Graves Light Lenhart Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Graves Light Lenhart Wealth, Inc. held in its portfolio 189 assets valued at $942,923,385 (i.e. $942.92M).
The most valuable assets in the portfolio included: ISHARES TR ($104.49M), ISHARES TR ($83.28M), and DIMENSIONAL ETF TRUST ($49.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 189 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Graves Light Lenhart Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1046101 | 104484608 | CORE US AGGBD ET |
| ISHARES TR | 930902 | 83278524 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 1159475 | 49347236 | CORE FIXED INCOM |
| BERKSHIRE HATHAWAY INC DEL | 74331 | 37362477 | CL B NEW |
| ISHARES TR | 292917 | 35202775 | CORE S&P SCP ETF |
| SPDR SERIES TRUST | 278548 | 33818788 | STATE STREET SPD |
| ISHARES TR | 494475 | 32635322 | CORE S&P MCP ETF |
| APPLE INC | 108300 | 29442574 | COM |
| VANGUARD WHITEHALL FDS | 180976 | 25973729 | HIGH DIV YLD |
| VANGUARD SPECIALIZED FUNDS | 115603 | 25407149 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 309395 | 24668029 | SHRT TRM CORP BD |
| VANGUARD BD INDEX FDS | 295174 | 23262635 | SHORT TRM BOND |
| SELECT SECTOR SPDR TR | 143345 | 22189783 | STATE STREET HEA |
| ALPHABET INC | 70152 | 21957502 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 672914 | 18458032 | US DIVIDEND EQ |
| INVESCO EXCHANGE TRADED FD T | 237015 | 17787955 | S&P500 QUALITY |
| DIMENSIONAL ETF TRUST | 361930 | 17434174 | NATL MUN BD ETF |
| VANGUARD ADMIRAL FDS INC | 34752 | 15450510 | 500 GRTH IDX F |
| DIMENSIONAL ETF TRUST | 324902 | 15137197 | US MKTWIDE VALUE |
| VANGUARD ADMIRAL FDS INC | 66600 | 13643026 | 500 VAL IDX FD |
| DIMENSIONAL ETF TRUST | 372583 | 12194654 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 353652 | 11932234 | EMERGING MKTS VA |
| AMAZON COM INC | 50666 | 11694726 | COM |
| JPMORGAN CHASE & CO. | 35491 | 11435863 | COM |
| ISHARES TR | 25497 | 9521600 | RUS 1000 ETF |
| VANGUARD BD INDEX FDS | 123156 | 9122169 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 27034 | 9063826 | TOTAL STK MKT |
| VANGUARD MUN BD FDS | 166073 | 8351834 | TAX EXEMPT BD |
| VANGUARD MALVERN FDS | 165299 | 8175669 | STRM INFPROIDX |
| ALPHABET INC | 24852 | 7798558 | CAP STK CL C |
| ISHARES TR | 55973 | 7229473 | EXPND TEC SC ETF |
| SYSCO CORP | 96458 | 7108008 | COM |
| VANGUARD TAX-MANAGED FDS | 107832 | 6736235 | VAN FTSE DEV MKT |
| ISHARES TR | 9655 | 6613217 | CORE S&P500 ETF |
| CHEVRON CORP NEW | 39555 | 6028505 | COM |
| MICROSOFT CORP | 11625 | 5622172 | COM |
| WISDOMTREE TR | 61933 | 5455077 | US LARGECAP DIVD |
| J P MORGAN EXCHANGE TRADED F | 98716 | 5028618 | ULTRA SHT MUNCPL |
| VANGUARD INTL EQUITY INDEX F | 68052 | 5005938 | ALLWRLD EX US |
| ISHARES TR | 38670 | 4766495 | S&P 500 GRWT ETF |
| ISHARES TR | 41257 | 4691753 | SP SMCP600VL ETF |
| BERKSHIRE HATHAWAY INC DEL | 6 | 4528800 | CL A |
| SPDR S&P 500 ETF TR | 6383 | 4352831 | TR UNIT |
| DIMENSIONAL ETF TRUST | 86625 | 4153690 | SHORT DURATION F |
| ISHARES TR | 27882 | 3935274 | SELECT DIVID ETF |
| EXXON MOBIL CORP | 31788 | 3825341 | COM |
| ISHARES TR | 35507 | 3409708 | MSCI EAFE ETF |
| DISNEY WALT CO | 27010 | 3072940 | COM |
| ISHARES TR | 44169 | 2965037 | MSCI ACWI EX US |
| VANGUARD INDEX FDS | 11070 | 2855507 | SMALL CP ETF |
| ISHARES TR | 13020 | 2761251 | S&P 500 VAL ETF |
| ELI LILLY & CO | 2507 | 2694516 | COM |
| PACKAGING CORP AMER | 12978 | 2676453 | COM |
| VANGUARD INDEX FDS | 9044 | 2624845 | MID CAP ETF |
| COSTCO WHSL CORP NEW | 2918 | 2515974 | COM |
| SPDR DOW JONES INDL AVERAGE | 5048 | 2426110 | UT SER 1 |
| TRUIST FINL CORP | 45172 | 2222911 | COM |
| PROCTER AND GAMBLE CO | 15343 | 2198865 | COM |
| VANGUARD INDEX FDS | 4351 | 2122657 | GROWTH ETF |
| MERCK & CO INC | 18537 | 1951226 | COM |
| DUKE ENERGY CORP NEW | 16629 | 1949053 | COM NEW |
| WELLS FARGO CO NEW | 20682 | 1927605 | COM |
| DIMENSIONAL ETF TRUST | 25743 | 1793492 | US SMALL CAP ETF |
| ISHARES TR | 16546 | 1772274 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 53112 | 1756945 | EMERGING MKTS CO |
| ISHARES TR | 8933 | 1618770 | RUS 2000 VAL ETF |
| DOMINION ENERGY INC | 27581 | 1615945 | COM |
| VANGUARD INTL EQUITY INDEX F | 11017 | 1553999 | TT WRLD ST ETF |
| JOHNSON & JOHNSON | 7220 | 1494185 | COM |
| BANK AMERICA CORP | 24792 | 1363579 | COM |
| ISHARES TR | 3500 | 1353975 | RUSSELL 3000 ETF |
| ORACLE CORP | 6732 | 1312108 | COM |
| SCHWAB STRATEGIC TR | 56107 | 1311217 | US AGGREGATE B |
| ISHARES TR | 6348 | 1267569 | U.S. TECH ETF |
| BROADCOM INC | 3591 | 1242845 | COM |
| EMERSON ELEC CO | 8875 | 1177898 | COM |
| NVIDIA CORPORATION | 5895 | 1099418 | COM |
| VANGUARD INDEX FDS | 1744 | 1094000 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 27298 | 1040315 | INTL CORE EQT MK |
| ELEVANCE HEALTH INC FORMERLY | 2901 | 1017090 | COM |
| VANGUARD INSTL INDEX FD | 13374 | 1008801 | 0-3 MO TREAS BIL |
| ISHARES TR | 10712 | 1008642 | MSCI USA MIN VOL |
| AMERICAN EXPRESS CO | 2610 | 965570 | COM |
| INTERNATIONAL BUSINESS MACHS | 3239 | 959395 | COM |
| PEPSICO INC | 6672 | 957629 | COM |
| VANGUARD INDEX FDS | 4325 | 915992 | SM CP VAL ETF |
| ABBVIE INC | 3869 | 884028 | COM |
| GE AEROSPACE | 2864 | 882204 | COM NEW |
| MCDONALDS CORP | 2860 | 874086 | COM |
| MCKESSON CORP | 1059 | 868687 | COM |
| VERIZON COMMUNICATIONS INC | 19906 | 810753 | COM |
| AMERICAN ELEC PWR CO INC | 6870 | 792160 | COM |
| PNC FINL SVCS GROUP INC | 3598 | 750906 | COM |
| EOG RES INC | 7136 | 749320 | COM |
| CSX CORP | 20575 | 745841 | COM |
| VANGUARD WORLD FD | 980 | 738514 | INF TECH ETF |
| SOUTHERN CO | 8449 | 736751 | COM |
| HOME DEPOT INC | 2023 | 696258 | COM |
| CATERPILLAR INC | 1212 | 694337 | COM |
| VANGUARD WORLD FD | 2384 | 686284 | HEALTH CAR ETF |
| UNITEDHEALTH GROUP INC | 2039 | 673094 | COM |
| COCA COLA CO | 9275 | 648393 | COM |
| DIMENSIONAL ETF TRUST | 19641 | 645979 | US SMALL CAP VAL |
| ISHARES TR | 3643 | 614786 | ISHARES BIOTECH |
| ISHARES TR | 1241 | 587365 | RUS 1000 GRW ETF |
| ABBOTT LABS | 4474 | 560547 | COM |
| 3M CO | 3490 | 558789 | COM |
| MORGAN STANLEY | 2804 | 497794 | COM NEW |
| ATLANTIC UN BANKSHARES CORP | 14048 | 495894 | COM |
| ISHARES TR | 1443 | 494906 | S&P 100 ETF |
| NORFOLK SOUTHN CORP | 1673 | 483029 | COM |
| VANGUARD WORLD FD | 3734 | 470185 | ENERGY ETF |
| INVESCO EXCH TRADED FD TR II | 6575 | 469587 | S&P500 LOW VOL |
| AT&T INC | 18890 | 469239 | COM |
| ALLSTATE CORP | 2246 | 467408 | COM |
| GE VERNOVA INC | 698 | 456192 | COM |
| CORNING INC | 5199 | 455222 | COM |
| SLB LIMITED | 11573 | 444172 | COM STK |
| VANGUARD INDEX FDS | 1394 | 438831 | LARGE CAP ETF |
| ENBRIDGE INC | 8935 | 427361 | COM |
| METLIFE INC | 5258 | 415086 | COM |
| META PLATFORMS INC | 623 | 411466 | CL A |
| INVESCO EXCHANGE TRADED FD T | 5696 | 401065 | WATER RES ETF |
| AMGEN INC | 1205 | 394409 | COM |
| WISDOMTREE TR | 3407 | 391737 | US AI ENHANCED |
| PRICE T ROWE GROUP INC | 3769 | 385870 | COM |
| AUTOMATIC DATA PROCESSING IN | 1454 | 374012 | COM |
| GOLDMAN SACHS GROUP INC | 418 | 367357 | COM |
| SCHWAB STRATEGIC TR | 13863 | 363636 | US BRD MKT ETF |
| VANGUARD WORLD FD | 1925 | 356117 | UTILITIES ETF |
| CISCO SYS INC | 4618 | 355747 | COM |
| SELECT SECTOR SPDR TR | 2949 | 352085 | STATE STREET CON |
| CUMMINS INC | 663 | 338428 | COM |
| QUANTA SVCS INC | 801 | 337935 | COM |
| SELECT SECTOR SPDR TR | 2342 | 337178 | STATE STREET TEC |
| PROSHARES TR | 14348 | 337025 | PSHS SHORT DOW30 |
| HOWMET AEROSPACE INC | 1620 | 332132 | COM |
| ILLINOIS TOOL WKS INC | 1330 | 327660 | COM |
| INVESCO QQQ TR | 531 | 326199 | UNIT SER 1 |
| AIR PRODS & CHEMS INC | 1319 | 325933 | COM |
| ISHARES TR | 4851 | 324629 | US CONSM STAPLES |
| UNION PAC CORP | 1381 | 319453 | COM |
| ISHARES TR | 4879 | 317623 | US HLTHCARE ETF |
| PROSHARES TR | 3051 | 317518 | S&P 500 DV ARIST |
| ISHARES TR | 3000 | 315000 | GLOBAL TECH ETF |
| CHENIERE ENERGY INC | 1575 | 306253 | COM NEW |
| SPDR GOLD TR | 769 | 304762 | GOLD SHS |
| APPLIED MATLS INC | 1177 | 302477 | COM |
| BOEING CO | 1393 | 302341 | COM |
| LOWES COS INC | 1210 | 291857 | COM |
| DANAHER CORPORATION | 1270 | 290728 | COM |
| SCHWAB STRATEGIC TR | 11910 | 290241 | SHT TM US TRES |
| TAIWAN SEMICONDUCTOR MFG LTD | 940 | 285657 | SPONSORED ADS |
| PFIZER INC | 11324 | 281958 | COM |
| US BANCORP DEL | 5207 | 277855 | COM NEW |
| DIMENSIONAL ETF TRUST | 5935 | 277758 | US CORE EQT MKT |
| ISHARES TR | 3254 | 275419 | CORE MSCI TOTAL |
| NORTHERN TR CORP | 2000 | 273180 | COM |
| DIMENSIONAL ETF TRUST | 6862 | 271653 | US CORE EQUITY 2 |
| CALAMOS CONV & HIGH INCOME F | 23828 | 269495 | COM SHS |
| INTUIT | 392 | 259669 | COM |
| DIMENSIONAL ETF TRUST | 5996 | 256899 | INTERNATIONAL |
| VANGUARD WORLD FD | 1910 | 254909 | FINANCIALS ETF |
| ISHARES INC | 2145 | 254719 | MSCI GBL MIN VOL |
| GABELLI EQUITY TR INC | 41224 | 254352 | COM |
| SHENANDOAH TELECOMMUNICATION | 21665 | 250447 | COM |
| AMERIPRISE FINL INC | 506 | 248112 | COM |
| WASTE MGMT INC DEL | 1095 | 240506 | COM |
| BRISTOL-MYERS SQUIBB CO | 4455 | 240303 | COM |
| UNITED BANKSHARES INC WEST V | 6257 | 240269 | COM |
| ISHARES TR | 1579 | 235239 | ESG AWR MSCI USA |
| SELECT SECTOR SPDR TR | 1998 | 235205 | STATE STREET COM |
| SHELL PLC | 3196 | 234842 | SPON ADS |
| SELECT SECTOR SPDR TR | 4116 | 225433 | STATE STREET FIN |
| WISDOMTREE TR | 3900 | 222027 | US SMALLCAP FUND |
| ISHARES TR | 2557 | 220506 | MSCI EAFE MIN VL |
| INVESCO EXCHANGE TRADED FD T | 4660 | 218647 | RAFI US 1000 ETF |
| DEERE & CO | 458 | 213095 | COM |
| CELESTICA INC | 720 | 212839 | COM |
| CARPENTER TECHNOLOGY CORP | 670 | 210943 | COM |
| SELECT SECTOR SPDR TR | 4878 | 208259 | STATE STREET UTI |
| WELLTOWER INC | 1120 | 207883 | COM |
| ADVANCED MICRO DEVICES INC | 967 | 207093 | COM |
| BURKE HERBERT FINL SVCS CORP | 3218 | 200514 | COM |
| ROYCE SMALL CAP TRUST INC | 10253 | 165073 | COM |
| KKR INCOME OPPORTUNITIES FD | 13728 | 159108 | COM |
| BLACKSTONE STRATEGIC CRED 20 | 10000 | 117800 | COM SHS BEN IN |
| LIBERTY ALL STAR EQUITY FD | 15000 | 94200 | SH BEN INT |
| PUTNAM MASTER INTER INCOME T | 14300 | 47762 | SH BEN INT |
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