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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 6 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC Communication Services 19,051.0 $807K 0.07% -855.0 -4.3% $42.34 +16.2%
102 MCK MCKESSON CORP Healthcare 1,059.0 $800K 0.07% $755.60 +11.0%
103 DFSV DIMENSIONAL ETF TRUST 19,732.0 $765K 0.07% $38.79 +3.1%
104 MCD MCDONALDS CORP Consumer Cyclical 2,814.0 $761K 0.07% -46.0 -1.6% $270.30 -0.4%
105 HD HOME DEPOT INC Consumer Cyclical 2,151.0 $759K 0.07% +128.0 +6.3% $352.75 -5.2%
106 AMAT APPLIED MATLS INC Technology 1,028.0 $743K 0.07% -149.0 -12.7% $723.00 -31.4%
107 QQQ INVESCO QQQ TR Financial Services 996.0 $733K 0.07% +465.0 +87.6% $736.44 -3.5%
108 VHT VANGUARD WORLD FD 2,348.0 $702K 0.07% -36.0 -1.5% $299.05 +8.2%
109 KO COCA COLA CO Consumer Defensive 8,503.0 $691K 0.06% -772.0 -8.3% $81.27 +11.4%
110 KBE SPDR SERIES TRUST 9,367.0 $639K 0.06% -1K -12.5% $68.22 +0.6%
111 IBB ISHARES TR 3,288.0 $625K 0.06% -355.0 -9.7% $190.17 +10.9%
112 IWF ISHARES TR 4,964.0 $616K 0.06% +4K +300.0% $124.17 -1.9%
113 AUB ATLANTIC UN BANKSHARES CORP Financial Services 14,048.0 $594K 0.06% $42.31 -3.0%
114 MS MORGAN STANLEY Financial Services 2,790.0 $583K 0.05% $209.04 -0.7%
115 PWR QUANTA SVCS INC Industrials 801.0 $577K 0.05% $719.79 -8.0%
116 MMM 3M CO Industrials 3,490.0 $565K 0.05% $161.93 +10.1%
117 AMD ADVANCED MICRO DEVICES INC Technology 967.0 $562K 0.05% $580.91 -19.2%
118 VDE VANGUARD WORLD FD 3,734.0 $561K 0.05% $150.13 +19.7%
119 INTC INTEL CORP Technology 3,977.0 $555K 0.05% NEW $139.63 -34.0%
120 CSCO CISCO SYS INC Technology 4,718.0 $554K 0.05% +100.0 +2.2% $117.47 -6.7%
Page 6 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%