Graves Light Lenhart Wealth, Inc.
CIK 0001759803 · HARRISONBURG, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.07B
2026 Q2
Positions
203
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AGG
ISHARES TR
10.2%
IEFA
ISHARES TR
9.1%
DFCF
DIMENSIONAL ETF TRUST
5.4%
IJR
ISHARES TR
4.3%
IJH
ISHARES TR
3.8%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.4%
AAPL
APPLE INC
2.9%
VYM
VANGUARD WHITEHALL FDS
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.