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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 24,450.0 $1.1M 0.10% NEW $43.75 -4.8%
2 INTC INTEL CORP Technology 3,977.0 $555K 0.05% NEW $139.63 -33.5%
3 Q QNITY ELECTRONICS INC Technology 1,830.0 $299K 0.03% NEW $163.31 -22.8%
4 VTV VANGUARD INDEX FDS 1,369.0 $298K 0.03% NEW $217.94 +4.1%
5 MPWR MONOLITHIC PWR SYS INC Technology 206.0 $284K 0.03% NEW $1379.77 -5.8%
6 DELL DELL TECHNOLOGIES INC Technology 639.0 $276K 0.03% NEW $431.46 +1.4%
7 TXN TEXAS INSTRS INC Technology 867.0 $258K 0.02% NEW $298.07 -10.3%
8 VRT VERTIV HOLDINGS CO Industrials 730.0 $244K 0.02% NEW $334.82 -22.0%
9 BK BANK OF NY MELLON CORP Financial Services 1,566.0 $226K 0.02% NEW $144.61 -0.6%
10 STT STATE STR CORP Financial Services 1,314.0 $223K 0.02% NEW $169.60 +9.6%
11 TRV TRAVELERS COMPANIES INC Financial Services 666.0 $220K 0.02% NEW $330.12 +9.7%
12 VIRTUS EQUITY & CONV INCM FD 7,867.0 $211K 0.02% NEW $26.86
13 NEE NEXTERA ENERGY INC Utilities 2,394.0 $210K 0.02% NEW $87.77 -2.1%
14 XLE SELECT SECTOR SPDR TR 3,889.0 $207K 0.02% NEW $53.11 +19.7%
15 CDNS CADENCE DESIGN SYSTEM INC Technology 550.0 $206K 0.02% NEW $375.32 -16.1%

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%