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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 10 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,255.0 $245K 0.02% -200.0 -4.5% $57.62 +17.3%
182 VRT VERTIV HOLDINGS CO Industrials 730.0 $244K 0.02% NEW $334.82 -22.0%
183 WM WASTE MGMT INC DEL Industrials 1,095.0 $244K 0.02% $222.82 +1.0%
184 LOW LOWES COS INC Consumer Cyclical 1,088.0 $240K 0.02% -122.0 -10.1% $220.58 +0.1%
185 ESGU ISHARES TR 1,444.0 $236K 0.02% -135.0 -8.6% $163.67 +2.9%
186 GAB GABELLI EQUITY TR INC Financial Services 41,224.0 $233K 0.02% $5.66 +1.1%
187 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 3,218.0 $231K 0.02% $71.86 -1.3%
188 BK BANK OF NY MELLON CORP Financial Services 1,566.0 $226K 0.02% NEW $144.61 -1.9%
189 EFAV ISHARES TR 2,574.0 $226K 0.02% +17.0 +0.7% $87.70 +7.2%
190 STT STATE STR CORP Financial Services 1,314.0 $223K 0.02% NEW $169.60 +9.6%
191 XLF SELECT SECTOR SPDR TR 4,116.0 $221K 0.02% $53.61 +7.2%
192 TRV TRAVELERS COMPANIES INC Financial Services 666.0 $220K 0.02% NEW $330.12 +9.7%
193 XLC SELECT SECTOR SPDR TR 1,998.0 $214K 0.02% $107.13 +3.9%
194 VIRTUS EQUITY & CONV INCM FD 7,867.0 $211K 0.02% NEW $26.86
195 NEE NEXTERA ENERGY INC Utilities 2,394.0 $210K 0.02% NEW $87.77 -2.1%
196 XLE SELECT SECTOR SPDR TR 3,889.0 $207K 0.02% NEW $53.11 +19.7%
197 AMP AMERIPRISE FINL INC Financial Services 450.0 $206K 0.02% -56.0 -11.1% $458.76 +22.0%
198 CDNS CADENCE DESIGN SYSTEM INC Technology 550.0 $206K 0.02% NEW $375.32 -16.1%
199 RVT ROYCE SMALL CAP TRUST INC Financial Services 10,253.0 $189K 0.02% $18.47 +1.9%
200 KIO KKR INCOME OPPORTUNITIES FD Financial Services 13,728.0 $155K 0.01% $11.26 -2.0%
Page 10 of 11  ·  203 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%