Graves-Light Private Wealth Management

Graves Light Lenhart Wealth as of Sept. 30, 2025

Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 193 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 11.4 $103M 1.0M 100.25
Ishares Tr Core Msci Eafe (IEFA) 8.7 $78M 895k 87.31
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.5 $40M 943k 42.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $38M 75k 502.74
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $34M 284k 118.83
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $31M 480k 65.26
Apple (AAPL) 3.1 $28M 110k 254.63
Vanguard Whitehall Fds High Div Yld (VYM) 2.9 $26M 183k 140.95
Spdr Series Trust S&p Divid Etf (SDY) 2.8 $26M 182k 140.05
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $25M 117k 215.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $24M 294k 79.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $22M 278k 78.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.2 $20M 142k 139.17
Alphabet Cap Stk Cl A (GOOGL) 2.0 $18M 74k 243.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $17M 635k 27.30
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.9 $17M 233k 73.29
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.6 $15M 34k 435.46
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.5 $13M 274k 47.98
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.5 $13M 294k 44.69
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.4 $13M 64k 199.47
JPMorgan Chase & Co. (JPM) 1.3 $12M 38k 315.43
Amazon (AMZN) 1.2 $11M 51k 219.57
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.2 $11M 337k 31.89
Ishares Tr Rus 1000 Etf (IWB) 1.0 $9.4M 26k 365.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $9.1M 123k 74.37
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $9.1M 289k 31.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $9.0M 28k 328.17
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.0 $9.0M 98k 91.75
SYSCO Corporation (SYY) 0.9 $7.9M 97k 82.34
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $7.9M 156k 50.63
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $7.0M 56k 125.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $6.6M 131k 50.07
Ishares Tr Core S&p500 Etf (IVV) 0.7 $6.5M 9.7k 669.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $6.4M 107k 59.92
Microsoft Corporation (MSFT) 0.7 $6.3M 12k 517.93
Chevron Corporation (CVX) 0.7 $6.1M 39k 155.29
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.1M 25k 243.55
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $5.4M 63k 87.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $4.9M 68k 71.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $4.8M 40k 120.72
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $4.5M 6.00 754200.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $4.4M 40k 110.59
Dupont De Nemours (DD) 0.5 $4.3M 55k 77.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $4.3M 6.4k 666.16
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $4.1M 86k 48.19
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $4.1M 80k 51.04
Ishares Tr Select Divid Etf (DVY) 0.4 $4.0M 28k 142.10
Walt Disney Company (DIS) 0.4 $3.8M 33k 114.50
Exxon Mobil Corporation (XOM) 0.4 $3.7M 33k 112.75
Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.3M 36k 93.37
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.9M 44k 65.01
Packaging Corporation of America (PKG) 0.3 $2.8M 13k 217.93
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.8M 11k 254.28
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.7M 13k 206.51
Costco Wholesale Corporation (COST) 0.3 $2.7M 2.9k 925.49
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.6M 9.0k 293.74
Procter & Gamble Company (PG) 0.3 $2.4M 16k 153.65
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $2.3M 5.0k 463.72
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.2M 4.7k 479.57
Truist Financial Corp equities (TFC) 0.2 $2.2M 47k 45.72
Duke Energy Corp Com New (DUK) 0.2 $2.1M 17k 123.75
Dominion Resources (D) 0.2 $1.9M 31k 61.17
Oracle Corporation (ORCL) 0.2 $1.9M 6.8k 281.23
Eli Lilly & Co. (LLY) 0.2 $1.9M 2.5k 762.98
Ishares Tr National Mun Etf (MUB) 0.2 $1.8M 17k 106.49
Wells Fargo & Company (WFC) 0.2 $1.7M 21k 83.82
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.7M 24k 68.46
Merck & Co (MRK) 0.2 $1.6M 19k 83.93
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.6M 9.0k 176.81
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.5M 11k 137.80
Johnson & Johnson (JNJ) 0.2 $1.5M 8.1k 185.43
First National Corporation (FXNC) 0.2 $1.4M 61k 22.68
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.3M 3.5k 378.94
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M 6.7k 195.86
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.3M 56k 23.47
Bank of America Corporation (BAC) 0.1 $1.3M 25k 51.59
Emerson Electric (EMR) 0.1 $1.2M 9.3k 131.18
Broadcom (AVGO) 0.1 $1.2M 3.6k 329.91
NVIDIA Corporation (NVDA) 0.1 $1.1M 6.1k 186.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 1.7k 612.30
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.0M 11k 95.14
Pepsi (PEP) 0.1 $1.0M 7.2k 140.45
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $990k 27k 36.35
Abbvie (ABBV) 0.1 $957k 4.1k 231.54
Anthem (ELV) 0.1 $937k 2.9k 323.08
International Business Machines (IBM) 0.1 $933k 3.3k 282.17
Verizon Communications (VZ) 0.1 $914k 21k 43.95
American Express Company (AXP) 0.1 $913k 2.8k 332.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $902k 4.3k 208.71
McDonald's Corporation (MCD) 0.1 $900k 3.0k 303.88
Ge Aerospace Com New (GE) 0.1 $862k 2.9k 300.82
Home Depot (HD) 0.1 $824k 2.0k 405.27
McKesson Corporation (MCK) 0.1 $818k 1.1k 772.54
EOG Resources (EOG) 0.1 $810k 7.2k 112.11
Southern Company (SO) 0.1 $800k 8.4k 94.77
American Electric Power Company (AEP) 0.1 $773k 6.9k 112.50
CSX Corporation (CSX) 0.1 $743k 21k 35.51
Vanguard World Inf Tech Etf (VGT) 0.1 $732k 980.00 746.41
PNC Financial Services (PNC) 0.1 $723k 3.6k 200.96
Vanguard Index Fds Large Cap Etf (VV) 0.1 $716k 2.3k 307.86
UnitedHealth (UNH) 0.1 $704k 2.0k 345.30
Proshares Tr Short S&p 500 Ne (SH) 0.1 $653k 18k 36.96
Spdr Series Trust S&p Bk Etf (KBE) 0.1 $636k 11k 59.42
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $624k 20k 31.84
Vanguard World Health Car Etf (VHT) 0.1 $619k 2.4k 259.61
Coca-Cola Company (KO) 0.1 $615k 9.3k 66.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $615k 1.3k 468.41
Abbott Laboratories (ABT) 0.1 $599k 4.5k 133.94
Caterpillar (CAT) 0.1 $589k 1.2k 477.31
3M Company (MMM) 0.1 $560k 3.6k 155.19
Ishares Tr Ishares Biotech (IBB) 0.1 $556k 3.9k 144.38
At&t (T) 0.1 $545k 19k 28.24
Allstate Corporation (ALL) 0.1 $525k 2.4k 214.61
Norfolk Southern (NSC) 0.1 $503k 1.7k 300.41
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $499k 6.8k 73.48
Atlantic Union B (AUB) 0.1 $496k 14k 35.29
Ishares Tr S&p 100 Etf (OEF) 0.1 $480k 1.4k 332.84
Vanguard World Energy Etf (VDE) 0.1 $470k 3.7k 125.86
Enbridge (ENB) 0.1 $451k 8.9k 50.46
Morgan Stanley Com New (MS) 0.0 $446k 2.8k 158.96
Meta Platforms Cl A (META) 0.0 $441k 600.00 734.60
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $434k 6.0k 72.11
MetLife (MET) 0.0 $433k 5.3k 82.37
Ge Vernova (GEV) 0.0 $429k 698.00 614.90
Automatic Data Processing (ADP) 0.0 $427k 1.5k 293.50
Corning Incorporated (GLW) 0.0 $426k 5.2k 82.03
Schlumberger Com Stk (SLB) 0.0 $398k 12k 34.37
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $389k 3.4k 114.28
T. Rowe Price (TROW) 0.0 $387k 3.8k 102.64
Air Products & Chemicals (APD) 0.0 $381k 1.4k 272.73
Cheniere Energy Com New (LNG) 0.0 $369k 1.6k 235.04
Vanguard World Utilities Etf (VPU) 0.0 $364k 1.9k 189.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $359k 14k 25.71
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $353k 1.5k 239.56
Illinois Tool Works (ITW) 0.0 $347k 1.3k 260.82
Spdr Gold Tr Gold Shs (GLD) 0.0 $342k 962.00 355.47
Amgen (AMGN) 0.0 $340k 1.2k 282.20
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $334k 5.7k 58.72
Boeing Company (BA) 0.0 $333k 1.5k 215.76
Goldman Sachs (GS) 0.0 $333k 418.00 796.19
Quanta Services (PWR) 0.0 $332k 801.00 414.24
Ishares Tr Us Consm Staples (IYK) 0.0 $332k 4.9k 68.39
Select Sector Spdr Tr Technology (XLK) 0.0 $330k 1.2k 281.86
Shenandoah Telecommunications Company (SHEN) 0.0 $328k 25k 13.42
Union Pacific Corporation (UNP) 0.0 $326k 1.4k 236.37
Cisco Systems (CSCO) 0.0 $320k 4.7k 68.42
Howmet Aerospace (HWM) 0.0 $318k 1.6k 196.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $315k 3.1k 103.07
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $311k 13k 24.40
Ishares Tr Global Tech Etf (IXN) 0.0 $310k 3.0k 103.21
Lowe's Companies (LOW) 0.0 $304k 1.2k 251.41
Pfizer (PFE) 0.0 $281k 11k 25.48
Cummins (CMI) 0.0 $280k 663.00 422.37
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $272k 5.9k 45.76
Northern Trust Corporation (NTRS) 0.0 $269k 2.0k 134.60
Ishares Tr Core Msci Total (IXUS) 0.0 $269k 3.3k 82.58
Intuit (INTU) 0.0 $268k 392.00 682.91
Calamos Conv & High Income F Com Shs (CHY) 0.0 $267k 24k 11.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $267k 445.00 600.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $264k 6.8k 38.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $263k 940.00 279.29
Ishares Msci Gbl Min Vol (ACWV) 0.0 $257k 2.1k 119.92
Us Bancorp Del Com New (USB) 0.0 $252k 5.2k 48.33
Danaher Corporation (DHR) 0.0 $252k 1.3k 198.26
Gabelli Equity Trust (GAB) 0.0 $251k 41k 6.09
Vanguard World Financials Etf (VFH) 0.0 $250k 1.9k 131.24
Ameriprise Financial (AMP) 0.0 $249k 506.00 491.25
Dimensional Etf Trust International (DFSI) 0.0 $246k 6.0k 40.95
Waste Management (WM) 0.0 $242k 1.1k 220.76
Applied Materials (AMAT) 0.0 $241k 1.2k 204.74
Select Sector Spdr Tr Communication (XLC) 0.0 $237k 2.0k 118.37
Wal-Mart Stores (WMT) 0.0 $234k 2.3k 103.06
United Bankshares (UBSI) 0.0 $233k 6.3k 37.21
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $230k 1.6k 145.60
Shell Spon Ads (SHEL) 0.0 $229k 3.2k 71.53
Ishares Tr U S Equity Factr (LRGF) 0.0 $224k 3.2k 69.08
Select Sector Spdr Tr Financial (XLF) 0.0 $222k 4.1k 53.87
Bristol Myers Squibb (BMY) 0.0 $218k 4.8k 45.10
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $218k 3.9k 55.87
Eastman Chemical Company (EMN) 0.0 $217k 3.4k 63.05
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $216k 2.5k 84.81
Motorola Solutions Com New (MSI) 0.0 $215k 470.00 457.29
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $213k 2.4k 87.22
Service Corporation International (SCI) 0.0 $213k 2.6k 83.22
Honeywell International (HON) 0.0 $212k 1.0k 210.50
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $211k 4.7k 45.21
Deere & Company (DE) 0.0 $209k 457.00 457.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $200k 336.00 596.03
Kkr Income Opportunities (KIO) 0.0 $173k 14k 12.60
Royce Value Trust (RVT) 0.0 $165k 10k 16.13
Blackstone Strategic Cred 20 Com Shs Ben In (BGB) 0.0 $122k 10k 12.17
Liberty All Star Equity Sh Ben Int (USA) 0.0 $95k 15k 6.34
Putnam Master Inter Income T Sh Ben Int (PIM) 0.0 $49k 14k 3.44