Graves Light Lenhart Wealth, Inc. Portfolio Stock Holdings
Graves Light Lenhart Wealth, Inc. disclosed 197 stock positions valued at approximately $961.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 197
- Portfolio Value
- $961.1M
Holdings by Sector
Graves Light Lenhart Wealth, Inc. Portfolio Holdings in Q1 2026
195 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 10.76% | 1,042,076 | -4,025 | -0.38% | $103,446,845 |
| ISHARES TR | IEFA | Other | 9.03% | 958,261 | +27,359 | +2.94% | $86,751,400 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.66% | 1,287,970 | +128,495 | +11.08% | $54,378,093 |
| ISHARES TR | IJR | Other | 3.92% | 302,697 | +9,780 | +3.34% | $37,628,256 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.67% | 73,700 | -631 | -0.85% | $35,317,040 |
| ISHARES TR | IJH | Other | 3.58% | 510,013 | +15,538 | +3.14% | $34,441,189 |
| APPLE INC | AAPL | Technology | 2.85% | 108,058 | -242 | -0.22% | $27,423,927 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.79% | 181,034 | +58 | +0.03% | $26,811,167 |
| SPDR SERIES TRUST | SDY | Other | 2.76% | 182,040 | +91 | +0.05% | $26,566,962 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.64% | 320,527 | +11,132 | +3.60% | $25,408,144 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.57% | 114,960 | -643 | -0.56% | $24,723,193 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.50% | 305,899 | +10,725 | +3.63% | $23,985,529 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 2.41% | 482,789 | +120,859 | +33.39% | $23,140,076 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.18% | 142,582 | -763 | -0.53% | $20,903,955 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.15% | 673,097 | +183 | +0.03% | $20,650,621 |
| ALPHABET INC | GOOGL | Communication Services | 2.08% | 69,681 | -471 | -0.67% | $20,037,446 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.93% | 246,520 | +9,505 | +4.01% | $18,535,848 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.78% | 353,811 | +28,909 | +8.90% | $17,145,660 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 1.59% | 37,598 | +2,846 | +8.19% | $15,328,129 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 1.49% | 70,382 | +3,782 | +5.68% | $14,343,225 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.43% | 404,889 | +32,306 | +8.67% | $13,754,086 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.29% | 345,603 | -8,049 | -2.28% | $12,365,681 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.10% | 50,552 | -114 | -0.23% | $10,528,465 |
| VANGUARD BD INDEX FDS | BND | Other | 0.94% | 123,245 | +89 | +0.07% | $9,075,763 |
| ISHARES TR | IWB | Other | 0.94% | 25,347 | -150 | -0.59% | $9,037,726 |
| VANGUARD INDEX FDS | VTI | Other | 0.90% | 27,037 | +3 | +0.01% | $8,673,819 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.89% | 171,634 | +6,335 | +3.83% | $8,573,098 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.88% | 169,422 | +3,349 | +2.02% | $8,452,461 |
| CHEVRON CORPORATION | CVX | Energy | 0.84% | 39,081 | -474 | -1.20% | $8,085,917 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.80% | 26,288 | -9,203 | -25.93% | $7,732,852 |
| SPDR SERIES TRUST | BIL | Other | 0.76% | 79,593 | -6,303 | -7.34% | $7,293,876 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.75% | 112,208 | +4,376 | +4.06% | $7,190,263 |
| ALPHABET INC | GOOG | Communication Services | 0.73% | 24,623 | -229 | -0.92% | $7,063,354 |
| SYSCO CORP | SYY | Consumer Defensive | 0.72% | 96,458 | - | - | $6,880,366 |
| ISHARES TR | IGM | Other | 0.69% | 55,973 | - | - | $6,633,360 |
| ISHARES TR | IVV | Other | 0.65% | 9,596 | -59 | -0.61% | $6,267,975 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.60% | 113,075 | +14,359 | +14.55% | $5,764,569 |
| WISDOMTREE TR | DLN | Other | 0.57% | 61,513 | -420 | -0.68% | $5,494,962 |
| EXXON MOBIL CORP | XOM | Energy | 0.55% | 31,410 | -378 | -1.19% | $5,328,940 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.53% | 67,749 | -303 | -0.45% | $5,087,954 |
| ISHARES TR | IJS | Other | 0.51% | 41,679 | +422 | +1.02% | $4,936,834 |
| ISHARES TR | IVW | Other | 0.45% | 38,201 | -469 | -1.21% | $4,320,876 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.45% | 6 | - | - | $4,308,840 |
| MICROSOFT CORP | MSFT | Technology | 0.44% | 11,453 | -172 | -1.48% | $4,239,603 |
| ISHARES TR | DVY | Other | 0.44% | 27,883 | +1 | +0.00% | $4,221,840 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.43% | 87,136 | +511 | +0.59% | $4,172,064 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.43% | 6,384 | +1 | +0.02% | $4,151,805 |
| ISHARES TR | EFA | Other | 0.36% | 35,196 | -311 | -0.88% | $3,418,558 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.34% | 94,530 | +41,418 | +77.98% | $3,266,004 |
| ISHARES TR | ACWX | Other | 0.31% | 44,169 | - | - | $3,024,223 |
| VANGUARD INDEX FDS | VB | Other | 0.31% | 11,196 | +126 | +1.14% | $2,932,518 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.29% | 12,978 | - | - | $2,754,191 |
| ISHARES TR | IVE | Other | 0.28% | 12,836 | -184 | -1.41% | $2,710,371 |
| VANGUARD INDEX FDS | VO | Other | 0.28% | 9,326 | +282 | +3.12% | $2,678,285 |
| DISNEY WALT CO | DIS | Communication Services | 0.27% | 26,538 | -472 | -1.75% | $2,557,768 |
| TRUIST FINL CORP | TFC | Financial Services | 0.25% | 51,410 | +6,238 | +13.81% | $2,363,310 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.24% | 5,049 | +1 | +0.02% | $2,338,628 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 2,321 | -597 | -20.46% | $2,312,378 |
| MERCK & CO INC | MRK | Healthcare | 0.23% | 18,305 | -232 | -1.25% | $2,201,898 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.23% | 15,146 | -197 | -1.28% | $2,187,649 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.22% | 16,385 | -244 | -1.47% | $2,145,483 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 2,308 | -199 | -7.94% | $2,122,507 |
| VANGUARD INDEX FDS | VUG | Other | 0.20% | 4,356 | +5 | +0.11% | $1,902,638 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.19% | 25,631 | -112 | -0.44% | $1,823,111 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 7,259 | +39 | +0.54% | $1,774,310 |
| ISHARES TR | MUB | Other | 0.18% | 16,553 | +7 | +0.04% | $1,757,062 |
| ISHARES TR | IWN | Other | 0.18% | 8,889 | -44 | -0.49% | $1,685,200 |
| DOMINION ENERGY INC | D | Utilities | 0.17% | 27,084 | -497 | -1.80% | $1,674,304 |
| WELLS FARGO & CO | WFC | Financial Services | 0.17% | 20,685 | +3 | +0.01% | $1,646,765 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.16% | 11,018 | +1 | +0.01% | $1,523,975 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.13% | 54,881 | -1,226 | -2.19% | $1,274,347 |
| BANK AMERICA CORP | BAC | Financial Services | 0.13% | 24,801 | +9 | +0.04% | $1,209,046 |
| ISHARES TR | IWV | Other | 0.13% | 3,244 | -256 | -7.31% | $1,202,486 |
| EMERSON ELEC CO | EMR | Industrials | 0.12% | 8,875 | - | - | $1,162,815 |
| ISHARES TR | IYW | Other | 0.12% | 6,348 | - | - | $1,151,654 |
| BROADCOM INC | AVGO | Technology | 0.12% | 3,591 | - | - | $1,111,450 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.11% | 27,332 | +34 | +0.12% | $1,064,848 |
| PEPSICO INC | PEP | Consumer Defensive | 0.11% | 6,667 | -5 | -0.07% | $1,035,317 |
| NVIDIA CORPORATION | NVDA | Technology | 0.11% | 5,895 | - | - | $1,028,088 |
| EOG RES INC | EOG | Energy | 0.11% | 7,076 | -60 | -0.84% | $1,022,948 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 1,696 | -48 | -2.75% | $1,013,522 |
| ISHARES TR | USMV | Other | 0.10% | 10,712 | - | - | $993,431 |
| ORACLE CORP | ORCL | Technology | 0.10% | 6,630 | -102 | -1.52% | $975,320 |
| VANGUARD INDEX FDS | VBR | Other | 0.10% | 4,364 | +39 | +0.90% | $948,031 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 18,771 | -1,135 | -5.70% | $942,282 |
| MCKESSON CORP | MCK | Healthcare | 0.10% | 1,059 | - | - | $916,416 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.09% | 6,870 | - | - | $900,497 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 2,860 | - | - | $888,843 |
| CATERPILLAR INC | CAT | Industrials | 0.09% | 1,205 | -7 | -0.58% | $853,346 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.09% | 2,902 | +1 | +0.03% | $849,649 |
| CSX CORP | CSX | Industrials | 0.09% | 20,590 | +15 | +0.07% | $845,231 |
| UNIVEST FINANCIAL CORPORATIO | UVSP | Financial Services | 0.09% | 24,450 | +24,450 | +100.00% | $837,657 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 3,768 | -101 | -2.61% | $819,502 |
| SOUTHERN CO | SO | Utilities | 0.08% | 8,459 | +10 | +0.12% | $816,463 |
| GE AEROSPACE | GE | Industrials | 0.08% | 2,864 | - | - | $812,723 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.08% | 2,603 | -7 | -0.27% | $787,355 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.08% | 3,598 | - | - | $748,604 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 3,002 | -237 | -7.32% | $727,615 |
| CORNING INC | GLW | Technology | 0.07% | 5,208 | +9 | +0.17% | $708,078 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.07% | 19,685 | +44 | +0.22% | $689,770 |