Graves-Light Private Wealth Management, Inc. - Q12026 Holdings

Graves-Light Private Wealth Management, Inc. holds 197 stocks with a total portfolio value of $ 961.06M as of Q12026. In Q12026, Graves-Light Private Wealth Management, Inc. added 8 new positions, increased stakes in 51 stocks, reduced 63 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (AGG), representing 10.76% of the total portfolio.