Graves Light Lenhart Wealth, Inc. holds a focused book of 203 stocks worth $1.1B as of Q2 2026 (disclosed Jul 7, 2026, a ~45-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 equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund 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.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 203 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 197 | $961.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 191 | $942.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 193 | $901.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 192 | $840.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 187 | $814.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 185 | $804.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 191 | $813.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.