Graves-Light Private Wealth Management

Graves Light Lenhart Wealth as of March 31, 2025

Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 187 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 12.1 $99M 998k 98.92
Ishares Tr Core Msci Eafe (IEFA) 7.8 $64M 844k 75.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.2 $42M 80k 532.58
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $30M 283k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $29M 490k 58.35
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.4 $27M 652k 42.06
Apple (AAPL) 3.2 $26M 117k 222.13
Spdr Ser Tr S&p Divid Etf (SDY) 3.2 $26M 191k 135.68
Vanguard Whitehall Fds High Div Yld (VYM) 3.0 $24M 189k 128.96
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $23M 119k 193.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $22M 275k 78.94
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.6 $21M 144k 146.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $20M 260k 78.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $17M 611k 27.96
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.9 $16M 237k 66.34
Alphabet Cap Stk Cl A (GOOGL) 1.5 $12M 80k 154.64
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $12M 251k 47.57
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.4 $11M 61k 184.19
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.4 $11M 122k 91.73
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.3 $11M 32k 334.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.3 $11M 256k 41.21
Ishares Tr Rus 1000 Etf (IWB) 1.3 $11M 34k 306.74
JPMorgan Chase & Co. (JPM) 1.2 $10M 41k 245.30
Amazon (AMZN) 1.2 $9.7M 51k 190.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $8.8M 119k 73.45
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.0 $8.5M 314k 27.05
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $7.8M 28k 274.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $7.4M 149k 49.90
SYSCO Corporation (SYY) 0.9 $7.2M 97k 75.04
Chevron Corporation (CVX) 0.8 $6.9M 41k 167.29
Ishares Tr Core S&p500 Etf (IVV) 0.8 $6.2M 11k 561.90
Pimco Etf Tr 0-5 High Yield (HYS) 0.7 $6.0M 64k 93.66
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $5.6M 7.00 798441.57
Wisdomtree Tr Us Largecap Divd (DLN) 0.7 $5.5M 69k 79.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $5.4M 106k 50.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $5.2M 105k 49.62
Ishares Tr Expnd Tec Sc Etf (IGM) 0.6 $5.1M 57k 90.67
Dupont De Nemours (DD) 0.5 $4.4M 60k 74.68
Microsoft Corporation (MSFT) 0.5 $4.4M 12k 375.37
Alphabet Cap Stk Cl C (GOOG) 0.5 $4.4M 28k 156.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $4.3M 46k 92.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $4.2M 70k 60.66
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $4.1M 86k 47.52
Ishares Tr Select Divid Etf (DVY) 0.5 $4.1M 30k 134.29
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $4.0M 41k 97.48
Exxon Mobil Corporation (XOM) 0.5 $3.7M 31k 118.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.5M 6.3k 559.38
Walt Disney Company (DIS) 0.4 $3.4M 34k 98.70
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $3.1M 62k 50.85
Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.0M 36k 81.73
Procter & Gamble Company (PG) 0.4 $2.9M 17k 170.42
Costco Wholesale Corporation (COST) 0.3 $2.8M 3.0k 945.93
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.7M 48k 55.45
Packaging Corporation of America (PKG) 0.3 $2.6M 13k 198.02
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.4M 11k 221.75
Eli Lilly & Co. (LLY) 0.3 $2.3M 2.8k 825.94
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.3M 12k 190.58
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.2M 8.6k 258.62
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $2.2M 5.3k 419.86
Duke Energy Corp Com New (DUK) 0.3 $2.2M 18k 121.97
Truist Financial Corp equities (TFC) 0.3 $2.1M 52k 41.15
Dominion Resources (D) 0.2 $1.9M 34k 56.07
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.7M 4.7k 370.85
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.6M 11k 150.98
Wells Fargo & Company (WFC) 0.2 $1.5M 21k 71.79
Johnson & Johnson (JNJ) 0.2 $1.4M 8.2k 165.85
First National Corporation (FXNC) 0.2 $1.4M 61k 22.45
Merck & Co (MRK) 0.2 $1.4M 15k 89.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.3M 57k 23.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.3M 11k 115.95
Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.3M 4.0k 317.64
Anthem (ELV) 0.2 $1.3M 2.9k 434.99
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.2M 8.9k 140.44
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $1.2M 20k 59.75
Pepsi (PEP) 0.1 $1.1M 7.5k 149.95
Verizon Communications (VZ) 0.1 $1.0M 23k 45.36
Bank of America Corporation (BAC) 0.1 $1.0M 25k 41.73
Ishares Tr National Mun Etf (MUB) 0.1 $1.0M 9.7k 105.45
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.0M 11k 93.66
Oracle Corporation (ORCL) 0.1 $992k 7.1k 139.81
Emerson Electric (EMR) 0.1 $980k 8.9k 109.64
EOG Resources (EOG) 0.1 $956k 7.5k 128.25
UnitedHealth (UNH) 0.1 $901k 1.7k 523.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $872k 1.7k 514.06
McDonald's Corporation (MCD) 0.1 $868k 2.8k 312.36
Southern Company (SO) 0.1 $865k 9.4k 91.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $859k 28k 31.23
International Business Machines (IBM) 0.1 $822k 3.3k 248.69
PNC Financial Services (PNC) 0.1 $806k 4.6k 175.79
Home Depot (HD) 0.1 $793k 2.2k 366.56
Proshares Tr Short S&p 500 Ne (SH) 0.1 $765k 17k 44.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $763k 4.1k 186.29
American Express Company (AXP) 0.1 $740k 2.8k 269.05
American Electric Power Company (AEP) 0.1 $740k 6.8k 109.27
Abbvie (ABBV) 0.1 $724k 3.5k 209.52
Coca-Cola Company (KO) 0.1 $691k 9.6k 71.62
Vanguard World Health Car Etf (VHT) 0.1 $629k 2.4k 264.73
McKesson Corporation (MCK) 0.1 $627k 931.00 672.99
At&t (T) 0.1 $614k 22k 28.28
CSX Corporation (CSX) 0.1 $605k 21k 29.43
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $604k 11k 52.96
Abbott Laboratories (ABT) 0.1 $594k 4.5k 132.65
Vanguard World Inf Tech Etf (VGT) 0.1 $589k 1.1k 542.18
Ge Aerospace Com New (GE) 0.1 $582k 2.9k 200.15
Schlumberger Com Stk (SLB) 0.1 $582k 14k 41.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $566k 7.6k 74.72
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $548k 20k 28.15
NVIDIA Corporation (NVDA) 0.1 $547k 5.0k 108.38
Broadcom (AVGO) 0.1 $547k 3.3k 167.43
3M Company (MMM) 0.1 $530k 3.6k 146.86
Allstate Corporation (ALL) 0.1 $506k 2.4k 207.08
Ishares Tr Ishares Biotech (IBB) 0.1 $504k 3.9k 127.90
Air Products & Chemicals (APD) 0.1 $502k 1.7k 294.98
Vanguard World Energy Etf (VDE) 0.1 $502k 3.9k 129.71
Enbridge (ENB) 0.1 $470k 11k 44.31
Shenandoah Telecommunications Company (SHEN) 0.1 $469k 37k 12.57
Automatic Data Processing (ADP) 0.1 $444k 1.5k 305.53
Atlantic Union B (AUB) 0.1 $438k 14k 31.14
Vanguard Index Fds Large Cap Etf (VV) 0.1 $434k 1.7k 257.03
Norfolk Southern (NSC) 0.0 $407k 1.7k 236.85
Caterpillar (CAT) 0.0 $406k 1.2k 329.69
Motorola Solutions Com New (MSI) 0.0 $405k 926.00 437.81
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $400k 6.2k 64.52
Ishares Tr S&p 100 Etf (OEF) 0.0 $391k 1.4k 270.83
Amgen (AMGN) 0.0 $376k 1.2k 311.55
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $374k 3.4k 109.80
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $368k 3.0k 121.91
Union Pacific Corporation (UNP) 0.0 $367k 1.6k 236.24
Ishares Tr Us Consm Staples (IYK) 0.0 $347k 4.9k 71.57
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $347k 5.7k 60.89
MetLife (MET) 0.0 $339k 4.2k 80.29
Bristol Myers Squibb (BMY) 0.0 $337k 5.5k 60.99
Illinois Tool Works (ITW) 0.0 $331k 1.3k 248.07
Vanguard World Utilities Etf (VPU) 0.0 $327k 1.9k 170.82
Lowe's Companies (LOW) 0.0 $322k 1.4k 233.25
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $312k 3.1k 102.18
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $311k 12k 26.20
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $310k 13k 24.34
Eastman Chemical Company (EMN) 0.0 $303k 3.4k 88.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $303k 4.9k 62.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $303k 838.00 361.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $301k 14k 21.53
Cisco Systems (CSCO) 0.0 $296k 4.8k 61.71
Ameriprise Financial (AMP) 0.0 $293k 606.00 484.11
Pfizer (PFE) 0.0 $293k 12k 25.34
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $291k 1.5k 197.40
Select Sector Spdr Tr Technology (XLK) 0.0 $281k 1.4k 206.48
Goldman Sachs (GS) 0.0 $280k 512.00 546.18
Spdr Gold Tr Gold Shs (GLD) 0.0 $277k 962.00 288.14
T. Rowe Price (TROW) 0.0 $273k 3.0k 91.87
Accenture Plc Ireland Shs Class A (ACN) 0.0 $267k 856.00 312.04
Boeing Company (BA) 0.0 $263k 1.5k 170.50
Danaher Corporation (DHR) 0.0 $260k 1.3k 205.00
Udr (UDR) 0.0 $260k 5.8k 45.17
Us Bancorp Del Com New (USB) 0.0 $260k 6.2k 42.22
Waste Management (WM) 0.0 $253k 1.1k 231.42
Intel Corporation (INTC) 0.0 $251k 11k 22.71
Ishares Tr Msci Usa Value (VLUE) 0.0 $250k 2.3k 106.65
Ishares Msci Gbl Min Vol (ACWV) 0.0 $250k 2.1k 116.37
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $250k 6.5k 38.44
Intuit (INTU) 0.0 $241k 392.00 613.99
Calamos Conv & High Income F Com Shs (CHY) 0.0 $241k 24k 10.10
Shell Spon Ads (SHEL) 0.0 $234k 3.2k 73.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $229k 488.00 468.92
Charles Schwab Corporation (SCHW) 0.0 $228k 2.9k 78.27
Vanguard World Financials Etf (VFH) 0.0 $227k 1.9k 119.45
Ishares Tr Global Tech Etf (IXN) 0.0 $227k 3.0k 75.74
Gabelli Equity Trust (GAB) 0.0 $227k 41k 5.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $225k 6.8k 32.99
Ge Vernova (GEV) 0.0 $219k 717.00 305.28
Morgan Stanley Com New (MS) 0.0 $219k 1.9k 116.67
Imperial Oil Com New (IMO) 0.0 $217k 3.0k 72.32
United Bankshares (UBSI) 0.0 $217k 6.3k 34.67
Honeywell International (HON) 0.0 $214k 1.0k 211.75
Deere & Company (DE) 0.0 $214k 455.00 469.73
Dimensional Etf Trust International (DFSI) 0.0 $209k 6.0k 34.89
Cummins (CMI) 0.0 $208k 663.00 313.44
Select Sector Spdr Tr Financial (XLF) 0.0 $205k 4.1k 49.81
Service Corporation International (SCI) 0.0 $205k 2.6k 80.20
Quanta Services (PWR) 0.0 $204k 801.00 254.05
Kkr Income Opportunities (KIO) 0.0 $169k 14k 12.29
Royce Value Trust (RVT) 0.0 $146k 10k 14.24
Blackrock Muniyield Quality Fund (MQY) 0.0 $122k 10k 11.71
Blackstone Strategic Cred 20 Com Shs Ben In (BGB) 0.0 $121k 10k 12.08
Liberty All Star Equity Sh Ben Int (USA) 0.0 $98k 15k 6.55
Western Asset Global High Income Fnd (EHI) 0.0 $71k 11k 6.61
Putnam Master Inter Income T Sh Ben Int (PIM) 0.0 $48k 14k 3.32