Graves Light Lenhart Wealth, Inc.
Graves Light Lenhart Wealth, Inc. reported 203 positions worth $1.07B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: AGG (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $109.1M | 10.18% | 1,102,068 | — | — | |
| ▸ 2 | IEFA | SH | $97.9M | 9.13% | 1,013,378 | — | — | |
| ▸ 3 | DFCF | SH | $58.3M | 5.44% | 1,382,349 | — | — | |
| ▸ 4 | IJR | SH | $46.1M | 4.30% | 310,610 | — | — | |
| ▸ 5 | IJH | SH | $40.9M | 3.82% | 530,909 | — | — | |
| ▸ 6 | BRK-B | SH | $36.6M | 3.41% | 73,061 | — | — | |
| ▸ 7 | AAPL | SH | $30.8M | 2.88% | 106,571 | — | — | |
| ▸ 8 | VYM | SH | $28.6M | 2.67% | 181,141 | — | — | |
| ▸ 9 | SDY | SH | $27.6M | 2.58% | 181,578 | — | — | |
| ▸ 10 | VIG | SH | $27.2M | 2.53% | 114,747 | — | — |
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Frequently Asked Questions
What stocks does Graves Light Lenhart Wealth, Inc. hold as of Q2 2026?
Graves Light Lenhart Wealth, Inc. reported 203 positions worth $1.07B in its Q2 2026 13F filing. Largest positions: AGG (10.2%), IEFA (9.1%), DFCF (5.4%), IJR (4.3%) and IJH (3.8%).
What did Graves Light Lenhart Wealth, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Graves Light Lenhart Wealth, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.