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CIK: 0001759803
Total reported value
$1.1B
$1.1B
192 檔
25.3%
The Q2 2025 SEC filing reveals that Graves Light Lenhart Wealth, Inc. held a total portfolio value of $1.1B, covering 192 public equity positions.
In Q2 2025, Graves Light Lenhart Wealth, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.93% | -0.58% | +1.29% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.61% | +0.10% | +2.76% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.30% | -0.26% | -6.36% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.75% | +0.38% | +1.73% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.63% | +0.24% | +0.25% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.43% | -0.22% | +4.71% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.07% | -0.18% | -0.76% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.90% | -0.12% | -2.94% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.85% | -0.04% | -1.50% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.03% | -6.09% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.66% | -0.41% | +2.27% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.50% | -0.19% | +2.77% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.26% | -0.09% | -1.85% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.97% | -0.18% | +2.38% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.95% | +0.10% | -3.17% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.21% | -3.02% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.55% | +0.41% | +3.48% | |
| 18 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.40% | +0.13% | +2.68% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.39% | +0.10% | -2.04% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.37% | +0.29% | +6.21% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.37% | +0.02% | -0.63% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.01% | -5.39% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.03% | -0.10% | |
| 24 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.15% | +0.06% | +2.85% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.11% | -0.10% | -16.31% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | -0.10% | +3.64% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.03% | -2.94% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.90% | -0.04% | +0.65% | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 0.87% | +0.03% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.01% | -0.16% | |
| 31 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.75% | +0.16% | -1.17% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | -0.01% | — | |
| 33 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.71% | — | -1.58% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.05% | -0.18% | |
| 35 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.67% | -0.01% | -0.52% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.24% | -4.85% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | +0.19% | +7.47% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | -0.03% | — | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -3.54% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | -0.02% | -2.01% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | -8.16% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.15% | -1.23% | |
| 43 | DFSD | Dimensional Short Duration | ETF-Other | 0.49% | -0.05% | -0.34% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.48% | +0.02% | +0.10% | |
| 45 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.48% | — | -1.88% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.03% | -0.06% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.04% | -5.42% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.15% | +8.50% | |
| 49 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.38% | -0.02% | +2.34% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | -0.02% | -1.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +2.76% | Add |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | +0.3% | +3.48% | Add |
| 3 | DFAX | Dimensional World Ex US Core | +0.2% | +525.26% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | -0.18% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.1% | -0.10% | Trim |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.25% | Add |
| 7 | IGM | Ishares Expanded Tech Sector | +0.1% | -1.17% | Trim |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.73% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.02% | Trim |
| 10 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +2.85% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -5.39% | Trim |
| 12 | IWB | Ishares Russell 1000 ETF | +0.1% | -0.63% | Trim |
| 13 | DIS | Walt Disney Co/the | +0.1% | -1.23% | Trim |
| 14 | MUB | Ishares National Muni Bond E | +0.1% | +71.20% | Add |
| 15 | DFUV | Dimensional US Marketwide Va | +0.1% | +6.21% | Add |
| 16 | DFCF | Dimensional Core Fixed Inc | +0.1% | +4.71% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | Unchanged |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.16% | Trim |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -3.54% | Trim |
| 20 | ORCL | Oracle CORP | +0.1% | -0.30% | Trim |
| 21 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 22 | LNG | Cheniere Energy Inc | +0.1% | NEW | New buy |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.94% | Trim |
| 24 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 25 | VOOV | Vanguard S&p 500 Value ETF | 0% | +2.68% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.06% | Trim |
| 27 | VEU | Vanguard Ftse All-world Ex-u | 0% | -2.01% | Trim |
| 28 | DFAS | Dimensional US Small Cap ETF | 0% | +18.98% | Add |
| 29 | VUG | Vanguard Growth ETF | 0% | -0.06% | Trim |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | -1.50% | Trim |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -3.17% | Trim |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +7.47% | Add |
| 33 | BSV | Vanguard Short-term Bond ETF | — | +2.77% | Add |
| 34 | BND | Vanguard Total Bond Market | — | +3.64% | Add |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2.27% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | EXIT | Sold out |
| 37 | ACN | Accenture plc | 0% | EXIT | Sold out |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 39 | LLY | Eli Lilly & Co | -0.1% | -10.56% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -3.29% | Trim |
| 41 | 6D8 | Dupont De Nemours Inc | -0.1% | -1.88% | Trim |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 43 | DFNM | Dimensional National Muni Bd | -0.1% | -2.04% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +2.38% | Add |
| 45 | CVX | Chevron CORP | -0.2% | -4.85% | Trim |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.2% | +1.29% | Add |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -16.31% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -0.3% | -1.85% | Trim |
| 49 | AAPL | Apple Inc | -0.5% | -6.09% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -6.36% | Trim |
According to official SEC Form 13F filings, Graves Light Lenhart Wealth, Inc. reported a total U.S. public equity portfolio value of $1.1B across 192 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, IEFA, BRK-B) accounted for 25.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
META
市值: $415.5K
Top Position Liquidated / Trimmed
GS
前期市值: $279.6K
During Q2 2025, Graves Light Lenhart Wealth, Inc.'s top holdings by market value included AGG (11.9%)、IEFA (8.6%)、BRK-B (4.3%). The largest single position, AGG, represented 11.9% of total portfolio value.
In Q2 2025, Graves Light Lenhart Wealth, Inc. made 46 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 25 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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