Graves Light Lenhart Wealth, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$961.1M
Q ending 2026-03-31
Prior quarter
$942.9M
Q ending 2025-12-31
Change
+1.9% QoQ · +18.0% YoY
Positions
197
reported holdings
Largest positions
Top 100 of 197 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | AGG | Shares | $103.4M | 1.0M |
| Ishares Tr | IEFA | Shares | $86.8M | 958K |
| Dimensional Etf Trust | DFCF | Shares | $54.4M | 1.3M |
| Ishares Tr | IJR | Shares | $37.6M | 303K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $35.3M | 74K |
| Ishares Tr | IJH | Shares | $34.4M | 510K |
| Apple Inc | AAPL | Shares | $27.4M | 108K |
| Vanguard Whitehall Fds | VYM | Shares | $26.8M | 181K |
| Spdr Series Trust | SDY | Shares | $26.6M | 182K |
| Vanguard Scottsdale Fds | VCSH | Shares | $25.4M | 321K |
| Vanguard Specialized Funds | VIG | Shares | $24.7M | 115K |
| Vanguard Bd Index Fds | BSV | Shares | $24.0M | 306K |
| Dimensional Etf Trust | DFNM | Shares | $23.1M | 483K |
| Select Sector Spdr Tr | XLV | Shares | $20.9M | 143K |
| Schwab Strategic Tr | SCHD | Shares | $20.7M | 673K |
| Alphabet Inc | GOOGL | Shares | $20.0M | 70K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $18.5M | 247K |
| Dimensional Etf Trust | DFUV | Shares | $17.1M | 354K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $15.3M | 38K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $14.3M | 70K |
| Dimensional Etf Trust | DFAX | Shares | $13.8M | 405K |
| Dimensional Etf Trust | DFEV | Shares | $12.4M | 346K |
| Amazon Com Inc | AMZN | Shares | $10.5M | 51K |
| Vanguard Bd Index Fds | BND | Shares | $9.1M | 123K |
| Ishares Tr | IWB | Shares | $9.0M | 25K |
| Vanguard Index Fds | VTI | Shares | $8.7M | 27K |
| Vanguard Malvern Fds | VTIP | Shares | $8.6M | 172K |
| Vanguard Mun Bd Fds | VTEB | Shares | $8.5M | 169K |
| Chevron Corporation | CVX | Shares | $8.1M | 39K |
| Jpmorgan Chase & Co | JPM | Shares | $7.7M | 26K |
| Spdr Series Trust | BIL | Shares | $7.3M | 80K |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.2M | 112K |
| Alphabet Inc | GOOG | Shares | $7.1M | 25K |
| Sysco Corp | SYY | Shares | $6.9M | 96K |
| Ishares Tr | IGM | Shares | $6.6M | 56K |
| Ishares Tr | IVV | Shares | $6.3M | 10K |
| J P Morgan Exchange Traded F | JMST | Shares | $5.8M | 113K |
| Wisdomtree Tr | DLN | Shares | $5.5M | 62K |
| Exxon Mobil Corp | XOM | Shares | $5.3M | 31K |
| Vanguard Intl Equity Index F | VEU | Shares | $5.1M | 68K |
| Ishares Tr | IJS | Shares | $4.9M | 42K |
| Ishares Tr | IVW | Shares | $4.3M | 38K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $4.3M | 6 |
| Microsoft Corp | MSFT | Shares | $4.2M | 11K |
| Ishares Tr | DVY | Shares | $4.2M | 28K |
| Dimensional Etf Trust | DFSD | Shares | $4.2M | 87K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.2M | 6K |
| Ishares Tr | EFA | Shares | $3.4M | 35K |
| Dimensional Etf Trust | DFEM | Shares | $3.3M | 95K |
| Ishares Tr | ACWX | Shares | $3.0M | 44K |
| Vanguard Index Fds | VB | Shares | $2.9M | 11K |
| Packaging Corp Amer | PKG | Shares | $2.8M | 13K |
| Ishares Tr | IVE | Shares | $2.7M | 13K |
| Vanguard Index Fds | VO | Shares | $2.7M | 9K |
| Disney Walt Co | DIS | Shares | $2.6M | 27K |
| Truist Finl Corp | TFC | Shares | $2.4M | 51K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $2.3M | 5K |
| Costco Wholesale Corporation | COST | Shares | $2.3M | 2K |
| Merck & Co Inc | MRK | Shares | $2.2M | 18K |
| Procter & Gamble Co | PG | Shares | $2.2M | 15K |
| Duke Energy Corp New | DUK | Shares | $2.1M | 16K |
| Eli Lilly & Co | LLY | Shares | $2.1M | 2K |
| Vanguard Index Fds | VUG | Shares | $1.9M | 4K |
| Dimensional Etf Trust | DFAS | Shares | $1.8M | 26K |
| Johnson & Johnson | JNJ | Shares | $1.8M | 7K |
| Ishares Tr | MUB | Shares | $1.8M | 17K |
| Ishares Tr | IWN | Shares | $1.7M | 9K |
| Dominion Energy Inc | D | Shares | $1.7M | 27K |
| Wells Fargo & Co | WFC | Shares | $1.6M | 21K |
| Vanguard Intl Equity Index F | VT | Shares | $1.5M | 11K |
| Schwab Strategic Tr | SCHZ | Shares | $1.3M | 55K |
| Bank America Corp | BAC | Shares | $1.2M | 25K |
| Ishares Tr | IWV | Shares | $1.2M | 3K |
| Emerson Elec Co | EMR | Shares | $1.2M | 9K |
| Ishares Tr | IYW | Shares | $1.2M | 6K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| Dimensional Etf Trust | DFAI | Shares | $1.1M | 27K |
| Pepsico Inc | PEP | Shares | $1.0M | 7K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Eog Res Inc | EOG | Shares | $1.0M | 7K |
| Vanguard Index Fds | VOO | Shares | $1.0M | 2K |
| Vanguard Instl Index Fd | VBIL | Shares | $1.0M | 13K |
| Ishares Tr | USMV | Shares | $993K | 11K |
| Oracle Corp | ORCL | Shares | $975K | 7K |
| Vanguard Index Fds | VBR | Shares | $948K | 4K |
| Verizon Communications Inc | VZ | Shares | $942K | 19K |
| Mckesson Corp | MCK | Shares | $916K | 1K |
| American Elec Pwr Co Inc | AEP | Shares | $900K | 7K |
| Mcdonalds Corp | MCD | Shares | $889K | 3K |
| Caterpillar Inc | CAT | Shares | $853K | 1K |
| Elevance Health Inc Formerly | ELV | Shares | $850K | 3K |
| Csx Corp | CSX | Shares | $845K | 21K |
| Univest Financial Corporatio | UVSP | Shares | $838K | 24K |
| Abbvie Inc | ABBV | Shares | $820K | 4K |
| Southern Co | SO | Shares | $816K | 8K |
| Ge Aerospace | GE | Shares | $813K | 3K |
| American Express Co | AXP | Shares | $787K | 3K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $749K | 4K |
| International Business Machs | IBM | Shares | $728K | 3K |
| Corning Inc | GLW | Shares | $708K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.