Graves Light Lenhart Wealth, Inc. Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$942.9M
Holdings
191
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (191 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VHTVANGUARD WORLD FD | 2,384 | $686K | 0.07% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 2,039 | $673K | 0.07% | |
| 103 | KBESPDR SERIES TRUST | 10,703 | $649K | 0.07% | |
| 104 | KOCOCA COLA CO | 9,275 | $648K | 0.07% | |
| 105 | DFSVDIMENSIONAL ETF TRUST | 19,641 | $645K | 0.07% | |
| 106 | IBBISHARES TR | 3,643 | $614K | 0.07% | |
| 107 | IWFISHARES TR | 1,241 | $587K | 0.06% | |
| 108 | ABTABBOTT LABS | 4,474 | $560K | 0.06% | |
| 109 | MMM3M CO | 3,490 | $558K | 0.06% | |
| 110 | DWDMORGAN STANLEY | 2,804 | $497K | 0.05% | |
| 111 | AUBATLANTIC UN BANKSHARES CORP | 14,048 | $495K | 0.05% | |
| 112 | OEFISHARES TR | 1,443 | $494K | 0.05% | |
| 113 | NSCNORFOLK SOUTHN CORP | 1,673 | $483K | 0.05% | |
| 114 | VDEVANGUARD WORLD FD | 3,734 | $470K | 0.05% | |
| 115 | SPLVINVESCO EXCH TRADED FD TR II | 6,575 | $469K | 0.05% | |
| 116 | TAT&T INC | 18,890 | $469K | 0.05% | |
| 117 | ALSALLSTATE CORP | 2,246 | $467K | 0.05% | |
| 118 | GEVGE VERNOVA INC | 698 | $456K | 0.05% | |
| 119 | GLWCORNING INC | 5,199 | $455K | 0.05% | |
| 120 | SLBSLB LIMITED | 11,573 | $444K | 0.05% | |
| 121 | VVVANGUARD INDEX FDS | 1,394 | $438K | 0.05% | |
| 122 | ENBENBRIDGE INC | 8,935 | $427K | 0.05% | |
| 123 | METMETLIFE INC | 5,258 | $415K | 0.04% | |
| 124 | METAMETA PLATFORMS INC | 623 | $411K | 0.04% | |
| 125 | PHOINVESCO EXCHANGE TRADED FD T | 5,696 | $401K | 0.04% | |
| 126 | AMGNAMGEN INC | 1,205 | $394K | 0.04% | |
| 127 | AIVLWISDOMTREE TR | 3,407 | $391K | 0.04% | |
| 128 | TROWPRICE T ROWE GROUP INC | 3,769 | $385K | 0.04% | |
| 129 | ADPAUTOMATIC DATA PROCESSING IN | 1,454 | $374K | 0.04% | |
| 130 | GSGOLDMAN SACHS GROUP INC | 418 | $367K | 0.04% | |
| 131 | SCHBSCHWAB STRATEGIC TR | 13,863 | $363K | 0.04% | |
| 132 | VPUVANGUARD WORLD FD | 1,925 | $356K | 0.04% | |
| 133 | CSCOCISCO SYS INC | 4,618 | $355K | 0.04% | |
| 134 | XLYSELECT SECTOR SPDR TR | 2,949 | $352K | 0.04% | |
| 135 | CMICUMMINS INC | 663 | $338K | 0.04% | |
| 136 | XLKSELECT SECTOR SPDR TR | 2,342 | $337K | 0.04% | |
| 137 | PWRQUANTA SVCS INC | 801 | $337K | 0.04% | |
| 138 | DOGPROSHARES TR | 14,348 | $337K | 0.04% | |
| 139 | HWMHOWMET AEROSPACE INC | 1,620 | $332K | 0.04% | |
| 140 | ITWILLINOIS TOOL WKS INC | 1,330 | $327K | 0.03% | |
| 141 | NDQINVESCO QQQ TR | 531 | $326K | 0.03% | |
| 142 | APDAIR PRODS & CHEMS INC | 1,319 | $325K | 0.03% | |
| 143 | IYKISHARES TR | 4,851 | $324K | 0.03% | |
| 144 | UNPUNION PAC CORP | 1,381 | $319K | 0.03% | |
| 145 | NOBLPROSHARES TR | 3,051 | $317K | 0.03% | |
| 146 | IYHISHARES TR | 4,879 | $317K | 0.03% | |
| 147 | IXNISHARES TR | 3,000 | $315K | 0.03% | |
| 148 | LNGCHENIERE ENERGY INC | 1,575 | $306K | 0.03% | |
| 149 | GQ9SPDR GOLD TR | 769 | $304K | 0.03% | |
| 150 | AMATAPPLIED MATLS INC | 1,177 | $302K | 0.03% | |
| 151 | BABOEING CO | 1,393 | $302K | 0.03% | |
| 152 | LOWLOWES COS INC | 1,210 | $291K | 0.03% | |
| 153 | SCHOSCHWAB STRATEGIC TR | 11,910 | $290K | 0.03% | |
| 154 | DHRDANAHER CORPORATION | 1,270 | $290K | 0.03% | |
| 155 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 940 | $285K | 0.03% | |
| 156 | PFEPFIZER INC | 11,324 | $281K | 0.03% | |
| 157 | DFAUDIMENSIONAL ETF TRUST | 5,935 | $277K | 0.03% | |
| 158 | USBUS BANCORP DEL | 5,207 | $277K | 0.03% | |
| 159 | IXUSISHARES TR | 3,254 | $275K | 0.03% | |
| 160 | NTRSNORTHERN TR CORP | 2,000 | $273K | 0.03% | |
| 161 | DFACDIMENSIONAL ETF TRUST | 6,862 | $271K | 0.03% | |
| 162 | XCHYXCALAMOS CONV & HIGH INCOME F | 23,828 | $269K | 0.03% | |
| 163 | INTUINTUIT | 392 | $259K | 0.03% | |
| 164 | DFSIDIMENSIONAL ETF TRUST | 5,996 | $256K | 0.03% | |
| 165 | GABGABELLI EQUITY TR INC | 41,224 | $254K | 0.03% | |
| 166 | ACWVISHARES INC | 2,145 | $254K | 0.03% | |
| 167 | VFHVANGUARD WORLD FD | 1,910 | $254K | 0.03% | |
| 168 | SHENSHENANDOAH TELECOMMUNICATION | 21,665 | $250K | 0.03% | |
| 169 | A4SAMERIPRISE FINL INC | 506 | $248K | 0.03% | |
| 170 | WMWASTE MGMT INC DEL | 1,095 | $240K | 0.03% | |
| 171 | UBSIUNITED BANKSHARES INC WEST V | 6,257 | $240K | 0.03% | |
| 172 | BMYBRISTOL-MYERS SQUIBB CO | 4,455 | $240K | 0.03% | |
| 173 | XLCSELECT SECTOR SPDR TR | 1,998 | $235K | 0.02% | |
| 174 | ESGUISHARES TR | 1,579 | $235K | 0.02% | |
| 175 | SHELSHELL PLC | 3,196 | $234K | 0.02% | |
| 176 | XLFSELECT SECTOR SPDR TR | 4,116 | $225K | 0.02% | |
| 177 | EESWISDOMTREE TR | 3,900 | $222K | 0.02% | |
| 178 | EFAVISHARES TR | 2,557 | $220K | 0.02% | |
| 179 | PRFINVESCO EXCHANGE TRADED FD T | 4,660 | $218K | 0.02% | |
| 180 | DEDEERE & CO | 458 | $213K | 0.02% | |
| 181 | CLSCELESTICA INC | 720 | $212K | 0.02% | |
| 182 | CRSCARPENTER TECHNOLOGY CORP | 670 | $210K | 0.02% | |
| 183 | XLUSELECT SECTOR SPDR TR | 4,878 | $208K | 0.02% | |
| 184 | WELLWELLTOWER INC | 1,120 | $207K | 0.02% | |
| 185 | AMDADVANCED MICRO DEVICES INC | 967 | $207K | 0.02% | |
| 186 | BHRBBURKE HERBERT FINL SVCS CORP | 3,218 | $200K | 0.02% | |
| 187 | RVTROYCE SMALL CAP TRUST INC | 10,253 | $165K | 0.02% | |
| 188 | KIOKKR INCOME OPPORTUNITIES FD | 13,728 | $159K | 0.02% | |
| 189 | BGBBLACKSTONE STRATEGIC CRED 20 | 10,000 | $117K | 0.01% | |
| 190 | USALIBERTY ALL STAR EQUITY FD | 15,000 | $94K | 0.01% | |
| 191 | PIMPUTNAM MASTER INTER INCOME T | 14,300 | $47K | 0.00% |
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