Graves-Light Private Wealth Management, Inc.

RIA/Wealth

Graves-Light Private Wealth Management, Inc. is a RIA/Wealth based in Harrisonburg, VA led by Asa Wesley Graves, reporting $1.1B in AUM as of Q3 2025 with 74% ETF concentration and minimal technology exposure.

PresidentAsa Wesley Graves

Portfolio Value: $901.1M
Positions: 193
Top Holding: AGG at 11.42%
Last Reported: Q3 2025

Address100 South Mason Street, Suite C, Harrisonburg, VA, 22801, United States

Top Holdings

Largest long holdings in Graves-Light Private Wealth Management, Inc.'s portfolio (47.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$103.0M	11.42%	+$1.6M Bought	— 1.0M shares	Q4 2018 Held for 6y 11m
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$78.1M	8.67%	+$2.4M Bought	— 894.9K shares	Q3 2019 Held for 6y 2m
3 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$40.3M	4.47%	+$11.1M Bought	— 942.7K shares	Q4 2022 Held for 2y 11m
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$37.6M	4.18%	+$224.7K Bought	0.00% 74.8K shares	Q4 2019 Held for 5y 11m
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$33.7M	3.74%	-$511.2K Sold	— 283.9K shares	Q4 2018 Held for 6y 11m
6 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$31.3M	3.48%	-$739.5K Sold	— 480.1K shares	Q4 2018 Held for 6y 11m
7 Apple AAPL	Consumer Electronics Technology	$28.1M	3.11%	+$65.4K Bought	0.00% 110.2K shares	Q4 2018 Held for 6y 11m
8 Vanguard High Dividend Yield VYM	ETF ETF	$25.8M	2.87%	+$32.0K Bought	— 183.3K shares	Q4 2018 Held for 6y 11m
9 SDY SPDR S&P Dividend ETF SDY	ETF ETF	$25.5M	2.83%	-$1.0M Sold	— 182.4K shares	Q4 2018 Held for 6y 11m
10 Vanguard Dividend Appreciation VIG	Unknown Unknown	$25.2M	2.79%	-$85.0K Sold	— 116.6K shares	Q4 2022 Held for 2y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Graves-Light Private Wealth Management, Inc.'s latest filing

See all changes

GthenC

Market Value

$901.1M

Prior: $840.4M

Q/Q Change

+7.23%

+$60.7M

Net Flows % of MV

+1.44%

Turnover Ratio

3.06%

New Purchases

0 stocks

Added To

64 stocks

+$33.1M

Sold Out Of

7 stocks

$7.4M

Reduced Holdings

66 stocks

-$12.7M

Increased Positions

Position	Shares Δ	Change
1 Dimensional World ex U.S. Core Equity 2 DFAX	+289.47%	74.2K → 289.0K +$6.7M
2 iShares Russell 1000 Growth IWF	+56.56%	838.0 → 1.3K +$222.0K
3 Morgan Stanley MS	+49.63%	1.9K → 2.8K +$147.8K
4 DFCF Dimensional Core Fixed Income DFCF	+38.12%	682.5K → 942.7K +$11.1M
5 Vanguard Large-Cap VV	+37.74%	1.7K → 2.3K +$196.1K

Decreased Positions

Position	Shares Δ	Change
1 PIMCO 0-5 Year High Yield Corporate Bond Index Fund HYS	Sold	62.5K → 0 −$5.9M
2 Vanguard Total International Stock VXUS	Sold	4.9K → 0 −$337.0K
3 iShares MSCI USA Value Factor VLUE	Sold	2.3K → 0 −$265.4K
4 Intel INTC	Sold	11.0K → 0 −$247.5K
5 UDR UDR	Sold	5.8K → 0 −$235.1K