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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, BRK.B, and represent 33.04% of Graves Light Lenhart Wealth's stock portfolio.
Added to shares of these 10 stocks: DFNM (+$5.8M), DFCF (+$5.4M), IEFA, DFEM, DFUV, IJR, VOOG, DFAX, IJH, VCSH.
Started 8 new stock positions in SCI, NEE, XLE, UVSP, Q, HON, INTC, MPWR.
Reduced shares in these 10 stocks: JPM, COST, BIL, AGG, BRK.B, DFEV, INTU, AMD, LLY, VIG.
Sold out of its positions in AMD, INTU.
Graves Light Lenhart Wealth was a net buyer of stock by $21M.
Graves Light Lenhart Wealth has $961M in assets under management (AUM), dropping by 1.92%.
Central Index Key (CIK): 0001759803

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Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 197 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	10.8	$103M		1.0M	99.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.0	$87M	+2%	958k	90.53	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.7	$54M	+11%	1.3M	42.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.9	$38M	+3%	303k	124.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.7	$35M		74k	479.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.6	$34M	+3%	510k	67.53	View chart
Apple (AAPL)	2.9	$27M		108k	253.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.8	$27M		181k	148.10	View chart
Spdr Series Trust State Street Spd (SDY)	2.8	$27M		182k	145.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$25M	+3%	321k	79.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.6	$25M		115k	215.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.5	$24M	+3%	306k	78.41	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.4	$23M	+33%	483k	47.93	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.2	$21M		143k	146.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$21M		673k	30.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$20M		70k	287.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.9	$19M	+4%	247k	75.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.8	$17M	+8%	354k	48.46	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.6	$15M	+8%	38k	407.68	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.5	$14M	+5%	70k	203.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.4	$14M	+8%	405k	33.97	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.3	$12M	-2%	346k	35.78	View chart
Amazon (AMZN)	1.1	$11M		51k	208.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$9.1M		123k	73.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$9.0M		25k	356.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$8.7M		27k	320.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$8.6M	+3%	172k	49.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$8.5M	+2%	169k	49.89	View chart
Chevron Corporation (CVX)	0.8	$8.1M		39k	206.90	View chart
JPMorgan Chase & Co. (JPM)	0.8	$7.7M	-25%	26k	294.16	View chart
Spdr Series Trust State Street Spd (BIL)	0.8	$7.3M	-7%	80k	91.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$7.2M	+4%	112k	64.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$7.1M		25k	286.86	View chart
SYSCO Corporation (SYY)	0.7	$6.9M		97k	71.33	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.7	$6.6M		56k	118.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$6.3M		9.6k	653.19	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$5.8M	+14%	113k	50.98	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.6	$5.5M		62k	89.33	View chart
Exxon Mobil Corporation (XOM)	0.6	$5.3M		31k	169.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$5.1M		68k	75.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$4.9M		42k	118.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$4.3M		38k	113.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$4.3M		6.00	718140.00	View chart
Microsoft Corporation (MSFT)	0.4	$4.2M		12k	370.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$4.2M		28k	151.41	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$4.2M		87k	47.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$4.2M		6.4k	650.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.4M		35k	97.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$3.3M	+77%	95k	34.55	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$3.0M		44k	68.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.9M		11k	261.93	View chart
Packaging Corporation of America (PKG)	0.3	$2.8M		13k	212.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.7M		13k	211.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.7M	+3%	9.3k	287.18	View chart
Walt Disney Company (DIS)	0.3	$2.6M		27k	96.38	View chart
Truist Financial Corp equities (TFC)	0.2	$2.4M	+13%	51k	45.97	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$2.3M		5.0k	463.19	View chart
Costco Wholesale Corporation (COST)	0.2	$2.3M	-20%	2.3k	996.29	View chart
Merck & Co (MRK)	0.2	$2.2M		18k	120.29	View chart
Procter & Gamble Company (PG)	0.2	$2.2M		15k	144.44	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.1M		16k	130.94	View chart
Eli Lilly & Co. (LLY)	0.2	$2.1M	-7%	2.3k	919.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.9M		4.4k	436.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.8M		26k	71.13	View chart
Johnson & Johnson (JNJ)	0.2	$1.8M		7.3k	244.43	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.8M		17k	106.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.7M		8.9k	189.58	View chart
Dominion Resources (D)	0.2	$1.7M		27k	61.82	View chart
Wells Fargo & Company (WFC)	0.2	$1.6M		21k	79.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.5M		11k	138.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.3M	-2%	55k	23.22	View chart
Bank of America Corporation (BAC)	0.1	$1.2M		25k	48.75	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.2M	-7%	3.2k	370.68	View chart
Emerson Electric (EMR)	0.1	$1.2M		8.9k	131.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.2M		6.3k	181.42	View chart
Broadcom (AVGO)	0.1	$1.1M		3.6k	309.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.1M		27k	38.96	View chart
Pepsi (PEP)	0.1	$1.0M		6.7k	155.29	View chart
NVIDIA Corporation (NVDA)	0.1	$1.0M		5.9k	174.40	View chart
EOG Resources (EOG)	0.1	$1.0M		7.1k	144.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.0M	-2%	1.7k	597.60	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$1.0M		13k	75.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$993k		11k	92.74	View chart
Oracle Corporation (ORCL)	0.1	$975k		6.6k	147.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$948k		4.4k	217.24	View chart
Verizon Communications (VZ)	0.1	$942k	-5%	19k	50.20	View chart
McKesson Corporation (MCK)	0.1	$916k		1.1k	865.36	View chart
American Electric Power Company (AEP)	0.1	$901k		6.9k	131.08	View chart
McDonald's Corporation (MCD)	0.1	$889k		2.9k	310.78	View chart
Caterpillar (CAT)	0.1	$853k		1.2k	708.17	View chart
Anthem (ELV)	0.1	$850k		2.9k	292.78	View chart
CSX Corporation (CSX)	0.1	$845k		21k	41.05	View chart
Univest Corp. of PA (UVSP)	0.1	$838k	NEW	25k	34.26	View chart
Abbvie (ABBV)	0.1	$820k	-2%	3.8k	217.49	View chart
Southern Company (SO)	0.1	$817k		8.5k	96.52	View chart
Ge Aerospace Com New (GE)	0.1	$813k		2.9k	283.77	View chart
American Express Company (AXP)	0.1	$787k		2.6k	302.48	View chart
PNC Financial Services (PNC)	0.1	$749k		3.6k	208.06	View chart
International Business Machines (IBM)	0.1	$728k	-7%	3.0k	242.38	View chart
Corning Incorporated (GLW)	0.1	$708k		5.2k	135.96	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$690k		20k	35.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$684k		980.00	697.54	View chart
Home Depot (HD)	0.1	$658k		2.0k	328.96	View chart
Vanguard World Health Car Etf (VHT)	0.1	$649k		2.4k	272.36	View chart
Vanguard World Energy Etf (VDE)	0.1	$646k		3.7k	173.04	View chart
Coca-Cola Company (KO)	0.1	$616k	-12%	8.1k	76.05	View chart
Ge Vernova (GEV)	0.1	$609k		698.00	872.90	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$565k	-8%	3.3k	168.83	View chart
SLB Com Stk (SLB)	0.1	$564k	-5%	11k	51.39	View chart
Spdr Series Trust State Street Spd (KBE)	0.1	$558k	-12%	9.4k	59.55	View chart
UnitedHealth (UNH)	0.1	$547k		2.0k	270.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$529k		1.2k	426.40	View chart
At&t (T)	0.1	$527k	-3%	18k	28.99	View chart
3M Company (MMM)	0.1	$507k		3.5k	145.24	View chart
Atlantic Union B (AUB)	0.1	$502k		14k	35.74	View chart
Enbridge (ENB)	0.1	$484k		8.9k	54.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$481k		6.6k	73.14	View chart
Norfolk Southern (NSC)	0.0	$480k		1.7k	287.00	View chart
Allstate Corporation (ALL)	0.0	$466k		2.2k	207.30	View chart
Morgan Stanley Com New (MS)	0.0	$462k		2.8k	164.57	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$461k		1.4k	318.07	View chart
Cheniere Energy Com New (LNG)	0.0	$448k		1.6k	283.79	View chart
Quanta Services (PWR)	0.0	$440k		801.00	548.82	View chart
Amgen (AMGN)	0.0	$419k		1.2k	351.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$417k		1.4k	298.89	View chart
Applied Materials (AMAT)	0.0	$402k		1.2k	341.79	View chart
Abbott Laboratories (ABT)	0.0	$395k	-14%	3.8k	102.67	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$385k	-2%	3.3k	115.71	View chart
Vanguard World Utilities Etf (VPU)	0.0	$381k		1.9k	198.09	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$381k		5.7k	66.86	View chart
Howmet Aerospace (HWM)	0.0	$373k		1.6k	230.46	View chart
MetLife (MET)	0.0	$372k		5.3k	70.72	View chart
Meta Platforms Cl A (META)	0.0	$352k		616.00	571.71	View chart
Proshares Tr Pshs Short Dow30 (DOG)	0.0	$352k		14k	24.42	View chart
Cisco Systems (CSCO)	0.0	$351k	-2%	4.5k	77.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$348k		14k	25.10	View chart
Air Products & Chemicals (APD)	0.0	$345k	-10%	1.2k	290.60	View chart
Cummins (CMI)	0.0	$344k	-3%	640.00	538.02	View chart
T. Rowe Price (TROW)	0.0	$340k		3.8k	90.14	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$340k		4.9k	70.03	View chart
Illinois Tool Works (ITW)	0.0	$337k	-2%	1.3k	260.36	View chart
Union Pacific Corporation (UNP)	0.0	$335k		1.4k	242.62	View chart
Shenandoah Telecommunications Company (SHEN)	0.0	$334k		22k	15.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$331k		769.00	430.29	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$323k		3.1k	106.01	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$321k		2.9k	108.96	View chart
Goldman Sachs (GS)	0.0	$318k	-10%	376.00	845.85	View chart
Pfizer (PFE)	0.0	$314k		11k	28.08	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$311k		2.3k	132.90	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$301k		4.9k	61.64	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$300k		3.0k	99.97	View chart
Shell Spon Ads (SHEL)	0.0	$297k		3.2k	93.00	View chart
Automatic Data Processing (ADP)	0.0	$295k		1.5k	203.18	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$289k		12k	24.27	View chart
Lowe's Companies (LOW)	0.0	$286k		1.2k	236.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$282k		3.3k	86.64	View chart
Northern Trust Corporation (NTRS)	0.0	$279k		2.0k	139.57	View chart
Boeing Company (BA)	0.0	$277k		1.4k	198.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$272k		7.0k	38.86	View chart
Us Bancorp Com New (USB)	0.0	$271k		5.2k	52.01	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$268k		5.9k	45.12	View chart
Carpenter Technology Corporation (CRS)	0.0	$264k		670.00	394.15	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$260k		24k	10.89	View chart
United Bankshares (UBSI)	0.0	$259k		6.3k	41.42	View chart
Deere & Company (DE)	0.0	$258k		458.00	563.75	View chart
Bristol Myers Squibb (BMY)	0.0	$258k	-4%	4.3k	60.65	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$256k		2.1k	119.51	View chart
Dimensional Etf Trust International (DFSI)	0.0	$254k		6.0k	42.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$252k	-17%	436.00	577.24	View chart
Waste Management (WM)	0.0	$252k		1.1k	229.72	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$246k	-22%	727.00	337.95	View chart
Danaher Corporation (DHR)	0.0	$241k		1.3k	189.60	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$238k	NEW	3.9k	61.26	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$234k		2.6k	91.36	View chart
Gabelli Equity Trust (GAB)	0.0	$231k		41k	5.60	View chart
Vanguard World Financials Etf (VFH)	0.0	$231k		1.9k	120.78	View chart
Intel Corporation (INTC)	0.0	$230k	NEW	5.2k	44.13	View chart
Honeywell International (HON)	0.0	$228k	NEW	1.0k	226.03	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$226k		3.9k	58.05	View chart
Qnity Electronics Common Stock (Q)	0.0	$226k	NEW	2.0k	115.38	View chart
Ameriprise Financial (AMP)	0.0	$225k		506.00	444.40	View chart
Monolithic Power Systems (MPWR)	0.0	$225k	NEW	205.00	1095.00	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$224k		4.9k	45.89	View chart
Nextera Energy (NEE)	0.0	$222k	NEW	2.4k	92.88	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$222k		2.0k	110.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$222k		4.7k	47.53	View chart
Welltower Inc Com reit (WELL)	0.0	$221k		1.1k	197.71	View chart
Service Corporation International (SCI)	0.0	$211k	NEW	2.6k	82.51	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$204k	-8%	1.4k	141.42	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$203k		4.1k	49.37	View chart
Celestica (CLS)	0.0	$203k		720.00	281.68	View chart
Burke & Herbert Financial Serv (BHRB)	0.0	$200k		3.2k	62.29	View chart
Royce Value Trust (RVT)	0.0	$170k		10k	16.60	View chart
Kkr Income Opportunities (KIO)	0.0	$151k		14k	11.00	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$112k		10k	11.15	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$83k		15k	5.55	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$47k		14k	3.27	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 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
Graves Light Lenhart Wealth 2022 Q4 filed Feb. 14, 2023

View all past filings

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