§ 13F · FUND PROFILE
Graves Light Lenhart Wealth, Inc..
AUM · $1.1B (13F)Positions · 203Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 1.10M | $109M | 10.2% | +6% |
| 2 | IEFA | ISHARES TR | 1.01M | $98M | 9.1% | +6% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 1.38M | $58M | 5.4% | +7% |
| 4 | IJR | ISHARES TR | 311K | $46M | 4.3% | +3% |
| 5 | IJH | ISHARES TR | 531K | $41M | 3.8% | +4% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 73K | $37M | 3.4% | −1% |
| 7 | AAPL | APPLE INC | 107K | $31M | 2.9% | −1% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 181K | $29M | 2.7% | ±0% |
| 9 | SDY | SPDR SERIES TRUST | 182K | $28M | 2.6% | ±0% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 115K | $27M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRAVES SIGNAL
AC read
Graves Light Lenhart Wealth, Inc. is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 203 positions.
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