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Graves-Light Private Wealth Management

Latest statistics and disclosures from Graves Light Lenhart Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, IEFA, DFCF, BRK.B, IJR, and represent 32.49% of Graves Light Lenhart Wealth's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$11M), DFAX (+$6.7M), IEFA, AGG, DFNM, VCSH, DFUV, VTEB, JMST, BSV.
Started 8 new stock positions in MDY, PRF, EES, IXUS, XLU, USB, GS, HWM.
Reduced shares in these 10 stocks: HYS (-$5.9M), IWB, SDY, IVV, BRK.A, IJH, GOOGL, IVW, DLN, IJR.
Sold out of its positions in MQY, INTC, VLUE, HYS, SCHW, UDR, VXUS.
Graves Light Lenhart Wealth was a net buyer of stock by $15M.
Graves Light Lenhart Wealth has $901M in assets under management (AUM), dropping by 7.23%.
Central Index Key (CIK): 0001759803

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Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 193 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	11.4	$103M		1.0M	100.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.7	$78M	+3%	895k	87.31	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.5	$40M	+38%	943k	42.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.2	$38M		75k	502.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$34M		284k	118.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$31M	-2%	480k	65.26	View chart
Apple (AAPL)	3.1	$28M		110k	254.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$26M		183k	140.95	View chart
Spdr Series Trust S&p Divid Etf (SDY)	2.8	$26M	-3%	182k	140.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$25M		117k	215.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$24M	+4%	294k	79.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.4	$22M	+4%	278k	78.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.2	$20M		142k	139.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$18M	-3%	74k	243.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$17M		635k	27.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.9	$17M		233k	73.29	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.6	$15M	+3%	34k	435.46	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.5	$13M	+11%	274k	47.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$13M	+8%	294k	44.69	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.4	$13M	+2%	64k	199.47	View chart
JPMorgan Chase & Co. (JPM)	1.3	$12M	-2%	38k	315.43	View chart
Amazon (AMZN)	1.2	$11M		51k	219.57	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.2	$11M	+4%	337k	31.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$9.4M	-24%	26k	365.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$9.1M		123k	74.37	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$9.1M	+289%	289k	31.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$9.0M		28k	328.17	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.0	$9.0M	-3%	98k	91.75	View chart
SYSCO Corporation (SYY)	0.9	$7.9M		97k	82.34	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$7.9M	+4%	156k	50.63	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.8	$7.0M		56k	125.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$6.6M	+16%	131k	50.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$6.5M	-12%	9.7k	669.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$6.4M		107k	59.92	View chart
Microsoft Corporation (MSFT)	0.7	$6.3M	+3%	12k	517.93	View chart
Chevron Corporation (CVX)	0.7	$6.1M		39k	155.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$6.1M	-2%	25k	243.55	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.6	$5.4M	-9%	63k	87.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$4.9M		68k	71.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$4.8M	-10%	40k	120.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$4.5M	-14%	6.00	754200.00	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$4.4M		40k	110.59	View chart
Dupont De Nemours (DD)	0.5	$4.3M	-6%	55k	77.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$4.3M		6.4k	666.16	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$4.1M		86k	48.19	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$4.1M	+27%	80k	51.04	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$4.0M		28k	142.10	View chart
Walt Disney Company (DIS)	0.4	$3.8M	-2%	33k	114.50	View chart
Exxon Mobil Corporation (XOM)	0.4	$3.7M	-3%	33k	112.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.3M		36k	93.37	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$2.9M	-7%	44k	65.01	View chart
Packaging Corporation of America (PKG)	0.3	$2.8M		13k	217.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.8M	+2%	11k	254.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.7M	+8%	13k	206.51	View chart
Costco Wholesale Corporation (COST)	0.3	$2.7M		2.9k	925.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.6M	+4%	9.0k	293.74	View chart
Procter & Gamble Company (PG)	0.3	$2.4M	-3%	16k	153.65	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.3M	+8%	5.0k	463.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.2M		4.7k	479.57	View chart
Truist Financial Corp equities (TFC)	0.2	$2.2M	-8%	47k	45.72	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.1M	-7%	17k	123.75	View chart
Dominion Resources (D)	0.2	$1.9M	-9%	31k	61.17	View chart
Oracle Corporation (ORCL)	0.2	$1.9M	-3%	6.8k	281.23	View chart
Eli Lilly & Co. (LLY)	0.2	$1.9M		2.5k	762.98	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.8M		17k	106.49	View chart
Wells Fargo & Company (WFC)	0.2	$1.7M		21k	83.82	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.7M		24k	68.46	View chart
Merck & Co (MRK)	0.2	$1.6M	+14%	19k	83.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.6M		9.0k	176.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.5M	-3%	11k	137.80	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M		8.1k	185.43	View chart
First National Corporation (FXNC)	0.2	$1.4M		61k	22.68	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.3M		3.5k	378.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.3M		6.7k	195.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.3M		56k	23.47	View chart
Bank of America Corporation (BAC)	0.1	$1.3M		25k	51.59	View chart
Emerson Electric (EMR)	0.1	$1.2M	+4%	9.3k	131.18	View chart
Broadcom (AVGO)	0.1	$1.2M	+11%	3.6k	329.91	View chart
NVIDIA Corporation (NVDA)	0.1	$1.1M	+22%	6.1k	186.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.1M		1.7k	612.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.0M		11k	95.14	View chart
Pepsi (PEP)	0.1	$1.0M		7.2k	140.45	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$990k	-4%	27k	36.35	View chart
Abbvie (ABBV)	0.1	$957k	+19%	4.1k	231.54	View chart
Anthem (ELV)	0.1	$937k	+2%	2.9k	323.08	View chart
International Business Machines (IBM)	0.1	$933k		3.3k	282.17	View chart
Verizon Communications (VZ)	0.1	$914k	-9%	21k	43.95	View chart
American Express Company (AXP)	0.1	$913k		2.8k	332.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$902k		4.3k	208.71	View chart
McDonald's Corporation (MCD)	0.1	$900k	+7%	3.0k	303.88	View chart
Ge Aerospace Com New (GE)	0.1	$862k		2.9k	300.82	View chart
Home Depot (HD)	0.1	$824k		2.0k	405.27	View chart
McKesson Corporation (MCK)	0.1	$818k	+13%	1.1k	772.54	View chart
EOG Resources (EOG)	0.1	$810k		7.2k	112.11	View chart
Southern Company (SO)	0.1	$800k		8.4k	94.77	View chart
American Electric Power Company (AEP)	0.1	$773k		6.9k	112.50	View chart
CSX Corporation (CSX)	0.1	$743k		21k	35.51	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$732k	-9%	980.00	746.41	View chart
PNC Financial Services (PNC)	0.1	$723k		3.6k	200.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$716k	+37%	2.3k	307.86	View chart
UnitedHealth (UNH)	0.1	$704k	+18%	2.0k	345.30	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.1	$653k	+2%	18k	36.96	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.1	$636k		11k	59.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$624k		20k	31.84	View chart
Vanguard World Health Car Etf (VHT)	0.1	$619k		2.4k	259.61	View chart
Coca-Cola Company (KO)	0.1	$615k	-3%	9.3k	66.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$615k	+56%	1.3k	468.41	View chart
Abbott Laboratories (ABT)	0.1	$599k		4.5k	133.94	View chart
Caterpillar (CAT)	0.1	$589k		1.2k	477.31	View chart
3M Company (MMM)	0.1	$560k		3.6k	155.19	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$556k		3.9k	144.38	View chart
At&t (T)	0.1	$545k	-6%	19k	28.24	View chart
Allstate Corporation (ALL)	0.1	$525k		2.4k	214.61	View chart
Norfolk Southern (NSC)	0.1	$503k		1.7k	300.41	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$499k	-2%	6.8k	73.48	View chart
Atlantic Union B (AUB)	0.1	$496k		14k	35.29	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$480k		1.4k	332.84	View chart
Vanguard World Energy Etf (VDE)	0.1	$470k		3.7k	125.86	View chart
Enbridge (ENB)	0.1	$451k	-15%	8.9k	50.46	View chart
Morgan Stanley Com New (MS)	0.0	$446k	+49%	2.8k	158.96	View chart
Meta Platforms Cl A (META)	0.0	$441k	+6%	600.00	734.60	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$434k		6.0k	72.11	View chart
MetLife (MET)	0.0	$433k	+8%	5.3k	82.37	View chart
Ge Vernova (GEV)	0.0	$429k	-2%	698.00	614.90	View chart
Automatic Data Processing (ADP)	0.0	$427k		1.5k	293.50	View chart
Corning Incorporated (GLW)	0.0	$426k	+10%	5.2k	82.03	View chart
Schlumberger Com Stk (SLB)	0.0	$398k	-11%	12k	34.37	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$389k		3.4k	114.28	View chart
T. Rowe Price (TROW)	0.0	$387k	+27%	3.8k	102.64	View chart
Air Products & Chemicals (APD)	0.0	$381k	-6%	1.4k	272.73	View chart
Cheniere Energy Com New (LNG)	0.0	$369k		1.6k	235.04	View chart
Vanguard World Utilities Etf (VPU)	0.0	$364k		1.9k	189.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$359k		14k	25.71	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$353k		1.5k	239.56	View chart
Illinois Tool Works (ITW)	0.0	$347k		1.3k	260.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$342k		962.00	355.47	View chart
Amgen (AMGN)	0.0	$340k		1.2k	282.20	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$334k		5.7k	58.72	View chart
Boeing Company (BA)	0.0	$333k		1.5k	215.76	View chart
Goldman Sachs (GS)	0.0	$333k	NEW	418.00	796.19	View chart
Quanta Services (PWR)	0.0	$332k		801.00	414.24	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$332k		4.9k	68.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$330k		1.2k	281.86	View chart
Shenandoah Telecommunications Company (SHEN)	0.0	$328k	-34%	25k	13.42	View chart
Union Pacific Corporation (UNP)	0.0	$326k	-9%	1.4k	236.37	View chart
Cisco Systems (CSCO)	0.0	$320k		4.7k	68.42	View chart
Howmet Aerospace (HWM)	0.0	$318k	NEW	1.6k	196.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$315k		3.1k	103.07	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$311k		13k	24.40	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$310k		3.0k	103.21	View chart
Lowe's Companies (LOW)	0.0	$304k		1.2k	251.41	View chart
Pfizer (PFE)	0.0	$281k		11k	25.48	View chart
Cummins (CMI)	0.0	$280k		663.00	422.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$272k	-9%	5.9k	45.76	View chart
Northern Trust Corporation (NTRS)	0.0	$269k		2.0k	134.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$269k	NEW	3.3k	82.58	View chart
Intuit (INTU)	0.0	$268k		392.00	682.91	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$267k		24k	11.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$267k	-4%	445.00	600.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$264k		6.8k	38.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$263k		940.00	279.29	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$257k		2.1k	119.92	View chart
Us Bancorp Del Com New (USB)	0.0	$252k	NEW	5.2k	48.33	View chart
Danaher Corporation (DHR)	0.0	$252k		1.3k	198.26	View chart
Gabelli Equity Trust (GAB)	0.0	$251k		41k	6.09	View chart
Vanguard World Financials Etf (VFH)	0.0	$250k		1.9k	131.24	View chart
Ameriprise Financial (AMP)	0.0	$249k	-16%	506.00	491.25	View chart
Dimensional Etf Trust International (DFSI)	0.0	$246k		6.0k	40.95	View chart
Waste Management (WM)	0.0	$242k		1.1k	220.76	View chart
Applied Materials (AMAT)	0.0	$241k		1.2k	204.74	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$237k		2.0k	118.37	View chart
Wal-Mart Stores (WMT)	0.0	$234k		2.3k	103.06	View chart
United Bankshares (UBSI)	0.0	$233k		6.3k	37.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$230k	-40%	1.6k	145.60	View chart
Shell Spon Ads (SHEL)	0.0	$229k		3.2k	71.53	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$224k		3.2k	69.08	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$222k		4.1k	53.87	View chart
Bristol Myers Squibb (BMY)	0.0	$218k		4.8k	45.10	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$218k	NEW	3.9k	55.87	View chart
Eastman Chemical Company (EMN)	0.0	$217k		3.4k	63.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$216k		2.5k	84.81	View chart
Motorola Solutions Com New (MSI)	0.0	$215k	-30%	470.00	457.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$213k	NEW	2.4k	87.22	View chart
Service Corporation International (SCI)	0.0	$213k		2.6k	83.22	View chart
Honeywell International (HON)	0.0	$212k		1.0k	210.50	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$211k	NEW	4.7k	45.21	View chart
Deere & Company (DE)	0.0	$209k		457.00	457.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$200k	NEW	336.00	596.03	View chart
Kkr Income Opportunities (KIO)	0.0	$173k		14k	12.60	View chart
Royce Value Trust (RVT)	0.0	$165k		10k	16.13	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$122k		10k	12.17	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$95k		15k	6.34	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$49k		14k	3.44	View chart

Past Filings by Graves Light Lenhart Wealth

SEC 13F filings are viewable for Graves Light Lenhart Wealth going back to 2018

Graves Light Lenhart Wealth 2025 Q3 filed Oct. 7, 2025
Graves Light Lenhart Wealth 2025 Q2 filed July 9, 2025
Graves Light Lenhart Wealth 2025 Q1 filed April 9, 2025
Graves Light Lenhart Wealth 2024 Q4 filed Jan. 14, 2025
Graves Light Lenhart Wealth 2024 Q2 filed Aug. 14, 2024
Graves Light Lenhart Wealth 2024 Q1 filed May 13, 2024
Graves Light Lenhart Wealth 2023 Q4 restated filed May 13, 2024
Graves Light Lenhart Wealth 2019 Q2 restated filed May 13, 2024
Graves Light Lenhart Wealth 2019 Q1 restated filed May 10, 2024
Graves Light Lenhart Wealth 2023 Q4 filed Feb. 9, 2024
Graves Light Lenhart Wealth 2023 Q3 filed Nov. 13, 2023
Graves Light Lenhart Wealth 2023 Q2 filed Aug. 14, 2023
Graves Light Lenhart Wealth 2023 Q1 filed May 15, 2023
Graves Light Lenhart Wealth 2022 Q4 filed Feb. 14, 2023
Graves Light Lenhart Wealth 2022 Q3 filed Nov. 14, 2022
Graves Light Lenhart Wealth 2022 Q2 filed Aug. 15, 2022

View all past filings

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