Graves Light Lenhart Wealth, Inc. holds a focused book of 203 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Ishares Core U.S. Aggregate at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +14% (+7.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Graves Light Lenhart Wealth, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +20.3%, a 6.4-point gap that is the cost of the ~7-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Graves Light Lenhart Wealth, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Graves Light Lenhart Wealth, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 10 / 80 | $161.6M |
| Swiss Re Ltd | 23 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 54 / 80 | $278.1B |
| Planning Project LLC | 12 / 80 | $452.6M |
| Kearns & Associates LLC | 19 / 80 | $189.0M |
| Emerald Advisors, LLC | 28 / 80 | $664.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Graves Light Lenhart Wealth, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $109.1M | 1.10M | 10.2% | ▲+5.8% Added · +60K sh | |
| 2 | Ishares TR CORE MSCI EAFE | $97.9M | 1.01M | 9.1% | ▲+5.8% Added · +55K sh | |
| 3 | Dimensional ETF Trust CORE FIXE IN ETF | $58.3M | 1.38M | 5.4% | ▲+7.3% Added · +94K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $46.1M | 310.6K | 4.3% | ▲+2.6% Added · +8K sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $40.9M | 530.9K | 3.8% | ▲+4.1% Added · +21K sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $36.6M | 73.1K | 3.4% | ▼−0.9% Reduced · −639 sh | |
| 7 | Apple Inc COM | $30.8M | 106.6K | 2.9% | ▼−1.4% Reduced · −1K sh | |
| 8 | Vanguard Whitehall FDS HIGH DIV YLD | $28.6M | 181.1K | 2.7% | ▲+0.1% Added · +107 sh | |
| 9 | SPDR Series Trust ST STR SP DIV | $27.6M | 181.6K | 2.6% | ▼−0.3% Reduced · −462 sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $27.2M | 114.7K | 2.5% | ▼−0.2% Reduced · −213 sh | |
| 11 | Dimensional ETF Trust NATL MUN BD ETF | $26.9M | 556.7K | 2.5% | ▲+15% Added · +74K sh | |
| 12 | Vanguard BD Index FDS SHORT TRM BOND | $24.8M | 318.1K | 2.3% | ▲+4.0% Added · +12K sh | |
| 13 | Alphabet Inc CAP STK CL A | $24.5M | 68.7K | 2.3% | ▼−1.4% Reduced · −1K sh | |
| 14 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $23.8M | 301.8K | 2.2% | ▼−5.8% Reduced · −19K sh | |
| 15 | Select Sector SPDR TR ST STR CARE ETF | $22.4M | 141.3K | 2.1% | ▼−0.9% Reduced · −1K sh | |
| 16 | Dimensional ETF Trust US MKTWIDE VALUE | $22.2M | 402.9K | 2.1% | ▲+14% Added · +49K sh | |
| 17 | Invesco Exchange Traded FD T S&P500 QUALITY | $21.8M | 242.0K | 2.0% | ▼−1.8% Reduced · −4K sh | |
| 18 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $21.4M | 258.8K | 2.0% | ▲+588% Added · +221K sh | |
| 19 | Dimensional ETF Trust WORLD EX US CORE | $21.2M | 574.3K | 2.0% | ▲+42% Added · +169K sh | |
| 20 | Schwab Strategic TR US DIVIDEND EQ | $21.1M | 666.6K | 2.0% | ▼−1.0% Reduced · −7K sh | |
| 21 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $17.3M | 79.0K | 1.6% | ▲+12% Added · +9K sh | |
| 22 | Dimensional ETF Trust EMERGING MKTS VA | $14.5M | 339.4K | 1.4% | ▼−1.8% Reduced · −6K sh | |
| 23 | Amazon Com Inc COM | $12.1M | 50.6K | 1.1% | ▲+0.1% Added · +80 sh | |
| 24 | Vanguard Mun BD FDS TAX EXEMPT BD | $11.5M | 227.6K | 1.1% | ▲+34% Added · +58K sh | |
| 25 | Ishares TR RUS 1000 ETF | $10.3M | 25.2K | 1.0% | ▼−0.8% Reduced · −193 sh | |
| 26 | Vanguard Index FDS TOTAL STK MKT | $10.0M | 27.0K | 0.9% | ▲~0% Added · +5 sh | |
| 27 | Ishares TR EXPND TEC SC ETF | $9.2M | 56.0K | 0.9% | —Held | |
| 28 | Vanguard Malvern FDS STRM INFPROIDX | $9.1M | 182.0K | 0.9% | ▲+6.0% Added · +10K sh | |
| 29 | Vanguard BD Index FDS TOTAL BND MRKT | $9.0M | 122.1K | 0.8% | ▼−0.9% Reduced · −1K sh | |
| 30 | Alphabet Inc CAP STK CL C | $8.6M | 24.3K | 0.8% | ▼−1.3% Reduced · −317 sh | |
| 31 | JPMorgan Chase & Co COM | $8.4M | 25.8K | 0.8% | ▼−1.8% Reduced · −473 sh | |
| 32 | Sysco Corp COM | $8.1M | 96.5K | 0.8% | ▲+0.1% Added · +73 sh | |
| 33 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.9M | 111.1K | 0.7% | ▼−0.9% Reduced · −1K sh | |
| 34 | SPDR Series Trust ST STR BLO 1 ETF | $7.1M | 77.8K | 0.7% | ▼−2.3% Reduced · −2K sh | |
| 35 | Ishares TR CORE S&P500 ETF | $7.1M | 9.5K | 0.7% | ▼−1.0% Reduced · −97 sh | |
| 36 | Chevron Corporation COM | $6.5M | 39.0K | 0.6% | ▼−0.2% Reduced · −87 sh | |
| 37 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $6.2M | 122.1K | 0.6% | ▲+8.0% Added · +9K sh | |
| 38 | Wisdomtree TR US LARGECAP DIVD | $6.0M | 62.7K | 0.6% | ▲+1.9% Added · +1K sh | |
| 39 | Ishares TR SP SMCP600VL ETF | $5.7M | 41.6K | 0.5% | ▼−0.1% Reduced · −63 sh | |
| 40 | Vanguard Intl Equity Index F ALLWRLD EX US | $5.5M | 65.4K | 0.5% | ▼−3.5% Reduced · −2K sh | |
| 41 | Ishares TR S&P 500 GRWT ETF | $5.1M | 37.3K | 0.5% | ▼−2.5% Reduced · −945 sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $4.9M | 6.6K | 0.5% | ▲+2.9% Added · +186 sh | |
| 43 | Berkshire Hathaway Inc Del CL A | $4.5M | 6 | 0.4% | —Held | |
| 44 | Exxon Mobil Corp COM | $4.3M | 31.4K | 0.4% | ▼−0.1% Reduced · −47 sh | |
| 45 | Ishares TR SELECT DIVID ETF | $4.3M | 27.2K | 0.4% | ▼−2.3% Reduced · −638 sh | |
| 46 | Microsoft Corp COM | $4.2M | 11.2K | 0.4% | ▼−2.3% Reduced · −258 sh | |
| 47 | Dimensional ETF Trust SHOR DUR FIX ETF | $4.1M | 85.9K | 0.4% | ▼−1.4% Reduced · −1K sh | |
| 48 | Ishares TR MSCI EAFE ETF | $3.6M | 34.9K | 0.3% | ▼−0.9% Reduced · −330 sh | |
| 49 | Vanguard Index FDS SMALL CP ETF | $3.4M | 11.2K | 0.3% | ▼−0.1% Reduced · −14 sh | |
| 50 | Ishares TR MSCI ACWI EX US | $3.4M | 44.2K | 0.3% | ▲~0% Added · +10 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1759803/holdings"
Use Arkolith to show Graves Light Lenhart Wealth, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 203 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 197 | $961.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 191 | $942.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 193 | $901.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 192 | $840.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 9d | 187 | $814.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 185 | $804.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 191 | $813.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.