Graves Light Lenhart Wealth, Inc.

Est. AUM

$961.1M

13F long equity only

Positions

197

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$103.4M	1,042,076	10.76%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$86.8M	958,261	9.03%	SOLE
3	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$54.4M	1,287,970	5.66%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$37.6M	302,697	3.92%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$35.3M	73,700	3.67%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$34.4M	510,013	3.58%	SOLE
7	APPLE INC	COM	$27.4M	108,058	2.85%	SOLE
8	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$26.8M	181,034	2.79%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$26.6M	182,040	2.76%	SOLE
10	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$25.4M	320,527	2.64%	SOLE
11	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$24.7M	114,960	2.57%	SOLE
12	VANGUARD BD INDEX FDS	SHORT TRM BOND	$24.0M	305,899	2.50%	SOLE
13	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$23.1M	482,789	2.41%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET HEA	$20.9M	142,582	2.17%	SOLE
15	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$20.6M	673,097	2.15%	SOLE
16	ALPHABET INC	CAP STK CL A	$20.0M	69,681	2.08%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$18.5M	246,520	1.93%	SOLE
18	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$17.1M	353,811	1.78%	SOLE
19	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$15.3M	37,598	1.59%	SOLE
20	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$14.3M	70,382	1.49%	SOLE
21	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$13.8M	404,889	1.43%	SOLE
22	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$12.4M	345,603	1.29%	SOLE
23	AMAZON COM INC	COM	$10.5M	50,552	1.10%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.1M	123,245	0.94%	SOLE
25	ISHARES TR	RUS 1000 ETF	$9.0M	25,347	0.94%	SOLE
26	VANGUARD INDEX FDS	TOTAL STK MKT	$8.7M	27,037	0.90%	SOLE
27	VANGUARD MALVERN FDS	STRM INFPROIDX	$8.6M	171,634	0.89%	SOLE
28	VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.5M	169,422	0.88%	SOLE
29	CHEVRON CORPORATION	COM	$8.1M	39,081	0.84%	SOLE
30	JPMORGAN CHASE & CO	COM	$7.7M	26,288	0.80%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$7.3M	79,593	0.76%	SOLE
32	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.2M	112,208	0.75%	SOLE
33	ALPHABET INC	CAP STK CL C	$7.1M	24,623	0.73%	SOLE
34	SYSCO CORP	COM	$6.9M	96,458	0.72%	SOLE
35	ISHARES TR	EXPND TEC SC ETF	$6.6M	55,973	0.69%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$6.3M	9,596	0.65%	SOLE
37	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.8M	113,075	0.60%	SOLE
38	WISDOMTREE TR	US LARGECAP DIVD	$5.5M	61,513	0.57%	SOLE
39	EXXON MOBIL CORP	COM	$5.3M	31,410	0.55%	SOLE
40	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$5.1M	67,749	0.53%	SOLE
41	ISHARES TR	SP SMCP600VL ETF	$4.9M	41,679	0.51%	SOLE
42	ISHARES TR	S&P 500 GRWT ETF	$4.3M	38,201	0.45%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL A	$4.3M	6	0.45%	SOLE
44	MICROSOFT CORP	COM	$4.2M	11,453	0.44%	SOLE
45	ISHARES TR	SELECT DIVID ETF	$4.2M	27,883	0.44%	SOLE
46	DIMENSIONAL ETF TRUST	SHORT DURATION F	$4.2M	87,136	0.43%	SOLE
47	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.2M	6,384	0.43%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$3.4M	35,196	0.36%	SOLE
49	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.3M	94,530	0.34%	SOLE
50	ISHARES TR	MSCI ACWI EX US	$3.0M	44,169	0.31%	SOLE

1–50 of 197

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.