0001994220-24-000015.txt : 20240513
0001994220-24-000015.hdr.sgml : 20240513
20240513160843
ACCESSION NUMBER: 0001994220-24-000015
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240513
DATE AS OF CHANGE: 20240513
EFFECTIVENESS DATE: 20240513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Graves Light Lenhart Wealth, Inc.
CENTRAL INDEX KEY: 0001759803
ORGANIZATION NAME:
IRS NUMBER: 831439373
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18981
FILM NUMBER: 24939084
BUSINESS ADDRESS:
STREET 1: 100 SOUTH MASON STREET. SUITE C
CITY: HARRISONBURG
STATE: VA
ZIP: 22801
BUSINESS PHONE: 540-433-3076
MAIL ADDRESS:
STREET 1: 100 SOUTH MASON STREET. SUITE C
CITY: HARRISONBURG
STATE: VA
ZIP: 22801
FORMER COMPANY:
FORMER CONFORMED NAME: Graves-Light Private Wealth Management, Inc.
DATE OF NAME CHANGE: 20181121
13F-HR/A
1
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12-31-2023
12-31-2023
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RESTATEMENT
Graves Light Lenhart Wealth, Inc.
100 SOUTH MASON STREET. SUITE C
HARRISONBURG
VA
22801
13F HOLDINGS REPORT
028-18981
N
Sarah Sutton
Compliance Consultant
662-470-1970
Sarah J Sutton
Southaven
MS
05-13-2024
0
181
805036700
false
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Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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PFIZER INC COM
Stock
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Stock
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ISHARES CORE U.S. AGGREGATE BOND ETF
ETF
464287226
85687506
863350
SH
SOLE
0
0
863350
ISHARES EXPANDED TECH SECTOR ETF
ETF
464287549
4707683
10504
SH
SOLE
0
0
10504
ISHARES S&P SMALL-CAP 600 VALUE ETF
ETF
464287879
3593925
34869
SH
SOLE
0
0
34868
VANGUARD SHORT-TERM BOND ETF
ETF
921937827
18302333
237631
SH
SOLE
0
0
237630
GABELLI EQUITY TR INC COM
CEF
362397101
209418
41224
SH
SOLE
0
0
41224
PNC FINL SVCS GROUP INC COM
Stock
693475105
848022
5476
SH
SOLE
0
0
5476
BRISTOL-MYERS SQUIBB CO COM
Stock
110122108
374306
7295
SH
SOLE
0
0
7295
ISHARES RUSSELL 3000 ETF
ETF
464287689
1307382
4776
SH
SOLE
0
0
4776
DOMINION ENERGY INC COM
Stock
25746U109
1924862
40955
SH
SOLE
0
0
40954
EXXON MOBIL CORP COM
Stock
30231G102
2984490
29851
SH
SOLE
0
0
29850
UNITEDHEALTH GROUP INC COM
Stock
91324P102
882890
1677
SH
SOLE
0
0
1677
PRICE T ROWE GROUP INC COM
Stock
74144T108
319516
2967
SH
SOLE
0
0
2967
LOWES COS INC COM
Stock
548661107
313215
1407
SH
SOLE
0
0
1407
NOVO-NORDISK A S ADR
ADR
670100205
202141
1954
SH
SOLE
0
0
1954
ISHARES CORE S&P MID-CAP ETF
ETF
464287507
26820517
96773
SH
SOLE
0
0
96772
ISHARES MSCI EAFE ETF
ETF
464287465
4561538
60538
SH
SOLE
0
0
60538
APPLE INC COM
Stock
037833100
32315210
167845
SH
SOLE
0
0
167845
ABBOTT LABS COM
Stock
002824100
485739
4413
SH
SOLE
0
0
4413
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
ETF
33718M105
372211
6068
SH
SOLE
0
0
6068
DISNEY WALT CO COM
Stock
254687106
5012440
55515
SH
SOLE
0
0
55514
VANGUARD TOTAL WORLD STOCK ETF
ETF
922042742
1171028
11382
SH
SOLE
0
0
11382
ISHARES RUSSELL 1000 ETF
ETF
464287622
11177521
42620
SH
SOLE
0
0
42620
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ETF
78468R663
7462518
81656
SH
SOLE
0
0
81655