Graves-Light Private Wealth Management

Graves Light Lenhart Wealth as of June 30, 2026

Portfolio Holdings for Graves Light Lenhart Wealth

Graves Light Lenhart Wealth holds 203 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 10.2 $109M 1.1M 98.98
Ishares Tr Core Msci Eafe (IEFA) 9.1 $98M 1.0M 96.58
Dimensional Etf Trust Core Fixe In Etf (DFCF) 5.4 $58M 1.4M 42.21
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $46M 311k 148.31
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $41M 531k 77.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $37M 73k 500.39
Apple (AAPL) 2.9 $31M 107k 289.36
Vanguard Whitehall Fds High Div Yld (VYM) 2.7 $29M 181k 158.03
Spdr Series Trust St Str Sp Div (SDY) 2.6 $28M 182k 152.18
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $27M 115k 236.62
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.5 $27M 557k 48.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $25M 318k 77.91
Alphabet Cap Stk Cl A (GOOGL) 2.3 $25M 69k 357.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $24M 302k 79.03
Select Sector Spdr Tr St Str Care Etf (XLV) 2.1 $22M 141k 158.66
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.1 $22M 403k 55.01
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 2.0 $22M 242k 90.10
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 2.0 $21M 259k 82.62
Dimensional Etf Trust World Ex Us Core (DFAX) 2.0 $21M 574k 36.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $21M 667k 31.71
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.6 $17M 79k 219.21
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.4 $15M 339k 42.67
Amazon (AMZN) 1.1 $12M 51k 238.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $12M 228k 50.58
Ishares Tr Rus 1000 Etf (IWB) 1.0 $10M 25k 409.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $10M 27k 370.04
Ishares Tr Expnd Tec Sc Etf (IGM) 0.9 $9.2M 56k 163.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $9.1M 182k 50.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $9.0M 122k 73.41
Alphabet Cap Stk Cl C (GOOG) 0.8 $8.6M 24k 353.33
JPMorgan Chase & Co. (JPM) 0.8 $8.4M 26k 327.32
SYSCO Corporation (SYY) 0.8 $8.1M 97k 83.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $7.9M 111k 71.25
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.7 $7.1M 78k 91.64
Ishares Tr Core S&p500 Etf (IVV) 0.7 $7.1M 9.5k 748.87
Chevron Corporation (CVX) 0.6 $6.5M 39k 165.76
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $6.2M 122k 51.00
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $6.0M 63k 96.32
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $5.7M 42k 136.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $5.5M 65k 83.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $5.1M 37k 137.53
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $4.9M 6.6k 746.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $4.5M 6.00 748850.00
Exxon Mobil Corporation (XOM) 0.4 $4.3M 31k 136.72
Ishares Tr Select Divid Etf (DVY) 0.4 $4.3M 27k 156.30
Microsoft Corporation (MSFT) 0.4 $4.2M 11k 373.02
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.4 $4.1M 86k 47.75
Ishares Tr Msci Eafe Etf (EFA) 0.3 $3.6M 35k 103.88
Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.4M 11k 303.12
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $3.4M 44k 76.11
Packaging Corporation of America (PKG) 0.3 $3.1M 13k 238.28
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.0M 37k 80.57
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.9M 13k 227.06
Eli Lilly & Co. (LLY) 0.3 $2.8M 2.3k 1199.42
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $2.6M 5.0k 522.43
Truist Financial Corp equities (TFC) 0.2 $2.5M 51k 49.82
Anthem (ELV) 0.2 $2.5M 6.5k 386.73
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.4M 28k 86.14
Merck & Co (MRK) 0.2 $2.4M 18k 128.50
Procter & Gamble Company (PG) 0.2 $2.2M 15k 146.64
Duke Energy Corp Com New (DUK) 0.2 $2.2M 17k 126.58
Costco Wholesale Corporation (COST) 0.2 $2.1M 2.3k 935.36
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $2.1M 25k 82.34
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.9M 8.8k 221.21
Johnson & Johnson (JNJ) 0.2 $1.8M 7.3k 253.98
Ishares Tr National Mun Etf (MUB) 0.2 $1.8M 17k 107.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.7M 11k 156.96
Wells Fargo & Company (WFC) 0.2 $1.7M 21k 82.64
Dominion Resources (D) 0.2 $1.7M 25k 68.29
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.6M 6.3k 252.23
Bank of America Corporation (BAC) 0.1 $1.4M 25k 56.98
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.4M 3.3k 426.40
Broadcom (AVGO) 0.1 $1.4M 3.6k 377.75
Emerson Electric (EMR) 0.1 $1.3M 8.9k 143.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.3M 55k 23.13
Walt Disney Company (DIS) 0.1 $1.3M 13k 96.25
NVIDIA Corporation (NVDA) 0.1 $1.2M 6.2k 200.09
Corning Incorporated (GLW) 0.1 $1.2M 4.8k 255.45
Caterpillar (CAT) 0.1 $1.2M 1.1k 1064.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.2M 1.7k 686.74
Ge Aerospace Com New (GE) 0.1 $1.1M 3.1k 373.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $1.1M 28k 41.25
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.1M 27k 40.64
Univest Corp. of PA (UVSP) 0.1 $1.1M 25k 43.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.1M 4.4k 242.99
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.1 $1.0M 13k 75.68
Oracle Corporation (ORCL) 0.1 $981k 6.7k 146.55
CSX Corporation (CSX) 0.1 $979k 21k 47.53
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $966k 10k 96.46
American Electric Power Company (AEP) 0.1 $940k 6.9k 136.81
Vanguard World Inf Tech Etf (VGT) 0.1 $937k 7.8k 119.52
Abbvie (ABBV) 0.1 $920k 3.7k 251.64
EOG Resources (EOG) 0.1 $918k 7.1k 129.73
Pepsi (PEP) 0.1 $899k 6.6k 135.40
PNC Financial Services (PNC) 0.1 $886k 3.6k 246.19
American Express Company (AXP) 0.1 $881k 2.6k 338.25
Ge Vernova (GEV) 0.1 $878k 747.00 1174.86
UnitedHealth (UNH) 0.1 $848k 2.0k 415.63
International Business Machines (IBM) 0.1 $844k 3.0k 281.18
Southern Company (SO) 0.1 $811k 8.5k 95.71
Verizon Communications (VZ) 0.1 $807k 19k 42.34
McKesson Corporation (MCK) 0.1 $800k 1.1k 755.60
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $765k 20k 38.79
McDonald's Corporation (MCD) 0.1 $761k 2.8k 270.30
Home Depot (HD) 0.1 $759k 2.2k 352.75
Applied Materials (AMAT) 0.1 $743k 1.0k 723.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $734k 996.00 736.44
Vanguard World Health Car Etf (VHT) 0.1 $702k 2.3k 299.05
Coca-Cola Company (KO) 0.1 $691k 8.5k 81.27
Spdr Series Trust St Str Sp Bank (KBE) 0.1 $639k 9.4k 68.22
Ishares Tr Ishares Biotech (IBB) 0.1 $625k 3.3k 190.17
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $616k 5.0k 124.17
Atlantic Union B (AUB) 0.1 $594k 14k 42.31
Morgan Stanley Com New (MS) 0.1 $583k 2.8k 209.04
Quanta Services (PWR) 0.1 $577k 801.00 719.79
3M Company (MMM) 0.1 $565k 3.5k 161.93
Advanced Micro Devices (AMD) 0.1 $562k 967.00 580.91
Vanguard World Energy Etf (VDE) 0.1 $561k 3.7k 150.13
Intel Corporation (INTC) 0.1 $555k 4.0k 139.63
Cisco Systems (CSCO) 0.1 $554k 4.7k 117.47
Allstate Corporation (ALL) 0.0 $534k 2.2k 237.89
Norfolk Southern (NSC) 0.0 $530k 1.7k 314.59
Ishares Tr S&p 100 Etf (OEF) 0.0 $528k 1.4k 365.87
SLB Com Stk (SLB) 0.0 $510k 11k 46.49
Enbridge (ENB) 0.0 $497k 9.2k 54.21
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $493k 6.6k 74.90
Vanguard Index Fds Large Cap Etf (VV) 0.0 $480k 1.4k 344.00
Cummins (CMI) 0.0 $457k 640.00 713.21
MetLife (MET) 0.0 $450k 5.3k 84.61
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $449k 2.4k 190.52
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $436k 3.3k 131.13
Howmet Aerospace (HWM) 0.0 $436k 1.6k 268.86
Meta Platforms Cl A (META) 0.0 $430k 763.00 563.11
T. Rowe Price (TROW) 0.0 $429k 3.8k 113.69
Ishares Tr Global Tech Etf (IXN) 0.0 $424k 2.9k 144.48
Carpenter Technology Corporation (CRS) 0.0 $413k 670.00 616.84
Amgen (AMGN) 0.0 $403k 1.1k 362.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $402k 14k 28.96
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $394k 5.7k 69.08
Union Pacific Corporation (UNP) 0.0 $384k 1.4k 272.00
At&t (T) 0.0 $382k 18k 20.70
Goldman Sachs (GS) 0.0 $380k 376.00 1011.22
Cheniere Energy Com New (LNG) 0.0 $378k 1.6k 238.96
Vanguard World Utilities Etf (VPU) 0.0 $377k 1.9k 195.68
Shenandoah Telecommunications Company (SHEN) 0.0 $364k 24k 15.08
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $359k 752.00 477.57
Ishares Tr Us Consm Staples (IYK) 0.0 $353k 4.9k 72.66
Air Products & Chemicals (APD) 0.0 $348k 1.2k 293.30
Northern Trust Corporation (NTRS) 0.0 $348k 2.0k 173.84
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $346k 2.9k 117.26
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $343k 6.1k 56.16
Spdr Gold Tr Gold Shs (GLD) 0.0 $328k 889.00 368.38
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $327k 4.9k 67.01
Automatic Data Processing (ADP) 0.0 $326k 1.5k 223.95
Calamos Conv & High Income F Com Shs (CHY) 0.0 $325k 24k 13.62
Us Bancorp Com New (USB) 0.0 $315k 5.2k 60.40
Boeing Company (BA) 0.0 $314k 1.5k 216.40
Proshares Tr Pshs Short Dow30 (DOG) 0.0 $314k 15k 21.62
Abbott Laboratories (ABT) 0.0 $314k 3.5k 90.74
Deere & Company (DE) 0.0 $312k 492.00 634.36
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.0 $311k 7.0k 44.36
Ishares Tr Core Msci Total (IXUS) 0.0 $311k 3.3k 95.44
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $307k 5.9k 51.69
Illinois Tool Works (ITW) 0.0 $305k 1.1k 270.55
Qnity Electronics Common Stock (Q) 0.0 $299k 1.8k 163.31
Vanguard Index Fds Value Etf (VTV) 0.0 $298k 1.4k 217.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $287k 12k 24.14
United Bankshares (UBSI) 0.0 $287k 6.3k 45.83
Monolithic Power Systems (MPWR) 0.0 $284k 206.00 1379.77
Dell Technologies CL C (DELL) 0.0 $276k 639.00 431.46
Dimensional Etf Trust International (DFSI) 0.0 $273k 6.1k 45.10
Pfizer (PFE) 0.0 $268k 11k 24.08
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $264k 3.9k 67.79
Celestica (CLS) 0.0 $263k 720.00 364.80
Texas Instruments Incorporated (TXN) 0.0 $258k 867.00 298.07
Ishares Msci Gbl Min Vol (ACWV) 0.0 $258k 2.1k 120.23
Welltower Inc Com reit (WELL) 0.0 $254k 1.1k 226.97
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $252k 4.7k 54.03
Vanguard World Financials Etf (VFH) 0.0 $251k 1.9k 131.57
Shell Spon Ads (SHEL) 0.0 $251k 3.2k 77.54
Bristol Myers Squibb (BMY) 0.0 $245k 4.3k 57.62
Vertiv Holdings Com Cl A (VRT) 0.0 $244k 730.00 334.82
Waste Management (WM) 0.0 $244k 1.1k 222.82
Lowe's Companies (LOW) 0.0 $240k 1.1k 220.58
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $236k 1.4k 163.67
Gabelli Equity Trust (GAB) 0.0 $233k 41k 5.66
Burke & Herbert Financial Serv (BHRB) 0.0 $231k 3.2k 71.86
Bank of New York Mellon Corporation (BNY) 0.0 $227k 1.6k 144.61
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $226k 2.6k 87.70
State Street Corporation (STT) 0.0 $223k 1.3k 169.60
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $221k 4.1k 53.61
Travelers Companies (TRV) 0.0 $220k 666.00 330.12
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $214k 2.0k 107.13
Virtus Allianzgi Equity & Conv (NIE) 0.0 $211k 7.9k 26.86
Nextera Energy (NEE) 0.0 $210k 2.4k 87.77
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $207k 3.9k 53.11
Ameriprise Financial (AMP) 0.0 $206k 450.00 458.76
Cadence Design Systems (CDNS) 0.0 $206k 550.00 375.32
Royce Value Trust (RVT) 0.0 $189k 10k 18.47
Kkr Income Opportunities (KIO) 0.0 $155k 14k 11.26
Blackstone Strategic Cred 20 Com Shs Ben In (BGB) 0.0 $113k 10k 11.30
Liberty All Star Equity Sh Ben Int (USA) 0.0 $87k 15k 5.81
Putnam Master Inter Income T Sh Ben Int (PIM) 0.0 $46k 14k 3.23