Graves Light Lenhart Wealth, Inc.
CIK 1759803
13F filing for Q2 2026・No. 2,467
- Holdings
- US$1.07B
- Quarter change
- +US$110.59M
- Entries
- 203
- Net bought (estimate)
- +US$31.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 4
- Cut 60
- Added 70
- Corporate actions 0
- Unchanged 63
Largest holdings
203 stocks worth US$1.07B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE US AGGBD ET | Added | 1,102,068 | US$109.08M | 10.18% |
| ISHARES TRCORE MSCI EAFE | Added | 1,013,378 | US$97.87M | 9.13% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 1,382,349 | US$58.35M | 5.44% |
| ISHARES TRCORE S&P SCP ETF | Added | 310,610 | US$46.07M | 4.30% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 530,909 | US$40.94M | 3.82% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 73,061 | US$36.56M | 3.41% |
| AAPLAppleCOM | Cut | 106,571 | US$30.84M | 2.88% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 181,141 | US$28.63M | 2.67% |
| SPDR SERIES TRUSTST STR SP DIV | Cut | 181,578 | US$27.63M | 2.58% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 114,747 | US$27.15M | 2.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.