Graves-Light Private Wealth Management, Inc. - Q32026 Holdings

Graves-Light Private Wealth Management, Inc. holds 196 stocks with a total portfolio value of $ 1.07B as of Q32026. In Q32026, Graves-Light Private Wealth Management, Inc. added 6 new positions, increased stakes in 28 stocks, reduced 104 holdings, and fully exited 13 positions. The largest holding is Ishares Tr (AGG), representing 9.56% of the total portfolio.