Graves-Light Private Wealth Management, Inc. - Q42025 Holdings

Graves-Light Private Wealth Management, Inc. holds 191 stocks with a total portfolio value of $ 942.92M as of Q42025. In Q42025, Graves-Light Private Wealth Management, Inc. added 8 new positions, increased stakes in 52 stocks, reduced 66 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (AGG), representing 11.08% of the total portfolio.