0001994220-23-000002.txt : 20231113 0001994220-23-000002.hdr.sgml : 20231113 20231113115104 ACCESSION NUMBER: 0001994220-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Graves Light Lenhart Wealth, Inc. CENTRAL INDEX KEY: 0001759803 IRS NUMBER: 831439373 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18981 FILM NUMBER: 231396787 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 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001759803 XXXXXXXX 09-30-2023 09-30-2023 Graves Light Lenhart Wealth, Inc.

100 SOUTH MASON STREET. SUITE C HARRISONBURG VA 22801

13F HOLDINGS REPORT 028-18981 000298283 N SARAH J SUTTON 16624701970 SARAH J SUTTON SOUTHAVEN MS 11-13-2023 0 177 736330851 false INFORMATION TABLE 2 gll13fq32023.xml AMAZON COM INC COM Stock 023135106 8633845 67473 SH SOLE 67473 0 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 204961 562 SH SOLE 562 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 239377 1423 SH SOLE 1423 0 0 ELEVANCE HEALTH INC COM Stock 036752103 1004359 2232 SH SOLE 2232 0 0 JOHNSON & JOHNSON COM Stock 478160104 1347933 8551 SH SOLE 8551 0 0 WASTE MGMT INC DEL COM Stock 94106L109 223435 1437 SH SOLE 1437 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 6644593 31201 SH SOLE 31201 0 0 INVESCO WATER RESOURCES ETF ETF 46137V142 336148 6346 SH SOLE 6346 0 0 VANGUARD ENERGY ETF ETF 92204A306 483042 4023 SH SOLE 4023 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 1733004 3108 SH SOLE 3108 0 0 GOLDMAN SACHS GROUP INC COM Stock 38141G104 2860972 9156 SH SOLE 9156 0 0 SHELL PLC SPON ADS ADR 780259305 206238 3196 SH SOLE 3196 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 2607531 18097 SH SOLE 18097 0 0 COCA COLA CO COM Stock 191216100 508586 9571 SH SOLE 9571 0 0 ISHARES U.S. HEALTHCARE ETF ETF 464287762 398287 1463 SH SOLE 1463 0 0 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 285506 10590 SH SOLE 10590 0 0 TRUIST FINL CORP COM Stock 89832Q109 1506994 55161 SH SOLE 55161 0 0 ISHARES MSCI ACWI EX U.S. ETF ETF 464288240 2341230 50112 SH SOLE 50112 0 0 INTEL CORP COM Stock 458140100 486196 13435 SH SOLE 13435 0 0 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ETF 78467X109 2507082 7504 SH SOLE 7504 0 0 MERCK & CO INC COM Stock 58933Y105 1733874 16691 SH SOLE 16691 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 4300810 10013 SH SOLE 10013 0 0 MCKESSON CORP COM Stock 58155Q103 414120 930 SH SOLE 930 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 315749 1343 SH SOLE 1343 0 0 EMERSON ELEC CO COM Stock 291011104 849157 8935 SH SOLE 8935 0 0 ALLSTATE CORP COM Stock 020002101 268262 2371 SH SOLE 2371 0 0 SHENANDOAH 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