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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 32.65% of Graves Light Lenhart Wealth's stock portfolio.
Added to shares of these 10 stocks: VTIP (+$18M), DFCF (+$6.4M), XOM (+$5.1M), IEFA, DFNM, VTEB, VOOG, IJH, DFAX, DFUV.
Started 6 new stock positions in XOM, MSI, DHR, TMO, BSGR, MPC.
Reduced shares in these 10 stocks: , BSV, VCSH, BIL, AGG, AAPL, BND, GOOGL, BRK.B, ELV.
Sold out of its positions in CDNS, CMI, Dimensional Etf Trust, Exxon Mobil Corporation, OEF, LOW, NEE, TSM, TRV, VFH. VRT, NIE, EES.
Graves Light Lenhart Wealth was a net buyer of stock by $11M.
Graves Light Lenhart Wealth has $1.1B in assets under management (AUM), dropping by -0.31%.
Central Index Key (CIK): 0001759803

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Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 196 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	9.6	$102M		1.1M	94.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.5	$101M	+3%	1.0M	96.88	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	5.8	$62M	+11%	1.5M	40.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$43M	+2%	319k	136.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$40M	+4%	557k	71.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$36M	-2%	71k	497.95	View chart
Apple (AAPL)	3.2	$34M	-4%	102k	333.02	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.6	$28M	+9%	612k	46.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.6	$28M		179k	155.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.5	$27M	+196%	540k	49.22	View chart
Spdr Series Trust St Str Sp Div (SDY)	2.5	$27M		181k	146.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$26M	-2%	112k	233.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.3	$24M	+8%	281k	85.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$23M	+5%	426k	55.00	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	2.2	$23M		139k	168.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.2	$23M	+8%	624k	37.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$23M	-4%	65k	344.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$21M		656k	32.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$21M	-15%	270k	76.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$20M	-14%	259k	77.25	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.8	$20M	-2%	235k	84.08	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.7	$19M	+6%	84k	220.34	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.3	$14M		333k	42.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$13M	+22%	278k	47.36	View chart
Amazon (AMZN)	1.1	$12M	-2%	49k	249.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$11M		25k	416.13	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.0	$10M	+2%	28k	374.24	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.9	$9.4M		55k	169.04	View chart
JPMorgan Chase & Co. (JPM)	0.8	$8.2M	-3%	25k	330.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$7.9M		112k	70.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$7.7M	-7%	23k	340.74	View chart
Chevron Corporation (CVX)	0.7	$7.6M	-4%	37k	204.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$7.2M		9.4k	765.83	View chart
SYSCO Corporation (SYY)	0.7	$7.2M	-4%	92k	77.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$7.1M	-17%	101k	70.15	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$6.4M	+3%	127k	50.56	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$5.7M	-6%	59k	97.20	View chart
Microsoft Corporation (MSFT)	0.5	$5.6M	-2%	11k	512.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$5.3M		41k	128.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$5.3M	-2%	64k	82.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$5.2M		37k	142.26	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$5.1M	NEW	31k	162.75	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.5	$5.0M	-30%	54k	91.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$4.8M	-4%	6.3k	762.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$4.5M		6.00	747005.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$4.1M		27k	152.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.5M	-3%	34k	103.89	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$3.3M		44k	75.62	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.3	$3.3M	-17%	71k	46.47	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.3	$3.1M	-3%	11k	284.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.9M		13k	228.28	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$2.9M		37k	78.42	View chart
Eli Lilly & Co. (LLY)	0.3	$2.7M		2.3k	1157.24	View chart
Merck & Co (MRK)	0.2	$2.6M	-3%	18k	145.31	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$2.6M		5.1k	508.55	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$2.4M	-7%	26k	90.11	View chart
Truist Financial Corp equities (TFC)	0.2	$2.3M		51k	46.30	View chart
Packaging Corporation of America (PKG)	0.2	$2.3M	-21%	10k	229.26	View chart
Procter & Gamble Company (PG)	0.2	$2.1M	-3%	15k	145.28	View chart
Costco Wholesale Corporation (COST)	0.2	$1.9M	-6%	2.1k	910.26	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.9M		17k	114.01	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M	-3%	7.0k	264.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.8M		8.7k	209.45	View chart
Dimensional Etf Trust Us Small Cap Etf	0.2	$1.8M	-8%	23k	77.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.7M		11k	157.85	View chart
Anthem (ELV)	0.2	$1.7M	-32%	4.4k	388.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.7M		6.3k	264.90	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.7M		17k	101.10	View chart
Wells Fargo & Company (WFC)	0.2	$1.6M		21k	80.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.4M		3.2k	431.66	View chart
NVIDIA Corporation (NVDA)	0.1	$1.4M		6.1k	228.38	View chart
Emerson Electric (EMR)	0.1	$1.4M		8.9k	155.10	View chart
Walt Disney Company (DIS)	0.1	$1.4M		13k	104.90	View chart
Bank of America Corporation (BAC)	0.1	$1.4M		25k	54.43	View chart
Dominion Resources (D)	0.1	$1.3M	-12%	22k	60.52	View chart
Broadcom (AVGO)	0.1	$1.3M		3.6k	351.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.1M	-9%	49k	22.10	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.1M	-4%	26k	41.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.1M		27k	39.72	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$1.0M		13k	75.72	View chart
Univest Corp. of PA (UVSP)	0.1	$1.0M		25k	40.98	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$991k		4.3k	231.01	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$976k		10k	97.44	View chart
EOG Resources (EOG)	0.1	$969k		7.0k	137.76	View chart
CSX Corporation (CSX)	0.1	$959k		21k	46.51	View chart
Abbvie (ABBV)	0.1	$919k	-3%	3.5k	261.59	View chart
Ge Aerospace Com New (GE)	0.1	$917k	-4%	2.9k	312.29	View chart
Caterpillar (CAT)	0.1	$913k		1.1k	811.08	View chart
Oracle Corporation (ORCL)	0.1	$883k	-3%	6.4k	137.30	View chart
Verizon Communications (VZ)	0.1	$860k		19k	45.87	View chart
American Electric Power Company (AEP)	0.1	$818k		6.9k	118.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$795k	-33%	1.1k	701.15	View chart
American Express Company (AXP)	0.1	$792k		2.6k	304.10	View chart
UnitedHealth (UNH)	0.1	$749k		2.0k	367.08	View chart
Pepsi (PEP)	0.1	$740k	-12%	5.8k	126.72	View chart
Corning Incorporated (GLW)	0.1	$735k		4.8k	153.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$724k	-26%	5.8k	125.66	View chart
Vanguard World Health Car Etf (VHT)	0.1	$706k	-4%	2.2k	316.13	View chart
Southern Company (SO)	0.1	$703k		8.5k	82.89	View chart
Coca-Cola Company (KO)	0.1	$693k	-5%	8.0k	86.08	View chart
PNC Financial Services (PNC)	0.1	$691k	-13%	3.1k	222.22	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$683k		3.2k	210.51	View chart
Ge Vernova (GEV)	0.1	$666k	-6%	701.00	950.49	View chart
Vanguard World Energy Etf (VDE)	0.1	$634k		3.7k	172.16	View chart
International Business Machines (IBM)	0.1	$634k	-3%	2.9k	219.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$622k		5.0k	125.26	View chart
Home Depot (HD)	0.1	$609k		2.1k	284.46	View chart
Advanced Micro Devices (AMD)	0.1	$592k		967.00	611.76	View chart
McDonald's Corporation (MCD)	0.1	$571k	-12%	2.5k	230.94	View chart
3M Company (MMM)	0.1	$565k		3.4k	164.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$553k	-24%	748.00	739.86	View chart
Meta Platforms Cl A (META)	0.1	$550k		758.00	725.10	View chart
Atlantic Union B (AUB)	0.0	$533k		14k	37.95	View chart
SLB Com Stk (SLB)	0.0	$531k		11k	48.72	View chart
Applied Materials (AMAT)	0.0	$526k		1.0k	511.38	View chart
Morgan Stanley Com New (MS)	0.0	$525k		2.8k	188.08	View chart
Quanta Services (PWR)	0.0	$515k		801.00	642.30	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.0	$512k	-13%	8.1k	63.22	View chart
Cisco Systems (CSCO)	0.0	$508k		4.7k	107.64	View chart
Allstate Corporation (ALL)	0.0	$498k		2.2k	221.81	View chart
MetLife (MET)	0.0	$495k		5.3k	94.15	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$491k		1.4k	351.73	View chart
Norfolk Southern (NSC)	0.0	$488k	-6%	1.6k	309.00	View chart
Amgen (AMGN)	0.0	$470k		1.1k	421.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$469k	+51%	4.9k	94.99	View chart
Intel Corporation (INTC)	0.0	$466k	-2%	3.9k	120.23	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$462k		2.4k	195.75	View chart
Invesco Exch Trd Slf Idx Bulltsh 2027 Tre (BSGR)	0.0	$454k	NEW	18k	24.96	View chart
McKesson Corporation (MCK)	0.0	$452k	-50%	529.00	853.81	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$434k		2.9k	148.22	View chart
Cheniere Energy Com New (LNG)	0.0	$427k		1.6k	269.01	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$425k		3.3k	127.94	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$422k	-9%	6.0k	70.51	View chart
Enbridge (ENB)	0.0	$419k		9.0k	46.49	View chart
At&t (T)	0.0	$407k	-9%	17k	24.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$406k		14k	29.31	View chart
T. Rowe Price (TROW)	0.0	$392k		3.8k	104.05	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$387k		5.7k	67.83	View chart
Union Pacific Corporation (UNP)	0.0	$376k	-2%	1.4k	272.13	View chart
Howmet Aerospace (HWM)	0.0	$366k		1.6k	226.18	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$349k		4.9k	71.56	View chart
Dell Technologies CL C (DELL)	0.0	$344k		639.00	537.95	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$343k		4.9k	70.73	View chart
Northern Trust Corporation (NTRS)	0.0	$339k		2.0k	169.36	View chart
Goldman Sachs (GS)	0.0	$339k		376.00	900.26	View chart
Abbott Laboratories (ABT)	0.0	$337k		3.4k	98.83	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$330k		6.1k	54.10	View chart
Vanguard World Utilities Etf (VPU)	0.0	$330k		1.9k	170.96	View chart
Deere & Company (DE)	0.0	$326k		486.00	671.07	View chart
Proshares Tr Pshs Short Dow30 (DOG)	0.0	$326k		15k	22.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$313k	-7%	821.00	380.84	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.0	$312k		7.0k	44.45	View chart
Pfizer (PFE)	0.0	$309k	-2%	11k	28.52	View chart
Shell Spon Ads (SHEL)	0.0	$308k		3.2k	95.05	View chart
Marathon Petroleum Corp (MPC)	0.0	$305k	NEW	771.00	395.42	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$302k	-5%	2.8k	108.82	View chart
Us Bancorp Com New (USB)	0.0	$301k		5.2k	57.76	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$296k	-4%	5.6k	52.36	View chart
Illinois Tool Works (ITW)	0.0	$291k		1.1k	257.36	View chart
United Bankshares (UBSI)	0.0	$287k		6.3k	45.94	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$279k		24k	11.71	View chart
Monolithic Power Systems (MPWR)	0.0	$277k		206.00	1346.69	View chart
Boeing Company (BA)	0.0	$270k		1.5k	185.99	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$263k		2.1k	122.73	View chart
Carpenter Technology Corporation (CRS)	0.0	$261k		670.00	388.82	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$260k	-11%	1.2k	216.00	View chart
Celestica (CLS)	0.0	$260k		720.00	361.43	View chart
Welltower Inc Com reit (WELL)	0.0	$258k		1.1k	230.24	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$254k		4.7k	54.43	View chart
Automatic Data Processing (ADP)	0.0	$246k	-34%	954.00	258.06	View chart
Texas Instruments Incorporated (TXN)	0.0	$243k		867.00	280.09	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$239k		3.9k	61.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$235k		2.6k	91.11	View chart
Shenandoah Telecommunications Company (SHEN)	0.0	$233k	-13%	21k	11.22	View chart
Bristol Myers Squibb (BMY)	0.0	$231k	-12%	3.7k	62.40	View chart
State Street Corporation (STT)	0.0	$229k		1.3k	174.59	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$227k		1.6k	144.63	View chart
Waste Management (WM)	0.0	$223k		1.1k	203.87	View chart
Qnity Electronics Common Stock (Q)	0.0	$223k	-3%	1.8k	125.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$223k	-21%	9.3k	23.86	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$222k		2.0k	110.97	View chart
Burke & Herbert Financial Serv (BHRB)	0.0	$221k		3.2k	68.60	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$220k		4.1k	53.40	View chart
Gabelli Equity Trust (GAB)	0.0	$216k		41k	5.24	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$213k	-11%	1.3k	166.80	View chart
Danaher Corporation (DHR)	0.0	$208k	NEW	940.00	221.55	View chart
Thermo Fisher Scientific (TMO)	0.0	$208k	NEW	308.00	675.05	View chart
Air Products & Chemicals (APD)	0.0	$206k	-37%	741.00	278.41	View chart
Motorola Solutions Com New (MSI)	0.0	$203k	NEW	456.00	445.97	View chart
Dimensional Etf Trust International (DFSI)	0.0	$202k	-26%	4.5k	45.17	View chart
Ameriprise Financial (AMP)	0.0	$200k	-9%	407.00	492.35	View chart
Royce Value Trust (RVT)	0.0	$176k		10k	17.13	View chart
Kkr Income Opportunities (KIO)	0.0	$141k		14k	10.30	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$112k		10k	11.24	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$87k		15k	5.77	View chart
Franklin Master Inter Income Sh Ben Int (PIM)	0.0	$43k		14k	3.02	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 Q3 filed Oct. 9, 2026
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

View all past filings

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