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Portfolio (Quarterly) Guide ↗

Graves Light Lenhart Wealth, Inc.

· CIK 0001759803
13F Portfolio $943M AUM 191 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 33 Added 58 Reduced 10 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 18,537.0 $2.0M 0.21% -536.0 -2.8% $105.26 +6.9%
22 DUK DUKE ENERGY CORP NEW Utilities 16,629.0 $1.9M 0.21% -299.0 -1.8% $117.21 +4.8%
23 IWN ISHARES TR 8,933.0 $1.6M 0.17% -105.0 -1.2% $181.21 +12.7%
24 D DOMINION ENERGY INC Utilities 27,581.0 $1.6M 0.17% -4K -12.0% $58.59 +15.3%
25 JNJ JOHNSON & JOHNSON Healthcare 7,220.0 $1.5M 0.16% -885.0 -10.9% $206.95 +10.6%
26 ORCL ORACLE CORP Technology 6,732.0 $1.3M 0.14% -76.0 -1.1% $194.91 -4.3%
27 IYW ISHARES TR 6,348.0 $1.3M 0.13% -400.0 -5.9% $199.68 +17.5%
28 AVGO BROADCOM INC Technology 3,591.0 $1.2M 0.13% -46.0 -1.3% $346.10 +18.8%
29 EMR EMERSON ELEC CO Industrials 8,875.0 $1.2M 0.12% -460.0 -4.9% $132.72 -0.4%
30 NVDA NVIDIA CORPORATION Technology 5,895.0 $1.1M 0.12% -236.0 -3.9% $186.50 +19.2%
31 USMV ISHARES TR 10,712.0 $1.0M 0.11% -100.0 -0.9% $94.16 +1.7%
32 AXP AMERICAN EXPRESS CO Financial Services 2,610.0 $966K 0.10% -140.0 -5.1% $369.95 -16.4%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 3,239.0 $959K 0.10% -67.0 -2.0% $296.20 -24.8%
34 PEP PEPSICO INC Consumer Defensive 6,672.0 $958K 0.10% -493.0 -6.9% $143.53 +3.9%
35 ABBV ABBVIE INC Healthcare 3,869.0 $884K 0.09% -264.0 -6.4% $228.49 -6.4%
36 MCD MCDONALDS CORP Consumer Cyclical 2,860.0 $874K 0.09% -101.0 -3.4% $305.62 -7.6%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 19,906.0 $811K 0.09% -881.0 -4.2% $40.73 +14.8%
38 EOG EOG RES INC Energy 7,136.0 $749K 0.08% -84.0 -1.2% $105.01 +36.2%
39 CSX CSX CORP Industrials 20,575.0 $746K 0.08% -357.0 -1.7% $36.25 +27.4%
40 HD HOME DEPOT INC Consumer Cyclical 2,023.0 $696K 0.07% -11.0 -0.5% $344.17 -12.9%
Page 2 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Communication Services 20.0%
Financial Services 17.8%
Consumer Cyclical 9.3%
Consumer Defensive 7.7%
Energy 6.9%
Healthcare 6.5%
Industrials 4.3%
Utilities 3.2%
Basic Materials 0.2%