Graves Light Lenhart Wealth, Inc.

13F filer · CIK 0001759803

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$1.07BU.S. long equity reported on 13F

Positions1179 new · 3 closed

Net flow last quarter+$7.75MBuys minus sells

Top 10 positions weight19.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 2026117 positions
BRK.BBerkshire Hathaway Inc	$36.6M	3.41%	Not reported	-0.9%	Q4 2018
AAPLApple Inc.	$30.8M	2.88%	0.00%	-1.4%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$28.6M	2.67%	Not reported	+0.1%	Q4 2018
BSVNBank7 Corp.	$24.8M	2.31%	3.34%	+4.0%	Q4 2018
GOOGLAlphabet Inc.	$24.5M	2.29%	0.00%	-1.5%	Q4 2018
DFAXGulf Resources, Inc.	$21.2M	1.97%	Not reported	+41.9%	Q3 2021
AMZNAmazon Com Inc	$12.1M	1.13%	0.00%	+0.2%	Q4 2020
GOOGAlphabet Inc.	$8.59M	0.80%	Not reported	-1.3%	Q4 2018
JPMJPMorgan Chase & Co	$8.45M	0.79%	0.00%	-1.8%	Q4 2018
SYYSysco Corp	$8.07M	0.75%	0.02%	+0.1%	Q4 2018
CVXChevron Corp	$6.46M	0.60%	0.00%	-0.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$4.91M	0.46%	Not reported	+2.9%	Q4 2018
BRK.ABerkshire Hathaway Inc	$4.49M	0.42%	Not reported	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$4.29M	0.40%	0.00%	-0.2%	Q4 2018
MSFTMicrosoft Corp	$4.18M	0.39%	0.00%	-2.3%	Q4 2018
PKGPackaging Corp of America	$3.1M	0.29%	0.01%	+0.1%	Q4 2018
LLYELI LILLY & Co	$2.77M	0.26%	0.00%	0.0%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$2.64M	0.25%	Not reported	Not reported	Q4 2018
TFCTruist Financial Corp	$2.54M	0.24%	0.00%	-0.8%	Q4 2019
ELVElevance Health, Inc.	$2.52M	0.23%	0.00%	+124.2%	Q4 2018
MRKMerck & Co., Inc.	$2.37M	0.22%	0.00%	+0.6%	Q4 2018
PGPROCTER & GAMBLE Co	$2.22M	0.21%	0.00%	0.0%	Q4 2018
DUKDuke Energy CORP	$2.17M	0.20%	0.00%	+4.9%	Q4 2018
COSTCostco Wholesale Corp	$2.14M	0.20%	0.00%	-1.6%	Q4 2018
JNJJohnson & Johnson	$1.84M	0.17%	0.00%	Not reported	Q4 2018
WFCWells Fargo & Company	$1.72M	0.16%	0.00%	+0.3%	Q4 2018
DDominion Energy, Inc	$1.71M	0.16%	0.00%	-7.3%	Q4 2018
BACBank of America Corp	$1.42M	0.13%	0.00%	+0.5%	Q4 2018
AVGOBroadcom Inc.	$1.36M	0.13%	0.00%	+0.2%	Q4 2021
EMREmerson Electric Co	$1.27M	0.12%	0.00%	Not reported	Q4 2018
DISWalt Disney Co	$1.25M	0.12%	0.00%	-51.1%	Q4 2018
NVDANvidia Corp	$1.24M	0.12%	0.00%	+5.2%	Q4 2021
GLWCorning Inc	$1.24M	0.12%	0.00%	-6.9%	Q4 2020
CATCaterpillar Inc	$1.2M	0.11%	0.00%	-6.6%	Q4 2020
GEGeneral Electric Co	$1.15M	0.11%	0.00%	+7.1%	Q3 2021
UVSPUNIVEST FINANCIAL Corp	$1.07M	0.10%	0.09%	Not reported	Q1 2026
ORCLOracle Corp	$981K	0.09%	0.00%	+1.0%	Q4 2018
CSXCSX Corp	$979K	0.09%	0.00%	+0.1%	Q1 2019
AEPAmerican Electric Power Co Inc	$940K	0.09%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$920K	0.09%	0.00%	-3.0%	Q4 2018
EOGEog Resources Inc	$918K	0.09%	0.00%	Not reported	Q4 2018
PEPPepsico Inc	$899K	0.08%	0.00%	-0.5%	Q4 2018
PNCPNC Financial Services Group, Inc.	$886K	0.08%	0.00%	Not reported	Q4 2018
AXPAmerican Express Co	$880K	0.08%	0.00%	Not reported	Q4 2018
GEVGE Vernova Inc.	$878K	0.08%	0.00%	+7.0%	Q2 2024
UNHUnitedhealth Group Inc	$848K	0.08%	0.00%	+0.9%	Q4 2018
IBMInternational Business Machines Corp	$844K	0.08%	0.00%	0.0%	Q4 2018
SOSouthern Co	$811K	0.08%	0.00%	+0.1%	Q4 2018
VZVerizon Communications Inc	$807K	0.08%	0.00%	+1.5%	Q4 2018
MCKMckesson Corp	$800K	0.07%	0.00%	Not reported	Q2 2019

Q1 2026Reported Apr 8, 2026111 positions
BRK.BBerkshire Hathaway Inc	$35.3M	3.67%	Not reported	-0.9%	Q4 2018
AAPLApple Inc.	$27.4M	2.85%	0.00%	-0.2%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$26.8M	2.79%	Not reported	0.0%	Q4 2018
BSVNBank7 Corp.	$24M	2.50%	3.21%	+3.6%	Q4 2018
GOOGLAlphabet Inc.	$20M	2.08%	0.00%	-0.7%	Q4 2018
DFAXGulf Resources, Inc.	$13.8M	1.43%	Not reported	+8.7%	Q3 2021
AMZNAmazon Com Inc	$10.5M	1.10%	0.00%	-0.2%	Q4 2020
CVXChevron Corp	$8.09M	0.84%	0.00%	-1.2%	Q4 2018
JPMJPMorgan Chase & Co	$7.73M	0.80%	0.00%	-25.9%	Q4 2018
GOOGAlphabet Inc.	$7.06M	0.73%	Not reported	-0.9%	Q4 2018
SYYSysco Corp	$6.88M	0.72%	0.02%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$5.33M	0.55%	0.00%	-1.2%	Q4 2018
BRK.ABerkshire Hathaway Inc	$4.31M	0.45%	Not reported	Not reported	Q4 2018
MSFTMicrosoft Corp	$4.24M	0.44%	0.00%	-1.5%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$4.15M	0.43%	Not reported	0.0%	Q4 2018
PKGPackaging Corp of America	$2.75M	0.29%	0.00%	Not reported	Q4 2018
DISWalt Disney Co	$2.56M	0.27%	0.00%	-1.8%	Q4 2018
TFCTruist Financial Corp	$2.36M	0.25%	0.00%	+13.8%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$2.34M	0.24%	Not reported	0.0%	Q4 2018
COSTCostco Wholesale Corp	$2.31M	0.24%	0.00%	-20.5%	Q4 2018
MRKMerck & Co., Inc.	$2.2M	0.23%	0.00%	-1.3%	Q4 2018
PGPROCTER & GAMBLE Co	$2.19M	0.23%	0.00%	-1.3%	Q4 2018
DUKDuke Energy CORP	$2.15M	0.22%	0.00%	-1.5%	Q4 2018
LLYELI LILLY & Co	$2.12M	0.22%	0.00%	-7.9%	Q4 2018
JNJJohnson & Johnson	$1.77M	0.18%	0.00%	+0.5%	Q4 2018
DDominion Energy, Inc	$1.67M	0.17%	0.00%	-1.8%	Q4 2018
WFCWells Fargo & Company	$1.65M	0.17%	0.00%	0.0%	Q4 2018
BACBank of America Corp	$1.21M	0.13%	0.00%	0.0%	Q4 2018
EMREmerson Electric Co	$1.16M	0.12%	0.00%	Not reported	Q4 2018
AVGOBroadcom Inc.	$1.11M	0.12%	0.00%	Not reported	Q4 2021
PEPPepsico Inc	$1.04M	0.11%	0.00%	-0.1%	Q4 2018
NVDANvidia Corp	$1.03M	0.11%	0.00%	Not reported	Q4 2021
EOGEog Resources Inc	$1.02M	0.11%	0.00%	-0.8%	Q4 2018
ORCLOracle Corp	$975K	0.10%	0.00%	-1.5%	Q4 2018
VZVerizon Communications Inc	$942K	0.10%	0.00%	-5.7%	Q4 2018
MCKMckesson Corp	$916K	0.10%	0.00%	Not reported	Q2 2019
AEPAmerican Electric Power Co Inc	$900K	0.09%	0.00%	Not reported	Q4 2018
MCDMcdonalds Corp	$889K	0.09%	0.00%	Not reported	Q4 2018
CATCaterpillar Inc	$853K	0.09%	0.00%	-0.6%	Q4 2020
ELVElevance Health, Inc.	$850K	0.09%	0.00%	0.0%	Q4 2018
CSXCSX Corp	$845K	0.09%	0.00%	+0.1%	Q1 2019
UVSPUNIVEST FINANCIAL Corp	$838K	0.09%	0.09%	New	Q1 2026
ABBVAbbVie Inc.	$820K	0.09%	0.00%	-2.6%	Q4 2018
SOSouthern Co	$816K	0.08%	0.00%	+0.1%	Q4 2018
GEGeneral Electric Co	$813K	0.08%	0.00%	Not reported	Q3 2021
AXPAmerican Express Co	$787K	0.08%	0.00%	-0.3%	Q4 2018
PNCPNC Financial Services Group, Inc.	$749K	0.08%	0.00%	Not reported	Q4 2018
IBMInternational Business Machines Corp	$728K	0.08%	0.00%	-7.3%	Q4 2018
GLWCorning Inc	$708K	0.07%	0.00%	+0.2%	Q4 2020
HDHome Depot, Inc.	$658K	0.07%	0.00%	-1.1%	Q1 2019

Q4 2025Reported Jan 9, 2026106 positions
BRK.BBerkshire Hathaway Inc	$37.4M	3.96%	Not reported	-0.7%	Q4 2018
AAPLApple Inc.	$29.4M	3.12%	0.00%	-1.7%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$26M	2.75%	Not reported	-1.3%	Q4 2018
BSVNBank7 Corp.	$23.3M	2.47%	3.12%	+6.2%	Q4 2018
GOOGLAlphabet Inc.	$22M	2.33%	0.00%	-5.4%	Q4 2018
DFAXGulf Resources, Inc.	$12.2M	1.29%	Not reported	+28.9%	Q3 2021
AMZNAmazon Com Inc	$11.7M	1.24%	0.00%	-0.5%	Q4 2020
JPMJPMorgan Chase & Co	$11.4M	1.21%	0.00%	-5.6%	Q4 2018
GOOGAlphabet Inc.	$7.8M	0.83%	Not reported	-0.7%	Q4 2018
SYYSysco Corp	$7.11M	0.75%	0.02%	Not reported	Q4 2018
CVXChevron Corp	$6.03M	0.64%	0.00%	+0.4%	Q4 2018
MSFTMicrosoft Corp	$5.62M	0.60%	0.00%	-4.6%	Q4 2018
BRK.ABerkshire Hathaway Inc	$4.53M	0.48%	Not reported	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$4.35M	0.46%	Not reported	-0.1%	Q4 2018
XOMExxonMobil Holdings Corp	$3.83M	0.41%	0.00%	-2.1%	Q4 2018
DISWalt Disney Co	$3.07M	0.33%	0.00%	-18.2%	Q4 2018
LLYELI LILLY & Co	$2.69M	0.29%	0.00%	Not reported	Q4 2018
PKGPackaging Corp of America	$2.68M	0.28%	0.01%	Not reported	Q4 2018
COSTCostco Wholesale Corp	$2.52M	0.27%	0.00%	+0.5%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$2.43M	0.26%	Not reported	Not reported	Q4 2018
TFCTruist Financial Corp	$2.22M	0.24%	0.00%	-4.0%	Q4 2019
PGPROCTER & GAMBLE Co	$2.2M	0.23%	0.00%	-2.9%	Q4 2018
MRKMerck & Co., Inc.	$1.95M	0.21%	0.00%	-2.8%	Q4 2018
DUKDuke Energy CORP	$1.95M	0.21%	0.00%	-1.8%	Q4 2018
WFCWells Fargo & Company	$1.93M	0.20%	0.00%	-0.1%	Q4 2018
DDominion Energy, Inc	$1.62M	0.17%	0.00%	-12.0%	Q4 2018
JNJJohnson & Johnson	$1.49M	0.16%	0.00%	-10.9%	Q4 2018
BACBank of America Corp	$1.36M	0.14%	0.00%	0.0%	Q4 2018
ORCLOracle Corp	$1.31M	0.14%	0.00%	-1.1%	Q4 2018
AVGOBroadcom Inc.	$1.24M	0.13%	0.00%	-1.3%	Q4 2021
EMREmerson Electric Co	$1.18M	0.12%	0.00%	-4.9%	Q4 2018
NVDANvidia Corp	$1.1M	0.12%	0.00%	-3.9%	Q4 2021
ELVElevance Health, Inc.	$1.02M	0.11%	0.00%	Not reported	Q4 2018
AXPAmerican Express Co	$966K	0.10%	0.00%	-5.1%	Q4 2018
IBMInternational Business Machines Corp	$959K	0.10%	0.00%	-2.0%	Q4 2018
PEPPepsico Inc	$958K	0.10%	0.00%	-6.9%	Q4 2018
ABBVAbbVie Inc.	$884K	0.09%	0.00%	-6.4%	Q4 2018
GEGeneral Electric Co	$882K	0.09%	0.00%	Not reported	Q3 2021
MCDMcdonalds Corp	$874K	0.09%	0.00%	-3.4%	Q4 2018
MCKMckesson Corp	$869K	0.09%	0.00%	Not reported	Q2 2019
VZVerizon Communications Inc	$811K	0.09%	0.00%	-4.2%	Q4 2018
AEPAmerican Electric Power Co Inc	$792K	0.08%	0.00%	Not reported	Q4 2018
PNCPNC Financial Services Group, Inc.	$751K	0.08%	0.00%	Not reported	Q4 2018
EOGEog Resources Inc	$749K	0.08%	0.00%	-1.2%	Q4 2018
CSXCSX Corp	$746K	0.08%	0.00%	-1.7%	Q1 2019
SOSouthern Co	$737K	0.08%	0.00%	+0.1%	Q4 2018
HDHome Depot, Inc.	$696K	0.07%	0.00%	-0.5%	Q1 2019
CATCaterpillar Inc	$694K	0.07%	0.00%	-1.7%	Q4 2020
UNHUnitedhealth Group Inc	$673K	0.07%	0.00%	Not reported	Q4 2018
KOCoca Cola Co	$648K	0.07%	0.00%	0.0%	Q4 2018

Q3 2025Reported Oct 7, 2025109 positions
BRK.BBerkshire Hathaway Inc	$37.6M	4.18%	Not reported	+0.6%	Q4 2018
AAPLApple Inc.	$28.1M	3.11%	0.00%	+0.2%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$25.8M	2.87%	Not reported	+0.1%	Q4 2018
BSVNBank7 Corp.	$21.9M	2.43%	2.94%	+4.1%	Q4 2018
GOOGLAlphabet Inc.	$18M	2.00%	0.00%	-3.8%	Q4 2018
JPMJPMorgan Chase & Co	$11.9M	1.32%	0.00%	-2.6%	Q4 2018
AMZNAmazon Com Inc	$11.2M	1.24%	0.00%	+0.5%	Q4 2020
DFAXGulf Resources, Inc.	$9.07M	1.01%	Not reported	+289.5%	Q3 2021
SYYSysco Corp	$7.94M	0.88%	0.02%	0.0%	Q4 2018
MSFTMicrosoft Corp	$6.31M	0.70%	0.00%	+3.0%	Q4 2018
CVXChevron Corp	$6.12M	0.68%	0.00%	+0.2%	Q4 2018
GOOGAlphabet Inc.	$6.09M	0.68%	Not reported	-2.4%	Q4 2018
BRK.ABerkshire Hathaway Inc	$4.53M	0.50%	Not reported	-14.3%	Q4 2018
DDDuPont de Nemours, Inc.	$4.27M	0.47%	0.01%	-6.2%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.25M	0.47%	Not reported	+1.5%	Q4 2018
DISWalt Disney Co	$3.78M	0.42%	0.00%	-2.5%	Q4 2018
XOMExxonMobil Holdings Corp	$3.66M	0.41%	0.00%	-3.7%	Q4 2018
PKGPackaging Corp of America	$2.83M	0.31%	0.01%	Not reported	Q4 2018
COSTCostco Wholesale Corp	$2.69M	0.30%	0.00%	-1.7%	Q4 2018
PGPROCTER & GAMBLE Co	$2.43M	0.27%	0.00%	-3.8%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$2.34M	0.26%	Not reported	+8.5%	Q4 2018
TFCTruist Financial Corp	$2.15M	0.24%	0.00%	-8.7%	Q4 2019
DUKDuke Energy CORP	$2.09M	0.23%	0.00%	-7.9%	Q4 2018
DDominion Energy, Inc	$1.92M	0.21%	0.00%	-10.0%	Q4 2018
ORCLOracle Corp	$1.91M	0.21%	0.00%	-3.8%	Q4 2018
LLYELI LILLY & Co	$1.91M	0.21%	0.00%	Not reported	Q4 2018
WFCWells Fargo & Company	$1.74M	0.19%	0.00%	-1.8%	Q4 2018
MRKMerck & Co., Inc.	$1.6M	0.18%	0.00%	+14.8%	Q4 2018
JNJJohnson & Johnson	$1.5M	0.17%	0.00%	-1.4%	Q4 2018
FXNCFirst National Corp	$1.38M	0.15%	0.67%	Not reported	Q2 2019
BACBank of America Corp	$1.28M	0.14%	0.00%	-0.8%	Q4 2018
EMREmerson Electric Co	$1.22M	0.14%	0.00%	+4.5%	Q4 2018
AVGOBroadcom Inc.	$1.2M	0.13%	0.00%	+11.4%	Q4 2021
NVDANvidia Corp	$1.14M	0.13%	0.00%	+22.1%	Q4 2021
PEPPepsico Inc	$1.01M	0.11%	0.00%	-0.6%	Q4 2018
ABBVAbbVie Inc.	$957K	0.11%	0.00%	+19.7%	Q4 2018
ELVElevance Health, Inc.	$937K	0.10%	0.00%	+3.0%	Q4 2018
IBMInternational Business Machines Corp	$933K	0.10%	0.00%	0.0%	Q4 2018
VZVerizon Communications Inc	$914K	0.10%	0.00%	-9.5%	Q4 2018
AXPAmerican Express Co	$913K	0.10%	0.00%	0.0%	Q4 2018
MCDMcdonalds Corp	$900K	0.10%	0.00%	+7.2%	Q4 2018
GEGeneral Electric Co	$862K	0.10%	0.00%	-1.5%	Q3 2021
HDHome Depot, Inc.	$824K	0.09%	0.00%	-1.2%	Q1 2019
MCKMckesson Corp	$818K	0.09%	0.00%	+13.8%	Q2 2019
EOGEog Resources Inc	$809K	0.09%	0.00%	Not reported	Q4 2018
SOSouthern Co	$800K	0.09%	0.00%	0.0%	Q4 2018
AEPAmerican Electric Power Co Inc	$773K	0.09%	0.00%	+1.5%	Q4 2018
CSXCSX Corp	$743K	0.08%	0.00%	+1.8%	Q1 2019
PNCPNC Financial Services Group, Inc.	$723K	0.08%	0.00%	Not reported	Q4 2018
UNHUnitedhealth Group Inc	$704K	0.08%	0.00%	+18.6%	Q4 2018

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