Graves Light Lenhart Wealth, Inc.
CIK: 1759803SEC EDGAR →
Portfolio Value
$621.3B
Holdings
203
As of
Q2 2026
New Positions
203
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,102,068 | $109.1B | 17.56% |
| 2 | ISHARES TR | 1,013,378 | $97.9B | 15.75% |
| 3 | DIMENSIONAL ETF TRUST | 1,382,349 | $58.3B | 9.39% |
| 4 | ISHARES TR | 530,909 | $40.9B | 6.59% |
| 5 | DIMENSIONAL ETF TRUST | 556,651 | $26.9B | 4.33% |
| 6 | VANGUARD BD INDEX FDS | 318,097 | $24.8B | 3.99% |
| 7 | VANGUARD SCOTTSDALE FDS | 301,767 | $23.8B | 3.84% |
| 8 | DIMENSIONAL ETF TRUST | 402,895 | $22.2B | 3.57% |
| 9 | INVESCO EXCHANGE TRADED FD T | 242,025 | $21.8B | 3.51% |
| 10 | VANGUARD ADMIRAL FDS INC | 258,813 | $21.4B | 3.44% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 111 | $505.5B | 81.4% |
| Unknown | 11 | $98.5B | 15.8% |
| Consumer Defensive | 5 | $8.8B | 1.4% |
| Utilities | 6 | $2.7B | 0.4% |
| Communication Services | 6 | $2.0B | 0.3% |
| Energy | 7 | $1.3B | 0.2% |
| Industrials | 17 | $988.0M | 0.2% |
| Healthcare | 11 | $839.2M | 0.1% |
| Technology | 22 | $626.9M | 0.1% |
| Consumer Cyclical | 5 | $16.9M | 0.0% |
| Basic Materials | 1 | $348K | 0.0% |
| Real Estate | 1 | $254K | 0.0% |