Graves Light Lenhart Wealth, Inc.: 13F holdings
CIK 17598032026Q2
| Positions | 203 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 203 (+6 vs prior quarter) |
|---|
| Reported value | $1.1bn (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 1,102,068 | $109.1m | 10.2% |
| IEFA ISHARES TR | 1,013,378 | $97.9m | 9.1% |
| DFCF DIMENSIONAL ETF TRUST | 1,382,349 | $58.3m | 5.4% |
| IJR ISHARES TR | 310,610 | $46.1m | 4.3% |
| IJH ISHARES TR | 530,909 | $40.9m | 3.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 73,061 | $36.6m | 3.4% |
| AAPL APPLE INC | 106,571 | $30.8m | 2.9% |
| VYM VANGUARD WHITEHALL FDS | 181,141 | $28.6m | 2.7% |
| SDY SPDR SERIES TRUST | 181,578 | $27.6m | 2.6% |
| VIG VANGUARD SPECIALIZED FUNDS | 114,747 | $27.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759803")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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