§ 13F · FUND PROFILE
Graves Light Lenhart Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $901M (13F)Positions · 193Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 1.04M | $103M | 10.8% | ±0% |
| 2 | IEFA | ISHARES TR | 958K | $87M | 9.0% | +3% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 1.29M | $54M | 5.7% | +11% |
| 4 | IJR | ISHARES TR | 303K | $38M | 3.9% | +3% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 74K | $35M | 3.7% | −1% |
| 6 | IJH | ISHARES TR | 510K | $34M | 3.6% | +3% |
| 7 | AAPL | APPLE INC | 108K | $27M | 2.9% | ±0% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 181K | $27M | 2.8% | ±0% |
| 9 | SDY | SPDR SERIES TRUST | 182K | $27M | 2.8% | ±0% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 321K | $25M | 2.6% | +4% |
§ 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 $901 million in assets. The fund runs a portfolio of 193 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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