Graves Light Lenhart Wealth, Inc.
CIK: 0001759803SEC EDGAR →
Portfolio Value
$884K
Holdings
191
As of
Q4 2025
New Positions
8
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,046,101 | $104K | 11.82% |
| 2 | ISHARES TR | 930,902 | $83K | 9.42% |
| 3 | DIMENSIONAL ETF TRUST | 1,159,475 | $49K | 5.58% |
| 4 | ISHARES TR | 292,917 | $35K | 3.98% |
| 5 | ISHARES TR | 494,475 | $33K | 3.69% |
| 6 | APPLE INC | 108,300 | $29K | 3.33% |
| 7 | VANGUARD WHITEHALL FDS | 180,976 | $26K | 2.94% |
| 8 | VANGUARD SPECIALIZED FUNDS | 115,603 | $25K | 2.87% |
| 9 | SPDR SERIES TRUST | 181,949 | $25K | 2.87% |
| 10 | VANGUARD SCOTTSDALE FDS | 309,395 | $25K | 2.79% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 106 | $657K | 74.3% |
| Unknown | 10 | $89K | 10.1% |
| Technology | 17 | $42K | 4.8% |
| Communication Services | 6 | $34K | 3.8% |
| Consumer Cyclical | 5 | $16K | 1.8% |
| Energy | 7 | $12K | 1.4% |
| Consumer Defensive | 5 | $11K | 1.2% |
| Healthcare | 12 | $9K | 1.0% |
| Industrials | 16 | $8K | 0.9% |
| Utilities | 5 | $6K | 0.6% |
| Basic Materials | 1 | $325 | 0.0% |
| Real Estate | 1 | $207 | 0.0% |