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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 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ALL ALLSTATE CORP Financial Services 2,246.0 $534K 0.05% $237.89 +7.0%
122 NSC NORFOLK SOUTHN CORP Industrials 1,685.0 $530K 0.05% +12.0 +0.7% $314.59 +10.2%
123 OEF ISHARES TR 1,443.0 $528K 0.05% $365.87 +3.0%
124 SLB SLB LIMITED Energy 10,973.0 $510K 0.05% -600.0 -5.2% $46.49 +15.2%
125 ENB ENBRIDGE INC Energy 9,169.0 $497K 0.05% +234.0 +2.6% $54.21 -5.9%
126 SPLV INVESCO EXCH TRADED FD TR II 6,575.0 $492K 0.05% $74.90 +1.0%
127 VV VANGUARD INDEX FDS 1,394.0 $480K 0.04% $344.00 +2.1%
128 CMI CUMMINS INC Industrials 640.0 $456K 0.04% -23.0 -3.5% $713.21 -16.8%
129 MET METLIFE INC Financial Services 5,316.0 $450K 0.04% +58.0 +1.1% $84.61 +10.5%
130 XLK SELECT SECTOR SPDR TR 2,358.0 $449K 0.04% +16.0 +0.7% $190.52 -3.9%
131 AIVL WISDOMTREE TR 3,325.0 $436K 0.04% -82.0 -2.4% $131.13 +2.3%
132 HWM HOWMET AEROSPACE INC Industrials 1,620.0 $436K 0.04% $268.86 +1.8%
133 META META PLATFORMS INC Communication Services 763.0 $430K 0.04% +140.0 +22.5% $563.11 -3.1%
134 TROW PRICE T ROWE GROUP INC Financial Services 3,769.0 $428K 0.04% $113.69 -1.3%
135 IXN ISHARES TR 2,931.0 $423K 0.04% -69.0 -2.3% $144.48 -3.7%
136 CRS CARPENTER TECHNOLOGY CORP Industrials 670.0 $413K 0.04% $616.84 -20.7%
137 AMGN AMGEN INC Healthcare 1,114.0 $403K 0.04% -91.0 -7.5% $362.12 +19.8%
138 SCHB SCHWAB STRATEGIC TR 13,864.0 $402K 0.04% $28.96 +1.8%
139 PHO INVESCO EXCHANGE TRADED FD T 5,700.0 $394K 0.04% $69.08 +3.7%
140 UNP UNION PAC CORP Industrials 1,412.0 $384K 0.04% +31.0 +2.2% $272.00 +11.8%
Page 7 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%