Graves Light Lenhart Wealth, Inc. - Portfolio overview

Graves Light Lenhart Wealth, Inc. has 206 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 10.68%
2. IEFA - ISHARES TR, 8.96%
3. DFCF - DIMENSIONAL ETF TRUST, 5.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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