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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 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 1,212.0 $694K 0.07% -21.0 -1.7% $572.89 +50.1%
42 IBB ISHARES TR 3,643.0 $615K 0.07% -209.0 -5.4% $168.76 -2.7%
43 IWF ISHARES TR 1,241.0 $587K 0.06% -71.0 -5.4% $473.30 -74.0%
44 MMM 3M CO Industrials 3,490.0 $559K 0.06% -115.0 -3.2% $160.11 -4.7%
45 SPLV INVESCO EXCH TRADED FD TR II 6,575.0 $470K 0.05% -214.0 -3.1% $71.42 +2.8%
46 T AT&T INC Communication Services 18,890.0 $469K 0.05% -417.0 -2.2% $24.84 -1.7%
47 ALL ALLSTATE CORP Financial Services 2,246.0 $467K 0.05% -200.0 -8.2% $208.11 +7.9%
48 VV VANGUARD INDEX FDS 1,394.0 $439K 0.05% -931.0 -40.0% $314.80 +7.2%
49 PHO INVESCO EXCHANGE TRADED FD T 5,696.0 $401K 0.04% -320.0 -5.3% $70.41 -8.9%
50 SCHB SCHWAB STRATEGIC TR 13,863.0 $364K 0.04% -108.0 -0.8% $26.23 +7.5%
51 CSCO CISCO SYS INC Technology 4,618.0 $356K 0.04% -55.0 -1.2% $77.03 +54.3%
52 APD AIR PRODS & CHEMS INC Basic Materials 1,319.0 $326K 0.04% -78.0 -5.6% $247.11 +18.1%
53 IYH ISHARES TR 4,879.0 $318K 0.03% -811.0 -14.2% $65.10 -5.0%
54 GLD SPDR GOLD TR Financial Services 769.0 $305K 0.03% -193.0 -20.1% $396.31 +5.6%
55 BA BOEING CO Industrials 1,393.0 $302K 0.03% -150.0 -9.7% $217.04 -0.9%
56 SCHO SCHWAB STRATEGIC TR 11,910.0 $290K 0.03% -829.0 -6.5% $24.37 -1.1%
57 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 21,665.0 $250K 0.03% -3K -11.4% $11.56 +39.7%
58 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,455.0 $240K 0.03% -383.0 -7.9% $53.94 +8.1%
Page 3 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%