Graves Light Lenhart Wealth, Inc.
CIK: 1759803SEC EDGAR →
Portfolio Value
$626.1B
Holdings
196
As of
Q3 2026
New Positions
4
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,080,576 | $102.2B | 16.32% |
| 2 | ISHARES TR | 1,045,399 | $101.3B | 16.18% |
| 3 | DIMENSIONAL ETF TRUST | 1,542,137 | $61.9B | 9.88% |
| 4 | ISHARES TR | 556,969 | $40.1B | 6.40% |
| 5 | DIMENSIONAL ETF TRUST | 612,276 | $28.2B | 4.50% |
| 6 | VANGUARD MALVERN FDS | 540,037 | $26.6B | 4.25% |
| 7 | VANGUARD ADMIRAL FDS INC | 281,381 | $24.1B | 3.84% |
| 8 | DIMENSIONAL ETF TRUST | 425,611 | $23.4B | 3.74% |
| 9 | DIMENSIONAL ETF TRUST | 623,582 | $23.1B | 3.69% |
| 10 | SCHWAB STRATEGIC TR | 656,368 | $21.4B | 3.41% |
Quarterly Changes
Top Buys
New Positions (6)
Closed Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 106 | $509.7B | 81.4% |
| Unknown | 12 | $102.1B | 16.3% |
| Consumer Defensive | 5 | $7.9B | 1.3% |
| Utilities | 4 | $2.0B | 0.3% |
| Energy | 7 | $1.3B | 0.2% |
| Industrials | 14 | $966.1M | 0.2% |
| Healthcare | 13 | $888.4M | 0.1% |
| Communication Services | 6 | $672.7M | 0.1% |
| Technology | 22 | $595.4M | 0.1% |
| Consumer Cyclical | 4 | $15.8M | 0.0% |
| Basic Materials | 2 | $467K | 0.0% |
| Real Estate | 1 | $258K | 0.0% |