Graves Light Lenhart Wealth
$1.1B 13F equity value
207 Holdings
Latest filing 2026-06-30
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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