Graves Light Lenhart Wealth, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1759803
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
203
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Graves Light Lenhart Wealth, Inc. disclosed 203 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 10 new positions and exited 4 — including a new stake in $AMD and a full exit from $DHR. The portfolio is most concentrated in Other (74.3% of disclosed assets). All figures are sourced directly from Graves Light Lenhart Wealth, Inc.’s Form 13F-HR filing with the SEC under CIK 1759803.
AI Fund Analysis
StableISHARES TR - CORE US AGGBD
10.2% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
9.1% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - CO
5.4% weight
Held 10 quarters
ISHARES TR - CORE S&P SCP
4.3% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
3.8% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
VANGUARD ADMIRAL FDS INC -
9 quarters accumulating
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
$META8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryEnergyHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE US AGGBD ET
—Quality
$109.1M1,102,068 shISHARES TR - CORE MSCI EAFE
—Quality
$97.9M1,013,378 shDIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$58.3M1,382,349 shISHARES TR - CORE S&P SCP ETF
—Quality
$46.1M310,610 shISHARES TR - CORE S&P MCP ETF
—Quality
$40.9M530,909 sh- 64.5
Quality
$36.6M73,061 sh - 76.1
Quality
$30.8M106,571 sh VANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$28.6M181,141 shSPDR SERIES TRUST - ST STR SP DIV
—Quality
$27.6M181,578 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$27.2M114,747 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE US AGGBD ET | — | $109.1M | 1,102,068 |
| ISHARES TR - CORE MSCI EAFE | — | $97.9M | 1,013,378 |
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $58.3M | 1,382,349 |
| ISHARES TR - CORE S&P SCP ETF | — | $46.1M | 310,610 |
| ISHARES TR - CORE S&P MCP ETF | — | $40.9M | 530,909 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $36.6M | 73,061 |
 Apple Inc.$AAPL | 76.1 | $30.8M | 106,571 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $28.6M | 181,141 |
| SPDR SERIES TRUST - ST STR SP DIV | — | $27.6M | 181,578 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $27.2M | 114,747 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Graves Light Lenhart Wealth, Inc.'s 203 positions.
Showing top 10 of 203 holdings.
Sector Allocation
Other
$796.1M
Technology
$105.2M
Financials
$93.1M
Consumer Discretionary
$24.0M
Energy
$13.3M
Healthcare
$13.1M
Industrials
$7.6M
Utilities
$6.1M
Full Holdings — Graves Light Lenhart Wealth, Inc. (Q2 2026)
All 203 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE US AGGBD ET | $109.1M | 10.2% | +6% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $97.9M | 9.1% | +6% | — |
| 3 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $58.3M | 5.4% | +7% | — |
| 4 | — | ISHARES TR - CORE S&P SCP ETF | $46.1M | 4.3% | +3% | — |
| 5 | — | ISHARES TR - CORE S&P MCP ETF | $40.9M | 3.8% | +4% | — |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $36.6M | 3.4% | -1% | 64.5 |
| 7 | $AAPL | Apple Inc. | $30.8M | 2.9% | -1% | 76.1 |
| 8 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $28.6M | 2.7% | +0% | — |
| 9 | — | SPDR SERIES TRUST - ST STR SP DIV | $27.6M | 2.6% | -0% | — |
| 10 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $27.2M | 2.5% | -0% | — |
| 11 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $26.9M | 2.5% | +15% | — |
| 12 | $META | Meta Platforms, Inc. | $24.8M | 2.3% | +4% | 80.9 |
| 13 |  $GOOG | Alphabet Inc. | $24.5M | 2.3% | -1% | 80.2 |
| 14 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $23.8M | 2.2% | -6% | — |
| 15 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $22.4M | 2.1% | -1% | — |
| 16 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $22.2M | 2.1% | +14% | — |
| 17 |  $IVZ | Invesco Ltd. | $21.8M | 2.0% | -2% | — |
| 18 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $21.4M | 2.0% | +588% | — |
| 19 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $21.2M | 2.0% | +42% | — |
| 20 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $21.1M | 2.0% | -1% | — |
| 21 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $17.3M | 1.6% | +12% | — |
| 22 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $14.5M | 1.4% | -2% | — |
| 23 |  $AMZN | AMAZON COM INC | $12.1M | 1.1% | +0% | 74.6 |
| 24 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $11.5M | 1.1% | +34% | — |
| 25 | — | ISHARES TR - RUS 1000 ETF | $10.3M | 1.0% | -1% | — |
| 26 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $10.0M | 0.9% | +0% | — |
| 27 | — | ISHARES TR - EXPND TEC SC ETF | $9.2M | 0.8% | +0% | — |
| 28 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $9.1M | 0.8% | +6% | — |
| 29 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $9.0M | 0.8% | -1% | — |
| 30 |  $GOOGL | Alphabet Inc. | $8.6M | 0.8% | -1% | 80.2 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $8.4M | 0.8% | -2% | 35.6 |
| 32 |  $SYY | SYSCO CORP | $8.1M | 0.8% | +0% | 58.4 |
| 33 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $7.9M | 0.7% | -1% | — |
| 34 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $7.1M | 0.7% | -2% | — |
| 35 | — | ISHARES TR - CORE S&P500 ETF | $7.1M | 0.7% | -1% | — |
| 36 |  $CVX | CHEVRON CORP | $6.5M | 0.6% | -0% | 54.7 |
| 37 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $6.2M | 0.6% | +8% | — |
| 38 |  $WT | WisdomTree, Inc. | $6.0M | 0.6% | +2% | 62.9 |
| 39 | — | ISHARES TR - SP SMCP600VL ETF | $5.7M | 0.5% | -0% | — |
| 40 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $5.5M | 0.5% | -3% | — |
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | $5.1M | 0.5% | -2% | — |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $4.9M | 0.5% | +3% | — |
| 43 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.5M | 0.4% | +0% | 64.5 |
| 44 |  $XOM | EXXON MOBIL CORP | $4.3M | 0.4% | -0% | 61.8 |
| 45 | — | ISHARES TR - SELECT DIVID ETF | $4.3M | 0.4% | -2% | — |
| 46 |  $MSFT | MICROSOFT CORP | $4.2M | 0.4% | -2% | 83.7 |
| 47 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $4.1M | 0.4% | -1% | — |
| 48 | — | ISHARES TR - MSCI EAFE ETF | $3.6M | 0.3% | -1% | — |
| 49 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.4M | 0.3% | -0% | — |
| 50 | — | ISHARES TR - MSCI ACWI EX US | $3.4M | 0.3% | +0% | — |
| 51 |  $PKG | PACKAGING CORP OF AMERICA | $3.1M | 0.3% | +0% | 70 |
| 52 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.0M | 0.3% | +300% | — |
| 53 | — | ISHARES TR - S&P 500 VAL ETF | $2.9M | 0.3% | -1% | — |
| 54 |  $LLY | ELI LILLY & Co | $2.8M | 0.3% | +0% | 89.3 |
| 55 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $2.6M | 0.3% | +0% | — |
| 56 |  $TFC | TRUIST FINANCIAL CORP | $2.5M | 0.2% | -1% | — |
| 57 |  $ELV | Elevance Health, Inc. | $2.5M | 0.2% | +124% | 59.4 |
| 58 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.4M | 0.2% | +551% | — |
| 59 |  $MRK | Merck & Co., Inc. | $2.4M | 0.2% | +1% | 70.9 |
| 60 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.2% | +0% | 72.9 |
| 61 |  $DUK | Duke Energy CORP | $2.2M | 0.2% | +5% | 64 |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.2% | -2% | 67 |
| 63 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.1M | 0.2% | -1% | — |
| 64 | — | ISHARES TR - RUS 2000 VAL ETF | $1.9M | 0.2% | -1% | — |
| 65 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.2% | +0% | 72.8 |
| 66 | — | ISHARES TR - NATIONAL MUN ETF | $1.8M | 0.2% | +0% | — |
| 67 |  $DOV | DOVER Corp | $1.7M | 0.2% | +0% | 63.1 |
| 68 |  $WFC | WELLS FARGO & COMPANY/MN | $1.7M | 0.2% | +0% | — |
| 69 |  $D | DOMINION ENERGY, INC | $1.7M | 0.2% | -7% | 74.9 |
| 70 | — | ISHARES TR - U.S. TECH ETF | $1.6M | 0.1% | +0% | — |
| 71 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.4M | 0.1% | +1% | 68.4 |
| 72 | — | ISHARES TR - RUSSELL 3000 ETF | $1.4M | 0.1% | +2% | — |
| 73 |  $AVGO | Broadcom Inc. | $1.4M | 0.1% | +0% | 86.4 |
| 74 |  $EMR | EMERSON ELECTRIC CO | $1.3M | 0.1% | +0% | 65.9 |
| 75 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.3M | 0.1% | -0% | — |
| 76 |  $DIS | Walt Disney Co | $1.3M | 0.1% | -51% | 68.9 |
| 77 |  $NVDA | NVIDIA CORP | $1.2M | 0.1% | +5% | 90.2 |
| 78 |  $GLW | CORNING INC /NY | $1.2M | 0.1% | -7% | 72.7 |
| 79 |  $CAT | CATERPILLAR INC | $1.2M | 0.1% | -7% | 67.8 |
| 80 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.1% | +1% | — |
| 81 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.1% | +7% | 74.8 |
| 82 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $1.1M | 0.1% | +1% | — |
| 83 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $1.1M | 0.1% | -72% | — |
| 84 |  $UVSP | UNIVEST FINANCIAL Corp | $1.1M | 0.1% | +0% | 66.2 |
| 85 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.1M | 0.1% | +0% | — |
| 86 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $1.0M | 0.1% | +0% | — |
| 87 |  $ORCL | ORACLE CORP | $981,133 | 0.1% | +1% | 67.2 |
| 88 |  $CSX | CSX CORP | $979,264 | 0.1% | +0% | 66.4 |
| 89 | — | ISHARES TR - MSCI USA MIN ETF | $966,240 | 0.1% | -6% | — |
| 90 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $939,861 | 0.1% | +0% | 75.4 |
| 91 | — | VANGUARD WORLD FD - INF TECH ETF | $936,768 | 0.1% | +700% | — |
| 92 |  $ABBV | AbbVie Inc. | $919,744 | 0.1% | -3% | 59.3 |
| 93 |  $EOG | EOG RESOURCES INC | $917,954 | 0.1% | +0% | 71.1 |
| 94 |  $PEP | PEPSICO INC | $898,515 | 0.1% | -0% | 62.7 |
| 95 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $885,778 | 0.1% | +0% | 70.9 |
| 96 |  $AXP | AMERICAN EXPRESS CO | $880,465 | 0.1% | +0% | 73.2 |
| 97 |  $GEV | GE Vernova Inc. | $877,620 | 0.1% | +7% | 70.1 |
| 98 |  $UNH | UNITEDHEALTH GROUP INC | $847,885 | 0.1% | +1% | 66.8 |
| 99 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $844,387 | 0.1% | +0% | 66.7 |
| 100 |  $SO | SOUTHERN CO | $810,651 | 0.1% | +0% | 65.1 |
| 101 |  $VZ | VERIZON COMMUNICATIONS INC | $806,601 | 0.1% | +1% | 71.6 |
| 102 |  $MCK | MCKESSON CORP | $800,180 | 0.1% | +0% | 63.7 |
| 103 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $765,409 | 0.1% | +0% | — |
| 104 |  $MCD | MCDONALDS CORP | $760,638 | 0.1% | -2% | 73.9 |
| 105 |  $HD | HOME DEPOT, INC. | $758,762 | 0.1% | +7% | 69.2 |
| 106 |  $AMAT | APPLIED MATERIALS INC /DE | $743,244 | 0.1% | -13% | 74.8 |
| 107 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $733,490 | 0.1% | +128% | — |
| 108 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $702,164 | 0.1% | -2% | — |
| 109 |  $KO | COCA COLA CO | $691,040 | 0.1% | +5% | 74 |
| 110 | — | SPDR SERIES TRUST - ST STR SP BANK | $639,035 | 0.1% | +0% | — |
| 111 | — | ISHARES TR - ISHARES BIOTECH | $625,272 | 0.1% | -2% | — |
| 112 | — | ISHARES TR - RUS 1000 GRW ETF | $616,380 | 0.1% | +300% | — |
| 113 |  $AUB | Atlantic Union Bankshares Corp | $594,371 | 0.1% | +0% | — |
| 114 |  $MS | MORGAN STANLEY | $583,222 | 0.1% | -0% | — |
| 115 |  $PWR | QUANTA SERVICES, INC. | $576,554 | 0.1% | +0% | 62.6 |
| 116 |  $MMM | 3M CO | $565,133 | 0.1% | +0% | 60.7 |
| 117 |  $AMD | ADVANCED MICRO DEVICES INC | $561,740 | 0.1% | NEW | 78.8 |
| 118 | — | VANGUARD WORLD FD - ENERGY ETF | $560,585 | 0.1% | +0% | — |
| 119 |  $INTC | INTEL CORP | $555,309 | 0.1% | -24% | 41.5 |
| 120 |  $CSCO | CISCO SYSTEMS, INC. | $554,210 | 0.1% | +4% | 72.3 |
| 121 |  $ALL | ALLSTATE CORP | $534,303 | 0.1% | +0% | 76.6 |
| 122 |  $NSC | NORFOLK SOUTHERN CORP | $530,084 | 0.1% | +1% | 70.8 |
| 123 | — | ISHARES TR - S&P 100 ETF | $527,950 | 0.1% | -0% | — |
| 124 |  $SLB | SLB LIMITED/NV | $510,135 | 0.1% | +0% | 63.2 |
| 125 |  $ENB | ENBRIDGE INC | $497,051 | 0.1% | +3% | — |
| 126 | $IVZ | Invesco Ltd. | $492,468 | 0.1% | +0% | — |
| 127 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $479,539 | 0.0% | +0% | — |
| 128 |  $CMI | CUMMINS INC | $456,454 | 0.0% | +0% | 58.9 |
| 129 |  $MET | METLIFE INC | $449,767 | 0.0% | +1% | 73.9 |
| 130 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $449,246 | 0.0% | +1% | — |
| 131 | $WT | WisdomTree, Inc. | $436,012 | 0.0% | +0% | 62.9 |
| 132 |  $HWM | Howmet Aerospace Inc. | $435,553 | 0.0% | +0% | 79.1 |
| 133 | $META | Meta Platforms, Inc. | $429,653 | 0.0% | +24% | 80.9 |
| 134 |  $TROW | PRICE T ROWE GROUP INC | $428,498 | 0.0% | +0% | 75.8 |
| 135 | — | ISHARES TR - GLOBAL TECH ETF | $423,471 | 0.0% | -2% | — |
| 136 |  $CRS | CARPENTER TECHNOLOGY CORP | $413,283 | 0.0% | +0% | 69.9 |
| 137 |  $AMGN | AMGEN INC | $403,402 | 0.0% | -6% | 79.5 |
| 138 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $401,500 | 0.0% | +0% | — |
| 139 | $IVZ | Invesco Ltd. | $393,770 | 0.0% | +0% | — |
| 140 |  $UNP | UNION PACIFIC CORP | $384,064 | 0.0% | +2% | 74 |
| 141 |  $T | AT&T INC. | $381,511 | 0.0% | +1% | 71.9 |
| 142 |  $GS | GOLDMAN SACHS GROUP INC | $380,220 | 0.0% | +0% | — |
| 143 |  $LNG | Cheniere Energy, Inc. | $378,280 | 0.0% | +0% | 48.4 |
| 144 | — | VANGUARD WORLD FD - UTILITIES ETF | $376,691 | 0.0% | +0% | — |
| 145 |  $SHEN | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | $364,031 | 0.0% | +11% | 34.5 |
| 146 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $359,133 | 0.0% | +3% | — |
| 147 | — | ISHARES TR - US CONSM STAPLES | $352,474 | 0.0% | +0% | — |
| 148 |  $APD | Air Products & Chemicals, Inc. | $347,848 | 0.0% | +0% | 41.2 |
| 149 |  $NTRS | NORTHERN TRUST CORP | $347,680 | 0.0% | +0% | 71.8 |
| 150 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $345,805 | 0.0% | +0% | — |
| 151 | — | PROSHARES TR - S&P 500 DV ARIST | $342,688 | 0.0% | +100% | — |
| 152 |  $GLD | SPDR GOLD TRUST | $327,490 | 0.0% | +16% | — |
| 153 | — | ISHARES TR - US HLTHCARE ETF | $326,942 | 0.0% | +0% | — |
| 154 |  $ADP | AUTOMATIC DATA PROCESSING INC | $325,623 | 0.0% | +0% | 77.9 |
| 155 | — | CALAMOS CONV & HIGH INCOME F - COM SHS | $324,537 | 0.0% | +0% | — |
| 156 |  $USB | US BANCORP DE | $314,515 | 0.0% | +0% | 71.4 |
| 157 |  $BA | BOEING CO | $313,991 | 0.0% | +4% | 51.8 |
| 158 | — | PROSHARES TR - PSHS SHORT DOW30 | $313,858 | 0.0% | +1% | — |
| 159 |  $ABT | ABBOTT LABORATORIES | $313,507 | 0.0% | -10% | 67 |
| 160 |  $DE | DEERE & CO | $312,106 | 0.0% | +7% | 57.4 |
| 161 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $310,941 | 0.0% | +0% | — |
| 162 | — | ISHARES TR - CORE MSCI TOTAL | $310,562 | 0.0% | +0% | — |
| 163 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $306,780 | 0.0% | +0% | — |
| 164 |  $ITW | ILLINOIS TOOL WORKS INC | $305,449 | 0.0% | -13% | 71.2 |
| 165 |  $Q | Qnity Electronics, Inc. | $298,857 | 0.0% | -7% | — |
| 166 | — | VANGUARD INDEX FDS - VALUE ETF | $298,353 | 0.0% | NEW | — |
| 167 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $287,094 | 0.0% | -0% | — |
| 168 |  $UBSI | UNITED BANKSHARES INC/WV | $286,758 | 0.0% | +0% | — |
| 169 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $284,232 | 0.0% | +0% | 76.3 |
| 170 |  $DELL | Dell Technologies Inc. | $275,703 | 0.0% | NEW | 76 |
| 171 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $272,855 | 0.0% | +1% | — |
| 172 |  $PFE | PFIZER INC | $268,075 | 0.0% | -0% | 69 |
| 173 | $WT | WisdomTree, Inc. | $264,381 | 0.0% | +0% | 62.9 |
| 174 |  $CLS | CELESTICA INC | $262,656 | 0.0% | +0% | 69 |
| 175 |  $TXN | TEXAS INSTRUMENTS INC | $258,427 | 0.0% | NEW | 70.4 |
| 176 | — | ISHARES INC - MSCI GBL MIN VOL | $257,893 | 0.0% | +0% | — |
| 177 |  $WELL | WELLTOWER INC. | $254,206 | 0.0% | +0% | 75.7 |
| 178 | $IVZ | Invesco Ltd. | $251,780 | 0.0% | +0% | — |
| 179 | — | VANGUARD WORLD FD - FINANCIALS ETF | $251,300 | 0.0% | +0% | — |
| 180 |  $SHEL | Shell plc | $250,997 | 0.0% | +1% | — |
| 181 |  $BMY | BRISTOL MYERS SQUIBB CO | $245,173 | 0.0% | +0% | 70.1 |
| 182 |  $VRT | Vertiv Holdings Co | $244,419 | 0.0% | NEW | 82.7 |
| 183 |  $WM | WASTE MANAGEMENT INC | $243,989 | 0.0% | +0% | 70.7 |
| 184 |  $LOW | LOWES COMPANIES INC | $239,993 | 0.0% | -10% | 63.5 |
| 185 | — | ISHARES TR - ESG AWR MSCI USA | $236,339 | 0.0% | +0% | — |
| 186 |  $GAB | GABELLI EQUITY TRUST INC | $233,328 | 0.0% | +0% | — |
| 187 |  $BHRB | Burke & Herbert Financial Services Corp. | $231,245 | 0.0% | +0% | — |
| 188 |  $__PARK_1390777 | Bank of New York Mellon Corp | $226,459 | 0.0% | NEW | 36.7 |
| 189 | — | ISHARES TR - MSCI EAFE MIN VL | $225,751 | 0.0% | +1% | — |
| 190 |  $STT | STATE STREET CORP | $222,854 | 0.0% | NEW | 61.5 |
| 191 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $220,659 | 0.0% | +0% | — |
| 192 |  $TRV | TRAVELERS COMPANIES, INC. | $219,860 | 0.0% | NEW | 71.5 |
| 193 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $214,046 | 0.0% | +0% | — |
| 194 |  $NIE | Virtus Equity & Convertible Income Fund | $211,308 | 0.0% | NEW | — |
| 195 |  $NEE | NEXTERA ENERGY INC | $210,121 | 0.0% | +0% | 71.7 |
| 196 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $206,558 | 0.0% | +0% | — |
| 197 |  $AMP | AMERIPRISE FINANCIAL INC | $206,442 | 0.0% | -11% | 70.2 |
| 198 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $206,426 | 0.0% | NEW | 74.4 |
| 199 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $189,373 | 0.0% | +0% | — |
| 200 |  $KIO | KKR Income Opportunities Fund | $154,577 | 0.0% | +0% | — |
| 201 |  $BGB | Blackstone Strategic Credit 2027 Term Fund | $113,000 | 0.0% | +0% | — |
| 202 |  $USA | LIBERTY ALL STAR EQUITY FUND | $87,150 | 0.0% | +0% | — |
| 203 |  $PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | $46,189 | 0.0% | +0% | — |
New Positions (10)
$AMD ADVANCED MICRO DEVICES INC$561,740 VANGUARD INDEX FDS - VALUE ETF$298,353
$DELL Dell Technologies Inc.$275,703$TXN TEXAS INSTRUMENTS INC$258,427$VRT Vertiv Holdings Co$244,419$__PARK_1390777 Bank of New York Mellon Corp$226,459$STT STATE STREET CORP$222,854$TRV TRAVELERS COMPANIES, INC.$219,860$NIE Virtus Equity & Convertible Income Fund$211,308$CDNS CADENCE DESIGN SYSTEMS INC$206,426
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