Graves Light Lenhart Wealth, Inc.

Q4 2025 13F-HR Holdings

Location
Harrisonburg, VA
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$942,923
Net value change ($000)
+41,781 (4.6%)
New positions
8
Sold out positions
10
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/7/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFCF 9,036 22.4%
IEFA 5,147 6.6%
DFNM 4,273 32.5%
GOOGL 3,927 21.8%
DFAX 3,126 34.5%
XLV 2,463 12.5%
DFUV 1,989 15.1%
VTEB 1,777 27.0%
DFEM 1,757 NEW
GOOGL 1,704 28.0%
Top Reduces (Value $000, Stocks/ETFs)
DD -4,273 -100.0%
FXNC -1,375 -100.0%
BIL -1,129 -12.6%
SYY -834 -10.5%
DIS -706 -18.7%
MSFT -689 -10.9%
SH -653 -100.0%
ORCL -603 -31.5%
JPM -418 -3.5%
D -302 -15.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type