Graves Light Lenhart Wealth, Inc.

CIK

1759803

Location

HARRISONBURG, VA

Portfolio Value

Small $211,607,248

Diversification

Diversified

Filing Date

Global Rank

#4,458 / 8,700 ▼ 2112

Top Industry

Insurance - Diversified 18.0%

Period ended 2 months ago

Filed Jul 7, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

110 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.3%

−15.9 pts

Top 5

53.1%

−4.7 pts

Top 10

65.8%

−6.0 pts

HHI

750

Diversified−657

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.3%	$59,907,801	30
Technology	21.4%	$45,364,482	19
Communication Services	13.1%	$27,774,255	6
Consumer Cyclical	8.0%	$16,922,999	5
Consumer Defensive	6.6%	$14,016,902	5
Healthcare	6.3%	$13,292,000	11
Industrials	4.8%	$10,253,914	17
Energy	4.3%	$9,018,147	6
Unclassified	4.1%	$8,604,768	4
Utilities	2.8%	$5,850,063	5
Basic Materials	0.2%	$347,711	1
Real Estate	0.1%	$254,206	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ELV	Elevance Health, Inc.	+3,603	6,505	$2,515,678
SHEN	Shenandoah Telecommunications Co/Va/	+2,475	24,140	$364,031
DUK	Duke Energy CORP	+796	17,181	$2,174,770
QQQ	Invesco Qqq Trust, Series 1	+560	996	$733,454
KO	Coca Cola Co	+400	8,503	$691,038
NVDA	Nvidia Corp	+309	6,204	$1,241,358
VZ	Verizon Communications Inc	+280	19,051	$806,619
T	At&T Inc.	+240	18,430	$381,501
ENB	Enbridge Inc	+234	9,169	$497,051
GE	General Electric Co	+203	3,067	$1,146,229
CSCO	Cisco Systems, Inc.	+200	4,718	$554,176
SPY	Spdr S&P 500 ETF Trust	+186	6,570	$4,906,278
HD	Home Depot, Inc.	+150	2,151	$758,614
META	Meta Platforms, Inc.	+147	763	$429,790
BAC	Bank Of America Corp /De/	+128	24,929	$1,420,454
GLD	Spdr Gold Trust	+120	889	$327,489
MRK	Merck & Co., Inc.	+102	18,407	$2,365,299
AMZN	Amazon Com Inc	+80	50,632	$12,067,630
SYY	Sysco Corp	+73	96,531	$8,068,060
WFC	Wells Fargo & Company/Mn	+70	20,755	$1,715,193
ORCL	Oracle Corp	+65	6,695	$981,152
MET	Metlife Inc	+63	5,316	$449,786
BA	Boeing Co	+58	1,451	$314,097
GEV	GE Vernova Inc.	+49	747	$877,620
SHEL	Shell plc	+41	3,237	$250,996
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−25,630	68,674	$24,542,027
DIS	Walt Disney Co	−13,548	12,990	$1,250,287
STT	State Street Corp	−2,802	1,314	$222,854
D	Dominion Energy, Inc	−1,976	25,108	$1,714,625
AAPL	Apple Inc.	−1,487	106,571	$30,837,384
INTC	Intel Corp	−1,234	3,977	$555,308
BRK-B	Berkshire Hathaway Inc	−645	73,061	$36,558,993
JPM	Jpmorgan Chase & Co	−473	25,815	$8,450,023
TFC	Truist Financial Corp	−401	51,009	$2,541,268
ABT	Abbott Laboratories	−391	3,455	$313,506
GLW	Corning Inc /Ny	−359	4,849	$1,238,580
MSFT	Microsoft Corp	−258	11,195	$4,175,958
ITW	Illinois Tool Works Inc	−165	1,129	$305,360
AMAT	Applied Materials Inc /De	−149	1,028	$743,244
Q	Qnity Electronics, Inc.	−132	1,830	$298,857
LOW	Lowes Companies Inc	−124	1,088	$239,893
ABBV	AbbVie Inc.	−113	3,655	$919,744
CVX	Chevron Corp	−87	38,994	$6,463,645
CAT	Caterpillar Inc	−79	1,126	$1,199,077
AMGN	Amgen Inc	−77	1,114	$403,401
AMP	Ameriprise Financial Inc	−56	450	$206,442
MCD	Mcdonalds Corp	−46	2,814	$760,652
COST	Costco Wholesale Corp /New	−36	2,285	$2,137,548
PFE	Pfizer Inc	−33	11,133	$268,082
PEP	Pepsico Inc	−31	6,636	$898,514
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	967	$561,739
DELL	Dell Technologies Inc.	639	$275,702
TXN	Texas Instruments Inc	867	$258,426
VRT	Vertiv Holdings Co	730	$244,418
BNY	Bank of New York Mellon Corp	1,566	$226,459
TRV	Travelers Companies, Inc.	666	$219,859
NIE	Virtus Equity & Convertible Income Fund	7,867	$211,307
CDNS	Cadence Design Systems Inc	550	$206,426
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,159,256	$313,302,369
DCOR	Dimensional US Core Equity 1 ETF	3,148,294	$132,592,966
BIV	Vanguard Intermediate-Term Bond ETF	429,144	$33,061,301
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	191,407	$27,124,721
VIGI	Vanguard International Dividend Appreciation ETF	181,034	$26,811,135
BNDW	Vanguard Total World Bond ETF	320,527	$25,408,175
VIG	Vanguard Dividend Appreciation ETF	114,960	$24,723,297
FNDA	Schwab Fundamental U.S. Small Company ETF	753,756	$22,562,089
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	158,634	$22,219,924
CVY	Invesco Zacks Multi-Asset Income ETF	246,520	$18,535,838
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	107,980	$16,897,867
VB	Vanguard Morningstar Small-Cap ETF	59,369	$14,970,983
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	171,634	$8,573,118
VCRM	Vanguard Core Tax-Exempt Bond ETF	169,422	$8,452,463
—		79,593	$7,293,902
VEA	Vanguard FTSE Developed Markets ETF	112,208	$7,190,288
VEU	Vanguard FTSE All-World Ex-US ETF	78,767	$6,611,958
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	68,738	$6,106,086
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	113,075	$5,764,563
XOM	ExxonMobil Holdings Corp	31,410	$5,329,020
EDV	Vanguard World Funds Extended Duration ETF	10,933	$1,993,001
—		8,889	$1,685,265
BKF	iShares MSCI BIC ETF	6,348	$1,151,654
VBIL	Vanguard 0-3 Month Treasury Bill ETF	13,374	$1,011,743
ABI	VictoryShares Pioneer Asset-Based Income ETF	10,358	$602,457
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $211,607,248 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	73,061	-645	$36,558,993	−7.7%	17.28%
AAPL	Apple Inc. Technology	Reduced	106,571	-1,487	$30,837,384	+12.4%	14.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	68,674	-25,630	$24,542,027	−9.4%	11.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	50,632	+80	$12,067,630	+14.6%	5.70%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	25,815	-473	$8,450,023	+9.3%	3.99%
SYY	Sysco Corp Consumer Defensive	Added	96,531	+73	$8,068,060	+17.3%	3.81%
CVX	Chevron Corp Energy	Reduced	38,994	-87	$6,463,645	−20.1%	3.05%
SPY	Spdr S&P 500 ETF Trust	Added	6,570	+186	$4,906,278	+18.2%	2.32%
MSFT	Microsoft Corp Technology	Reduced	11,195	-258	$4,175,958	−1.5%	1.97%
PKG	Packaging Corp Of America Consumer Cyclical	Added	12,994	+16	$3,096,210	+12.4%	1.46%
LLY	ELI LILLY & Co Healthcare	Added	2,309	+1	$2,769,484	+30.5%	1.31%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	5,049	0	$2,637,547	+12.8%	1.25%
TFC	Truist Financial Corp Financial Services	Reduced	51,009	-401	$2,541,268	+7.5%	1.20%
ELV	Elevance Health, Inc. Healthcare	Added	6,505	+3,603	$2,515,678	+196.1%	1.19%
MRK	Merck & Co., Inc. Healthcare	Added	18,407	+102	$2,365,299	+7.4%	1.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	15,151	+5	$2,221,742	+1.6%	1.05%
DUK	Duke Energy CORP Utilities	Added	17,181	+796	$2,174,770	+1.4%	1.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,285	-36	$2,137,548	−7.6%	1.01%
JNJ	Johnson & Johnson Healthcare	Held	7,259	0	$1,843,568	+3.9%	0.87%
WFC	Wells Fargo & Company/Mn Financial Services	Added	20,755	+70	$1,715,193	+4.2%	0.81%
D	Dominion Energy, Inc Utilities	Reduced	25,108	-1,976	$1,714,625	+2.4%	0.81%
BAC	Bank Of America Corp /De/ Financial Services	Added	24,929	+128	$1,420,454	+17.5%	0.67%
AVGO	Broadcom Inc. Technology	Added	3,599	+8	$1,359,522	+22.3%	0.64%
EMR	Emerson Electric Co Industrials	Held	8,875	0	$1,270,456	+9.3%	0.60%
DIS	Walt Disney Co Communication Services	Reduced	12,990	-13,548	$1,250,287	−51.1%	0.59%
NVDA	Nvidia Corp Technology	Added	6,204	+309	$1,241,358	+20.7%	0.59%
GLW	Corning Inc /Ny Technology	Reduced	4,849	-359	$1,238,580	+74.9%	0.59%
CAT	Caterpillar Inc Industrials	Reduced	1,126	-79	$1,199,077	+40.5%	0.57%
GE	General Electric Co Industrials	Added	3,067	+203	$1,146,229	+41.0%	0.54%
UVSP	UNIVEST FINANCIAL Corp Financial Services	Held	24,450	0	$1,069,687	+27.7%	0.51%
ORCL	Oracle Corp Technology	Added	6,695	+65	$981,152	+0.6%	0.46%
CSX	Csx Corp Industrials	Added	20,603	+13	$979,260	+15.9%	0.46%
AEP	American Electric Power Co Inc Utilities	Held	6,870	0	$939,884	+4.4%	0.44%
ABBV	AbbVie Inc. Healthcare	Reduced	3,655	-113	$919,744	+12.2%	0.43%
EOG	Eog Resources Inc Energy	Held	7,076	0	$917,969	−10.3%	0.43%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,636	-31	$898,514	−13.2%	0.42%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	3,598	0	$885,899	+18.3%	0.42%
AXP	American Express Co Financial Services	Held	2,603	0	$880,464	+11.8%	0.42%
GEV	GE Vernova Inc. Industrials	Added	747	+49	$877,620	+44.0%	0.41%
UNH	Unitedhealth Group Inc Healthcare	Added	2,040	+18	$847,885	+55.0%	0.40%
IBM	International Business Machines Corp Technology	Added	3,003	+1	$844,473	+16.1%	0.40%
SO	Southern Co Utilities	Added	8,470	+11	$810,663	−0.7%	0.38%
VZ	Verizon Communications Inc Communication Services	Added	19,051	+280	$806,619	−14.4%	0.38%
MCK	Mckesson Corp Healthcare	Held	1,059	0	$800,180	−12.7%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,814	-46	$760,652	−14.4%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,151	+150	$758,614	+15.3%	0.36%
AMAT	Applied Materials Inc /De Technology	Reduced	1,028	-149	$743,244	+84.8%	0.35%
QQQ	Invesco Qqq Trust, Series 1	Added	996	+560	$733,454	+191.5%	0.35%
KO	Coca Cola Co Consumer Defensive	Added	8,503	+400	$691,038	+12.1%	0.33%
AUB	Atlantic Union Bankshares Corp Financial Services	Held	14,048	0	$594,370	+18.4%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.