Graves Light Lenhart Wealth, Inc.

Portfolio Overview

Graves Light Lenhart Wealth, Inc. reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 159.6%, growing from $363.18 million to $942.92 million. This dramatic increase suggests substantial net capital inflows into the firm’s strategies during the quarter, rather than mere market appreciation, given the magnitude of the rise.

The portfolio consists of 191 holdings, indicati...