Sponsored

The Analysis of Graves Light Lenhart Wealth, Inc.'s Holdings & P&L

Currently, Graves Light Lenhart Wealth, Inc. holds 203 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VOOG (+221.2K shares, valued at $18.3M), DFAX (+169.4K shares, valued at $6.2M), N/A (+60.0K shares, valued at $5.9M); decreased their positions in DFEM (-67.8K shares, valued at $2.8M), VCSH (-18.8K shares, valued at $1.5M), DIS (-13.5K shares, valued at $1.3M); initiated new positions in AMD (+967 shares, valued at $561.7K), VTV (+1.4K shares, valued at $298.4K), DELL (+639 shares, valued at $275.7K).

1M P&L

+4.5M+0.57%

3M P&L

+23.2M+3.03%

HY P&L

-77.6M-8.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A627.6M

76.8%

2INSURANCE - DIVERSIFIED36.6M

4.5%

3Internet Content & Information33.1M

4.1%

Top Industries by Stock Count

1N/A96 stocks

53.6%

2Banks - Regional7 stocks

3.9%

3Semiconductors6 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR1.1M shares5.76%2026-06-302026-07-07

ISHARES TR ISHARES TR1.0M shares5.75%2026-06-302026-07-07

DFCF DIMENSIONAL ETF TRUST1.4M shares7.33%2026-06-302026-07-07

IJR ISHARES TR310.6K shares2.61%2026-06-302026-07-07

IJH ISHARES TR530.9K shares4.10%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL73.1K shares-0.87%2026-06-302026-07-07

AAPL APPLE INC106.6K shares-1.38%2026-06-302026-07-07

VYM VANGUARD WHITEHALL FDS181.1K shares0.06%2026-06-302026-07-07

Sponsored

SDY SPDR SERIES TRUST181.6K shares-0.25%2026-06-302026-07-07

VIG VANGUARD SPECIALIZED FUNDS114.7K shares-0.19%2026-06-302026-07-07

DFNM DIMENSIONAL ETF TRUST556.7K shares15.30%2026-06-302026-07-07

BSV VANGUARD BD INDEX FDS318.1K shares3.99%2026-06-302026-07-07

GOOGL ALPHABET INC68.7K shares-1.45%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS301.8K shares-5.85%2026-06-302026-07-07

XLV SELECT SECTOR SPDR TR141.3K shares-0.88%2026-06-302026-07-07

DFUV DIMENSIONAL ETF TRUST402.9K shares13.87%2026-06-302026-07-07

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T242.0K shares-1.82%2026-06-302026-07-07

VOOG VANGUARD ADMIRAL FDS INC258.8K shares588.37%2026-06-302026-07-07

DFAX DIMENSIONAL ETF TRUST574.3K shares41.85%2026-06-302026-07-07

SCHD SCHWAB STRATEGIC TR666.6K shares-0.97%2026-06-302026-07-07

VOOV VANGUARD ADMIRAL FDS INC79.0K shares12.30%2026-06-302026-07-07

DFEV DIMENSIONAL ETF TRUST339.4K shares-1.79%2026-06-302026-07-07

AMZN AMAZON COM INC50.6K shares0.16%2026-06-302026-07-07

VTEB VANGUARD MUN BD FDS227.6K shares34.32%2026-06-302026-07-07

Sponsored

IWB ISHARES TR25.2K shares-0.76%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS27.0K shares0.02%2026-06-302026-07-07

IGM ISHARES TR56.0K shares0.00%2026-06-302026-07-07

VTIP VANGUARD MALVERN FDS182.0K shares6.04%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS122.1K shares-0.89%2026-06-302026-07-07

GOOG ALPHABET INC24.3K shares-1.29%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO25.8K shares-1.80%2026-06-302026-07-07

SYY SYSCO CORP96.5K shares0.08%2026-06-302026-07-07

Sponsored

VEA VANGUARD TAX-MANAGED FDS111.1K shares-0.96%2026-06-302026-07-07

BIL SPDR SERIES TRUST77.8K shares-2.30%2026-06-302026-07-07

ISHARES TR ISHARES TR9.5K shares-1.01%2026-06-302026-07-07

CVX CHEVRON CORPORATION39.0K shares-0.22%2026-06-302026-07-07

JMST J P MORGAN EXCHANGE TRADED F122.1K shares7.95%2026-06-302026-07-07

DLN WISDOMTREE TR62.7K shares1.94%2026-06-302026-07-07

IJS ISHARES TR41.6K shares-0.15%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F65.4K shares-3.48%2026-06-302026-07-07

Sponsored

IVW ISHARES TR37.3K shares-2.47%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.6K shares2.91%2026-06-302026-07-07

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP31.4K shares-0.15%2026-06-302026-07-07

DVY ISHARES TR27.2K shares-2.29%2026-06-302026-07-07

MSFT MICROSOFT CORP11.2K shares-2.25%2026-06-302026-07-07

DFSD DIMENSIONAL ETF TRUST85.9K shares-1.39%2026-06-302026-07-07

EFA ISHARES TR34.9K shares-0.94%2026-06-302026-07-07

Sponsored

VB VANGUARD INDEX FDS11.2K shares-0.13%2026-06-302026-07-07

ACWX ISHARES TR44.2K shares0.02%2026-06-302026-07-07

PKG PACKAGING CORP AMER13.0K shares0.12%2026-06-302026-07-07

VO VANGUARD INDEX FDS37.3K shares300.16%2026-06-302026-07-07

IVE ISHARES TR12.7K shares-1.09%2026-06-302026-07-07

LLY ELI LILLY & CO2.3K shares0.04%2026-06-302026-07-07

DIA STATE STR SPDR DOW JONES IND5.0K shares0.00%2026-06-302026-07-07

TFC TRUIST FINL CORP51.0K shares-0.78%2026-06-302026-07-07

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY6.5K shares124.16%2026-06-302026-07-07

VUG VANGUARD INDEX FDS28.4K shares550.92%2026-06-302026-07-07

MRK MERCK & CO INC18.4K shares0.56%2026-06-302026-07-07

PG PROCTER & GAMBLE CO15.2K shares0.03%2026-06-302026-07-07

DUK DUKE ENERGY CORP NEW17.2K shares4.86%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.3K shares-1.55%2026-06-302026-07-07

DFAS DIMENSIONAL ETF TRUST25.4K shares-0.93%2026-06-302026-07-07

IWN ISHARES TR8.8K shares-1.03%2026-06-302026-07-07

Sponsored

JNJ JOHNSON & JOHNSON7.3K shares0.00%2026-06-302026-07-07

MUB ISHARES TR16.6K shares0.07%2026-06-302026-07-07

VT VANGUARD INTL EQUITY INDEX F11.0K shares0.00%2026-06-302026-07-07

WFC WELLS FARGO & CO20.8K shares0.34%2026-06-302026-07-07

DOMINION ENERGY INC DOMINION ENERGY INC25.1K shares-7.30%2026-06-302026-07-07

IYW ISHARES TR6.3K shares0.00%2026-06-302026-07-07

BAC BANK OF AMER CORP24.9K shares0.52%2026-06-302026-07-07

IWV ISHARES TR3.3K shares1.88%2026-06-302026-07-07

Sponsored

BROADCOM INC BROADCOM INC3.6K shares0.22%2026-06-302026-07-07

EMR EMERSON ELEC CO8.9K shares0.00%2026-06-302026-07-07

SCHZ SCHWAB STRATEGIC TR54.7K shares-0.33%2026-06-302026-07-07

DIS DISNEY WALT CO13.0K shares-51.05%2026-06-302026-07-07

NVDA NVIDIA CORPORATION6.2K shares5.24%2026-06-302026-07-07

GLW CORNING INC4.8K shares-6.89%2026-06-302026-07-07

CAT CATERPILLAR INC1.1K shares-6.56%2026-06-302026-07-07

VOO VANGUARD INDEX FDS1.7K shares0.94%2026-06-302026-07-07

Sponsored

GE GE AEROSPACE3.1K shares7.09%2026-06-302026-07-07

DFAI DIMENSIONAL ETF TRUST27.5K shares0.58%2026-06-302026-07-07

DFEM DIMENSIONAL ETF TRUST26.7K shares-71.73%2026-06-302026-07-07

UVSP UNIVEST FINANCIAL CORPORATIO24.4K shares0.00%2026-06-302026-07-07

VBR VANGUARD INDEX FDS4.4K shares0.05%2026-06-302026-07-07

VBIL VANGUARD INSTL INDEX FD13.4K shares0.00%2026-06-302026-07-07

ORACLE CORP ORACLE CORP6.7K shares0.98%2026-06-302026-07-07

CSX CSX CORP20.6K shares0.06%2026-06-302026-07-07

Sponsored

USMV ISHARES TR10.0K shares-6.49%2026-06-302026-07-07

AEP AMERICAN ELEC PWR CO INC6.9K shares0.00%2026-06-302026-07-07

VGT VANGUARD WORLD FD7.8K shares699.80%2026-06-302026-07-07

ABBVIE INC ABBVIE INC3.7K shares-3.00%2026-06-302026-07-07

EOG EOG RES INC7.1K shares0.00%2026-06-302026-07-07

PEP PEPSICO INC6.6K shares-0.46%2026-06-302026-07-07

PNC PNC FINL SVCS GROUP INC3.6K shares0.00%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO2.6K shares0.00%2026-06-302026-07-07

Sponsored

GEV GE VERNOVA INC747 shares7.02%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.0K shares0.89%2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.03%2026-06-302026-07-07

SOUTHERN CO SOUTHERN CO8.5K shares0.13%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC19.1K shares1.49%2026-06-302026-07-07

MCK MCKESSON CORP1.1K shares0.00%2026-06-302026-07-07

DFSV DIMENSIONAL ETF TRUST19.7K shares0.24%2026-06-302026-07-07

MCD MCDONALDS CORP2.8K shares-1.61%2026-06-302026-07-07

Sponsored

HD HOME DEPOT INC2.2K shares7.50%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC1.0K shares-12.66%2026-06-302026-07-07

QQQ INVESCO QQQ TR996 shares128.44%2026-06-302026-07-07

VHT VANGUARD WORLD FD2.3K shares-1.51%2026-06-302026-07-07

KO COCA COLA CO8.5K shares4.94%2026-06-302026-07-07

KBE SPDR SERIES TRUST9.4K shares0.00%2026-06-302026-07-07

IBB ISHARES TR3.3K shares-1.67%2026-06-302026-07-07

IWF ISHARES TR5.0K shares300.00%2026-06-302026-07-07

Sponsored

AUB ATLANTIC UN BANKSHARES CORP14.0K shares0.00%2026-06-302026-07-07

MS MORGAN STANLEY2.8K shares-0.50%2026-06-302026-07-07

QUANTA SVCS INC QUANTA SVCS INC801 shares0.00%2026-06-302026-07-07

3M CO 3M CO3.5K shares0.00%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC967 sharesnew addition2026-06-302026-07-07

VDE VANGUARD WORLD FD3.7K shares0.00%2026-06-302026-07-07

INTC INTEL CORP4.0K shares-23.68%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC4.7K shares4.43%2026-06-302026-07-07

Sponsored

ALL ALLSTATE CORP2.2K shares0.00%2026-06-302026-07-07

NSC NORFOLK SOUTHN CORP1.7K shares0.72%2026-06-302026-07-07

OEF ISHARES TR1.4K shares-0.41%2026-06-302026-07-07

SLB SLB LIMITED11.0K shares0.00%2026-06-302026-07-07

ENB ENBRIDGE INC9.2K shares2.62%2026-06-302026-07-07

SPLV INVESCO EXCH TRADED FD TR II6.6K shares0.00%2026-06-302026-07-07

VV VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-07

CMI CUMMINS INC640 shares0.00%2026-06-302026-07-07

Sponsored

MET METLIFE INC5.3K shares1.20%2026-06-302026-07-07

XLK SELECT SECTOR SPDR TR2.4K shares0.68%2026-06-302026-07-07

AIVL WISDOMTREE TR3.3K shares0.00%2026-06-302026-07-07

HWM HOWMET AEROSPACE INC1.6K shares0.00%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC763 shares23.86%2026-06-302026-07-07

TROW PRICE T ROWE GROUP INC3.8K shares0.00%2026-06-302026-07-07

IXN ISHARES TR2.9K shares-2.30%2026-06-302026-07-07

CRS CARPENTER TECHNOLOGY CORP670 shares0.00%2026-06-302026-07-07

Sponsored

AMGN AMGEN INC1.1K shares-6.47%2026-06-302026-07-07

SCHB SCHWAB STRATEGIC TR13.9K shares0.00%2026-06-302026-07-07

PHO INVESCO EXCHANGE TRADED FD T5.7K shares0.04%2026-06-302026-07-07

UNP UNION PAC CORP1.4K shares2.24%2026-06-302026-07-07

T AT&T INC18.4K shares1.32%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC376 shares0.00%2026-06-302026-07-07

LNG CHENIERE ENERGY INC1.6K shares0.25%2026-06-302026-07-07

VPU VANGUARD WORLD FD1.9K shares0.00%2026-06-302026-07-07

Sponsored

SHEN SHENANDOAH TELECOMMUNICATION24.1K shares11.42%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC752 shares3.44%2026-06-302026-07-07

IYK ISHARES TR4.9K shares0.00%2026-06-302026-07-07

APD AIR PRODUCTS AND CHEMICALS I1.2K shares0.00%2026-06-302026-07-07

NTRS NORTHERN TR CORP2.0K shares0.00%2026-06-302026-07-07

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-07-07

NOBL PROSHARES TR6.1K shares100.00%2026-06-302026-07-07

GLD SPDR GOLD TR889 shares15.60%2026-06-302026-07-07

Sponsored

IYH ISHARES TR4.9K shares0.00%2026-06-302026-07-07

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2026-06-302026-07-07

CHY CALAMOS CONV & HIGH INCOME F23.8K shares0.00%2026-06-302026-07-07

USB US BANCORP5.2K shares0.00%2026-06-302026-07-07

BA BOEING CO1.5K shares4.16%2026-06-302026-07-07

DOG PROSHARES TR14.5K shares0.76%2026-06-302026-07-07

ABT ABBOTT LABORATORIES3.5K shares-10.17%2026-06-302026-07-07

DE DEERE & CO492 shares7.42%2026-06-302026-07-07

Sponsored

DFAC DIMENSIONAL ETF TRUST7.0K shares0.31%2026-06-302026-07-07

IXUS ISHARES TR3.3K shares0.00%2026-06-302026-07-07

DFAU DIMENSIONAL ETF TRUST5.9K shares0.00%2026-06-302026-07-07

ITW ILLINOIS TOOL WKS INC1.1K shares-12.75%2026-06-302026-07-07

Q QNITY ELECTRONICS INC1.8K shares-6.73%2026-06-302026-07-07

VTV VANGUARD INDEX FDS1.4K sharesnew addition2026-06-302026-07-07

SCHO SCHWAB STRATEGIC TR11.9K shares-0.18%2026-06-302026-07-07

UBSI UNITED BANKSHARES INC WEST V6.3K shares0.00%2026-06-302026-07-07

Sponsored

MPWR MONOLITHIC PWR SYS INC206 shares0.49%2026-06-302026-07-07

DELL DELL TECHNOLOGIES INC639 sharesnew addition2026-06-302026-07-07

DFSI DIMENSIONAL ETF TRUST6.0K shares0.90%2026-06-302026-07-07

PFE PFIZER INC11.1K shares-0.30%2026-06-302026-07-07

EES WISDOMTREE TR3.9K shares0.00%2026-06-302026-07-07

CLS CELESTICA INC720 shares0.00%2026-06-302026-07-07

TXN TEXAS INSTRS INC867 sharesnew addition2026-06-302026-07-07

ACWV ISHARES INC2.1K shares0.00%2026-06-302026-07-07

Sponsored

WELL WELLTOWER INC1.1K shares0.00%2026-06-302026-07-07

PRF INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2026-06-302026-07-07

VFH VANGUARD WORLD FD1.9K shares0.00%2026-06-302026-07-07

SHEL SHELL PLC3.2K shares1.28%2026-06-302026-07-07

BMY BRISTOL-MYERS SQUIBB CO4.3K shares0.00%2026-06-302026-07-07

VRT VERTIV HOLDINGS CO730 sharesnew addition2026-06-302026-07-07

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares0.00%2026-06-302026-07-07

LOW LOWES COS INC1.1K shares-10.23%2026-06-302026-07-07

Sponsored

ESGU ISHARES TR1.4K shares0.00%2026-06-302026-07-07

GABELLI EQUITY TR INC GABELLI EQUITY TR INC41.2K shares0.00%2026-06-302026-07-07

BHRB BURKE HERBERT FINL SVCS CORP3.2K shares0.00%2026-06-302026-07-07

BK BANK OF NY MELLON CORP1.6K sharesnew addition2026-06-302026-07-07

EFAV ISHARES TR2.6K shares0.66%2026-06-302026-07-07

STT STATE STR CORP1.3K sharesnew addition2026-06-302026-07-07

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2026-06-302026-07-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC666 sharesnew addition2026-06-302026-07-07

Sponsored

XLC SELECT SECTOR SPDR TR2.0K shares0.00%2026-06-302026-07-07

NIE VIRTUS EQUITY & CONV INCM FD7.9K sharesnew addition2026-06-302026-07-07

NEXTERA ENERGY INC NEXTERA ENERGY INC2.4K shares0.00%2026-06-302026-07-07

XLE SELECT SECTOR SPDR TR3.9K shares0.10%2026-06-302026-07-07

AMERIPRISE FINL INC AMERIPRISE FINL INC450 shares-11.07%2026-06-302026-07-07

CDNS CADENCE DESIGN SYSTEM INC550 sharesnew addition2026-06-302026-07-07

RVT ROYCE SMALL CAP TRUST INC10.3K shares0.00%2026-06-302026-07-07

KIO KKR INCOME OPPORTUNITIES FD13.7K shares0.00%2026-06-302026-07-07

Sponsored

BGB BLACKSTONE STRATEGIC CRED 2010.0K shares0.00%2026-06-302026-07-07

USA LIBERTY ALL STAR EQUITY FD15.0K shares0.00%2026-06-302026-07-07

PIM PUTNAM MASTER INTER INCOME T14.3K shares0.00%2026-06-302026-07-07

ISHARES TR

5.76%

Shares1.1M

Event2026-06-30

Filed2026-07-07

ISHARES TR

5.75%

Shares1.0M

Event2026-06-30

Filed2026-07-07

DFCF

DIMENSIONAL ETF TRUST

7.33%

Shares1.4M

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

2.61%

Shares310.6K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

4.10%

Shares530.9K

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.87%

Shares73.1K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

-1.38%

Shares106.6K

Event2026-06-30

Filed2026-07-07

VYM

VANGUARD WHITEHALL FDS

0.06%

Shares181.1K

Event2026-06-30

Filed2026-07-07

SDY

SPDR SERIES TRUST

-0.25%

Shares181.6K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

-0.19%

Shares114.7K

Event2026-06-30

Filed2026-07-07

DFNM

DIMENSIONAL ETF TRUST

15.30%

Shares556.7K

Event2026-06-30

Filed2026-07-07

BSV

VANGUARD BD INDEX FDS

3.99%

Shares318.1K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-1.45%

Shares68.7K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

-5.85%

Shares301.8K

Event2026-06-30

Filed2026-07-07

XLV

SELECT SECTOR SPDR TR

-0.88%

Shares141.3K

Event2026-06-30

Filed2026-07-07

DFUV

DIMENSIONAL ETF TRUST

13.87%

Shares402.9K

Event2026-06-30

Filed2026-07-07

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.82%

Shares242.0K

Event2026-06-30

Filed2026-07-07

VOOG

VANGUARD ADMIRAL FDS INC

588.37%

Shares258.8K

Event2026-06-30

Filed2026-07-07

DFAX

DIMENSIONAL ETF TRUST

41.85%

Shares574.3K

Event2026-06-30

Filed2026-07-07

SCHD

SCHWAB STRATEGIC TR

-0.97%

Shares666.6K

Event2026-06-30

Filed2026-07-07

VOOV

VANGUARD ADMIRAL FDS INC

12.30%

Shares79.0K

Event2026-06-30

Filed2026-07-07

DFEV

DIMENSIONAL ETF TRUST

-1.79%

Shares339.4K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

0.16%

Shares50.6K

Event2026-06-30

Filed2026-07-07

VTEB

VANGUARD MUN BD FDS

34.32%

Shares227.6K

Event2026-06-30

Filed2026-07-07

IWB

ISHARES TR

-0.76%

Shares25.2K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.02%

Shares27.0K

Event2026-06-30

Filed2026-07-07

IGM

ISHARES TR

0.00%

Shares56.0K

Event2026-06-30

Filed2026-07-07

VTIP

VANGUARD MALVERN FDS

6.04%

Shares182.0K

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

-0.89%

Shares122.1K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

-1.29%

Shares24.3K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

-1.80%

Shares25.8K

Event2026-06-30

Filed2026-07-07

SYY

SYSCO CORP

0.08%

Shares96.5K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

-0.96%

Shares111.1K

Event2026-06-30

Filed2026-07-07

BIL

SPDR SERIES TRUST

-2.30%

Shares77.8K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-1.01%

Shares9.5K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

-0.22%

Shares39.0K

Event2026-06-30

Filed2026-07-07

JMST

J P MORGAN EXCHANGE TRADED F

7.95%

Shares122.1K

Event2026-06-30

Filed2026-07-07

DLN

WISDOMTREE TR

1.94%

Shares62.7K

Event2026-06-30

Filed2026-07-07

IJS

ISHARES TR

-0.15%

Shares41.6K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

-3.48%

Shares65.4K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

-2.47%

Shares37.3K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

2.91%

Shares6.6K

Event2026-06-30

Filed2026-07-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

-0.15%

Shares31.4K

Event2026-06-30

Filed2026-07-07

DVY

ISHARES TR

-2.29%

Shares27.2K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

-2.25%

Shares11.2K

Event2026-06-30

Filed2026-07-07

DFSD

DIMENSIONAL ETF TRUST

-1.39%

Shares85.9K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

-0.94%

Shares34.9K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-0.13%

Shares11.2K

Event2026-06-30

Filed2026-07-07

ACWX

ISHARES TR

0.02%

Shares44.2K

Event2026-06-30

Filed2026-07-07

PKG

PACKAGING CORP AMER

0.12%

Shares13.0K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

300.16%

Shares37.3K

Event2026-06-30

Filed2026-07-07

IVE

ISHARES TR

-1.09%

Shares12.7K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-07

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-07

TFC

TRUIST FINL CORP

-0.78%

Shares51.0K

Event2026-06-30

Filed2026-07-07

ELV

ELEVANCE HEALTH INC FORMERLY

124.16%

Shares6.5K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

550.92%

Shares28.4K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

0.56%

Shares18.4K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

0.03%

Shares15.2K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

4.86%

Shares17.2K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

-1.55%

Shares2.3K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

-0.93%

Shares25.4K

Event2026-06-30

Filed2026-07-07

IWN

ISHARES TR

-1.03%

Shares8.8K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-07

MUB

ISHARES TR

0.07%

Shares16.6K

Event2026-06-30

Filed2026-07-07

VANGUARD INTL EQUITY INDEX F

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

0.34%

Shares20.8K

Event2026-06-30

Filed2026-07-07

DOMINION ENERGY INC

-7.30%

Shares25.1K

Event2026-06-30

Filed2026-07-07

IYW

ISHARES TR

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

0.52%

Shares24.9K

Event2026-06-30

Filed2026-07-07

IWV

ISHARES TR

1.88%

Shares3.3K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

0.22%

Shares3.6K

Event2026-06-30

Filed2026-07-07

EMR

EMERSON ELEC CO

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-07

SCHZ

SCHWAB STRATEGIC TR

-0.33%

Shares54.7K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

-51.05%

Shares13.0K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

5.24%

Shares6.2K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

-6.89%

Shares4.8K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

-6.56%

Shares1.1K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

0.94%

Shares1.7K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

7.09%

Shares3.1K

Event2026-06-30

Filed2026-07-07

DFAI

DIMENSIONAL ETF TRUST

0.58%

Shares27.5K

Event2026-06-30

Filed2026-07-07

DFEM

DIMENSIONAL ETF TRUST

-71.73%

Shares26.7K

Event2026-06-30

Filed2026-07-07

UVSP

UNIVEST FINANCIAL CORPORATIO

0.00%

Shares24.4K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

0.05%

Shares4.4K

Event2026-06-30

Filed2026-07-07

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

0.98%

Shares6.7K

Event2026-06-30

Filed2026-07-07

CSX

CSX CORP

0.06%

Shares20.6K

Event2026-06-30

Filed2026-07-07

USMV

ISHARES TR

-6.49%

Shares10.0K

Event2026-06-30

Filed2026-07-07

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-07

VGT

VANGUARD WORLD FD

699.80%

Shares7.8K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

-3.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

EOG

EOG RES INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

-0.46%

Shares6.6K

Event2026-06-30

Filed2026-07-07

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

7.02%

Shares747

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

0.89%

Shares2.0K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

0.13%

Shares8.5K

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

1.49%

Shares19.1K

Event2026-06-30

Filed2026-07-07

MCK

MCKESSON CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

DFSV

DIMENSIONAL ETF TRUST

0.24%

Shares19.7K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

-1.61%

Shares2.8K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

7.50%

Shares2.2K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-12.66%

Shares1.0K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

128.44%

Shares996

Event2026-06-30

Filed2026-07-07

VHT

VANGUARD WORLD FD

-1.51%

Shares2.3K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

4.94%

Shares8.5K

Event2026-06-30

Filed2026-07-07

KBE

SPDR SERIES TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-07

IBB

ISHARES TR

-1.67%

Shares3.3K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

300.00%

Shares5.0K

Event2026-06-30

Filed2026-07-07

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

-0.50%

Shares2.8K

Event2026-06-30

Filed2026-07-07

QUANTA SVCS INC

0.00%

Shares801

Event2026-06-30

Filed2026-07-07

3M CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares967

Event2026-06-30

Filed2026-07-07

VDE

VANGUARD WORLD FD

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

-23.68%

Shares4.0K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

4.43%

Shares4.7K

Event2026-06-30

Filed2026-07-07

ALL

ALLSTATE CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-07

NSC

NORFOLK SOUTHN CORP

0.72%

Shares1.7K

Event2026-06-30

Filed2026-07-07

OEF

ISHARES TR

-0.41%

Shares1.4K

Event2026-06-30

Filed2026-07-07

SLB

SLB LIMITED

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-07

ENB

ENBRIDGE INC

2.62%

Shares9.2K

Event2026-06-30

Filed2026-07-07

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

CMI

CUMMINS INC

0.00%

Shares640

Event2026-06-30

Filed2026-07-07

MET

METLIFE INC

1.20%

Shares5.3K

Event2026-06-30

Filed2026-07-07

XLK

SELECT SECTOR SPDR TR

0.68%

Shares2.4K

Event2026-06-30

Filed2026-07-07

AIVL

WISDOMTREE TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-07

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

23.86%

Shares763

Event2026-06-30

Filed2026-07-07

TROW

PRICE T ROWE GROUP INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

IXN

ISHARES TR

-2.30%

Shares2.9K

Event2026-06-30

Filed2026-07-07

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares670

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

-6.47%

Shares1.1K

Event2026-06-30

Filed2026-07-07

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-07

PHO

INVESCO EXCHANGE TRADED FD T

0.04%

Shares5.7K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

2.24%

Shares1.4K

Event2026-06-30

Filed2026-07-07

AT&T INC

1.32%

Shares18.4K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

0.00%

Shares376

Event2026-06-30

Filed2026-07-07

LNG

CHENIERE ENERGY INC

0.25%

Shares1.6K

Event2026-06-30

Filed2026-07-07

VPU

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-07

SHEN

SHENANDOAH TELECOMMUNICATION

11.42%

Shares24.1K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.44%

Shares752

Event2026-06-30

Filed2026-07-07

IYK

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-07

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-07

NTRS

NORTHERN TR CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-07

NOBL

PROSHARES TR

100.00%

Shares6.1K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

15.60%

Shares889

Event2026-06-30

Filed2026-07-07

IYH

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-07

CHY

CALAMOS CONV & HIGH INCOME F

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-07

USB

US BANCORP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-07

BOEING CO

4.16%

Shares1.5K

Event2026-06-30

Filed2026-07-07

DOG

PROSHARES TR

0.76%

Shares14.5K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

-10.17%

Shares3.5K

Event2026-06-30

Filed2026-07-07

DEERE & CO

7.42%

Shares492

Event2026-06-30

Filed2026-07-07

DFAC

DIMENSIONAL ETF TRUST

0.31%

Shares7.0K

Event2026-06-30

Filed2026-07-07

IXUS

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-07

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-07

ITW

ILLINOIS TOOL WKS INC

-12.75%

Shares1.1K

Event2026-06-30

Filed2026-07-07

QNITY ELECTRONICS INC

-6.73%

Shares1.8K

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-06-30

Filed2026-07-07

SCHO

SCHWAB STRATEGIC TR

-0.18%

Shares11.9K

Event2026-06-30

Filed2026-07-07

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-07

MPWR

MONOLITHIC PWR SYS INC

0.49%

Shares206

Event2026-06-30

Filed2026-07-07

DELL

DELL TECHNOLOGIES INC

New

Shares639

Event2026-06-30

Filed2026-07-07

DFSI

DIMENSIONAL ETF TRUST

0.90%

Shares6.0K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

-0.30%

Shares11.1K

Event2026-06-30

Filed2026-07-07

EES

WISDOMTREE TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-07

CLS

CELESTICA INC

0.00%

Shares720

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRS INC

New

Shares867

Event2026-06-30

Filed2026-07-07

ACWV

ISHARES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-07

WELL

WELLTOWER INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-07

VFH

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-07

SHEL

SHELL PLC

1.28%

Shares3.2K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-07

VRT

VERTIV HOLDINGS CO

New

Shares730

Event2026-06-30

Filed2026-07-07

WASTE MGMT INC DEL

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

-10.23%

Shares1.1K

Event2026-06-30

Filed2026-07-07

ESGU

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-07

GABELLI EQUITY TR INC

0.00%

Shares41.2K

Event2026-06-30

Filed2026-07-07

BHRB

BURKE HERBERT FINL SVCS CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-07

BANK OF NY MELLON CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-07

EFAV

ISHARES TR

0.66%

Shares2.6K

Event2026-06-30

Filed2026-07-07

STT

STATE STR CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-07

TRAVELERS COMPANIES INC

New

Shares666

Event2026-06-30

Filed2026-07-07

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

NIE

VIRTUS EQUITY & CONV INCM FD

New

Shares7.9K

Event2026-06-30

Filed2026-07-07

NEXTERA ENERGY INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-07

XLE

SELECT SECTOR SPDR TR

0.10%

Shares3.9K

Event2026-06-30

Filed2026-07-07

AMERIPRISE FINL INC

-11.07%

Shares450

Event2026-06-30

Filed2026-07-07

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares550

Event2026-06-30

Filed2026-07-07

RVT

ROYCE SMALL CAP TRUST INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-07

KIO

KKR INCOME OPPORTUNITIES FD

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-07

BGB

BLACKSTONE STRATEGIC CRED 20

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-07

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-07

PIM

PUTNAM MASTER INTER INCOME T

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available