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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, IJR, IJH, and represent 32.88% of Graves Light Lenhart Wealth's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$18M), DFAX (+$6.2M), AGG (+$5.9M), IEFA (+$5.3M), DFCF, DFNM, VTEB, DFUV, VO, VUG.
Started 10 new stock positions in TRV, STT, VRT, TXN, AMD, DELL, CDNS, NIE, VTV, BNY.
Reduced shares in these 10 stocks: DFEM, VCSH, DIS, AAPL, SPHQ, GOOGL, BRK.B, DFEV, DHR, Honeywell International.
Sold out of its positions in DHR, Honeywell International, XLU, SCI.
Graves Light Lenhart Wealth was a net buyer of stock by $56M.
Graves Light Lenhart Wealth has $1.1B in assets under management (AUM), dropping by 11.51%.
Central Index Key (CIK): 0001759803

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Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 203 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	10.2	$109M	+5%	1.1M	98.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.1	$98M	+5%	1.0M	96.58	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	5.4	$58M	+7%	1.4M	42.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.3	$46M	+2%	311k	148.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$41M	+4%	531k	77.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.4	$37M		73k	500.39	View chart
Apple (AAPL)	2.9	$31M		107k	289.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.7	$29M		181k	158.03	View chart
Spdr Series Trust St Str Sp Div (SDY)	2.6	$28M		182k	152.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$27M		115k	236.62	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.5	$27M	+15%	557k	48.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.3	$25M	+3%	318k	77.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$25M		69k	357.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$24M	-5%	302k	79.03	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	2.1	$22M		141k	158.66	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.1	$22M	+13%	403k	55.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.0	$22M		242k	90.10	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.0	$21M	+588%	259k	82.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.0	$21M	+41%	574k	36.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$21M		667k	31.71	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.6	$17M	+12%	79k	219.21	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.4	$15M		339k	42.67	View chart
Amazon (AMZN)	1.1	$12M		51k	238.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$12M	+34%	228k	50.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$10M		25k	409.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$10M		27k	370.04	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.9	$9.2M		56k	163.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$9.1M	+6%	182k	50.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$9.0M		122k	73.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$8.6M		24k	353.33	View chart
JPMorgan Chase & Co. (JPM)	0.8	$8.4M		26k	327.32	View chart
SYSCO Corporation (SYY)	0.8	$8.1M		97k	83.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$7.9M		111k	71.25	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.7	$7.1M	-2%	78k	91.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$7.1M		9.5k	748.87	View chart
Chevron Corporation (CVX)	0.6	$6.5M		39k	165.76	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$6.2M	+7%	122k	51.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.6	$6.0M		63k	96.32	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$5.7M		42k	136.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$5.5M	-3%	65k	83.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$5.1M	-2%	37k	137.53	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$4.9M	+2%	6.6k	746.79	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$4.5M		6.00	748850.00	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.3M		31k	136.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$4.3M	-2%	27k	156.30	View chart
Microsoft Corporation (MSFT)	0.4	$4.2M	-2%	11k	373.02	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$4.1M		86k	47.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.6M		35k	103.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.4M		11k	303.12	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$3.4M		44k	76.11	View chart
Packaging Corporation of America (PKG)	0.3	$3.1M		13k	238.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.0M	+300%	37k	80.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.9M		13k	227.06	View chart
Eli Lilly & Co. (LLY)	0.3	$2.8M		2.3k	1199.42	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$2.6M		5.0k	522.43	View chart
Truist Financial Corp equities (TFC)	0.2	$2.5M		51k	49.82	View chart
Anthem (ELV)	0.2	$2.5M	+124%	6.5k	386.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.4M	+550%	28k	86.14	View chart
Merck & Co (MRK)	0.2	$2.4M		18k	128.50	View chart
Procter & Gamble Company (PG)	0.2	$2.2M		15k	146.64	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.2M	+4%	17k	126.58	View chart
Costco Wholesale Corporation (COST)	0.2	$2.1M		2.3k	935.36	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$2.1M		25k	82.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.9M		8.8k	221.21	View chart
Johnson & Johnson (JNJ)	0.2	$1.8M		7.3k	253.98	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.8M		17k	107.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.7M		11k	156.96	View chart
Wells Fargo & Company (WFC)	0.2	$1.7M		21k	82.64	View chart
Dominion Resources (D)	0.2	$1.7M	-7%	25k	68.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.6M		6.3k	252.23	View chart
Bank of America Corporation (BAC)	0.1	$1.4M		25k	56.98	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.4M		3.3k	426.40	View chart
Broadcom (AVGO)	0.1	$1.4M		3.6k	377.75	View chart
Emerson Electric (EMR)	0.1	$1.3M		8.9k	143.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.3M		55k	23.13	View chart
Walt Disney Company (DIS)	0.1	$1.3M	-51%	13k	96.25	View chart
NVIDIA Corporation (NVDA)	0.1	$1.2M	+5%	6.2k	200.09	View chart
Corning Incorporated (GLW)	0.1	$1.2M	-6%	4.8k	255.45	View chart
Caterpillar (CAT)	0.1	$1.2M	-6%	1.1k	1064.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.2M		1.7k	686.74	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	+7%	3.1k	373.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.1M		28k	41.25	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.1M	-71%	27k	40.64	View chart
Univest Corp. of PA (UVSP)	0.1	$1.1M		25k	43.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		4.4k	242.99	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$1.0M		13k	75.68	View chart
Oracle Corporation (ORCL)	0.1	$981k		6.7k	146.55	View chart
CSX Corporation (CSX)	0.1	$979k		21k	47.53	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$966k	-6%	10k	96.46	View chart
American Electric Power Company (AEP)	0.1	$940k		6.9k	136.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$937k	+699%	7.8k	119.52	View chart
Abbvie (ABBV)	0.1	$920k	-2%	3.7k	251.64	View chart
EOG Resources (EOG)	0.1	$918k		7.1k	129.73	View chart
Pepsi (PEP)	0.1	$899k		6.6k	135.40	View chart
PNC Financial Services (PNC)	0.1	$886k		3.6k	246.19	View chart
American Express Company (AXP)	0.1	$881k		2.6k	338.25	View chart
Ge Vernova (GEV)	0.1	$878k	+7%	747.00	1174.86	View chart
UnitedHealth (UNH)	0.1	$848k		2.0k	415.63	View chart
International Business Machines (IBM)	0.1	$844k		3.0k	281.18	View chart
Southern Company (SO)	0.1	$811k		8.5k	95.71	View chart
Verizon Communications (VZ)	0.1	$807k		19k	42.34	View chart
McKesson Corporation (MCK)	0.1	$800k		1.1k	755.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$765k		20k	38.79	View chart
McDonald's Corporation (MCD)	0.1	$761k		2.8k	270.30	View chart
Home Depot (HD)	0.1	$759k	+7%	2.2k	352.75	View chart
Applied Materials (AMAT)	0.1	$743k	-12%	1.0k	723.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$734k	+128%	996.00	736.44	View chart
Vanguard World Health Car Etf (VHT)	0.1	$702k		2.3k	299.05	View chart
Coca-Cola Company (KO)	0.1	$691k	+4%	8.5k	81.27	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.1	$639k		9.4k	68.22	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$625k		3.3k	190.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$616k	+300%	5.0k	124.17	View chart
Atlantic Union B (AUB)	0.1	$594k		14k	42.31	View chart
Morgan Stanley Com New (MS)	0.1	$583k		2.8k	209.04	View chart
Quanta Services (PWR)	0.1	$577k		801.00	719.79	View chart
3M Company (MMM)	0.1	$565k		3.5k	161.93	View chart
Advanced Micro Devices (AMD)	0.1	$562k	NEW	967.00	580.91	View chart
Vanguard World Energy Etf (VDE)	0.1	$561k		3.7k	150.13	View chart
Intel Corporation (INTC)	0.1	$555k	-23%	4.0k	139.63	View chart
Cisco Systems (CSCO)	0.1	$554k	+4%	4.7k	117.47	View chart
Allstate Corporation (ALL)	0.0	$534k		2.2k	237.89	View chart
Norfolk Southern (NSC)	0.0	$530k		1.7k	314.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$528k		1.4k	365.87	View chart
SLB Com Stk (SLB)	0.0	$510k		11k	46.49	View chart
Enbridge (ENB)	0.0	$497k	+2%	9.2k	54.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$493k		6.6k	74.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$480k		1.4k	344.00	View chart
Cummins (CMI)	0.0	$457k		640.00	713.21	View chart
MetLife (MET)	0.0	$450k		5.3k	84.61	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$449k		2.4k	190.52	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$436k		3.3k	131.13	View chart
Howmet Aerospace (HWM)	0.0	$436k		1.6k	268.86	View chart
Meta Platforms Cl A (META)	0.0	$430k	+23%	763.00	563.11	View chart
T. Rowe Price (TROW)	0.0	$429k		3.8k	113.69	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$424k	-2%	2.9k	144.48	View chart
Carpenter Technology Corporation (CRS)	0.0	$413k		670.00	616.84	View chart
Amgen (AMGN)	0.0	$403k	-6%	1.1k	362.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$402k		14k	28.96	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$394k		5.7k	69.08	View chart
Union Pacific Corporation (UNP)	0.0	$384k	+2%	1.4k	272.00	View chart
At&t (T)	0.0	$382k		18k	20.70	View chart
Goldman Sachs (GS)	0.0	$380k		376.00	1011.22	View chart
Cheniere Energy Com New (LNG)	0.0	$378k		1.6k	238.96	View chart
Vanguard World Utilities Etf (VPU)	0.0	$377k		1.9k	195.68	View chart
Shenandoah Telecommunications Company (SHEN)	0.0	$364k	+11%	24k	15.08	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$359k	+3%	752.00	477.57	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$353k		4.9k	72.66	View chart
Air Products & Chemicals (APD)	0.0	$348k		1.2k	293.30	View chart
Northern Trust Corporation (NTRS)	0.0	$348k		2.0k	173.84	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$346k		2.9k	117.26	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$343k	+100%	6.1k	56.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$328k	+15%	889.00	368.38	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$327k		4.9k	67.01	View chart
Automatic Data Processing (ADP)	0.0	$326k		1.5k	223.95	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$325k		24k	13.62	View chart
Us Bancorp Com New (USB)	0.0	$315k		5.2k	60.40	View chart
Boeing Company (BA)	0.0	$314k	+4%	1.5k	216.40	View chart
Proshares Tr Pshs Short Dow30 (DOG)	0.0	$314k		15k	21.62	View chart
Abbott Laboratories (ABT)	0.0	$314k	-10%	3.5k	90.74	View chart
Deere & Company (DE)	0.0	$312k	+7%	492.00	634.36	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$311k		7.0k	44.36	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$311k		3.3k	95.44	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$307k		5.9k	51.69	View chart
Illinois Tool Works (ITW)	0.0	$305k	-12%	1.1k	270.55	View chart
Qnity Electronics Common Stock (Q)	0.0	$299k	-6%	1.8k	163.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$298k	NEW	1.4k	217.94	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$287k		12k	24.14	View chart
United Bankshares (UBSI)	0.0	$287k		6.3k	45.83	View chart
Monolithic Power Systems (MPWR)	0.0	$284k		206.00	1379.77	View chart
Dell Technologies CL C (DELL)	0.0	$276k	NEW	639.00	431.46	View chart
Dimensional Etf Trust International (DFSI)	0.0	$273k		6.1k	45.10	View chart
Pfizer (PFE)	0.0	$268k		11k	24.08	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$264k		3.9k	67.79	View chart
Celestica (CLS)	0.0	$263k		720.00	364.80	View chart
Texas Instruments Incorporated (TXN)	0.0	$258k	NEW	867.00	298.07	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$258k		2.1k	120.23	View chart
Welltower Inc Com reit (WELL)	0.0	$254k		1.1k	226.97	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$252k		4.7k	54.03	View chart
Vanguard World Financials Etf (VFH)	0.0	$251k		1.9k	131.57	View chart
Shell Spon Ads (SHEL)	0.0	$251k		3.2k	77.54	View chart
Bristol Myers Squibb (BMY)	0.0	$245k		4.3k	57.62	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$244k	NEW	730.00	334.82	View chart
Waste Management (WM)	0.0	$244k		1.1k	222.82	View chart
Lowe's Companies (LOW)	0.0	$240k	-10%	1.1k	220.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$236k		1.4k	163.67	View chart
Gabelli Equity Trust (GAB)	0.0	$233k		41k	5.66	View chart
Burke & Herbert Financial Serv (BHRB)	0.0	$231k		3.2k	71.86	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$227k	NEW	1.6k	144.61	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$226k		2.6k	87.70	View chart
State Street Corporation (STT)	0.0	$223k	NEW	1.3k	169.60	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$221k		4.1k	53.61	View chart
Travelers Companies (TRV)	0.0	$220k	NEW	666.00	330.12	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$214k		2.0k	107.13	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.0	$211k	NEW	7.9k	26.86	View chart
Nextera Energy (NEE)	0.0	$210k		2.4k	87.77	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$207k		3.9k	53.11	View chart
Ameriprise Financial (AMP)	0.0	$206k	-11%	450.00	458.76	View chart
Cadence Design Systems (CDNS)	0.0	$206k	NEW	550.00	375.32	View chart
Royce Value Trust (RVT)	0.0	$189k		10k	18.47	View chart
Kkr Income Opportunities (KIO)	0.0	$155k		14k	11.26	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$113k		10k	11.30	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$87k		15k	5.81	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$46k		14k	3.23	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 2026 Q2 filed July 7, 2026
Graves Light Lenhart Wealth 2026 Q1 filed April 8, 2026
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

View all past filings

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