Graves Light Lenhart Wealth
$1.1B 13F equity value
207 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Graves Light Lenhart Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AGG | ISHARES TR | 1,102,068 | $109M | 10.2% |
| IEFA | ISHARES TR | 1,013,378 | $98M | 9.1% |
| DFCF | DIMENSIONAL ETF TRUST | 1,382,349 | $58M | 5.4% |
| IJR | ISHARES TR | 310,610 | $46M | 4.3% |
| IJH | ISHARES TR | 530,909 | $41M | 3.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 73,061 | $37M | 3.4% |
| AAPL | APPLE INC | 106,571 | $31M | 2.9% |
| VYM | VANGUARD WHITEHALL FDS | 181,141 | $29M | 2.7% |
| SDY | SPDR SERIES TRUST | 181,578 | $28M | 2.6% |
| VIG | VANGUARD SPECIALIZED FUNDS | 114,747 | $27M | 2.5% |
Track Graves Light Lenhart Wealth's 13F portfolio: $1.1B in reported holdings, 207 positions. Top holdings and quarterly changes on SentiSense.
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