Portfolio (Quarterly) Guide ↗

Graves Light Lenhart Wealth, Inc.

· CIK 0001759803

13F Portfolio $1.1B AUM 203 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 15 New 54 Added 66 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DHR	DANAHER CORPORATION	Healthcare	1,270	$291K	0.03%	SOLD
2	INTU	INTUIT	Technology	392	$260K	0.03%	SOLD
3	XLU	SELECT SECTOR SPDR TR	—	4,878	$208K	0.02%	SOLD

Sector Allocation

Technology 25.1%

Financial Services 17.7%

Communication Services 15.5%

Consumer Cyclical 9.4%

Consumer Defensive 7.8%

Healthcare 7.4%

Energy 7.4%

Industrials 5.4%

Utilities 3.8%

Basic Materials 0.2%