§ 13F · FUND PROFILE
Graves Light Lenhart Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $840.4T (13F)Positions · 192Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 1.05M | $104.5T | 11.1% | +2% |
| 2 | IEFA | ISHARES TR | 931K | $83.3T | 8.8% | +4% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 1.16M | $49.3T | 5.2% | +23% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 74K | $37.4T | 4.0% | −1% |
| 5 | IJR | ISHARES TR | 293K | $35.2T | 3.7% | +3% |
| 6 | IJH | ISHARES TR | 494K | $32.6T | 3.5% | +3% |
| 7 | AAPL | APPLE INC | 108K | $29.4T | 3.1% | −2% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 181K | $26.0T | 2.8% | −1% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 116K | $25.4T | 2.7% | −1% |
| 10 | SDY | SPDR SERIES TRUST | 182K | $25.3T | 2.7% | ±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 $840409.4 trillion in assets. The fund runs a portfolio of 192 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed