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CIK: 0001759803
Total reported value
$1.1B
$1.1B
203 檔
33.0%
In Q2 2026, Graves Light Lenhart Wealth, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 203 disclosed stock positions.
In Q2 2026, Graves Light Lenhart Wealth, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 75 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, IEFA, DFCF) accounted for 33.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $561.7K
Top Position Liquidated / Trimmed
DHR
前期市值: $240.8K
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.18% | -0.62% | +5.76% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.13% | +0.35% | +5.75% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.44% | +0.35% | +7.33% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.30% | -0.24% | +2.61% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.82% | -0.07% | +4.10% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.41% | -0.08% | -0.87% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.29% | -1.38% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.67% | -0.07% | +0.06% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.58% | -0.10% | -0.25% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.53% | -0.08% | -0.19% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.51% | +0.13% | +15.30% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.31% | -0.38% | +3.99% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | -0.18% | -1.45% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.23% | -0.36% | -5.85% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.09% | +0.09% | -0.88% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.07% | +0.12% | +13.87% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.03% | -0.18% | -1.82% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.00% | +0.25% | +588.37% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.97% | +0.19% | +41.85% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.97% | +0.03% | -0.97% | |
| 21 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.62% | +0.12% | +12.30% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.35% | -0.03% | -1.79% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.02% | +0.16% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.07% | +0.16% | +34.32% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.96% | +0.02% | -0.76% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.04% | +0.02% | |
| 27 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.85% | +0.03% | — | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.85% | +1.64% | +6.04% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.18% | -0.89% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.08% | -1.29% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.02% | -1.80% | |
| 32 | SYY | Sysco CORP | Stock-Consumer Staples | 0.75% | -0.08% | +0.08% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | — | -0.96% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.20% | -2.30% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.01% | -1.01% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.11% | -0.22% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.58% | +0.02% | +7.95% | |
| 38 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.56% | -0.02% | +1.94% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.53% | -0.03% | -0.15% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.51% | -0.02% | -3.48% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -2.47% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.01% | +2.91% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.40% | EXIT | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.40% | -0.01% | -2.29% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | +0.13% | -2.25% | |
| 47 | DFSD | Dimensional Short Duration | ETF-Other | 0.38% | -0.07% | -1.39% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.01% | -0.94% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | -0.03% | -0.13% | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.31% | — | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAX | Dimensional World Ex US Core | +0.5% | +41.85% | Add |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | +0.4% | +588.37% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.4% | +2.61% | Add |
| 4 | DFUV | Dimensional US Marketwide Va | +0.3% | +13.87% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +4.10% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.45% | Trim |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +34.32% | Add |
| 8 | IGM | Ishares Expanded Tech Sector | +0.2% | — | Unchanged |
| 9 | ELV | Elevance Health Inc | +0.1% | +124.16% | Add |
| 10 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +12.30% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.75% | Add |
| 12 | DFNM | Dimensional National Muni Bd | +0.1% | +15.30% | Add |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | -1.82% | Trim |
| 14 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | -1.79% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -1.29% | Trim |
| 16 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 17 | GLW | Corning Inc | +0.1% | -6.89% | Trim |
| 18 | LLY | Eli Lilly & Co | 0% | +0.04% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | +128.44% | Add |
| 20 | AAPL | Apple Inc | 0% | -1.38% | Trim |
| 21 | AMZN | Amazon.com Inc | 0% | +0.16% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.02% | Add |
| 23 | SYY | Sysco CORP | 0% | +0.08% | Add |
| 24 | IVW | Ishares S&p 500 Growth ETF | 0% | -2.47% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.91% | Add |
| 26 | VUG | Vanguard Growth ETF | 0% | +550.92% | Add |
| 27 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 28 | AMAT | Applied Materials Inc | 0% | -12.66% | Trim |
| 29 | GE | General Electric | 0% | +7.09% | Add |
| 30 | INTC | Intel CORP | 0% | -23.68% | Trim |
| 31 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 32 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 33 | IWB | Ishares Russell 1000 ETF | 0% | -0.76% | Trim |
| 34 | IJS | Ishares S&p Small-cap 600 Va | 0% | -0.15% | Trim |
| 35 | CAT | Caterpillar Inc | 0% | -6.56% | Trim |
| 36 | UNH | Unitedhealth Group Inc | 0% | +0.89% | Add |
| 37 | GEV | GE Vernova Inc | 0% | +7.02% | Add |
| 38 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 39 | VGT | Vanguard Info Tech ETF | 0% | +699.80% | Add |
| 40 | VRT | Vertiv Holdings Co-a | 0% | NEW | New buy |
| 41 | BNY | Bank Of New York Mellon CORP | 0% | NEW | New buy |
| 42 | STT | State Street CORP | 0% | NEW | New buy |
| 43 | TRV | Travelers Cos Inc/the | 0% | NEW | New buy |
| 44 | XNIEX | Virtus Equity & Convertible | 0% | NEW | New buy |
| 45 | CDNS | Cadence Design Sys Inc | 0% | NEW | New buy |
| 46 | IVV | Ishares Core S&p 500 ETF | 0% | -1.01% | Trim |
| 47 | VB | Vanguard Small-cap ETF | 0% | -0.13% | Trim |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 49 | DFAS | Dimensional US Small Cap ETF | 0% | -0.93% | Trim |
| 50 | AVGO | Broadcom Inc | 0% | +0.22% | Add |
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 203 disclosed positions in Q2 2026.
During Q2 2026, Graves Light Lenhart Wealth, Inc.'s top holdings by market value included AGG (10.2%)、IEFA (9.1%)、DFCF (5.4%). The largest single position, AGG, represented 10.2% of total portfolio value.
In Q2 2026, Graves Light Lenhart Wealth, Inc. made 145 total portfolio adjustments, initiating 10 new buys, adding to 75 positions, trimming 56 holdings, and fully liquidating 4 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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