Graves Light Lenhart Wealth, Inc.
•CIK: 1759803•Filing: Q4 2025
**Graves Light Lenhart Wealth, Inc.** manages $943M across a diversified portfolio of 191 positions. The fund exhibits significant allocations to fixed income and international equities, notably holding $104.5M in AGG and $83.3M in IEFA. Top holdings also include substantial positions in DFCF ($49.3M) and BRK/B ($37.4M), alongside core equity exposure in AAPL ($29.4M) and VYM ($26.0M). This structure suggests a balanced, income-oriented approach spanning global fixed income and established market leaders.
Total AUM
$942.9M
QoQ Performance
+4.6%
Positions
123
Top 10 Concentration
47.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
IEFA
DFCF
AGG11.1%
IEFA8.8%
DFCF5.2%
BRK/B4.0%
IJR3.7%
IJH3.5%
AAPL3.1%
VYM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.4%
Technology7.5%
Financial6.2%
Consumer1.7%
ETF1.3%
Healthcare1.0%
Energy0.5%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW8 new positions
↑52 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023