StockDriftsStockDriftsTop 50 Graves Light Lenhart Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 10.18% | 1.10M | $109.1M | +5.76%(+59.99K) | $99.30(-1.91%) | 2026-06-30 | |
| IEFA | ISHARES TR | 9.13% | 1.01M | $97.9M | +5.75%(+55.12K) | $70.30(+44.13%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.44% | 1.38M | $58.3M | +7.33%(+94.38K) | $42.09(-1.57%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.3% | 310.6K | $46.1M | +2.61%(+7.91K) | $97.73(+53.44%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.82% | 530.9K | $40.9M | +4.10%(+20.90K) | $47.48(+65.44%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.41% | 73.1K | $36.6M | -0.87%(-639) | $206.67(+142.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.88% | 106.6K | $30.8M | -1.38%(-1.49K) | $52.92(+477.05%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.67% | 181.1K | $28.6M | +0.06%(+107) | $76.05(+118.65%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 2.58% | 181.6K | $27.6M | -0.25%(-462) | $98.39(+59.88%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.53% | 114.7K | $27.2M | -0.19%(-213) | $90.78(+169.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.43% | +34.68% | +5.98% | +33.67% |
| Top 20 Holdings Unweighted | +12.68% | +43.08% | +6.87% | +39.39% |
Graves Light Lenhart Wealth, Inc. reports $1.07B in US-listed equity holdings across 203 positions in its most recent 13F filing. Its largest disclosed positions are AGG (10.2%), IEFA (9.1%) and DFCF (5.4%). The top 20 holdings account for 68.41% of reported assets. Its disclosed equity book has returned +34.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Graves Light Lenhart Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759803). View Graves Light Lenhart Wealth, Inc.’s 13F filings on SEC