Graves Light Lenhart Wealth, Inc.
All 13F Filings
- Location
- Harrisonburg, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,071,654
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 203 | 1,071,654 | 13F-HR | Graves Light Lenhart Wealth, Inc. |
| Q1 2026 | 4/8/2026 | 197 | 961,061 | 13F-HR | Graves Light Lenhart Wealth, Inc. |
| Q4 2025 | 1/9/2026 | 191 | 942,923 | 13F-HR | Graves Light Lenhart Wealth, Inc. |
| Q3 2025 | 10/7/2025 | 193 | 901,142 | 13F-HR | Graves Light Lenhart Wealth, Inc. |
| Q2 2025 | 7/9/2025 | 192 | 840,409 | 13F-HR | Graves Light Lenhart Wealth, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 227.1 K | 21.2% | 20.95 K | 0 | 20.95 K |
| ETFs | 819.8 K | 76.5% | 88.84 K | 0 | 88.84 K |
| Debt | 24.78 K | 2.3% | 797 | 0 | 797 |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
1,071,654
Holdings
203
QoQ value change ($000)
110,593
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.