Graves Light Lenhart Wealth, Inc. — 13F Holdings & Portfolio
CIK 1759803 · latest 13F-HR filed 2026-04-08
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
$961.1M
Long-equity book
Holdings
197
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+8 / −2 / ↑52 / ↓64
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$5.7M +32.7%
- DIMENSIONAL ETF TRUST$5.0M +10.2%
- ISHARES TR$2.4M +6.9%
- SCHWAB STRATEGIC TR$2.2M +11.9%
- CHEVRON CORPORATION$2.1M +34.1%
Top Trims
- JPMORGAN CHASE & CO-$3.7M -32.4%
- BERKSHIRE HATHAWAY INC DEL-$2.0M -5.5%
- APPLE INC-$2.0M -6.9%
- ALPHABET INC-$1.9M -8.7%
- MICROSOFT CORP-$1.4M -24.6%
New Positions
- UNIVEST FINANCIAL CORPORATIO$837.7K
- SELECT SECTOR SPDR TR$238.0K
- INTEL CORP$230.0K
- HONEYWELL INTL INC$227.6K
- QNITY ELECTRONICS INC$226.4K
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 | $103.4M | 10.76% | 1,042,076 | SH |
| 2 | ISHARES TR | IEFA | 46432F842 | $86.8M | 9.03% | 958,261 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $54.4M | 5.66% | 1,287,970 | SH |
| 4 | ISHARES TR | IJR | 464287804 | $37.6M | 3.92% | 302,697 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $35.3M | 3.67% | 73,700 | SH |
| 6 | ISHARES TR | IJH | 464287507 | $34.4M | 3.58% | 510,013 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $27.4M | 2.85% | 108,058 | SH |
| 8 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $26.8M | 2.79% | 181,034 | SH |
| 9 | SPDR SERIES TRUST | SDY | 78464A763 | $26.6M | 2.76% | 182,040 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $25.4M | 2.64% | 320,527 | SH |
| 11 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $24.7M | 2.57% | 114,960 | SH |
| 12 | VANGUARD BD INDEX FDS | BSV | 921937827 | $24.0M | 2.50% | 305,899 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $23.1M | 2.41% | 482,789 | SH |
| 14 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $20.9M | 2.18% | 142,582 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $20.7M | 2.15% | 673,097 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $20.0M | 2.08% | 69,681 | SH |
| 17 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $18.5M | 1.93% | 246,520 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $17.1M | 1.78% | 353,811 | SH |
| 19 | VANGUARD ADMIRAL FDS INC | VOOG | 921932505 | $15.3M | 1.59% | 37,598 | SH |
| 20 | VANGUARD ADMIRAL FDS INC | VOOV | 921932703 | $14.3M | 1.49% | 70,382 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $13.8M | 1.43% | 404,889 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $12.4M | 1.29% | 345,603 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $10.5M | 1.10% | 50,552 | SH |
| 24 | VANGUARD BD INDEX FDS | BND | 921937835 | $9.1M | 0.94% | 123,245 | SH |
| 25 | ISHARES TR | IWB | 464287622 | $9.0M | 0.94% | 25,347 | SH |
| 26 | VANGUARD INDEX FDS | VTI | 922908769 | $8.7M | 0.90% | 27,037 | SH |
| 27 | VANGUARD MALVERN FDS | VTIP | 922020805 | $8.6M | 0.89% | 171,634 | SH |
| 28 | VANGUARD MUN BD FDS | VTEB | 922907746 | $8.5M | 0.88% | 169,422 | SH |
| 29 | CHEVRON CORPORATION | CVX | 166764100 | $8.1M | 0.84% | 39,081 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.7M | 0.80% | 26,288 | SH |
| 31 | SPDR SERIES TRUST | BIL | 78468R663 | $7.3M | 0.76% | 79,593 | SH |
| 32 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $7.2M | 0.75% | 112,208 | SH |
| 33 | ALPHABET INC | GOOG | 02079K107 | $7.1M | 0.73% | 24,623 | SH |
| 34 | SYSCO CORP | SYY | 871829107 | $6.9M | 0.72% | 96,458 | SH |
| 35 | ISHARES TR | IGM | 464287549 | $6.6M | 0.69% | 55,973 | SH |
| 36 | ISHARES TR | IVV | 464287200 | $6.3M | 0.65% | 9,596 | SH |
| 37 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $5.8M | 0.60% | 113,075 | SH |
| 38 | WISDOMTREE TR | DLN | 97717W307 | $5.5M | 0.57% | 61,513 | SH |
| 39 | EXXON MOBIL CORP | XOM | 30231G102 | $5.3M | 0.55% | 31,410 | SH |
| 40 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $5.1M | 0.53% | 67,749 | SH |
| 41 | ISHARES TR | IJS | 464287879 | $4.9M | 0.51% | 41,679 | SH |
| 42 | ISHARES TR | IVW | 464287309 | $4.3M | 0.45% | 38,201 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $4.3M | 0.45% | 6 | SH |
| 44 | MICROSOFT CORP | MSFT | 594918104 | $4.2M | 0.44% | 11,453 | SH |
| 45 | ISHARES TR | DVY | 464287168 | $4.2M | 0.44% | 27,883 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $4.2M | 0.43% | 87,136 | SH |
| 47 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.2M | 0.43% | 6,384 | SH |
| 48 | ISHARES TR | EFA | 464287465 | $3.4M | 0.36% | 35,196 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $3.3M | 0.34% | 94,530 | SH |
| 50 | ISHARES TR | ACWX | 464288240 | $3.0M | 0.31% | 44,169 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $961.1M | 197 | 0001759803-26-000003 |
| 2025-12-31 | 2026-01-09 | $942.9M | 191 | 0001759803-26-000001 |