Graves Light Lenhart Wealth, Inc.

CIK

1759803

Location

HARRISONBURG, VA

Portfolio Value

Small $211,607,248

Diversification

Diversified

Filing Date

Global Rank

#1,117 / 2,968 ▲ 3128

Top Industry

Insurance - Diversified 18.0%

3Y Alpha vs SPY

+0.1%

Period ended 30 days ago

Filed Jul 7, 2026 · 23d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.2%

SPY

+67.9%

Annualised alpha

+0.1%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

17.3%

−0.8 pts

Top 5

53.1%

+1.3 pts

Top 10

65.8%

−0.5 pts

HHI

750

Diversified+11

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
DIS	Walt Disney Co	−13,548	12,990	$1,250,287
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
GOOGL	Alphabet Inc.	−1,007	68,674	$24,542,027
BRK-B	Berkshire Hathaway Inc	−639	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
MS	Morgan Stanley	−14	2,790	$583,221
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 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
STT	State Street Corp	1,314	$222,854
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

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	31,410	$5,329,020
DHR	Danaher Corp /De/	1,270	$240,792
HON	Honeywell International Inc	1,007	$227,612
SCI	Service Corp International	2,553	$210,648
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	-639	$36,558,993	+3.5%	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	-1,007	$24,542,027	+22.5%	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.