Institutional Fund
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VACIK 17598035 filings on record
Portfolio Value
$961.06M
Q1 2026
Holdings
197
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+1.9%
from $942.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.8%
- Ishares Tr9.0%
- Dimensional ETF Trust5.7%
- Ishares Tr3.9%
- Berkshire Hathaway Inc Del3.7%
- Ishares Tr3.6%
- Other63.4%
Portfolio Holdings
197 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.04M | $103.45M | 10.8% | −4.0K | Reduced |
| 2 | Ishares Tr | 958.3K | $86.75M | 9.0% | +27.4K | Added |
| 3 | Dimensional ETF Trust | 1.29M | $54.38M | 5.7% | +128.5K | Added |
| 4 | Ishares Tr | 302.7K | $37.63M | 3.9% | +9.8K | Added |
| 5 | Berkshire Hathaway Inc Del | 73.7K | $35.32M | 3.7% | −631 | Reduced |
| 6 | Ishares Tr | 510.0K | $34.44M | 3.6% | +15.5K | Added |
| 7 | Apple Inc | 108.1K | $27.42M | 2.9% | −242 | Reduced |
| 8 | Vanguard Whitehall Fds | 181.0K | $26.81M | 2.8% | +58 | Added |
| 9 | Spdr Series Trust | 182.0K | $26.57M | 2.8% | +91 | Added |
| 10 | Vanguard Scottsdale Fds | 320.5K | $25.41M | 2.6% | +11.1K | Added |
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