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Jeffrey G. Lenhart

Graves Light Lenhart Wealth, Inc.

Assets Managed
$1.072B
Holdings
203
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
11.51%(2Q avg: 6.72%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Graves Light Lenhart Wealth, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 203 positions.

Assets under management

The assets under management (AUM) of Graves Light Lenhart Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.072B in assets, with a quarterly growth rate of 11.51% and a 2-quarter average growth rate of 6.72%. The portfolio is managed by Jeffrey G. Lenhart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 5.76%
10.18%
$109.083M
1.102M shares@ $98.98 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 5.76%
9.14%
$97.872M
1.013M shares@ $96.58 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 7.33%
5.45%
$58.349M
1.382M shares@ $42.21 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.62%
4.3%
$46.067M
310,610 shares@ $148.31 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 4.1%
3.83%
$40.938M
530,909 shares@ $77.11 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.86%
3.42%
$36.559M
73,061 shares@ $500.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.37%
2.88%
$30.837M
106,571 shares@ $289.37 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.06%
2.68%
$28.626M
181,141 shares@ $158.03 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -0.25%
2.58%
$27.633M
181,578 shares@ $152.19 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.18%
2.54%
$27.151M
114,747 shares@ $236.62 avg price

1-10 of 203