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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 32.84% of Graves Light Lenhart Wealth's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$9.2M), DFNM, IEFA, DFAX, AGG, DFEM, VTEB, DFUV, BSV, VCSH.
Started 8 new stock positions in CRS, BHRB, VBIL, DFEM, AMD, DOG, WELL, CLS.
Reduced shares in these 10 stocks: DD, , GOOGL, BIL, DIS, JPM, SH, AAPL, VYM, VV.
Sold out of its positions in DD, EMN, FXNC, HON, LRGF, MSI, SH, MDY, SCI, WMT.
Graves Light Lenhart Wealth was a net buyer of stock by $23M.
Graves Light Lenhart Wealth has $943M in assets under management (AUM), dropping by 4.64%.
Central Index Key (CIK): 0001759803

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Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 191 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	11.1	$105M		1.0M	99.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.8	$83M	+4%	931k	89.46	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.2	$49M	+22%	1.2M	42.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.0	$37M		74k	502.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$35M	+3%	293k	120.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$33M	+3%	495k	66.00	View chart
Apple (AAPL)	3.1	$29M		108k	271.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.8	$26M		181k	143.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$25M		116k	219.78	View chart
Spdr Series Trust State Street Spd (SDY)	2.7	$25M		182k	139.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$25M	+5%	309k	79.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.5	$23M	+6%	295k	78.81	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.4	$22M		143k	154.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$22M	-5%	70k	313.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$19M	+6%	673k	27.43	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.9	$18M		237k	75.05	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.8	$17M	+31%	362k	48.17	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.6	$16M	+2%	35k	444.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$15M	+10%	325k	46.59	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.4	$14M	+4%	67k	204.85	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$12M	+28%	373k	32.73	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.3	$12M	+4%	354k	33.74	View chart
Amazon (AMZN)	1.2	$12M		51k	230.82	View chart
JPMorgan Chase & Co. (JPM)	1.2	$11M	-5%	36k	322.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$9.5M		26k	373.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$9.1M		123k	74.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$9.1M		27k	335.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$8.4M	+26%	166k	50.29	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$8.2M	+6%	165k	49.46	View chart
Spdr Series Trust State Street Spd (BIL)	0.8	$7.8M	-12%	86k	91.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$7.8M		25k	313.80	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.8	$7.2M		56k	129.16	View chart
SYSCO Corporation (SYY)	0.8	$7.1M		97k	73.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$6.7M		108k	62.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$6.6M		9.7k	684.95	View chart
Chevron Corporation (CVX)	0.6	$6.0M		40k	152.41	View chart
Microsoft Corporation (MSFT)	0.6	$5.6M	-4%	12k	483.63	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.6	$5.5M		62k	88.08	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$5.0M	+22%	99k	50.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$5.0M		68k	73.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$4.8M	-3%	39k	123.26	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$4.7M	+2%	41k	113.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$4.5M		6.00	754800.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$4.4M		6.4k	681.94	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$4.2M		87k	47.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$3.9M		28k	141.14	View chart
Exxon Mobil Corporation (XOM)	0.4	$3.8M	-2%	32k	120.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.4M		36k	96.03	View chart
Walt Disney Company (DIS)	0.3	$3.1M	-18%	27k	113.77	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$3.0M		44k	67.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.9M		11k	257.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.8M		13k	212.08	View chart
Eli Lilly & Co. (LLY)	0.3	$2.7M		2.5k	1074.80	View chart
Packaging Corporation of America (PKG)	0.3	$2.7M		13k	206.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.6M		9.0k	290.23	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M		2.9k	862.23	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$2.4M		5.0k	480.61	View chart
Truist Financial Corp equities (TFC)	0.2	$2.2M	-4%	45k	49.21	View chart
Procter & Gamble Company (PG)	0.2	$2.2M	-2%	15k	143.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.1M	-6%	4.4k	487.86	View chart
Merck & Co (MRK)	0.2	$2.0M	-2%	19k	105.26	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.9M		17k	117.21	View chart
Wells Fargo & Company (WFC)	0.2	$1.9M		21k	93.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.8M	+6%	26k	69.67	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.8M		17k	107.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.8M	NEW	53k	33.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.6M		8.9k	181.21	View chart
Dominion Resources (D)	0.2	$1.6M	-12%	28k	58.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.6M		11k	141.05	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M	-10%	7.2k	206.95	View chart
Bank of America Corporation (BAC)	0.1	$1.4M		25k	55.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.4M		3.5k	386.85	View chart
Oracle Corporation (ORCL)	0.1	$1.3M		6.7k	194.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.3M		56k	23.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.3M	-5%	6.3k	199.68	View chart
Broadcom (AVGO)	0.1	$1.2M		3.6k	346.10	View chart
Emerson Electric (EMR)	0.1	$1.2M	-4%	8.9k	132.72	View chart
NVIDIA Corporation (NVDA)	0.1	$1.1M	-3%	5.9k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.1M		1.7k	627.29	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.0M		27k	38.11	View chart
Anthem (ELV)	0.1	$1.0M		2.9k	350.60	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$1.0M	NEW	13k	75.43	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.0M		11k	94.16	View chart
American Express Company (AXP)	0.1	$966k	-5%	2.6k	369.95	View chart
International Business Machines (IBM)	0.1	$959k	-2%	3.2k	296.20	View chart
Pepsi (PEP)	0.1	$958k	-6%	6.7k	143.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$916k		4.3k	211.79	View chart
Abbvie (ABBV)	0.1	$884k	-6%	3.9k	228.49	View chart
Ge Aerospace Com New (GE)	0.1	$882k		2.9k	308.03	View chart
McDonald's Corporation (MCD)	0.1	$874k	-3%	2.9k	305.62	View chart
McKesson Corporation (MCK)	0.1	$869k		1.1k	820.29	View chart
Verizon Communications (VZ)	0.1	$811k	-4%	20k	40.73	View chart
American Electric Power Company (AEP)	0.1	$792k		6.9k	115.31	View chart
PNC Financial Services (PNC)	0.1	$751k		3.6k	208.70	View chart
EOG Resources (EOG)	0.1	$749k		7.1k	105.01	View chart
CSX Corporation (CSX)	0.1	$746k		21k	36.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$739k		980.00	753.59	View chart
Southern Company (SO)	0.1	$737k		8.4k	87.20	View chart
Home Depot (HD)	0.1	$696k		2.0k	344.17	View chart
Caterpillar (CAT)	0.1	$694k		1.2k	572.89	View chart
Vanguard World Health Car Etf (VHT)	0.1	$686k		2.4k	287.87	View chart
UnitedHealth (UNH)	0.1	$673k		2.0k	330.11	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$650k		11k	60.69	View chart
Coca-Cola Company (KO)	0.1	$648k		9.3k	69.91	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$646k		20k	32.89	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$615k	-5%	3.6k	168.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$587k	-5%	1.2k	473.30	View chart
Abbott Laboratories (ABT)	0.1	$561k		4.5k	125.29	View chart
3M Company (MMM)	0.1	$559k	-3%	3.5k	160.11	View chart
Morgan Stanley Com New (MS)	0.1	$498k		2.8k	177.53	View chart
Atlantic Union B (AUB)	0.1	$496k		14k	35.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$495k		1.4k	342.97	View chart
Norfolk Southern (NSC)	0.1	$483k		1.7k	288.72	View chart
Vanguard World Energy Etf (VDE)	0.0	$470k		3.7k	125.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$470k	-3%	6.6k	71.42	View chart
At&t (T)	0.0	$469k	-2%	19k	24.84	View chart
Allstate Corporation (ALL)	0.0	$467k	-8%	2.2k	208.11	View chart
Ge Vernova (GEV)	0.0	$456k		698.00	653.57	View chart
Corning Incorporated (GLW)	0.0	$455k		5.2k	87.56	View chart
SLB Com Stk (SLB)	0.0	$444k		12k	38.38	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$439k	-40%	1.4k	314.80	View chart
Enbridge (ENB)	0.0	$427k		8.9k	47.83	View chart
MetLife (MET)	0.0	$415k		5.3k	78.94	View chart
Meta Platforms Cl A (META)	0.0	$412k	+3%	623.00	660.46	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$401k	-5%	5.7k	70.41	View chart
Amgen (AMGN)	0.0	$394k		1.2k	327.31	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$392k		3.4k	114.98	View chart
T. Rowe Price (TROW)	0.0	$386k		3.8k	102.38	View chart
Automatic Data Processing (ADP)	0.0	$374k		1.5k	257.23	View chart
Goldman Sachs (GS)	0.0	$367k		418.00	878.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$364k		14k	26.23	View chart
Vanguard World Utilities Etf (VPU)	0.0	$356k		1.9k	185.00	View chart
Cisco Systems (CSCO)	0.0	$356k		4.6k	77.03	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$352k	+99%	2.9k	119.39	View chart
Cummins (CMI)	0.0	$338k		663.00	510.45	View chart
Quanta Services (PWR)	0.0	$338k		801.00	421.89	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$337k	+100%	2.3k	143.97	View chart
Proshares Tr Pshs Short Dow30 (DOG)	0.0	$337k	NEW	14k	23.49	View chart
Howmet Aerospace (HWM)	0.0	$332k		1.6k	205.02	View chart
Illinois Tool Works (ITW)	0.0	$328k		1.3k	246.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$326k	+19%	531.00	614.31	View chart
Air Products & Chemicals (APD)	0.0	$326k	-5%	1.3k	247.11	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$325k		4.9k	66.92	View chart
Union Pacific Corporation (UNP)	0.0	$320k		1.4k	231.32	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$318k	-14%	4.9k	65.10	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$318k		3.1k	104.07	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$315k		3.0k	105.00	View chart
Cheniere Energy Com New (LNG)	0.0	$306k		1.6k	194.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$305k	-20%	769.00	396.31	View chart
Applied Materials (AMAT)	0.0	$303k		1.2k	256.99	View chart
Boeing Company (BA)	0.0	$302k	-9%	1.4k	217.04	View chart
Lowe's Companies (LOW)	0.0	$292k		1.2k	241.20	View chart
Danaher Corporation (DHR)	0.0	$291k		1.3k	228.92	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$290k	-6%	12k	24.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$286k		940.00	303.89	View chart
Pfizer (PFE)	0.0	$282k	+2%	11k	24.90	View chart
Us Bancorp Del Com New (USB)	0.0	$278k		5.2k	53.36	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$278k		5.9k	46.80	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$275k		3.3k	84.64	View chart
Northern Trust Corporation (NTRS)	0.0	$273k		2.0k	136.59	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$272k		6.9k	39.59	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$270k		24k	11.31	View chart
Intuit (INTU)	0.0	$260k		392.00	662.42	View chart
Dimensional Etf Trust International (DFSI)	0.0	$257k		6.0k	42.85	View chart
Vanguard World Financials Etf (VFH)	0.0	$255k		1.9k	133.46	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$255k		2.1k	118.75	View chart
Gabelli Equity Trust (GAB)	0.0	$254k		41k	6.17	View chart
Shenandoah Telecommunications Company (SHEN)	0.0	$250k	-11%	22k	11.56	View chart
Ameriprise Financial (AMP)	0.0	$248k		506.00	490.34	View chart
Waste Management (WM)	0.0	$241k		1.1k	219.64	View chart
Bristol Myers Squibb (BMY)	0.0	$240k	-7%	4.5k	53.94	View chart
United Bankshares (UBSI)	0.0	$240k		6.3k	38.40	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$235k		1.6k	148.98	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$235k		2.0k	117.72	View chart
Shell Spon Ads (SHEL)	0.0	$235k		3.2k	73.48	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$225k		4.1k	54.77	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$222k		3.9k	56.93	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$221k		2.6k	86.24	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$219k		4.7k	46.92	View chart
Deere & Company (DE)	0.0	$213k		458.00	465.27	View chart
Celestica (CLS)	0.0	$213k	NEW	720.00	295.61	View chart
Carpenter Technology Corporation (CRS)	0.0	$211k	NEW	670.00	314.84	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$208k	+100%	4.9k	42.69	View chart
Welltower Inc Com reit (WELL)	0.0	$208k	NEW	1.1k	185.61	View chart
Advanced Micro Devices (AMD)	0.0	$207k	NEW	967.00	214.16	View chart
Burke & Herbert Financial Serv (BHRB)	0.0	$201k	NEW	3.2k	62.31	View chart
Royce Value Trust (RVT)	0.0	$165k		10k	16.10	View chart
Kkr Income Opportunities (KIO)	0.0	$159k		14k	11.59	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$118k		10k	11.78	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$94k		15k	6.28	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$48k		14k	3.34	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 Q4 filed Jan. 9, 2026
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

View all past filings

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