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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 4 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DUK DUKE ENERGY CORP NEW Utilities 17,181.0 $2.2M 0.20% +552.0 +3.3% $126.58 -2.6%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,285.0 $2.1M 0.20% -633.0 -21.7% $935.36 +0.5%
63 DFAS DIMENSIONAL ETF TRUST 25,393.0 $2.1M 0.20% -350.0 -1.4% $82.34 +0.2%
64 IWN ISHARES TR 8,797.0 $1.9M 0.18% -136.0 -1.5% $221.21 +1.3%
65 JNJ JOHNSON & JOHNSON Healthcare 7,259.0 $1.8M 0.17% +39.0 +0.5% $253.98 +6.4%
66 MUB ISHARES TR 16,565.0 $1.8M 0.17% $107.62 -2.1%
67 VT VANGUARD INTL EQUITY INDEX F 11,018.0 $1.7M 0.16% $156.96 +2.1%
68 WFC WELLS FARGO & CO Financial Services 20,755.0 $1.7M 0.16% $82.64 +2.6%
69 D DOMINION ENERGY INC Utilities 25,108.0 $1.7M 0.16% -2K -9.0% $68.29 -1.0%
70 IYW ISHARES TR 6,348.0 $1.6M 0.15% $252.23 -2.0%
71 BAC BANK OF AMER CORP Financial Services 24,929.0 $1.4M 0.13% +137.0 +0.6% $56.98 +10.1%
72 IWV ISHARES TR 3,305.0 $1.4M 0.13% -195.0 -5.6% $426.40 +2.2%
73 AVGO BROADCOM INC Technology 3,599.0 $1.4M 0.13% $377.75 -3.9%
74 EMR EMERSON ELEC CO Industrials 8,875.0 $1.3M 0.12% $143.15 +8.4%
75 SCHZ SCHWAB STRATEGIC TR 54,699.0 $1.3M 0.12% -1K -2.5% $23.13 -1.4%
76 DIS DISNEY WALT CO Communication Services 12,990.0 $1.3M 0.12% -14K -51.9% $96.25 +11.6%
77 NVDA NVIDIA CORPORATION Technology 6,204.0 $1.2M 0.12% +309.0 +5.2% $200.09 +8.4%
78 GLW CORNING INC Technology 4,849.0 $1.2M 0.12% -350.0 -6.7% $255.45 -40.7%
79 CAT CATERPILLAR INC Industrials 1,126.0 $1.2M 0.11% -86.0 -7.1% $1064.83 -24.3%
80 VOO VANGUARD INDEX FDS 1,712.0 $1.2M 0.11% -32.0 -1.8% $686.74 +2.5%
Page 4 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%