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Graves Light Lenhart Wealth, Inc.

CIK 1759803 · latest 13F filed 9 October 2026 · Read the filing on EDGAR

Graves Light Lenhart Wealth, Inc. reported 196 US-listed holdings worth $1.07 billion in its 13F for the quarter ended 30 September 2026, filed 9 October 2026. Its largest: iShares Trust (9.6%), iShares Core MSCI Eafe ETF (9.5%) and Dimensional ETF Trust (5.8%). Against the quarter before, it opened 6 positions, added to 21, trimmed 103 and sold out of 13.

Reported holdings$1.07B-0.3% on Q2 2026
Positions196-7 on Q2 2026
The largest ten46.9%of its reported holdings
Latest 13FQ3 2026filed 9 October 2026
Where the money is
Added toTrimmed
AGG9.6%IEFA9.5%DFCF5.8%IJR4.1%IJH3.8%BRKB3.3%AAPL3.2%DFNM2.6%VYM2.6%VTIP2.5%SDY2.5%VIG2.4%VOOG2.3%DFUV2.2%182 more43.8%

The 14 largest of its 196 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $804.4 million in 185 positions$804MQ4 24Q1 2025: $814.7 million in 187 positions$815MQ1 25Q2 2025: $840.4 million in 192 positions$840MQ2 25Q3 2025: $901.1 million in 193 positions$901MQ3 25Q4 2025: $942.9 million in 191 positions$943MQ4 25Q1 2026: $961.1 million in 197 positions$961MQ1 26Q2 2026: $1.07 billion in 203 positions$1.07BQ2 26Q3 2026: $1.07 billion in 196 positions$1.07BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 6Added 21Held 66Trimmed 103Sold out 13
Opened: 6Added: 21Held: 66Trimmed: 103Sold out: 13

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 6

  1. ExxonMobil Holdings Corp. XOM$5.1 million
  2. Invesco Exch TRD SLF Idx FD BSGR$454,014
  3. Marathon Petroleum Corp. MPC$304,869
  4. Danaher Corp. DHR$208,257
  5. Thermo Fisher Scientific Inc. TMO$207,915
  6. Motorola Solutions, Inc. MSI$203,362

Added to 21

  1. Vanguard Shrt-Term Infl-Prot Se VTIP+358,039 shares · +197%
  2. Dimensional ETF Trust DFCF+159,788 shares · +12%
  3. iShares Core MSCI Eafe ETF IEFA+32,021 shares · +3%
  4. Dimensional ETF Trust DFNM+55,625 shares · +10%
  5. Vanguard Mun BD FDS VTEB+50,433 shares · +22%
  6. Vanguard S&P 500 Growth ETF VOOG+22,568 shares · +9%
  7. iShares Core S&P Mid-Cap ETF IJH+26,060 shares · +5%
  8. Dimensional ETF Trust DFAX+49,258 shares · +9%

and 13 more in the table below

Trimmed 103

  1. Vanguard BD Index FDS BSV-48,410 shares · -15%
  2. Vanguard Short-Term Corp. BD Idx VCSH-42,607 shares · -14%
  3. SPDR Ser Trust BIL-23,628 shares · -30%
  4. iShares Trust AGG-21,492 shares · -2%
  5. Apple Inc. AAPL-4,981 shares · -5%
  6. Vanguard Total Bond Market ETF BND-21,257 shares · -17%
  7. Alphabet Inc. GOOGL-3,277 shares · -5%
  8. Berkshire Hathaway Inc. Class B BRKB-1,659 shares · -2%

and 95 more in the table below

Sold out of 13

  1. ExxonMobil Holdings Corp. XOM$4.3 million last quarter
  2. Dimensional ETF Trust DFSV$765,409 last quarter
  3. iShares Trust OEF$527,950 last quarter
  4. Cummins Inc. CMI$456,454 last quarter
  5. Taiwan Semiconductor Manufacturing Company Limited TSM$359,133 last quarter
  6. Wisdomtree Trust EES$264,381 last quarter
  7. Vanguard World FD VFH$251,300 last quarter
  8. Vertiv Holdings Co. VRT$244,419 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Trust AGG1,080,576$102.2 million9.56%-21,492
iShares Core MSCI Eafe ETF IEFA1,045,399$101.3 million9.48%+32,021
Dimensional ETF Trust DFCF1,542,137$61.9 million5.79%+159,788
iShares Core S&P Small-Cap ETF IJR318,810$43.4 million4.06%+8,200
iShares Core S&P Mid-Cap ETF IJH556,969$40.1 million3.75%+26,060
Berkshire Hathaway Inc. Class B BRKB71,402$35.6 million3.33%-1,659
Apple Inc. AAPL101,590$33.8 million3.17%-4,981
Dimensional ETF Trust DFNM612,276$28.2 million2.64%+55,625
Vanguard Whitehall FDS VYM178,978$27.8 million2.60%-2,163
Vanguard Shrt-Term Infl-Prot Se VTIP540,037$26.6 million2.49%+358,039
SPDR S&P Dividend ETF SDY180,803$26.5 million2.48%-775
Vanguard Specialized Funds VIG112,128$26.2 million2.45%-2,619
Vanguard S&P 500 Growth ETF VOOG281,381$24.1 million2.25%+22,568
Dimensional ETF Trust DFUV425,611$23.4 million2.19%+22,716
Select Sector SPDR Trust XLV138,567$23.3 million2.18%-2,767
Dimensional ETF Trust DFAX623,582$23.1 million2.16%+49,258
Alphabet Inc. GOOGL65,397$22.5 million2.11%-3,277
Schwab Strategic Trust SCHD656,368$21.4 million2.00%-10,197
Vanguard BD Index FDS BSV269,687$20.6 million1.93%-48,410
Vanguard Short-Term Corp. BD Idx VCSH259,160$20.0 million1.87%-42,607
Invesco Exchange Traded FD T SPHQ234,840$19.7 million1.85%-7,185
Vanguard Admiral FDS Inc. VOOV84,364$18.6 million1.74%+5,327
Dimensional ETF Trust DFEV332,966$14.1 million1.32%-6,440
Vanguard Mun BD FDS VTEB277,993$13.2 million1.23%+50,433
Amazon.com Inc. AMZN49,186$12.3 million1.15%-1,446
iShares Trust IWB25,124$10.5 million0.98%-30
VG Totl STK Vprs VTI27,749$10.4 million0.97%+707
iShares Trust IGM55,337$9.4 million0.88%-636
JPMorgan Chase & Co. JPM24,871$8.2 million0.77%-944
Vanguard Ftse Developed Markets VEA111,457$7.9 million0.74%+322
Alphabet Inc. GOOG22,528$7.7 million0.72%-1,778
Chevron Corp. CVX37,076$7.6 million0.71%-1,918
iShares Core S&P 500 ETF IVV9,385$7.2 million0.67%-114
Sysco Corp. SYY92,142$7.2 million0.67%-4,389
Vanguard Total Bond Market ETF BND100,889$7.1 million0.66%-21,257
J P Morgan Exchange Traded F JMST126,802$6.4 million0.60%+4,735
Wisdomtree Trust DLN58,944$5.7 million0.54%-3,765
Microsoft Corp. MSFT10,873$5.6 million0.52%-322
iShares Trust IJS41,438$5.3 million0.50%-178
Vanguard FTSE All-World ex-US ETF VEU63,677$5.3 million0.49%-1,716
iShares S&P Growth Index FD IVW36,770$5.2 million0.49%-486
ExxonMobil Holdings Corp. XOM31,208$5.1 million0.48%new
SPDR Ser Trust BIL54,134$5.0 million0.46%-23,628
SPDR S&P 500 SPY6,251$4.8 million0.45%-319
Berkshire Hathaway Inc. Del6$4.5 million0.42%no change
iShares Select Dividend ETF DVY27,168$4.1 million0.39%-77
iShares Trust EFA33,775$3.5 million0.33%-1,091
iShares Trust ACWX44,127$3.3 million0.31%-52
Dimensional ETF Trust DFSD71,240$3.3 million0.31%-14,688
Vanguard Small Cap ETF VB10,795$3.1 million0.29%-387
iShares S&P 500 Value ETF IVE12,699$2.9 million0.27%+3
Vanguard Mid Cap Index ETF VO36,803$2.9 million0.27%-516
Eli Lilly & Co. LLY2,309$2.7 million0.25%no change
Merck & Co., Inc. MRK17,854$2.6 million0.24%-553
SPDR Dow Jones Indl Average DIA5,050$2.6 million0.24%+1
Vanguard Growth ETF VUG26,262$2.4 million0.22%-2,092
Truist Financial Corp. TFC50,551$2.3 million0.22%-458
Packaging Corp. of America PKG10,155$2.3 million0.22%-2,839
Procter & Gamble Co. PG14,565$2.1 million0.20%-586
Costco Wholesale Corp. COST2,134$1.9 million0.18%-151
Duke Energy Corp. DUK17,002$1.9 million0.18%-179
Johnson & Johnson JNJ7,028$1.9 million0.17%-231
iShares Trust IWN8,673$1.8 million0.17%-124
Dimensional ETF Trust DFAS23,185$1.8 million0.17%-2,208
Vanguard Intl Equity Index F VT11,018$1.7 million0.16%no change
Elevance Health, Inc. ELV4,382$1.7 million0.16%-2,123
iShares Trust IYW6,348$1.7 million0.16%no change
iShares Trust MUB16,578$1.7 million0.16%+13
Wells Fargo & Company WFC20,591$1.6 million0.15%-164
iShares Trust IWV3,244$1.4 million0.13%-61
NVIDIA Corp. NVDA6,094$1.4 million0.13%-110
Emerson Electric Co. EMR8,875$1.4 million0.13%no change
Walt Disney Co. DIS12,911$1.4 million0.13%-79
Bank of America Corp. BAC24,837$1.4 million0.13%-92
Dominion Energy, Inc. D22,068$1.3 million0.13%-3,040
Broadcom Inc. AVGO3,568$1.3 million0.12%-31
Schwab Strategic Trust SCHZ49,331$1.1 million0.10%-5,368
Dimensional ETF Trust DFAI26,206$1.1 million0.10%-1,285
Dimensional ETF Trust DFEM26,720$1.1 million0.10%-4
Vanguard Instl Index FD VBIL13,374$1.0 million0.09%no change
Univest Financial Corporatio UVSP24,450$1.0 million0.09%no change
Vanguard Small Cap Value ETF VBR4,290$991,0400.09%-76
iShares Edge MSCI Min Vol USA ETF USMV10,017$976,0560.09%no change
EOG Resources Inc. EOG7,032$968,7220.09%-44
CSX Corp. CSX20,616$958,8300.09%+13
AbbVie Inc. ABBV3,513$918,9660.09%-142
General Electric Co. GE2,936$916,8910.09%-131
Caterpillar Inc. CAT1,126$913,2790.09%no change
Oracle Corp. ORCL6,430$882,8210.08%-265
Verizon Communications Inc. VZ18,751$860,0890.08%-300
American Electric Power Co. Inc. AEP6,898$818,3800.08%+28
Vanguard S&P 500 VOO1,134$795,1040.07%-578
American Express Co. AXP2,603$791,5720.07%no change
UnitedHealth Group Inc. UNH2,040$748,8430.07%no change
PepsiCo Inc. PEP5,837$739,6850.07%-799
Corning Inc. GLW4,781$735,1060.07%-68
Vanguard World FD VGT5,758$723,5760.07%-2,080
Vanguard World FD VHT2,232$705,6020.07%-116
Southern Co. SO8,481$703,0090.07%+11
Coca-Cola Co. KO8,046$692,6270.06%-457
PNC Financial Services Group, Inc. PNC3,108$690,6740.06%-490
iShares Trust IBB3,243$682,6750.06%-45
GE Vernova Inc. GEV701$666,2930.06%-46
Vanguard World FD VDE3,683$634,0650.06%-51
International Business Machines Corp. IBM2,883$633,9920.06%-120
iShares Trust IWF4,964$621,7910.06%no change
Home Depot, Inc. HD2,140$608,7450.06%-11
Advanced Micro Devices Inc. AMD967$591,5720.06%no change
McDonald's Corp. MCD2,471$570,6410.05%-343
3M Co. MMM3,440$564,7560.05%-50
Invesco QQQ Trust QQQ748$553,4140.05%-248
Meta Platforms, Inc. META758$549,6220.05%-5
Atlantic Union Bankshares Corp. AUB14,048$533,1220.05%no change
SLB Limited SLB10,898$530,9510.05%-75
Applied Materials Inc. AMAT1,028$525,6990.05%no change
Morgan Stanley MS2,790$524,7430.05%no change
Quanta Services, Inc. PWR801$514,4850.05%no change
SPDR Ser Trust KBE8,101$512,1620.05%-1,266
Cisco Systems, Inc. CSCO4,718$507,8290.05%no change
Allstate Corp. ALL2,246$498,1950.05%no change
Metlife Inc. MET5,262$495,4420.05%-54
Vanguard Large Cap ETF VV1,395$490,6690.05%+1
Norfolk Southern Corp. NSC1,580$488,2200.05%-105
Amgen Inc. AMGN1,114$469,5620.04%no change
iShares Trust IXUS4,942$469,4410.04%+1,688
Intel Corp. INTC3,877$466,1320.04%-100
Technology Select Sector SPDR ETF XLK2,358$461,5790.04%no change
Invesco Exch TRD SLF Idx FD BSGR18,190$454,0140.04%new
McKesson Corp. MCK529$451,6650.04%-530
iShares Trust IXN2,931$434,4330.04%no change
Cheniere Energy Inc. LNG1,586$426,6540.04%+3
Wisdomtree Trust AIVL3,325$425,4120.04%no change
Invesco S&P 500 Low Volatility ETF SPLV5,979$421,5790.04%-596
Enbridge Inc ENB9,022$419,4330.04%-147
AT&T Inc. T16,696$407,3940.04%-1,734
Schwab Strategic Trust SCHB13,864$406,3610.04%no change
T. Rowe Price Group, Inc. TROW3,769$392,1640.04%no change
Invesco Exchange Traded FD T PHO5,701$386,7170.04%+1
Union Pacific Corp. UNP1,381$375,8120.04%-31
Howmet Aerospace Inc. HWM1,620$366,4120.03%no change
iShares Trust IYH4,879$349,1410.03%no change
Dell Technologies Inc. DELL639$343,7500.03%no change
iShares Trust IYK4,851$343,1110.03%no change
Northern Trust Corp. NTRS2,000$338,7200.03%no change
Goldman Sachs Group Inc. GS376$338,4960.03%no change
Abbott Laboratories ABT3,405$336,5160.03%-50
ProShares Trust NOBL6,102$330,1180.03%no change
Vanguard World FD VPU1,928$329,6160.03%+3
Deere & Co. DE486$326,1390.03%-6
ProShares Trust DOG14,626$325,7300.03%+109
SPDR Gold Trust GLD821$312,6700.03%-68
Dimensional ETF Trust DFAC7,014$311,7920.03%+5
Pfizer Inc. PFE10,824$308,6950.03%-309
Shell plc SHEL3,237$307,6770.03%no change
Marathon Petroleum Corp. MPC771$304,8690.03%new
Select Sector SPDR Trust XLY2,775$301,9810.03%-174
U.S. Bancorp USB5,207$300,7690.03%no change
Dimensional ETF Trust DFAU5,647$295,6770.03%-288
Illinois Tool Works Inc. ITW1,129$290,5540.03%no change
United Bankshares Inc. UBSI6,257$287,4470.03%no change
Calamos Funds CHY23,828$279,0260.03%no change
Monolithic Power Systems, Inc. MPWR206$277,4180.03%no change
Boeing Co. BA1,451$269,8670.03%no change
iShares ETFs ACWV2,145$263,2560.02%no change
Carpenter Technology Corp. CRS670$260,5090.02%no change
Vanguard Value ETF VTV1,205$260,2850.02%-164
Celestica Inc. CLS720$260,2300.02%no change
Welltower Inc. WELL1,120$257,8690.02%no change
Invesco Exchange Traded FD T PRF4,660$253,6440.02%no change
Automatic Data Processing Inc. ADP954$246,1890.02%-500
Texas Instruments Inc. TXN867$242,8380.02%no change
Select Sector SPDR Trust XLE3,893$239,4030.02%+4
iShares Trust EFAV2,574$234,5280.02%no change
Shenandoah Telecommunications Co. SHEN20,788$233,2410.02%-3,352
Bristol-Myers Squibb Co. BMY3,707$231,3170.02%-548
State Street Corp. STT1,314$229,4110.02%no change
Bank of New York Mellon Corp. BNY1,566$226,4910.02%no change
Waste Management Inc. WM1,095$223,2340.02%no change
Qnity Electronics, Inc. Q1,775$223,1890.02%-55
Schwab Strategic Trust SCHO9,343$222,9220.02%-2,550
Select Sector SPDR Trust XLC1,998$221,7180.02%no change
Burke Herbert Finl Svcs Corp. BHRB3,218$220,7550.02%no change
Financial Select Sector SPDR ETF XLF4,116$219,7940.02%no change
Gabelli Equity Trust Inc. GAB41,224$216,0140.02%no change
iShares Trust ESGU1,279$213,3370.02%-165
Danaher Corp. DHR940$208,2570.02%new
Thermo Fisher Scientific Inc. TMO308$207,9150.02%new
Air Products & Chemicals, Inc. APD741$206,2990.02%-445
Motorola Solutions, Inc. MSI456$203,3620.02%new
Dimensional ETF Trust DFSI4,476$202,1820.02%-1,574
Ameriprise Financial Inc. AMP407$200,3860.02%-43
Royce & Associates LLC RVT10,253$175,6340.02%no change
KKR Income Opportunities FD KIO13,728$141,3980.01%no change
Blackstone Strategic Cred 20 BGB10,000$112,4000.01%no change
Alps Closed End Funds USA15,000$86,5500.01%no change
Putnam Master Inter Income Trust SH Ben Int PIM14,300$43,1860.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 13 it sold out of are in the box above.