GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.

HARRISONBURG, VA Investment Advisor How do I update this listing?

Graves-light Private Wealth Management is based out of Harrisonburg. Graves-light Private Wealth Management is a large advisory firm with 169 clients and discretionary assets under management (AUM) of $591,538,068 (Form ADV from 2018-12-18). Their last reported 13F filing for Q1 2019 included $404,192,000 in managed 13F securities and a top 10 holdings concentration of 35.67%. Graves-light Private Wealth Management's largest holding is SPDR S&P Dividend ETF with shares held of 210,137. Whalewisdom has at least 2 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $404.192 Million
  • Prior Market Value $340.834 Million
  • New Purchases23 stocks
  • Additional Purchases87 stocks
  • Sold out of1 stock
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 35.67 %
  • Turnover % [1]:13.79%
  • Turnover Alt % [2]: 9.32 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.87 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -0.84%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
100 SOUTH MASON STREET SUITE C
HARRISONBURG VA    22801
Country: United States

Business Phone: (540) 433-3076
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 169
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-02-21
Name Title Start Date Direct/Indirect % Ownership
LENHART, JEFFREY, GRANT CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER 08/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER direct 2018-08-01
GRAVES, ASA, WESLEY PRESIDENT 08/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. PRESIDENT direct 2018-08-01
LIGHT, JOHN, DOUGLAS VICE PRESIDENT 08/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. VICE PRESIDENT direct 2018-08-01

GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.

ownership team - last updated 2018-12-18
Name Title Start Date Direct/Indirect % Ownership
GRAVES, ASA, WESLEY PRESIDENT 08/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. PRESIDENT direct 2018-08-01
LIGHT, JOHN, DOUGLAS VICE PRESIDENT 08/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. VICE PRESIDENT direct 2018-08-01
LENHART, JEFFREY, GRANT CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER 08/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER direct 2018-08-01

Elevate your investments