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

CIK 1759803 · latest 13F-HR filed 2026-07-07

Backtest portfolio

Graves Light Lenhart Wealth, Inc. manages $1.07B in 13F-reported U.S. long-equity assets across 203 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AGG (10.18%), IEFA (9.13%), DFCF (5.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 4, added to 128, and trimmed 24.

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.

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
Loading holdings…
AUM

$1.07B

Long-equity book

Holdings

203

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+10 / −4 / ↑128 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$11.1M +12.8%
  • ISHARES TR$8.4M +22.4%
  • DIMENSIONAL ETF TRUST$7.4M +53.8%
  • ISHARES TR$6.5M +18.9%
  • VANGUARD ADMIRAL FDS INC$6.1M +39.5%
Show all 128 →

Top Trims

  • DIMENSIONAL ETF TRUST-$2.2M -66.7%
  • CHEVRON CORPORATION-$1.6M -20.1%
  • VANGUARD SCOTTSDALE FDS-$1.6M -6.1%
  • DISNEY WALT CO-$1.3M -51.1%
  • EXXON MOBIL CORP-$1.0M -19.5%
Show all 24 →

New Positions

  • ADVANCED MICRO DEVICES INC$561.7K
  • VANGUARD INDEX FDS$298.4K
  • DELL TECHNOLOGIES INC$275.7K
  • TEXAS INSTRS INC$258.4K
  • VERTIV HOLDINGS CO$244.4K
Show all 10 →

Exited Positions

  • DANAHER CORP DEL$240.8K
  • HONEYWELL INTL INC$227.6K
  • SELECT SECTOR SPDR TR$223.9K
  • SERVICE CORP INTL$210.6K
Show all 4 →
All Holdings

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 $109.1M 10.18% 1,102,068 SH
2 ISHARES TR IEFA 46432F842 $97.9M 9.13% 1,013,378 SH
3 DIMENSIONAL ETF TRUST DFCF 25434V872 $58.3M 5.44% 1,382,349 SH
4 ISHARES TR IJR 464287804 $46.1M 4.30% 310,610 SH
5 ISHARES TR IJH 464287507 $40.9M 3.82% 530,909 SH
6 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $36.6M 3.41% 73,061 SH
7 APPLE INC AAPL 037833100 $30.8M 2.88% 106,571 SH
8 VANGUARD WHITEHALL FDS VYM 921946406 $28.6M 2.67% 181,141 SH
9 SPDR SERIES TRUST SDY 78464A763 $27.6M 2.58% 181,578 SH
10 VANGUARD SPECIALIZED FUNDS VIG 921908844 $27.2M 2.53% 114,747 SH
11 DIMENSIONAL ETF TRUST DFNM 25434V849 $26.9M 2.51% 556,651 SH
12 VANGUARD BD INDEX FDS BSV 921937827 $24.8M 2.31% 318,097 SH
13 ALPHABET INC GOOGL 02079K305 $24.5M 2.29% 68,674 SH
14 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $23.8M 2.23% 301,767 SH
15 SELECT SECTOR SPDR TR XLV 81369Y209 $22.4M 2.09% 141,334 SH
16 DIMENSIONAL ETF TRUST DFUV 25434V724 $22.2M 2.07% 402,895 SH
17 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $21.8M 2.03% 242,025 SH
18 VANGUARD ADMIRAL FDS INC VOOG 921932505 $21.4M 2.00% 258,813 SH
19 DIMENSIONAL ETF TRUST DFAX 25434V880 $21.2M 1.97% 574,324 SH
20 SCHWAB STRATEGIC TR SCHD 808524797 $21.1M 1.97% 666,565 SH
21 VANGUARD ADMIRAL FDS INC VOOV 921932703 $17.3M 1.62% 79,037 SH
22 DIMENSIONAL ETF TRUST DFEV 25434V740 $14.5M 1.35% 339,406 SH
23 AMAZON COM INC AMZN 023135106 $12.1M 1.13% 50,632 SH
24 VANGUARD MUN BD FDS VTEB 922907746 $11.5M 1.07% 227,560 SH
25 ISHARES TR IWB 464287622 $10.3M 0.96% 25,154 SH
26 VANGUARD INDEX FDS VTI 922908769 $10.0M 0.93% 27,042 SH
27 ISHARES TR IGM 464287549 $9.2M 0.85% 55,973 SH
28 VANGUARD MALVERN FDS VTIP 922020805 $9.1M 0.85% 181,998 SH
29 VANGUARD BD INDEX FDS BND 921937835 $9.0M 0.84% 122,146 SH
30 ALPHABET INC GOOG 02079K107 $8.6M 0.80% 24,306 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $8.4M 0.79% 25,815 SH
32 SYSCO CORP SYY 871829107 $8.1M 0.75% 96,531 SH
33 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.9M 0.74% 111,135 SH
34 SPDR SERIES TRUST BIL 78468R663 $7.1M 0.66% 77,762 SH
35 ISHARES TR IVV 464287200 $7.1M 0.66% 9,499 SH
36 CHEVRON CORPORATION CVX 166764100 $6.5M 0.60% 38,994 SH
37 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $6.2M 0.58% 122,067 SH
38 WISDOMTREE TR DLN 97717W307 $6.0M 0.56% 62,709 SH
39 ISHARES TR IJS 464287879 $5.7M 0.53% 41,616 SH
40 VANGUARD INTL EQUITY INDEX F VEU 922042775 $5.5M 0.51% 65,393 SH
41 ISHARES TR IVW 464287309 $5.1M 0.48% 37,256 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.9M 0.46% 6,570 SH
43 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $4.5M 0.42% 6 SH
44 EXXON MOBIL CORP XOM 30231G102 $4.3M 0.40% 31,363 SH
45 ISHARES TR DVY 464287168 $4.3M 0.40% 27,245 SH
46 MICROSOFT CORP MSFT 594918104 $4.2M 0.39% 11,195 SH
47 DIMENSIONAL ETF TRUST DFSD 25434V864 $4.1M 0.38% 85,928 SH
48 ISHARES TR EFA 464287465 $3.6M 0.34% 34,866 SH
49 VANGUARD INDEX FDS VB 922908751 $3.4M 0.32% 11,182 SH
50 ISHARES TR ACWX 464288240 $3.4M 0.31% 44,179 SH
Filing History
Period Filed AUM Holdings Accession
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