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Portfolio (Quarterly) Guide ↗

Graves Light Lenhart Wealth, Inc.

· CIK 0001759803
13F Portfolio $901M AUM Filed Oct 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 193 New
Page 9 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 940.0 $263K 0.03% NEW $279.29 +44.6%
162 ACWV ISHARES INC 2,145.0 $257K 0.03% NEW $119.92 +1.1%
163 USB US BANCORP DEL Financial Services 5,213.0 $252K 0.03% NEW $48.33 +10.2%
164 DHR DANAHER CORPORATION Healthcare 1,270.0 $252K 0.03% NEW $198.26 -18.2%
165 GAB GABELLI EQUITY TR INC Financial Services 41,224.0 $251K 0.03% NEW $6.09 -9.4%
166 VFH VANGUARD WORLD FD 1,907.0 $250K 0.03% NEW $131.24 -4.4%
167 AMP AMERIPRISE FINL INC Financial Services 506.0 $249K 0.03% NEW $491.25 -4.3%
168 DFSI DIMENSIONAL ETF TRUST 5,996.0 $246K 0.03% NEW $40.95 +9.3%
169 WM WASTE MGMT INC DEL Industrials 1,095.0 $242K 0.03% NEW $220.76 -0.3%
170 AMAT APPLIED MATLS INC Technology 1,177.0 $241K 0.03% NEW $204.74 +110.0%
171 XLC SELECT SECTOR SPDR TR 1,998.0 $237K 0.03% NEW $118.37 -1.5%
172 WMT WALMART INC Consumer Defensive 2,269.0 $234K 0.03% NEW $103.06 +27.5%
173 UBSI UNITED BANKSHARES INC WEST V Financial Services 6,257.0 $233K 0.03% NEW $37.21 +13.3%
174 ESGU ISHARES TR 1,579.0 $230K 0.03% NEW $145.60 +10.5%
175 SHEL SHELL PLC Energy 3,196.0 $229K 0.03% NEW $71.53 +20.5%
176 LRGF ISHARES TR 3,239.0 $224K 0.03% NEW $69.08 +6.9%
177 XLF SELECT SECTOR SPDR TR 4,116.0 $222K 0.03% NEW $53.87 -5.0%
178 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,838.0 $218K 0.02% NEW $45.10 +28.2%
179 EES WISDOMTREE TR 3,900.0 $218K 0.02% NEW $55.87 +11.7%
180 EMN EASTMAN CHEM CO Basic Materials 3,438.0 $217K 0.02% NEW $63.05 +11.9%
Page 9 of 10  ·  193 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 23.6%
Financial Services 18.4%
Communication Services 17.2%
Consumer Cyclical 9.3%
Consumer Defensive 8.5%
Energy 6.9%
Healthcare 5.8%
Industrials 4.3%
Utilities 3.4%
Basic Materials 2.8%