Graves-Light Private Wealth Management

Graves Light Lenhart Wealth as of March 31, 2026

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