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Portfolio (Quarterly) Guide ↗

Graves Light Lenhart Wealth, Inc.

· CIK 0001759803
13F Portfolio $1.1B AUM 203 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 54 Added 66 Reduced 3 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 37,319.0 $3.0M 0.28% +28K +312.6% $80.57 +2.9%
22 TFC TRUIST FINL CORP Financial Services 51,009.0 $2.5M 0.24% +6K +12.9% $49.82 +1.9%
23 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6,505.0 $2.5M 0.23% +4K +124.2% $386.73 +3.0%
24 VUG VANGUARD INDEX FDS 28,354.0 $2.4M 0.23% +24K +551.7% $86.14 +1.7%
25 DUK DUKE ENERGY CORP NEW Utilities 17,181.0 $2.2M 0.20% +552.0 +3.3% $126.58 -2.6%
26 JNJ JOHNSON & JOHNSON Healthcare 7,259.0 $1.8M 0.17% +39.0 +0.5% $253.98 +6.4%
27 BAC BANK OF AMER CORP Financial Services 24,929.0 $1.4M 0.13% +137.0 +0.6% $56.98 +10.2%
28 NVDA NVIDIA CORPORATION Technology 6,204.0 $1.2M 0.12% +309.0 +5.2% $200.09 +8.4%
29 GE GE AEROSPACE Industrials 3,067.0 $1.1M 0.11% +203.0 +7.1% $373.73 -6.9%
30 DFAI DIMENSIONAL ETF TRUST 27,491.0 $1.1M 0.11% +193.0 +0.7% $41.25 +4.4%
31 VBR VANGUARD INDEX FDS 4,366.0 $1.1M 0.10% +41.0 +0.9% $242.99 +2.2%
32 VGT VANGUARD WORLD FD 7,838.0 $937K 0.09% +7K +699.8% $119.52 -0.6%
33 GEV GE VERNOVA INC Utilities 747.0 $878K 0.08% +49.0 +7.0% $1174.86 -18.9%
34 HD HOME DEPOT INC Consumer Cyclical 2,151.0 $759K 0.07% +128.0 +6.3% $352.75 -4.8%
35 QQQ INVESCO QQQ TR Financial Services 996.0 $733K 0.07% +465.0 +87.6% $736.44 -3.2%
36 IWF ISHARES TR 4,964.0 $616K 0.06% +4K +300.0% $124.17 -1.6%
37 CSCO CISCO SYS INC Technology 4,718.0 $554K 0.05% +100.0 +2.2% $117.47 -5.9%
38 NSC NORFOLK SOUTHN CORP Industrials 1,685.0 $530K 0.05% +12.0 +0.7% $314.59 +11.2%
39 ENB ENBRIDGE INC Energy 9,169.0 $497K 0.05% +234.0 +2.6% $54.21 -5.5%
40 MET METLIFE INC Financial Services 5,316.0 $450K 0.04% +58.0 +1.1% $84.61 +12.1%
Page 2 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Communication Services 19.4%
Financial Services 16.9%
Consumer Cyclical 9.0%
Consumer Defensive 7.5%
Healthcare 7.1%
Energy 7.1%
Industrials 5.2%
Utilities 3.6%
Basic Materials 0.2%