Graves Light Lenhart Wealth, Inc. Portfolio Holdings

Graves Light Lenhart Wealth, Inc.

  • $926 Million
  • Q4 2025

Graves Light Lenhart Wealth, Inc. has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $926 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $105M, Ishares Tr with a value of $82.6M, Dimensional ETF Tr Core Fxd In with a value of $49.5M, Berkshire Hathaway Inc Class B with a value of $37.8M, and Ishares Core S&P Sm Cap ETF with a value of $34.2M.

Examining the 13F form we can see an increase of $31.5M in the current position value, from $894M to 926M.

Graves Light Lenhart Wealth, Inc. is based out at Harrisonburg, VA

Below you can find more details about Graves Light Lenhart Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $926 Million
ETFs: $711 Million
Financial Services: $64.1 Million
Technology: $41.4 Million
Communication Services: $31.2 Million
Consumer Cyclical: $16.3 Million
Consumer Defensive: $13.7 Million
Energy: $12.1 Million
Healthcare: $10.9 Million
Other: $13.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 11.3% of portfolio
1,046,101
Q4 2025 Added 1.86%
$0
$82.6 Million 8.92% of portfolio
930,902
Q4 2025 Added 4.03%
$0
$49.5 Million 5.35% of portfolio
1,159,475
Q4 2025 Added 22.99%
$662B
$37.8 Million 4.09% of portfolio
74,331
Q4 2025 Reduced 0.69%
$0
$34.2 Million 3.7% of portfolio
292,917
Q4 2025 Added 3.18%
$0
$31.7 Million 3.43% of portfolio
494,475
Q4 2025 Added 3.0%
$4.3T
$29 Million 3.13% of portfolio
108,300
Q4 2025 Reduced 1.73%
$0
$25.5 Million 2.76% of portfolio
180,976
Q4 2025 Reduced 1.25%
$0
$25.1 Million 2.72% of portfolio
181,949
Q4 2025 Reduced 0.23%
$0
$24.6 Million 2.66% of portfolio
309,395
Q4 2025 Added 5.32%
$0
$23.2 Million 2.51% of portfolio
295,174
Q4 2025 Added 6.2%
$0
$21.8 Million 2.35% of portfolio
143,345
Q4 2025 Added 1.12%
$0
$21.1 Million 2.27% of portfolio
115,603
Q4 2025 Reduced 0.9%
$1.65T
$19.4 Million 2.09% of portfolio
70,152
Q4 2025 Reduced 5.42%
$0
$18.3 Million 1.98% of portfolio
672,914
Q4 2025 Added 6.01%
$0
$17.4 Million 1.88% of portfolio
361,930
Q4 2025 Added 31.95%
$0
$15.2 Million 1.64% of portfolio
34,752
Q4 2025 Added 2.4%
$0
$14.6 Million 1.58% of portfolio
324,902
Q4 2025 Added 10.43%
$0
$13.5 Million 1.46% of portfolio
66,600
Q4 2025 Added 4.61%
$0
$11.9 Million 1.29% of portfolio
353,652
Q4 2025 Added 4.86%
$0
$11.9 Million 1.29% of portfolio
372,583
Q4 2025 Added 28.92%
$2.39T
$11.9 Million 1.28% of portfolio
50,666
Q4 2025 Reduced 0.53%
$881B
$10.7 Million 1.15% of portfolio
35,491
Q4 2025 Reduced 5.56%
$0
$9.38 Million 1.01% of portfolio
25,497
Q4 2025 Reduced 0.76%
$0
$9.13 Million 0.99% of portfolio
123,156
Q4 2025 Added 0.52%
$0
$8.92 Million 0.96% of portfolio
27,034
Q4 2025 Reduced 1.87%
$0
$8.35 Million 0.9% of portfolio
166,073
Q4 2025 Added 26.47%
$0
$8.27 Million 0.89% of portfolio
165,299
Q4 2025 Added 6.07%
$0
$7.87 Million 0.85% of portfolio
85,896
Q4 2025 Reduced 12.22%
$37.9B
$7.21 Million 0.78% of portfolio
96,458
Q3 2025 Reduced 0.01%
$1.74T
$7.1 Million 0.77% of portfolio
24,852
Q4 2025 Reduced 0.69%
$0
$7.15 Million 0.77% of portfolio
55,973
Q2 2025 Reduced 1.17%
$0
$6.61 Million 0.71% of portfolio
107,832
Q4 2025 Added 0.59%
$0
$6.52 Million 0.7% of portfolio
9,655
Q4 2025 Reduced 0.16%
$303B
$6.12 Million 0.66% of portfolio
39,555
Q4 2025 Added 0.4%
$3.78T
$5.9 Million 0.64% of portfolio
11,625
Q4 2025 Reduced 4.6%
$0
$5.4 Million 0.58% of portfolio
61,933
Q4 2025 Reduced 1.08%
$0
$5.03 Million 0.54% of portfolio
98,716
Q4 2025 Added 22.91%
$0
$4.97 Million 0.54% of portfolio
68,052
Q4 2025 Reduced 0.3%
$0
$4.68 Million 0.51% of portfolio
38,670
Q4 2025 Reduced 3.54%
$0
$4.55 Million 0.49% of portfolio
41,257
Q4 2025 Added 2.98%
$453B
$4.53 Million 0.49% of portfolio
6
Q3 2025 Reduced 14.29%
$0
$4.25 Million 0.46% of portfolio
6,383
Q4 2025 Reduced 0.05%
$0
$4.18 Million 0.45% of portfolio
86,625
Q4 2025 Added 1.03%
$0
$3.92 Million 0.42% of portfolio
27,882
Q4 2025 Reduced 1.06%
$490B
$3.74 Million 0.4% of portfolio
31,788
Q4 2025 Reduced 2.09%
$0
$3.38 Million 0.37% of portfolio
35,507
Q4 2025 Reduced 0.19%
$0
$2.94 Million 0.32% of portfolio
44,169
Q4 2025 Added 0.02%
$193B
$2.85 Million 0.31% of portfolio
27,010
Q4 2025 Reduced 18.17%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $926 Million
  • Prior Value $894 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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