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Graves Light Lenhart Wealth, Inc. — 13F Holdings & Portfolio

CIK 1759803 · latest 13F-HR filed 2026-10-09

Backtest portfolio

Graves Light Lenhart Wealth, Inc. manages $1.07B in 13F-reported U.S. long-equity assets across 196 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AGG (9.56%), IEFA (9.48%), DFCF (5.79%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 6 new positions and exited 13; 32 existing positions rose in reported value and 79 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.07B

Long-equity book

Holdings
196

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+6 / −13 / ↑32 / ↓79

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AGG9.6% · -2%IEFA9.5% · +3%DFCF5.8% · +12%IJR4.1% · +3%IJH3.8% · +5%BRK.B3.3% · -2%AAPL3.2% · -5%DFNM2.6% · +10%VYM2.6% · -1%VTIP2.5% · +197%SDY2.5% · -0%VIG2.4% · -2%VOOG2.3% · +9%DFUV2.2% · +6%XLV2.2% · -2%DFAX2.2% · +9%GOOGL2.1% · -5%SCHD2.0% · -2%BSV1.9% · -15%VCSH1.9% · -14%SPHQ1.8% · -3%VOOV1.7% · +7%DFEV1.3% · -2%VTEB1.2% · +22%AMZN1.1% · -3%IWB1.0% · -0%VTI1.0% · +3%IGM0.9% · -1%JPM0.8% · -4%VEA0.7% · +0%GOOG0.7% · -7%CVX0.7% · -5%IVV0.7% · -1%SYY0.7% · -4%BND0.7% · -17%JMST0.6% · +4%DLN0.5% · -6%MSFT0.5% · -3%IJS0.5% · -0%VEU0.5% · -3%IVW0.5% · -1%XOM0.5% · -0%BIL0.5% · -30%SPY0.4% · -5%BRK.A0.4% · 0%DVY0.4% · -0%EFA0.3% · -3%ACWX0.3% · -0%DFSD0.3% · -17%VB0.3% · -4%IVE0.3% · 0%VO0.3% · -1%LLY0.2% · 0%MRK0.2% · -3%DIA0.2% · 0%VUG0.2% · -7%TFC0.2% · -1%PKG0.2% · -22%PG0.2% · -4%COST0.2% · -7%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 46.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$1.23B
Discretionary
$1.18B
Employees
11
Accounts
1,294
Address
100 SOUTH MASON STREET
SUITE C
HARRISONBURG, VA 22801
Phone
(540) 433-3076
Website
Name Title / Status Ownership Type
GRAVES, ASA, WESLEY ControlPRESIDENT
since Aug 2018
75% or moreIndividual
HEATWOLE, ASHLEY, PHILIP ControlDIRECTOR
since Jan 2024
Less than 5%Individual
LENHART, JEFFREY, GRANT ControlCHIEF COMPLIANCE OFFICER,SECRETARY AND TREASURER
since Aug 2018
5–10%Individual
LIGHT, JOHN, DOUGLAS ControlVICE PRESIDENT
since Aug 2018
10–25%Individual
Perrine, Nicholas, Andrew ControlDIRECTOR
since Jan 2026
Less than 5%Individual
Ownership & leadership changes · 4 filings with changes since Jul 27, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2026 filing
  • AddedPerrine, Nicholas, Andrew · DIRECTOR · Less than 5% · control person
Mar 6, 2024 filing
  • AddedHEATWOLE, ASHLEY, PHILIP · DIRECTOR · Less than 5% · control person
Mar 31, 2022 filing
  • ChangedLENHART, JEFFREY, GRANT · title CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER → CHIEF COMPLIANCE OFFICER,SECRETARY AND TREASURER
Aug 31, 2018 filing
  • No longer listedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2018
  • No longer listedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person · listed since Sep 2017
  • AddedGRAVES, ASA, WESLEY · MANAGING MEMBER · 75% or more · control person
  • AddedLENHART, JEFFREY, GRANT · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 5–10% · control person
  • AddedLIGHT, JOHN, DOUGLAS · MANAGING MEMBER · 10–25% · control person
  • ChangedGRAVES, ASA, WESLEY · title MANAGING MEMBER → PRESIDENT
  • ChangedLENHART, JEFFREY, GRANT · title MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, SECRETARY AND TREASURER
  • ChangedLIGHT, JOHN, DOUGLAS · title MANAGING MEMBER → VICE PRESIDENT
Jul 27, 2018 filing (earliest on record)
  • ListedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Graves Light Lenhart Wealth, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR AGG 464287226 $102.2M 9.56% 1,080,576 SH
2 ISHARES TR IEFA 46432F842 $101.3M 9.48% 1,045,399 SH
3 DIMENSIONAL ETF TRUST DFCF 25434V872 $61.9M 5.79% 1,542,137 SH
4 ISHARES TR IJR 464287804 $43.4M 4.06% 318,810 SH
5 ISHARES TR IJH 464287507 $40.1M 3.75% 556,969 SH
6 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $35.6M 3.33% 71,402 SH
7 APPLE INC AAPL 037833100 $33.8M 3.17% 101,590 SH
8 DIMENSIONAL ETF TRUST DFNM 25434V849 $28.2M 2.64% 612,276 SH
9 VANGUARD WHITEHALL FDS VYM 921946406 $27.8M 2.60% 178,978 SH
10 VANGUARD MALVERN FDS VTIP 922020805 $26.6M 2.49% 540,037 SH
11 SPDR SERIES TRUST SDY 78464A763 $26.5M 2.48% 180,803 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $26.2M 2.45% 112,128 SH
13 VANGUARD ADMIRAL FDS INC VOOG 921932505 $24.1M 2.25% 281,381 SH
14 DIMENSIONAL ETF TRUST DFUV 25434V724 $23.4M 2.19% 425,611 SH
15 SELECT SECTOR SPDR TR XLV 81369Y209 $23.3M 2.18% 138,567 SH
16 DIMENSIONAL ETF TRUST DFAX 25434V880 $23.1M 2.16% 623,582 SH
17 ALPHABET INC GOOGL 02079K305 $22.5M 2.11% 65,397 SH
18 SCHWAB STRATEGIC TR SCHD 808524797 $21.4M 2.00% 656,368 SH
19 VANGUARD BD INDEX FDS BSV 921937827 $20.6M 1.93% 269,687 SH
20 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $20.0M 1.87% 259,160 SH
21 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $19.7M 1.85% 234,840 SH
22 VANGUARD ADMIRAL FDS INC VOOV 921932703 $18.6M 1.74% 84,364 SH
23 DIMENSIONAL ETF TRUST DFEV 25434V740 $14.1M 1.32% 332,966 SH
24 VANGUARD MUN BD FDS VTEB 922907746 $13.2M 1.23% 277,993 SH
25 AMAZON COM INC AMZN 023135106 $12.3M 1.15% 49,186 SH
26 ISHARES TR IWB 464287622 $10.5M 0.98% 25,124 SH
27 VANGUARD INDEX FDS VTI 922908769 $10.4M 0.97% 27,749 SH
28 ISHARES TR IGM 464287549 $9.4M 0.88% 55,337 SH
29 JPMORGAN CHASE & CO JPM 46625H100 $8.2M 0.77% 24,871 SH
30 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.9M 0.74% 111,457 SH
31 ALPHABET INC GOOG 02079K107 $7.7M 0.72% 22,528 SH
32 CHEVRON CORPORATION CVX 166764100 $7.6M 0.71% 37,076 SH
33 ISHARES TR IVV 464287200 $7.2M 0.67% 9,385 SH
34 SYSCO CORP SYY 871829107 $7.2M 0.67% 92,142 SH
35 VANGUARD BD INDEX FDS BND 921937835 $7.1M 0.66% 100,889 SH
36 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $6.4M 0.60% 126,802 SH
37 WISDOMTREE TR DLN 97717W307 $5.7M 0.54% 58,944 SH
38 MICROSOFT CORP MSFT 594918104 $5.6M 0.52% 10,873 SH
39 ISHARES TR IJS 464287879 $5.3M 0.50% 41,438 SH
40 VANGUARD INTL EQUITY INDEX F VEU 922042775 $5.3M 0.49% 63,677 SH
41 ISHARES TR IVW 464287309 $5.2M 0.49% 36,770 SH
42 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $5.1M 0.48% 31,208 SH
43 SPDR SERIES TRUST BIL 78468R663 $5.0M 0.46% 54,134 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.8M 0.45% 6,251 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $4.5M 0.42% 6 SH
46 ISHARES TR DVY 464287168 $4.1M 0.39% 27,168 SH
47 ISHARES TR EFA 464287465 $3.5M 0.33% 33,775 SH
48 ISHARES TR ACWX 464288240 $3.3M 0.31% 44,127 SH
49 DIMENSIONAL ETF TRUST DFSD 25434V864 $3.3M 0.31% 71,240 SH
50 VANGUARD INDEX FDS VB 922908751 $3.1M 0.29% 10,795 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $1.07B 196 0001085146-26-000833
2026-06-30 2026-07-07 $1.07B 203 0001759803-26-000004
2026-03-31 2026-04-08 $961.1M 197 0001759803-26-000003
2025-12-31 2026-01-09 $942.9M 191 0001759803-26-000001
Filer Information
Address
100 SOUTH MASON STREET. SUITE C
HARRISONBURG, VA 22801
Phone
(540) 433-3076
Filing Manager
Graves Light Lenhart Wealth, Inc.
HARRISONBURG, VA
Signatory
Jeffrey G. Lenhart
Chief Compliance Officer