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Graves Light Lenhart Wealth, Inc.
hedge fundUpdated 10 days agoManaged by Graves Light Lenhart Wealth, Inc. • Latest filing Q3 2026
Portfolio value
$1.1B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $942.9M |
| Q1 2026 | $961.1M |
| Q2 2026 | $1.1B |
| Q3 2026 | $1.1B |
Top holdings
196 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $102.2M | 1.08M | 9.56% | Trimmed(-1.9%) | |
| 2 | $101.3M | 1.05M | 9.48% | Added(+3.2%) | |
| 3 | $61.9M | 1.54M | 5.79% | Added(+11.6%) | |
| 4 | $43.4M | 318.8K | 4.06% | Added(+2.6%) | |
| 5 | $40.1M | 557.0K | 3.75% | Added(+4.9%) | |
| 6 | $35.6M | 71.4K | 3.33% | Trimmed(-2.3%) | |
| 7 | $33.8M | 101.6K | 3.17% | Trimmed(-4.7%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $28.2M | 612.3K | 2.64% | Added(+10.0%) |
| 9 | $27.8M | 179.0K | 2.60% | Trimmed(-1.2%) | |
| 10 | $26.6M | 540.0K | 2.49% | Added(+196.7%) | |
| 11 | $26.5M | 180.8K | 2.48% | Trimmed(-0.4%) | |
| 12 | $26.2M | 112.1K | 2.45% | Trimmed(-2.3%) | |
| 13 | $24.1M | 281.4K | 2.25% | Added(+8.7%) | |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $23.4M | 425.6K | 2.19% | Added(+5.6%) |
| 15 | $23.3M | 138.6K | 2.18% | Trimmed(-2.0%) | |
| 16 | $23.1M | 623.6K | 2.16% | Added(+8.6%) | |
| 17 | $22.5M | 65.4K | 2.11% | Trimmed(-4.8%) | |
| 18 | $21.4M | 656.4K | 2.00% | Trimmed(-1.5%) | |
| 19 | $20.6M | 269.7K | 1.93% | Trimmed(-15.2%) | |
| 20 | $20M | 259.2K | 1.87% | Trimmed(-14.1%) |