Notify me when Graves Light Lenhart Wealth, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 191 | $942,923,385 | +$38,827,521 | -$16,037,808 | +$22,789,713 | AGG, IEFA, DFCF, BRKB, IJR | 13F-HR | 08 Jan 2026, 18:30 |
| Q3 2025 | 193 | $901,141,697 | +$35,128,584 | -$20,098,144 | +$15,030,440 | AGG, IEFA, DFCF, BRKB, IJR | 13F-HR | 06 Oct 2025, 20:29 |
| Q2 2025 | 192 | $840,409,390 | +$15,144,829 | -$14,647,350 | +$497,479 | AGG, IEFA, BRKB, IJR, IJH | 13F-HR | 09 Jul 2025, 17:14 |
| Q1 2025 | 187 | $814,700,649 | +$20,853,202 | -$11,218,026 | +$9,635,176 | AGG, IEFA, BRKB, IJR, IJH | 13F-HR | 09 Apr 2025, 13:57 |
| Q4 2024 | 185 | $804,361,686 | +$26,710,701 | -$8,438,115 | +$18,272,586 | AGG, IEFA, BRKB, IJR, AAPL | 13F-HR | 13 Jan 2025, 19:12 |
| Q3 2024 | 191 | $813,145,035 | +$8,308,099 | -$122,566,787 | -$114,258,688 | AGG, IEFA, BRKB, IJR, IJH | 13F-HR | 14 Nov 2024, 09:27 |
| Q2 2024 | 182 | $874,278,355 | +$20,928,226 | -$11,573,040 | +$9,355,186 | AGG, IEFA, BRKB, AAPL, IJR | 13F-HR | 14 Aug 2024, 12:10 |
| Q1 2024 | 185 | $863,118,350 | +$75,629,883 | -$31,902,389 | +$43,727,494 | AGG, IEFA, BRKB, IJR, IJH | 13F-HR | 13 May 2024, 15:40 |
| Q4 2023 | 181 | $805,036,700 | +$24,486,428 | -$16,852,913 | +$7,633,515 | AGG, IEFA, BRKB, IJR, AAPL | Restatement | 13 May 2024, 16:08 |
| Q3 2023 | 177 | $736,330,851 | +$69,712,949 | -$49,436,539 | +$20,276,410 | AGG, IEFA, BRKB, AAPL, IJR | 13F-HR | 13 Nov 2023, 11:51 |
| Q2 2023 | 186 | $740,331,806 | +$82,261,477 | -$6,496,048 | +$75,765,429 | AGG, IEFA, BRKB, AAPL, IJR | 13F-HR | 14 Aug 2023, 12:28 |
| Q1 2023 | 189 | $645,924,392 | +$43,529,373 | -$57,680,958 | -$14,151,585 | AGG, IEFA, BRKB, SDY, IJR | 13F-HR | 15 May 2023, 14:55 |
| Q4 2022 | 169 | $650,136,817 | +$48,409,566 | -$44,169,533 | +$4,240,033 | BRKB, IEFA, AGG, SDY, IJR | 13F-HR | 14 Feb 2023, 12:39 |
| Q3 2022 | 169 | $599,837,000 | +$32,880,704 | -$39,055,800 | -$6,175,096 | BRKB, VCSH, AGG, SDY, AAPL | 13F-HR | 14 Nov 2022, 12:12 |
| Q2 2022 | 602 | $655,110,000 | +$44,557,800 | -$22,776,554 | +$21,781,246 | VCSH, BRKB, BSV, SDY, AGG | 13F-HR | 15 Aug 2022, 09:54 |
| Q1 2022 | 660 | $716,690,000 | +$55,340,952 | -$27,393,593 | +$27,947,359 | BRKB, AAPL, SDY, BSV, VCSH | 13F-HR | 12 May 2022, 17:54 |
| Q4 2021 | 717 | $703,228,000 | +$53,949,884 | -$17,293,960 | +$36,655,924 | BRKB, AAPL, SDY, BSV, XLV | 13F-HR | 14 Feb 2022, 10:37 |
| Q3 2021 | 711 | $633,225,000 | +$24,027,592 | -$9,397,899 | +$14,629,693 | BRKB, BSV, SDY, AAPL, VCSH | 13F-HR | 12 Nov 2021, 19:13 |
| Q2 2021 | 712 | $623,567,000 | +$19,249,401 | -$6,780,185 | +$12,469,216 | BRKB, BSV, SDY, AAPL, VCSH | 13F-HR | 12 Jul 2021, 11:56 |
| Q1 2021 | 714 | $583,496,000 | +$25,160,080 | -$11,131,660 | +$14,028,420 | BSV, BRKB, SDY, AAPL, VCSH | 13F-HR | 09 Apr 2021, 16:11 |
| Q4 2020 | 698 | $536,324,000 | +$44,731,945 | -$6,640,245 | +$38,091,700 | BSV, BRKB, AAPL, SDY, XLV | 13F-HR | 04 Feb 2021, 15:49 |
| Q3 2020 | 169 | $451,971,000 | +$30,149,268 | -$7,588,778 | +$22,560,490 | BSV, BRKB, AAPL, SDY, XLV | 13F-HR | 09 Nov 2020, 20:25 |
| Q2 2020 | 164 | $426,695,000 | +$28,399,219 | -$16,541,060 | +$11,858,159 | BSV, AAPL, SDY, BRKB, XLV | 13F-HR | 31 Jul 2020, 10:13 |
| Q1 2020 | 156 | $370,794,000 | +$10,798,204 | -$27,865,907 | -$17,067,703 | BSV, SDY, AAPL, BRKB, XLV | 13F-HR | 29 Apr 2020, 14:27 |
| Q4 2019 | 182 | $475,715,000 | +$15,627,586 | -$14,591,264 | +$1,036,322 | SDY, BRKB, AAPL, XLV, VYM | 13F-HR | 21 Jan 2020, 12:05 |
| Q3 2019 | 178 | $453,194,000 | +$32,544,722 | -$10,868,345 | +$21,676,377 | SDY, BRKB, VYM, XLV, VIG | 13F-HR | 12 Nov 2019, 11:57 |
| Q2 2019 | 162 | $417,912,775 | +$24,183,059 | -$7,935,444 | +$16,247,615 | SDY, VYM, XLV, VIG, BRKB | Restatement | 10 May 2024, 17:58 |
| Q1 2019 | 158 | $392,582,499 | +$34,625,565 | -$11,482,683 | +$23,142,882 | SDY, VYM, XLV, VIG, AAPL | Restatement | 10 May 2024, 16:17 |
| Q4 2018 | 152 | $340,834,000 | $0 | $0 | $0 | SDY, VYM, BRKB, XLV, VCSH | 13F-HR | 25 Jan 2019, 19:28 |