Graves Light Lenhart Wealth, Inc. - Portfolio Stock Holdings
Graves Light Lenhart Wealth, Inc. disclosed 207 stock positions in a recent SEC 13F filing. $1,071,655,093 of stock holdings were filed, with the largest holdings including AGG, IEFA, and DFCF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,234,032,819 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
207Est. Stock Holding Value:
$1,071,655,093Top Stock Holdings By Sector
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Portfolio Stock Holdings - Graves Light Lenhart Wealth, Inc.
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