Graves Light Lenhart Wealth, Inc.

Q1 2026 13F-HR Holdings

Location
Harrisonburg, VA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
197
Total value ($000)
$961,061
Net value change ($000)
+18,138 (1.9%)
New positions
8
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFNM 5,706 32.7%
DFCF 5,031 10.2%
IEFA 3,472 4.2%
IJR 2,425 6.9%
SCHD 2,193 11.9%
CVX 2,057 34.1%
DFUV 2,009 13.3%
IJH 1,806 5.5%
DFAX 1,559 12.8%
DFEM 1,509 85.9%
Top Reduces (Value $000, Stocks/ETFs)
JPM -3,703 -32.4%
BRK-B -2,045 -5.5%
AAPL -2,019 -6.9%
GOOGL -1,921 -8.7%
MSFT -1,382 -24.6%
XLV -1,286 -5.8%
AMZN -1,167 -10.0%
AGG -1,038 -1.0%
GOOGL -736 -9.4%
VIG -684 -2.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type