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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR 2,358.0 $449K 0.04% +16.0 +0.7% $190.52 -3.6%
42 META META PLATFORMS INC Communication Services 763.0 $430K 0.04% +140.0 +22.5% $563.11 -3.0%
43 UNP UNION PAC CORP Industrials 1,412.0 $384K 0.04% +31.0 +2.2% $272.00 +11.0%
44 LNG CHENIERE ENERGY INC Energy 1,583.0 $378K 0.04% +8.0 +0.5% $238.96 +14.8%
45 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 24,140.0 $364K 0.03% +2K +11.4% $15.08 -19.4%
46 NOBL PROSHARES TR 6,102.0 $343K 0.03% +3K +100.0% $56.16 +4.6%
47 GLD SPDR GOLD TR Financial Services 889.0 $327K 0.03% +120.0 +15.6% $368.38 +12.3%
48 BA BOEING CO Industrials 1,451.0 $314K 0.03% +58.0 +4.2% $216.40 +2.7%
49 DOG PROSHARES TR 14,517.0 $314K 0.03% +169.0 +1.2% $21.62 -1.5%
50 DE DEERE & CO Industrials 492.0 $312K 0.03% +34.0 +7.4% $634.36 -8.5%
51 DFAC DIMENSIONAL ETF TRUST 7,009.0 $311K 0.03% +147.0 +2.1% $44.36 +3.2%
52 DFSI DIMENSIONAL ETF TRUST 6,050.0 $273K 0.03% +54.0 +0.9% $45.10 +4.6%
53 SHEL SHELL PLC Energy 3,237.0 $251K 0.02% +41.0 +1.3% $77.54 +19.6%
54 EFAV ISHARES TR 2,574.0 $226K 0.02% +17.0 +0.7% $87.70 +7.2%
Page 3 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%