Graves Light Lenhart Wealth, Inc.

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CIK 1759803

13F portfolio (2026-Q1)

$961M

Positions

197

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

197

Top 5

33.0%

Top 10

47.7%

Effective N

27.5

HHI

0.036

This quarter

8 new · 0 exit →

By sector

Unclassified79.7%

Financials5.8%

Information Technology4.2%

Communication Services3.3%

Consumer Discretionary2.4%

Energy1.6%

Health Care0.9%

Materials0.7%

Other1.4%

By market cap

Unknown79.9%

Mega (>$200B)15.7%

Large ($10–200B)4.2%

Small ($300M–2B)0.1%

Mid ($2–10B)0.1%

By region

Other79.7%

North America20.2%

Europe0.0%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	83.42%	103
Technology Hardware & Equipment	2.99%	4
Software & IT Services	2.89%	4
Banks	1.75%	12
Oil, Gas & Consumable Fuels	1.64%	6
Specialty Retail	1.43%	4
Pharmaceuticals & Biotechnology	0.86%	8
Distributors	0.81%	2
Utilities	0.65%	6
Software	0.54%	2
Semiconductors & Semiconductor Equipment	0.38%	8
Paper & Forest Products	0.29%	1
Electrical Equipment & Components	0.27%	3
Entertainment	0.27%	1
Chemicals	0.26%	2
Insurance	0.23%	4
Diversified Telecommunication Services	0.19%	3
Machinery	0.19%	4
Road & Rail	0.17%	3
Beverages	0.17%	2
Metals & Mining	0.14%	3
Capital Markets	0.14%	4
Hotels, Restaurants & Leisure	0.09%	1
Industrial Conglomerates	0.05%	1
Aerospace & Defense	0.05%	2
Construction & Engineering	0.05%	1
Commercial Services & Supplies	0.03%	1
Equity Real Estate Investment Trusts (REITs)	0.02%	1
Diversified Consumer Services	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AGG	ISHARES TR	Unclassified	10.76%
2	IEFA	ISHARES TR	Unclassified	9.03%
3	DFCF	DIMENSIONAL ETF TRUST	Unclassified	5.66%
4	IJR	ISHARES TR	Unclassified	3.92%
5	BRK.B	BERKSHIRE HATHAWAY INC	Financials	3.67%
6	IJH	ISHARES TR	Unclassified	3.58%
7	AAPL	Apple Inc.	Information Technology	2.85%
8	VYM	VANGUARD WHITEHALL FDS	Unclassified	2.79%
9	SDY	SPDR SER TR	Unclassified	2.76%
10	VCSH	VANGUARD SCOTTSDALE FDS	Unclassified	2.64%

95/197 names classified · sector 20.3% of weight · industry 16.6% · mkt cap 20.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

FinancialsBRK.B, JPM, USB, GS, PNC · other

Information TechnologyAAPL, MSFT, EMR, INTC, ABBNY · other

Communication ServicesGOOGL, VZ, GOOG, DIS, SHEN · other

Consumer DiscretionarySYY, AMZN, COST, MCD, HD · other

EnergyCVX, XOM, EOG, ENB, SLB · other

Health CareBMY, MRK, PHG, JNJ, PFE · other

MaterialsDD, APD, PG, PKG, EMN · other

UtilitiesD, DUK, SO, AEP, XEL · other

IndustrialsCSX, MMM, UNP, FDX, BA · other

Consumer StaplesPEP, KO, CVS, PM, CTVA · other

Real EstateUDR, AMT, O, WELL, WY · other

UnclassifiedAGG, SDY, IEFA, BSV, DFCF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 20.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 16% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (89 classified)Graves Light Lenhart Wealth, Inc. centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsEnergyHealth CareMaterialsUtilitiesIndustrialsConsumer StaplesReal Estate

Style box summary for Graves Light Lenhart Wealth, Inc.: centroid Large Core. Heaviest cells: Large Growth 8.6%, Large Value 3.9%, Large Core 1.9%.

Classified: 16.4% of book weight (89/197 names) · unclassified 83.6%: AGG, IEFA, DFCF, IJR, BRK.B, IJH, VYM, SDY, VCSH, VIG +98 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 197 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AGGISHARES TR	1,042,076	$103M	10.8%	HOLD
2	IEFAISHARES TR	958,261	$87M	9.0%	ADD 3%
3	DFCFDIMENSIONAL ETF TRUST	1,287,970	$54M	5.7%	ADD 11%
4	IJRISHARES TR	302,697	$38M	3.9%	ADD 3%
5	BRK.BBERKSHIRE HATHAWAY INC DEL	73,700	$35M	3.7%	HOLD
6	IJHISHARES TR	510,013	$34M	3.6%	ADD 3%
7	AAPLAPPLE INC	108,058	$27M	2.9%	HOLD
8	VYMVANGUARD WHITEHALL FDS	181,034	$27M	2.8%	HOLD
9	SDYSPDR SER TR	182,040	$27M	2.8%	HOLD
10	VCSHVANGUARD SCOTTSDALE FDS	320,527	$25M	2.6%	ADD 4%
11	VIGVANGUARD SPECIALIZED FUNDS	114,960	$25M	2.6%	HOLD
12	BSVVANGUARD BD INDEX FDS	305,899	$24M	2.5%	ADD 4%
13	DFNMDIMENSIONAL ETF TRUST	482,789	$23M	2.4%	ADD 33%
14	XLVSELECT SECTOR SPDR TR	142,582	$21M	2.2%	HOLD
15	SCHDSCHWAB STRATEGIC TR	673,097	$21M	2.1%	HOLD
16	GOOGLALPHABET INC	69,681	$20M	2.1%	HOLD
17	SPHQINVESCO EXCHANGE TRADED FD T	246,520	$19M	1.9%	ADD 4%
18	DFUVDIMENSIONAL ETF TRUST	353,811	$17M	1.8%	ADD 9%
19	VOOGVANGUARD ADMIRAL FDS INC	37,598	$15M	1.6%	ADD 8%
20	VOOVVANGUARD ADMIRAL FDS INC	70,382	$14M	1.5%	ADD 6%
21	DFAXDIMENSIONAL ETF TRUST	404,889	$14M	1.4%	ADD 9%
22	DFEVDIMENSIONAL ETF TRUST	345,603	$12M	1.3%	TRIM −2%
23	AMZNAMAZON COM INC	50,552	$11M	1.1%	HOLD
24	BNDVANGUARD BD INDEX FDS	123,245	$9M	0.9%	HOLD
25	IWBISHARES TR	25,347	$9M	0.9%	HOLD
26	VTIVANGUARD INDEX FDS	27,037	$9M	0.9%	HOLD
27	VTIPVANGUARD MALVERN FDS	171,634	$9M	0.9%	ADD 4%
28	VTEBVANGUARD MUN BD FDS	169,422	$8M	0.9%	ADD 2%
29	CVXCHEVRON CORP NEW	39,081	$8M	0.8%	HOLD
30	JPMJPMORGAN CHASE & CO	26,288	$8M	0.8%	TRIM −26%
31	BILSPDR SERIES TRUST	79,593	$7M	0.8%	TRIM −7%
32	VEAVANGUARD TAX-MANAGED FDS	112,208	$7M	0.7%	ADD 4%
33	GOOGALPHABET INC	24,623	$7M	0.7%	HOLD
34	SYYSYSCO CORP	96,458	$7M	0.7%	HOLD
35	IGMISHARES TR	55,973	$7M	0.7%	HOLD
36	IVVISHARES TR	9,596	$6M	0.7%	HOLD
37	JMSTJ P MORGAN EXCHANGE TRADED F	113,075	$6M	0.6%	ADD 15%
38	DLNWISDOMTREE TR	61,513	$5M	0.6%	HOLD
39	XOMEXXON MOBIL CORP	31,410	$5M	0.6%	HOLD
40	VEUVANGUARD INTL EQUITY INDEX F	67,749	$5M	0.5%	HOLD
41	IJSISHARES TR	41,679	$5M	0.5%	HOLD
42	IVWISHARES TR	38,201	$4M	0.4%	HOLD
43	BRK.ABERKSHIRE HATHAWAY INC DEL	6	$4M	0.4%	HOLD
44	MSFTMICROSOFT CORP	11,453	$4M	0.4%	HOLD
45	DVYISHARES TR	27,883	$4M	0.4%	HOLD
46	DFSDDIMENSIONAL ETF TRUST	87,136	$4M	0.4%	HOLD
47	SPYSTATE STR SPDR S&P 500 ETF T	6,384	$4M	0.4%	HOLD
48	EFAISHARES TR	35,196	$3M	0.4%	HOLD
49	DFEMDIMENSIONAL ETF TRUST	94,530	$3M	0.3%	ADD 78%
50	ACWXISHARES TR	44,169	$3M	0.3%	HOLD
51	VBVANGUARD INDEX FDS	11,196	$3M	0.3%	HOLD
52	PKGPACKAGING CORP AMER	12,978	$3M	0.3%	HOLD
53	IVEISHARES TR	12,836	$3M	0.3%	HOLD
54	VOVANGUARD INDEX FDS	9,326	$3M	0.3%	ADD 3%
55	DISDISNEY WALT CO	26,538	$3M	0.3%	HOLD
56	TFCTRUIST FINL CORP	51,410	$2M	0.2%	ADD 14%
57	DIASPDR DOW JONES INDL AVERAGE	5,049	$2M	0.2%	HOLD
58	COSTCOSTCO WHSL CORP NEW	2,321	$2M	0.2%	TRIM −20%
59	MRKMERCK & CO INC	18,305	$2M	0.2%	HOLD
60	PGPROCTER AND GAMBLE CO	15,146	$2M	0.2%	HOLD
61	DUKDUKE ENERGY CORP NEW	16,385	$2M	0.2%	HOLD
62	LLYELI LILLY & CO	2,308	$2M	0.2%	TRIM −8%
63	VUGVANGUARD INDEX FDS	4,356	$2M	0.2%	HOLD
64	DFASDIMENSIONAL ETF TRUST	25,631	$2M	0.2%	HOLD
65	JNJJOHNSON & JOHNSON	7,259	$2M	0.2%	HOLD
66	MUBISHARES TR	16,553	$2M	0.2%	HOLD
67	IWNISHARES TR	8,889	$2M	0.2%	HOLD
68	DDOMINION ENERGY INC	27,084	$2M	0.2%	HOLD
69	WFCWELLS FARGO CO NEW	20,685	$2M	0.2%	HOLD
70	VTVANGUARD INTL EQUITY INDEX F	11,018	$2M	0.2%	HOLD
71	SCHZSCHWAB STRATEGIC TR	54,881	$1M	0.1%	TRIM −2%
72	BACBANK AMERICA CORP	24,801	$1M	0.1%	HOLD
73	IWVISHARES TR	3,244	$1M	0.1%	TRIM −7%
74	EMREMERSON ELEC CO	8,875	$1M	0.1%	HOLD
75	IYWISHARES TR	6,348	$1M	0.1%	HOLD
76	AVGOBROADCOM INC	3,591	$1M	0.1%	HOLD
77	DFAIDIMENSIONAL ETF TRUST	27,332	$1M	0.1%	HOLD
78	PEPPEPSICO INC	6,667	$1M	0.1%	HOLD
79	NVDANVIDIA CORPORATION	5,895	$1M	0.1%	HOLD
80	EOGEOG RES INC	7,076	$1M	0.1%	HOLD
81	VOOVANGUARD INDEX FDS	1,696	$1M	0.1%	TRIM −3%
82	VBILVANGUARD INSTL INDEX FD	13,374	$1M	0.1%	HOLD
83	USMVISHARES TR	10,712	$993,431	0.1%	HOLD
84	ORCLORACLE CORP	6,630	$975,320	0.1%	HOLD
85	VBRVANGUARD INDEX FDS	4,364	$948,031	0.1%	HOLD
86	VZVERIZON COMMUNICATIONS INC	18,771	$942,282	0.1%	TRIM −6%
87	MCKMCKESSON CORP	1,059	$916,416	0.1%	HOLD
88	AEPAMERICAN ELEC PWR CO INC	6,870	$900,497	0.1%	HOLD
89	MCDMCDONALDS CORP	2,860	$888,843	0.1%	HOLD
90	CATCATERPILLAR INC	1,205	$853,346	0.1%	HOLD
91	ELVELEVANCE HEALTH INC FORMERLY	2,902	$849,649	0.1%	HOLD
92	CSXCSX CORP	20,590	$845,231	0.1%	HOLD
93	UVSPUNIVEST FINANCIAL CORPORATIO	24,450	$837,657	0.1%	NEW
94	ABBVABBVIE INC	3,768	$819,502	0.1%	TRIM −3%
95	SOSOUTHERN CO	8,459	$816,463	0.1%	HOLD
96	GEGE AEROSPACE	2,864	$812,723	0.1%	HOLD
97	AXPAMERICAN EXPRESS CO	2,603	$787,355	0.1%	HOLD
98	PNCPNC FINL SVCS GROUP INC	3,598	$748,604	0.1%	HOLD
99	IBMINTERNATIONAL BUSINESS MACHS	3,002	$727,615	0.1%	TRIM −7%
100	GLWCORNING INC	5,208	$708,078	0.1%	HOLD
101	DFSVDIMENSIONAL ETF TRUST	19,685	$689,770	0.1%	HOLD
102	VGTVANGUARD WORLD FD	980	$683,589	0.1%	HOLD
103	HDHOME DEPOT INC	2,001	$658,246	0.1%	HOLD
104	VHTVANGUARD WORLD FD	2,384	$649,299	0.1%	HOLD
105	VDEVANGUARD WORLD FD	3,734	$646,131	0.1%	HOLD
106	KOCOCA COLA CO	8,103	$616,209	0.1%	TRIM −13%
107	GEVGE VERNOVA INC	698	$609,284	0.1%	HOLD
108	IBBISHARES TR	3,344	$564,556	0.1%	TRIM −8%
109	SLBSCHLUMBERGER LTD	10,973	$563,902	0.1%	TRIM −5%
110	KBESPDR SERIES TRUST	9,367	$557,820	0.1%	TRIM −12%
111	UNHUNITEDHEALTH GROUP INC	2,022	$547,133	0.1%	HOLD
112	IWFISHARES TR	1,241	$529,162	0.1%	HOLD
113	TAT&T INC	18,190	$527,341	0.1%	TRIM −4%
114	MMM3M CO	3,490	$506,901	0.1%	HOLD
115	AUBATLANTIC UN BANKSHARES CORP	14,048	$502,076	0.1%	HOLD
116	ENBENBRIDGE INC	8,935	$483,741	0.1%	HOLD
117	SPLVINVESCO EXCH TRADED FD TR II	6,575	$480,896	0.1%	HOLD
118	NSCNORFOLK SOUTHN CORP	1,673	$480,151	0.0%	HOLD
119	ALLALLSTATE CORP	2,246	$465,589	0.0%	HOLD
120	MSMORGAN STANLEY	2,804	$461,454	0.0%	HOLD
121	OEFISHARES TR	1,449	$460,883	0.0%	HOLD
122	LNGCheniere Energy, Inc	1,579	$448,103	0.0%	HOLD
123	PWRQUANTA SVCS INC	801	$439,603	0.0%	HOLD
124	AMGNAMGEN INC	1,191	$419,053	0.0%	HOLD
125	VVVANGUARD INDEX FDS	1,394	$416,654	0.0%	HOLD
126	AMATAPPLIED MATLS INC	1,177	$402,287	0.0%	HOLD
127	ABTABBOTT LABS	3,846	$394,869	0.0%	TRIM −14%
128	AIVLWISDOMTREE TR	3,325	$384,733	0.0%	TRIM −2%
129	VPUVANGUARD WORLD FD	1,925	$381,329	0.0%	HOLD
130	PHOINVESCO EXCHANGE TRADED FD T	5,698	$380,973	0.0%	HOLD
131	HWMHOWMET AEROSPACE INC	1,620	$373,345	0.0%	HOLD
132	METMETLIFE INC	5,253	$371,518	0.0%	HOLD
133	METAMETA PLATFORMS INC	616	$352,175	0.0%	HOLD
134	DOGPROSHARES TR	14,408	$351,849	0.0%	HOLD
135	CSCOCISCO SYS INC	4,518	$350,574	0.0%	TRIM −2%
136	SCHBSCHWAB STRATEGIC TR	13,864	$347,978	0.0%	HOLD
137	APDAIR PRODS & CHEMS INC	1,186	$344,655	0.0%	TRIM −10%
138	CMICUMMINS INC	640	$344,333	0.0%	TRIM −3%
139	TROWPRICE T ROWE GROUP INC	3,769	$339,738	0.0%	HOLD
140	IYKISHARES TR	4,851	$339,716	0.0%	HOLD
141	ITWILLINOIS TOOL WKS INC	1,294	$336,901	0.0%	TRIM −3%
142	UNPUNION PAC CORP	1,381	$335,058	0.0%	HOLD
143	SHENSHENANDOAH TELECOMMUNICATION	21,665	$334,074	0.0%	HOLD
144	GLDSPDR GOLD TR	769	$330,893	0.0%	HOLD
145	NOBLPROSHARES TR	3,051	$323,437	0.0%	HOLD
146	XLYSELECT SECTOR SPDR TR	2,949	$321,332	0.0%	HOLD
147	GSGOLDMAN SACHS GROUP INC	376	$318,039	0.0%	TRIM −10%
148	PFEPFIZER INC	11,166	$313,549	0.0%	HOLD
149	XLKSELECT SECTOR SPDR TR	2,342	$311,252	0.0%	HOLD
150	IYHISHARES TR	4,879	$300,742	0.0%	HOLD
151	IXNISHARES TR	3,000	$299,910	0.0%	HOLD
152	SHELSHELL PLC	3,196	$297,228	0.0%	HOLD
153	ADPAUTOMATIC DATA PROCESSING IN	1,454	$295,424	0.0%	HOLD
154	SCHOSCHWAB SHORT-TERM US TREASURY ETF	11,914	$289,152	0.0%	HOLD
155	LOWLOWES COS INC	1,212	$286,297	0.0%	HOLD
156	IXUSISHARES TR	3,254	$281,927	0.0%	HOLD
157	NTRSNORTHERN TR CORP	2,000	$279,140	0.0%	HOLD
158	BABOEING CO	1,393	$277,151	0.0%	HOLD
159	DFACDIMENSIONAL ETF TRUST	6,987	$271,507	0.0%	HOLD
160	USBUS BANCORP	5,207	$270,826	0.0%	HOLD
161	DFAUDIMENSIONAL ETF TRUST	5,935	$267,787	0.0%	HOLD
162	CRSCARPENTER TECHNOLOGY CORP	670	$264,081	0.0%	HOLD
163	XCHYXCALAMOS CONV & HIGH INCOME F	23,828	$259,487	0.0%	HOLD
164	UBSIUNITED BANKSHARES INC WEST V	6,257	$259,165	0.0%	HOLD
165	DEDEERE & CO	458	$258,196	0.0%	HOLD
166	BMYBRISTOL-MYERS SQUIBB CO	4,255	$258,066	0.0%	TRIM −4%
167	ACWVISHARES INC	2,145	$256,349	0.0%	HOLD
168	DFSIDIMENSIONAL ETF TRUST	5,996	$254,230	0.0%	HOLD
169	QQQINVESCO QQQ TR	436	$251,678	0.0%	TRIM −18%
170	WMWASTE MGMT INC DEL	1,095	$251,547	0.0%	HOLD
171	TSMTAIWAN SEMICONDUCTOR MFG LTD	727	$245,690	0.0%	TRIM −23%
172	DHRDANAHER CORP DEL	1,270	$240,792	0.0%	HOLD
173	XLESELECT SECTOR SPDR TR	3,885	$238,003	0.0%	NEW
174	EFAVISHARES TR	2,557	$233,596	0.0%	HOLD
175	GABGABELLI EQUITY TR INC	41,224	$230,854	0.0%	HOLD
176	VFHVANGUARD WORLD FD	1,910	$230,696	0.0%	HOLD
177	INTCINTEL CORP	5,211	$229,961	0.0%	NEW
178	HONHONEYWELL INTL INC	1,007	$227,612	0.0%	NEW
179	EESWISDOMTREE TR	3,900	$226,390	0.0%	HOLD
180	QQNITY ELECTRONICS INC	1,962	$226,376	0.0%	NEW
181	AMPAMERIPRISE FINL INC	506	$224,866	0.0%	HOLD
182	MPWRMONOLITHIC PWR SYS INC	205	$224,475	0.0%	NEW
183	XLUSELECT SECTOR SPDR TR	4,878	$223,870	0.0%	HOLD
184	NEENEXTERA ENERGY INC	2,394	$222,355	0.0%	NEW
185	XLCSELECT SECTOR SPDR TR	1,998	$221,498	0.0%	HOLD
186	PRFINVESCO EXCHANGE TRADED FD T	4,660	$221,490	0.0%	HOLD
187	WELLWELLTOWER INC	1,120	$221,435	0.0%	HOLD
188	SCISERVICE CORP INTL	2,553	$210,648	0.0%	NEW
189	ESGUISHARES TR	1,444	$204,210	0.0%	TRIM −9%
190	XLFSELECT SECTOR SPDR TR	4,116	$203,207	0.0%	HOLD
191	CLSCELESTICA INC	720	$202,810	0.0%	HOLD
192	BHRBBURKE HERBERT FINL SVCS CORP	3,218	$200,449	0.0%	HOLD
193	RVTROYCE SMALL CAP TRUST INC	10,253	$170,200	0.0%	HOLD
194	KIOKKR INCOME OPPORTUNITIES FD	13,728	$151,008	0.0%	HOLD
195	BGBBLACKSTONE STRATEGIC CRED 20	10,000	$111,500	0.0%	HOLD
196	USALIBERTY ALL STAR EQUITY FD	15,000	$83,250	0.0%	HOLD
197	PIMPUTNAM MASTER INTER INCOME T	14,300	$46,761	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AGGISHARES TR

996K

998K

1.0M

$103M

IEFAISHARES TR

816K

844K

867K

895K

931K

958K

$87M

DFCFDIMENSIONAL ETF TRUST

534K

652K

683K

943K

1.2M

1.3M

$54M

IJRISHARES TR

279K

283K

288K

284K

293K

303K

$38M

BRK.BBERKSHIRE HATHAWAY INC DEL

81K

79K

74K

75K

74K

$35M

IJHISHARES TR

481K

490K

491K

480K

494K

510K

$34M

AAPLAPPLE INC

121K

117K

110K

108K

$27M

VYMVANGUARD WHITEHALL FDS

189K

183K

181K

$27M

SDYSPDR SER TR

192K

191K

190K

182K

$27M

VCSHVANGUARD SCOTTSDALE FDS

272K

275K

281K

294K

309K

321K

$25M

VIGVANGUARD SPECIALIZED FUNDS

120K

119K

117K

116K

115K

$25M

BSVVANGUARD BD INDEX FDS

253K

260K

267K

278K

295K

306K

$24M

DFNMDIMENSIONAL ETF TRUST

233K

251K

246K

274K

362K

483K

$23M

XLVSELECT SECTOR SPDR TR

145K

144K

141K

142K

143K

$21M

SCHDSCHWAB STRATEGIC TR

608K

611K

625K

635K

673K

$21M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Graves Light Lenhart Wealth, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 197 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Graves Light Lenhart Wealth, Inc.