Graves-Light Private Wealth Management

Graves Light Lenhart Wealth as of Dec. 31, 2025

Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 191 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 11.1 $105M 1.0M 99.88
Ishares Tr Core Msci Eafe (IEFA) 8.8 $83M 931k 89.46
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.2 $49M 1.2M 42.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.0 $37M 74k 502.65
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $35M 293k 120.18
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $33M 495k 66.00
Apple (AAPL) 3.1 $29M 108k 271.86
Vanguard Whitehall Fds High Div Yld (VYM) 2.8 $26M 181k 143.52
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $25M 116k 219.78
Spdr Series Trust State Street Spd (SDY) 2.7 $25M 182k 139.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $25M 309k 79.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $23M 295k 78.81
Select Sector Spdr Tr State Street Hea (XLV) 2.4 $22M 143k 154.80
Alphabet Cap Stk Cl A (GOOGL) 2.3 $22M 70k 313.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $19M 673k 27.43
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.9 $18M 237k 75.05
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.8 $17M 362k 48.17
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.6 $16M 35k 444.59
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $15M 325k 46.59
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.4 $14M 67k 204.85
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $12M 373k 32.73
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $12M 354k 33.74
Amazon (AMZN) 1.2 $12M 51k 230.82
JPMorgan Chase & Co. (JPM) 1.2 $11M 36k 322.22
Ishares Tr Rus 1000 Etf (IWB) 1.0 $9.5M 26k 373.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $9.1M 123k 74.07
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $9.1M 27k 335.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $8.4M 166k 50.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $8.2M 165k 49.46
Spdr Series Trust State Street Spd (BIL) 0.8 $7.8M 86k 91.38
Alphabet Cap Stk Cl C (GOOG) 0.8 $7.8M 25k 313.80
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $7.2M 56k 129.16
SYSCO Corporation (SYY) 0.8 $7.1M 97k 73.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $6.7M 108k 62.47
Ishares Tr Core S&p500 Etf (IVV) 0.7 $6.6M 9.7k 684.95
Chevron Corporation (CVX) 0.6 $6.0M 40k 152.41
Microsoft Corporation (MSFT) 0.6 $5.6M 12k 483.63
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $5.5M 62k 88.08
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $5.0M 99k 50.94
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $5.0M 68k 73.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $4.8M 39k 123.26
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $4.7M 41k 113.72
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $4.5M 6.00 754800.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $4.4M 6.4k 681.94
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $4.2M 87k 47.95
Ishares Tr Select Divid Etf (DVY) 0.4 $3.9M 28k 141.14
Exxon Mobil Corporation (XOM) 0.4 $3.8M 32k 120.34
Ishares Tr Msci Eafe Etf (EFA) 0.4 $3.4M 36k 96.03
Walt Disney Company (DIS) 0.3 $3.1M 27k 113.77
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $3.0M 44k 67.13
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.9M 11k 257.95
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.8M 13k 212.08
Eli Lilly & Co. (LLY) 0.3 $2.7M 2.5k 1074.80
Packaging Corporation of America (PKG) 0.3 $2.7M 13k 206.23
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.6M 9.0k 290.23
Costco Wholesale Corporation (COST) 0.3 $2.5M 2.9k 862.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $2.4M 5.0k 480.61
Truist Financial Corp equities (TFC) 0.2 $2.2M 45k 49.21
Procter & Gamble Company (PG) 0.2 $2.2M 15k 143.31
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.1M 4.4k 487.86
Merck & Co (MRK) 0.2 $2.0M 19k 105.26
Duke Energy Corp Com New (DUK) 0.2 $1.9M 17k 117.21
Wells Fargo & Company (WFC) 0.2 $1.9M 21k 93.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.8M 26k 69.67
Ishares Tr National Mun Etf (MUB) 0.2 $1.8M 17k 107.11
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $1.8M 53k 33.08
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.6M 8.9k 181.21
Dominion Resources (D) 0.2 $1.6M 28k 58.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.6M 11k 141.05
Johnson & Johnson (JNJ) 0.2 $1.5M 7.2k 206.95
Bank of America Corporation (BAC) 0.1 $1.4M 25k 55.00
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.4M 3.5k 386.85
Oracle Corporation (ORCL) 0.1 $1.3M 6.7k 194.91
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.3M 56k 23.37
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M 6.3k 199.68
Broadcom (AVGO) 0.1 $1.2M 3.6k 346.10
Emerson Electric (EMR) 0.1 $1.2M 8.9k 132.72
NVIDIA Corporation (NVDA) 0.1 $1.1M 5.9k 186.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 1.7k 627.29
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $1.0M 27k 38.11
Anthem (ELV) 0.1 $1.0M 2.9k 350.60
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $1.0M 13k 75.43
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.0M 11k 94.16
American Express Company (AXP) 0.1 $966k 2.6k 369.95
International Business Machines (IBM) 0.1 $959k 3.2k 296.20
Pepsi (PEP) 0.1 $958k 6.7k 143.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $916k 4.3k 211.79
Abbvie (ABBV) 0.1 $884k 3.9k 228.49
Ge Aerospace Com New (GE) 0.1 $882k 2.9k 308.03
McDonald's Corporation (MCD) 0.1 $874k 2.9k 305.62
McKesson Corporation (MCK) 0.1 $869k 1.1k 820.29
Verizon Communications (VZ) 0.1 $811k 20k 40.73
American Electric Power Company (AEP) 0.1 $792k 6.9k 115.31
PNC Financial Services (PNC) 0.1 $751k 3.6k 208.70
EOG Resources (EOG) 0.1 $749k 7.1k 105.01
CSX Corporation (CSX) 0.1 $746k 21k 36.25
Vanguard World Inf Tech Etf (VGT) 0.1 $739k 980.00 753.59
Southern Company (SO) 0.1 $737k 8.4k 87.20
Home Depot (HD) 0.1 $696k 2.0k 344.17
Caterpillar (CAT) 0.1 $694k 1.2k 572.89
Vanguard World Health Car Etf (VHT) 0.1 $686k 2.4k 287.87
UnitedHealth (UNH) 0.1 $673k 2.0k 330.11
Spdr Series Trust State Street Spd (KBE) 0.1 $650k 11k 60.69
Coca-Cola Company (KO) 0.1 $648k 9.3k 69.91
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $646k 20k 32.89
Ishares Tr Ishares Biotech (IBB) 0.1 $615k 3.6k 168.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $587k 1.2k 473.30
Abbott Laboratories (ABT) 0.1 $561k 4.5k 125.29
3M Company (MMM) 0.1 $559k 3.5k 160.11
Morgan Stanley Com New (MS) 0.1 $498k 2.8k 177.53
Atlantic Union B (AUB) 0.1 $496k 14k 35.30
Ishares Tr S&p 100 Etf (OEF) 0.1 $495k 1.4k 342.97
Norfolk Southern (NSC) 0.1 $483k 1.7k 288.72
Vanguard World Energy Etf (VDE) 0.0 $470k 3.7k 125.92
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $470k 6.6k 71.42
At&t (T) 0.0 $469k 19k 24.84
Allstate Corporation (ALL) 0.0 $467k 2.2k 208.11
Ge Vernova (GEV) 0.0 $456k 698.00 653.57
Corning Incorporated (GLW) 0.0 $455k 5.2k 87.56
SLB Com Stk (SLB) 0.0 $444k 12k 38.38
Vanguard Index Fds Large Cap Etf (VV) 0.0 $439k 1.4k 314.80
Enbridge (ENB) 0.0 $427k 8.9k 47.83
MetLife (MET) 0.0 $415k 5.3k 78.94
Meta Platforms Cl A (META) 0.0 $412k 623.00 660.46
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $401k 5.7k 70.41
Amgen (AMGN) 0.0 $394k 1.2k 327.31
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $392k 3.4k 114.98
T. Rowe Price (TROW) 0.0 $386k 3.8k 102.38
Automatic Data Processing (ADP) 0.0 $374k 1.5k 257.23
Goldman Sachs (GS) 0.0 $367k 418.00 878.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $364k 14k 26.23
Vanguard World Utilities Etf (VPU) 0.0 $356k 1.9k 185.00
Cisco Systems (CSCO) 0.0 $356k 4.6k 77.03
Select Sector Spdr Tr State Street Con (XLY) 0.0 $352k 2.9k 119.39
Cummins (CMI) 0.0 $338k 663.00 510.45
Quanta Services (PWR) 0.0 $338k 801.00 421.89
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $337k 2.3k 143.97
Proshares Tr Pshs Short Dow30 (DOG) 0.0 $337k 14k 23.49
Howmet Aerospace (HWM) 0.0 $332k 1.6k 205.02
Illinois Tool Works (ITW) 0.0 $328k 1.3k 246.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $326k 531.00 614.31
Air Products & Chemicals (APD) 0.0 $326k 1.3k 247.11
Ishares Tr Us Consm Staples (IYK) 0.0 $325k 4.9k 66.92
Union Pacific Corporation (UNP) 0.0 $320k 1.4k 231.32
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $318k 4.9k 65.10
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $318k 3.1k 104.07
Ishares Tr Global Tech Etf (IXN) 0.0 $315k 3.0k 105.00
Cheniere Energy Com New (LNG) 0.0 $306k 1.6k 194.45
Spdr Gold Tr Gold Shs (GLD) 0.0 $305k 769.00 396.31
Applied Materials (AMAT) 0.0 $303k 1.2k 256.99
Boeing Company (BA) 0.0 $302k 1.4k 217.04
Lowe's Companies (LOW) 0.0 $292k 1.2k 241.20
Danaher Corporation (DHR) 0.0 $291k 1.3k 228.92
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $290k 12k 24.37
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $286k 940.00 303.89
Pfizer (PFE) 0.0 $282k 11k 24.90
Us Bancorp Del Com New (USB) 0.0 $278k 5.2k 53.36
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $278k 5.9k 46.80
Ishares Tr Core Msci Total (IXUS) 0.0 $275k 3.3k 84.64
Northern Trust Corporation (NTRS) 0.0 $273k 2.0k 136.59
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $272k 6.9k 39.59
Calamos Conv & High Income F Com Shs (CHY) 0.0 $270k 24k 11.31
Intuit (INTU) 0.0 $260k 392.00 662.42
Dimensional Etf Trust International (DFSI) 0.0 $257k 6.0k 42.85
Vanguard World Financials Etf (VFH) 0.0 $255k 1.9k 133.46
Ishares Msci Gbl Min Vol (ACWV) 0.0 $255k 2.1k 118.75
Gabelli Equity Trust (GAB) 0.0 $254k 41k 6.17
Shenandoah Telecommunications Company (SHEN) 0.0 $250k 22k 11.56
Ameriprise Financial (AMP) 0.0 $248k 506.00 490.34
Waste Management (WM) 0.0 $241k 1.1k 219.64
Bristol Myers Squibb (BMY) 0.0 $240k 4.5k 53.94
United Bankshares (UBSI) 0.0 $240k 6.3k 38.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $235k 1.6k 148.98
Select Sector Spdr Tr State Street Com (XLC) 0.0 $235k 2.0k 117.72
Shell Spon Ads (SHEL) 0.0 $235k 3.2k 73.48
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $225k 4.1k 54.77
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $222k 3.9k 56.93
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $221k 2.6k 86.24
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $219k 4.7k 46.92
Deere & Company (DE) 0.0 $213k 458.00 465.27
Celestica (CLS) 0.0 $213k 720.00 295.61
Carpenter Technology Corporation (CRS) 0.0 $211k 670.00 314.84
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $208k 4.9k 42.69
Welltower Inc Com reit (WELL) 0.0 $208k 1.1k 185.61
Advanced Micro Devices (AMD) 0.0 $207k 967.00 214.16
Burke & Herbert Financial Serv (BHRB) 0.0 $201k 3.2k 62.31
Royce Value Trust (RVT) 0.0 $165k 10k 16.10
Kkr Income Opportunities (KIO) 0.0 $159k 14k 11.59
Blackstone Strategic Cred 20 Com Shs Ben In (BGB) 0.0 $118k 10k 11.78
Liberty All Star Equity Sh Ben Int (USA) 0.0 $94k 15k 6.28
Putnam Master Inter Income T Sh Ben Int (PIM) 0.0 $48k 14k 3.34