employees reside in Harrisonburg, Virginia. According to the last 13-F report filed with the SEC, Sarah Sutton serves as the Compliance Consultant at Graves Light Lenhart Wealth.
Recent trades
In the most recent 13F filing, Graves Light Lenhart Wealth revealed that it had opened a new position in
Vanguard Tax-exempt Bond Etf and bought 88,171 shares worth $4.4 billion.
The investment fund also strengthened its position in Ishares Core U.s. Aggregate Bond Etf by buying
171,527 additional shares.
This makes their stake in Ishares Core U.s. Aggregate Bond Etf total 1,034,877 shares worth $99.6 billion.
On the other hand, there are companies that Graves Light Lenhart Wealth is getting rid of from its portfolio.
Graves Light Lenhart Wealth closed its position in Jpmorgan Usd High Yield Corporate Bond Etf on 14th August 2024.
It sold the previously owned 13,366 shares for $614 million.
Sarah Sutton also disclosed a decreased stake in Berkshire Hathaway Inc Del Cl B New by 0.1%.
This leaves the value of the investment at $37.5 billion and 92,546 shares.
One of the average hedge funds
The two most similar investment funds to Graves Light Lenhart Wealth are Strategiq and Iq Eq Fund Management (ireland) Ltd. They manage $874 billion and $874 billion respectively.
Sarah Sutton investment strategy
Graves Light Lenhart Wealth’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 5.4% of
the total portfolio value.
The fund focuses on investments in the United States as
10.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
10% of the total holdings value.
On the other hand, small-cap stocks make up only 2.7% of the portfolio.
The average market cap of the portfolio companies is close to $219 billion.
The complete list of Graves Light Lenhart Wealth trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Core U.s. Aggregate Bond Etf |
19.87%
1,034,877
|
$99,606,925,000 | 11.39% |
| Ishares Core Msci Eafe Etf |
28.79%
840,523
|
$61,139,653,000 | 6.99% |
| Berkshire Hathaway Inc Del Cl B New |
14.74%
92,546
|
$37,498,714,000 | 4.29% |
| Apple Inc |
4.67%
160,010
|
$34,682,212,000 | 3.97% |
| Ishares Core Sp Small Cap Etf |
5.39%
322,138
|
$34,091,833,000 | 3.90% |
| Ishares Core Sp Mid-cap Etf |
439.41%
522,007
|
$30,260,772,000 | 3.46% |
| Spdr Sp Dividend Etf |
0.46%
238,164
|
$29,996,730,000 | 3.43% |
| Vanguard Dividend Appreciation Etf |
5.32%
147,693
|
$26,902,221,000 | 3.08% |
| Vanguard High Dividend Yield Index Etf |
1.07%
224,023
|
$26,510,890,000 | 3.03% |
| Health Care Select Sector Spdr Fund |
5.33%
177,798
|
$25,768,322,000 | 2.95% |
| Dimensional National Municipal Bond Etf |
20.31%
481,054
|
$22,946,271,000 | 2.62% |
| Dimensional Core Fixed Income Etf |
55.01%
482,440
|
$19,944,070,000 | 2.28% |
| Vanguard Short-term Corporate Bond Etf |
3.72%
259,050
|
$19,931,343,000 | 2.28% |
| Invesco Sp 500 Quality Etf |
6.42%
305,509
|
$19,399,840,000 | 2.22% |
| Vanguard Short-term Bond Etf |
0.87%
235,560
|
$17,992,039,000 | 2.06% |
| Schwab Us Dividend Etf |
8.42%
231,026
|
$17,883,698,000 | 2.05% |
| Alphabet Inc Cap Stk Cl A |
7.85%
97,331
|
$17,810,562,000 | 2.04% |
| Ishares Russell 1000 Etf |
No change
42,620
|
$12,707,153,000 | 1.45% |
| Amazon.com Inc. |
9.00%
61,149
|
$12,058,583,000 | 1.38% |
| Vanguard Total Bond Market Etf |
27.93%
151,039
|
$10,791,750,000 | 1.23% |
| Jpmorgan Chase Co. Com |
18.20%
51,360
|
$10,551,955,000 | 1.21% |
| Wisdomtree U.s. Largecap Dividend Fund |
5.75%
131,253
|
$9,540,807,000 | 1.09% |
| Vanguard Sp 500 Growth Etf |
20.33%
27,253
|
$9,158,781,000 | 1.05% |
| Berkshire Hathaway Inc. |
No change
15
|
$9,156,900,000 | 1.05% |
| Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund |
11.01%
96,502
|
$8,887,849,000 | 1.02% |
| Vanguard Total Stock Market Etf |
2.54%
30,988
|
$8,306,453,000 | 0.95% |
| Dfa Us Marketwide Value Etf |
14.33%
211,965
|
$8,287,832,000 | 0.95% |
| Vanguard Sp 500 Value Etf |
12.61%
46,413
|
$8,122,226,000 | 0.93% |
| Chevron Corp New Com |
10.32%
50,131
|
$7,846,511,000 | 0.90% |
| Dfa Emerging Value Etf |
19.22%
281,377
|
$7,749,129,000 | 0.89% |
| Vanguard Short-term Inflation-protected Securities Etf |
3.03%
148,654
|
$7,144,327,000 | 0.82% |
| Microsoft Corp Com |
3.24%
15,369
|
$7,019,334,000 | 0.80% |
| Sysco Corp Com |
0.65%
99,738
|
$6,969,708,000 | 0.80% |
| Alphabet Inc Cap Stk Cl C |
6.39%
37,109
|
$6,846,239,000 | 0.78% |
| Spdr Bloomberg 1-3 Month T-bill Etf |
15.92%
68,660
|
$6,276,911,000 | 0.72% |
| Ishares Core Sp 500 Etf |
0.97%
11,108
|
$6,091,738,000 | 0.70% |
| DuPont de Nemours Inc |
13.89%
73,430
|
$5,820,778,000 | 0.67% |
| Ishares Expanded Tech Sector Etf |
442.88%
57,024
|
$5,413,288,000 | 0.62% |
| Air Prods Chems Inc Com |
7.16%
21,705
|
$5,368,532,000 | 0.61% |
| Dimensional Short-duration Fixed Income Etf |
0.87%
112,964
|
$5,309,331,000 | 0.61% |
| Spdr Sp 500 Etf Trust |
4.81%
9,479
|
$5,169,345,000 | 0.59% |
| Vanguard Ftse Developed Markets Etf |
20.28%
99,591
|
$4,925,788,000 | 0.56% |
| Ishares Sp 500 Growth Etf |
10.53%
52,264
|
$4,872,583,000 | 0.56% |
| Ishares Msci Eafe Etf |
0.06%
60,503
|
$4,747,670,000 | 0.54% |
| Vanguard Tax-exempt Bond Etf |
Opened
88,171
|
$4,402,378,000 | 0.50% |
| Disney Walt Co Com |
20.94%
43,890
|
$4,302,977,000 | 0.49% |
| Vanguard Ftse All-world Ex-us Index Fund |
3.01%
68,194
|
$4,005,037,000 | 0.46% |
| Exxon Mobil Corp Com |
14.86%
34,287
|
$3,941,631,000 | 0.45% |
| Jpmorgan Ultra-short Municipal Income Etf |
2.21%
77,637
|
$3,929,186,000 | 0.45% |
| Ishares Sp Small-cap 600 Value Etf |
14.12%
39,792
|
$3,829,149,000 | 0.44% |
| iShares Select Dividend ETF |
0.79%
31,461
|
$3,785,073,000 | 0.43% |
| Ishares Sp 500 Value Etf |
11.04%
19,323
|
$3,498,622,000 | 0.40% |
| Spdr Dow Jones Industrial Average Etf Trust |
0.01%
7,506
|
$2,938,297,000 | 0.34% |
| Procter And Gamble Co Com |
0.81%
17,934
|
$2,918,187,000 | 0.33% |
| iShares MSCI ACWI ex U.S. ETF |
1.61%
49,106
|
$2,612,913,000 | 0.30% |
| Eli Lilly Co Com |
0.04%
2,797
|
$2,557,542,000 | 0.29% |
| Costco Whsl Corp New Com |
2.43%
3,016
|
$2,550,845,000 | 0.29% |
| Vanguard Small-cap Etf |
0.90%
11,152
|
$2,412,289,000 | 0.28% |
| Packaging Corp Amer Com |
No change
12,978
|
$2,336,819,000 | 0.27% |
| Ishares Russell 2000 Value Etf |
37.47%
14,309
|
$2,159,657,000 | 0.25% |
| Merck Co Inc Com |
0.32%
16,613
|
$2,124,763,000 | 0.24% |
| Ishares Biotechnology Etf |
0.96%
15,142
|
$2,074,000,000 | 0.24% |
| Truist Finl Corp Com |
3.81%
52,608
|
$2,064,864,000 | 0.24% |
| Vanguard Mid-cap Etf |
2.08%
8,473
|
$2,035,554,000 | 0.23% |
| Vanguard Growth Etf |
3.19%
4,951
|
$1,864,913,000 | 0.21% |
| Ishares Msci Global Min Vol Factor Etf |
45.34%
17,242
|
$1,801,789,000 | 0.21% |
| Duke Energy Corp New Com New |
3.89%
18,054
|
$1,793,656,000 | 0.21% |
| Ishares U.s. Technology Etf |
6.32%
10,945
|
$1,663,859,000 | 0.19% |
| Dominion Energy Inc |
16.08%
34,371
|
$1,650,171,000 | 0.19% |
| Dimensional U.s. Small Cap Etf |
10.26%
25,854
|
$1,538,811,000 | 0.18% |
| Elevance Health Inc Com |
28.48%
2,869
|
$1,533,881,000 | 0.18% |
| Eog Res Inc Com |
12.27%
11,735
|
$1,484,971,000 | 0.17% |
| Ishares Russell 3000 Etf |
No change
4,776
|
$1,477,074,000 | 0.17% |
| Schwab Us Aggregate Bond Etf |
22.12%
31,076
|
$1,404,635,000 | 0.16% |
| Pepsico Inc Com |
1.50%
8,202
|
$1,335,976,000 | 0.15% |
| Vanguard Total World Stock Etf |
0.18%
11,403
|
$1,286,005,000 | 0.15% |
| Wells Fargo Co New Com |
1.87%
21,105
|
$1,278,759,000 | 0.15% |
| Johnson Johnson Com |
1.49%
8,467
|
$1,239,894,000 | 0.14% |
| Ishares National Muni Bond Etf |
10.14%
10,931
|
$1,160,159,000 | 0.13% |
| Oracle Corp Com |
5.44%
7,336
|
$1,049,689,000 | 0.12% |
| Bank America Corp Com |
0.29%
25,085
|
$1,003,655,000 | 0.11% |
| First Natl Corp Com |
No change
65,637
|
$997,026,000 | 0.11% |
| Verizon Communications Inc |
5.57%
23,334
|
$973,968,000 | 0.11% |
| Vanguard Sp 500 Etf |
3.84%
1,926
|
$965,604,000 | 0.11% |
| Emerson Elec Co Com |
No change
8,935
|
$965,411,000 | 0.11% |
| Ishares Msci Usa Min Vol Factor Etf |
No change
10,909
|
$913,738,000 | 0.10% |
| Unitedhealth Group Inc |
0.30%
1,672
|
$827,055,000 | 0.09% |
| Home Depot, Inc. |
0.17%
2,369
|
$796,575,000 | 0.09% |
| Pnc Finl Svcs Group Inc Com |
9.51%
4,955
|
$773,742,000 | 0.09% |
| Lowes Cos Inc Com |
156.65%
3,611
|
$771,070,000 | 0.09% |
| Southern Co Com |
0.01%
9,929
|
$764,569,000 | 0.09% |
| Schlumberger Ltd Com Stk |
5.36%
16,052
|
$747,702,000 | 0.09% |
| Nvidia Corporation Com |
1,008.82%
5,910
|
$734,613,000 | 0.08% |
| Mcdonalds Corp Com |
0.79%
2,802
|
$700,459,000 | 0.08% |
| Vanguard Small Cap Value Etf |
3.80%
3,879
|
$700,431,000 | 0.08% |
| Csx Corp Com |
0.14%
20,808
|
$698,951,000 | 0.08% |
| Abbvie Inc |
6.65%
3,996
|
$680,799,000 | 0.08% |
| Vanguard Information Technology Etf |
5.25%
1,136
|
$661,559,000 | 0.08% |
| American Express Co Com |
No change
2,783
|
$650,693,000 | 0.07% |
| Shenandoah Telecommunications Com |
No change
37,611
|
$636,754,000 | 0.07% |
| Vanguard Health Care Etf |
1.04%
2,374
|
$628,517,000 | 0.07% |
| Jpmorgan Usd High Yield Corporate Bond Etf |
Closed
13,366
|
$613,694,000 | |
| Coca Cola Co Com |
0.01%
9,572
|
$605,698,000 | 0.07% |
| American Elec Pwr Co Inc Com |
0.27%
6,788
|
$592,442,000 | 0.07% |
| International Business Machs Com |
0.93%
3,298
|
$577,403,000 | 0.07% |
| Spdr Sp Bank Etf |
2.62%
12,326
|
$569,227,000 | 0.07% |
| Enterprise Prods Partners L P Com |
Closed
21,140
|
$557,039,000 | |
| Dimensional Us Small Cap Value Etf |
3.92%
19,335
|
$550,847,000 | 0.06% |
| Mckesson Corp Com |
No change
930
|
$545,296,000 | 0.06% |
| Broadcom Inc |
1.29%
314
|
$515,211,000 | 0.06% |
| Vanguard Energy Etf |
No change
4,023
|
$513,174,000 | 0.06% |
| Ge Aerospace Com New |
11.54%
3,136
|
$498,532,000 | 0.06% |
| Abbott Labs Com |
4.53%
4,613
|
$476,062,000 | 0.05% |
| Ishares Msci Usa Value Factor Etf |
0.24%
4,575
|
$471,866,000 | 0.05% |
| Atlantic Un Bankshares Corp Com |
2.69%
14,057
|
$460,086,000 | 0.05% |
| Invesco Sp 500 Low Volatility Etf |
9.25%
6,992
|
$451,473,000 | 0.05% |
| Motorola Solutions Inc Com New |
No change
1,120
|
$432,734,000 | 0.05% |
| Vanguard Large-cap Etf |
19.47%
1,688
|
$422,591,000 | 0.05% |
| Ishares Esg Aware Msci Usa Etf |
No change
3,494
|
$417,743,000 | 0.05% |
| Caterpillar Inc. |
5.56%
1,258
|
$413,933,000 | 0.05% |
| Allstate Corp Com |
4.13%
2,469
|
$396,421,000 | 0.05% |
| Invesco Water Resources ETF |
2.36%
6,196
|
$395,429,000 | 0.05% |
| Intel Corp Com |
0.79%
12,635
|
$389,649,000 | 0.04% |
| Ishares Sp 100 Etf |
No change
1,443
|
$383,881,000 | 0.04% |
| Att Inc Com |
10.64%
20,063
|
$380,788,000 | 0.04% |
| Enbridge Inc |
0.15%
10,680
|
$376,684,000 | 0.04% |
| AMGEN Inc. |
No change
1,205
|
$374,767,000 | 0.04% |
| Wisdomtree U.s. Ai Enhanced Value Fund |
No change
3,776
|
$373,750,000 | 0.04% |
| Norfolk Southn Corp Com |
6.08%
1,746
|
$373,749,000 | 0.04% |
| Applied Matls Inc Com |
No change
1,540
|
$365,611,000 | 0.04% |
| 3m Co Com |
1.34%
3,605
|
$362,677,000 | 0.04% |
| First Trust Dow Jones Select Microcap Index Fund |
0.13%
6,076
|
$359,699,000 | 0.04% |
| Union Pac Corp Com |
1.89%
1,561
|
$351,006,000 | 0.04% |
| Ishares Micro-cap Etf |
0.03%
3,101
|
$350,732,000 | 0.04% |
| Ishares U.s. Healthcare Etf |
288.93%
5,690
|
$346,862,000 | 0.04% |
| Automatic Data Processing Inc. |
No change
1,462
|
$344,550,000 | 0.04% |
| Price T Rowe Group Inc Com |
No change
2,967
|
$337,793,000 | 0.04% |
| Goldman Sachs Group, Inc. |
92.03%
728
|
$337,483,000 | 0.04% |
| Dfa International Core Equity Market Etf |
No change
11,242
|
$334,112,000 | 0.04% |
| Pfizer Inc. |
33.62%
11,776
|
$332,326,000 | 0.04% |
| Eastman Chem Co Com |
No change
3,438
|
$327,194,000 | 0.04% |
| Danaher Corporation Com |
1.21%
1,301
|
$318,108,000 | 0.04% |
| Ishares U.s. Consumer Staples Etf |
200.00%
4,851
|
$316,673,000 | 0.04% |
| Vanguard Utilities Etf |
0.56%
2,139
|
$313,656,000 | 0.04% |
| Illinois Tool Wks Inc Com |
No change
1,330
|
$310,512,000 | 0.04% |
| Ishares Russell 1000 Growth Etf |
No change
838
|
$308,325,000 | 0.04% |
| Us Bancorp Del Com New |
18.14%
7,572
|
$297,114,000 | 0.03% |
| Vanguard Total International Stock Etf |
16.00%
4,878
|
$294,485,000 | 0.03% |
| MetLife, Inc. |
No change
4,213
|
$294,404,000 | 0.03% |
| Schwab U.s. Broad Market Etf |
No change
4,657
|
$293,227,000 | 0.03% |
| Proshares Sp 500 Dividend Aristocrats Etf |
6.15%
3,051
|
$290,150,000 | 0.03% |
| Schwab Short-term Us Treasury Etf |
Opened
6,013
|
$288,182,000 | 0.03% |
| Boeing Co Com |
No change
1,540
|
$287,426,000 | 0.03% |
| Bristol-myers Squibb Co Com |
5.70%
6,879
|
$284,103,000 | 0.03% |
| Intuit Com |
3.13%
434
|
$282,434,000 | 0.03% |
| Vanguard Value Etf |
4.57%
1,735
|
$277,166,000 | 0.03% |
| Invesco Qqq Trust Series I |
No change
572
|
$275,658,000 | 0.03% |
| Accenture Plc Ireland Shs Class A |
1.52%
907
|
$274,413,000 | 0.03% |
| Consumer Discretionary Select Sector Spdr Fund |
13.89%
1,475
|
$269,870,000 | 0.03% |
| Ameriprise Finl Inc Com |
3.48%
625
|
$266,306,000 | 0.03% |
| Calamos Conv High Income Fd Com Shs |
No change
23,828
|
$266,159,000 | 0.03% |
| Technology Select Sector Spdr Fund |
20.31%
1,134
|
$258,484,000 | 0.03% |
| Ishares Global Tech Etf |
2.03%
3,061
|
$255,961,000 | 0.03% |
| Xcel Energy Inc. |
Closed
4,000
|
$247,640,000 | |
| Dimensional US Core Equity Market ETF |
11.52%
6,493
|
$243,682,000 | 0.03% |
| UDR Inc |
No change
5,758
|
$236,308,000 | 0.03% |
| Shell Plc Spon Ads |
No change
3,196
|
$232,893,000 | 0.03% |
| Waste Mgmt Inc Del Com |
24.29%
1,088
|
$227,681,000 | 0.03% |
| Novo-nordisk A S Adr |
21.39%
1,536
|
$223,365,000 | 0.03% |
| iShares 0-3 Month Treasury Bond |
Closed
2,225
|
$223,075,000 | |
| Cisco Sys Inc Com |
1.53%
4,655
|
$221,219,000 | 0.03% |
| Honeywell Intl Inc Com |
2.78%
1,035
|
$218,333,000 | 0.02% |
| Dimensional U.s. Core Equity 2 Etf |
Opened
6,768
|
$217,918,000 | 0.02% |
| United Bankshares Inc West Va Com |
No change
6,700
|
$216,343,000 | 0.02% |
| Gabelli Equity Tr Inc Com |
No change
41,224
|
$215,189,000 | 0.02% |
| Energy Select Sector Spdr Fund |
Closed
2,494
|
$209,128,000 | |
| Spdr Gold Shares |
Opened
962
|
$207,378,000 | 0.02% |
| Analog Devices Inc. |
Opened
898
|
$202,212,000 | 0.02% |
| Imperial Oil Ltd Com New |
Opened
3,000
|
$201,990,000 | 0.02% |
| Kkr Income Opportunities Fd Com |
No change
13,728
|
$186,701,000 | 0.02% |
| Royce Small Cap Trust Inc. |
No change
10,253
|
$146,413,000 | 0.02% |
| Blackrock Muniyild Qult Fd Inc Com |
No change
10,397
|
$127,155,000 | 0.01% |
| Blackstone Strategic Cred 2027 Com Shs Ben In |
No change
10,000
|
$119,400,000 | 0.01% |
| Liberty All Star Equity Fd Sh Ben Int |
No change
15,000
|
$102,000,000 | 0.01% |
| Western Asset Gbl High Inc Fd Com |
No change
10,700
|
$75,649,000 | 0.01% |
| Putnam Master Inter Income Tr Sh Ben Int |
No change
14,300
|
$46,261,000 | 0.01% |
| Virtus Convertible Income Fd Com |
14.91%
10,200
|
$33,456,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 187 holdings | |||
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