Graves Light Lenhart Wealth, Inc. Q3 2025 Filing

Filed October 7, 2025

Portfolio Value

$901.1M

Holdings

193

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (193 positions)

StockValue
UNHUNITEDHEALTH GROUP INC
$704K
SHPROSHARES TR
$652K
KBESPDR SERIES TRUST
$635K
DFSVDIMENSIONAL ETF TRUST
$623K
VHTVANGUARD WORLD FD
$618K
KOCOCA COLA CO
$615K
IWFISHARES TR
$614K
ABTABBOTT LABS
$599K
CATCATERPILLAR INC
$588K
MMM3M CO
$559K
IBBISHARES TR
$556K
TAT&T INC
$545K
ALSALLSTATE CORP
$524K
NSCNORFOLK SOUTHN CORP
$502K
SPLVINVESCO EXCH TRADED FD TR II
$498K
AUBATLANTIC UN BANKSHARES CORP
$495K
OEFISHARES TR
$480K
VDEVANGUARD WORLD FD
$469K
ENBENBRIDGE INC
$450K
DWDMORGAN STANLEY
$445K
METAMETA PLATFORMS INC
$440K
PHOINVESCO EXCHANGE TRADED FD T
$433K
METMETLIFE INC
$432K
GEVGE VERNOVA INC
$429K
ADPAUTOMATIC DATA PROCESSING IN
$426K
GLWCORNING INC
$425K
SLBSCHLUMBERGER LTD
$397K
AIVLWISDOMTREE TR
$389K
TROWPRICE T ROWE GROUP INC
$386K
APDAIR PRODS & CHEMS INC
$381K
LNGCHENIERE ENERGY INC
$369K
VPUVANGUARD WORLD FD
$363K
SCHBSCHWAB STRATEGIC TR
$359K
XLYSELECT SECTOR SPDR TR
$353K
ITWILLINOIS TOOL WKS INC
$346K
GQ9SPDR GOLD TR
$341K
AMGNAMGEN INC
$340K
IYHISHARES TR
$334K
GSGOLDMAN SACHS GROUP INC
$332K
BABOEING CO
$332K
IYKISHARES TR
$331K
PWRQUANTA SVCS INC
$331K
XLKSELECT SECTOR SPDR TR
$330K
SHENSHENANDOAH TELECOMMUNICATION
$328K
UNPUNION PAC CORP
$326K
CSCOCISCO SYS INC
$319K
HWMHOWMET AEROSPACE INC
$317K
NOBLPROSHARES TR
$314K
SCHOSCHWAB STRATEGIC TR
$310K
IXNISHARES TR
$309K
LOWLOWES COS INC
$303K
PFEPFIZER INC
$281K
CMICUMMINS INC
$280K
DFAUDIMENSIONAL ETF TRUST
$271K
NTRSNORTHERN TR CORP
$269K
IXUSISHARES TR
$268K
NDQINVESCO QQQ TR
$267K
INTUINTUIT
$267K
XCHYXCALAMOS CONV & HIGH INCOME F
$267K
DFACDIMENSIONAL ETF TRUST
$264K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$262K
ACWVISHARES INC
$257K
USBUS BANCORP DEL
$251K
DHRDANAHER CORPORATION
$251K
GABGABELLI EQUITY TR INC
$251K
VFHVANGUARD WORLD FD
$250K
A4SAMERIPRISE FINL INC
$248K
DFSIDIMENSIONAL ETF TRUST
$245K
WMWASTE MGMT INC DEL
$241K
AMATAPPLIED MATLS INC
$240K
XLCSELECT SECTOR SPDR TR
$236K
WMTWALMART INC
$233K
UBSIUNITED BANKSHARES INC WEST V
$232K
ESGUISHARES TR
$229K
SHELSHELL PLC
$228K
LRGFISHARES TR
$223K
XLFSELECT SECTOR SPDR TR
$221K
BMYBRISTOL-MYERS SQUIBB CO
$218K
EESWISDOMTREE TR
$217K
EMNEASTMAN CHEM CO
$216K
EFAVISHARES TR
$215K
MSIMOTOROLA SOLUTIONS INC
$214K
XLUSELECT SECTOR SPDR TR
$212K
SCISERVICE CORP INTL
$212K
HONHONEYWELL INTL INC
$211K
PRFINVESCO EXCHANGE TRADED FD T
$210K
DEDEERE & CO
$208K
MDYSPDR S&P MIDCAP 400 ETF TR
$200K
KIOKKR INCOME OPPORTUNITIES FD
$172K
RVTROYCE SMALL CAP TRUST INC
$165K
BGBBLACKSTONE STRATEGIC CRED 20
$121K
USALIBERTY ALL STAR EQUITY FD
$95K
PIMPUTNAM MASTER INTER INCOME T
$49K
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