Graves Light Lenhart Wealth, Inc. Portfolio Stock Holdings
Graves Light Lenhart Wealth, Inc. disclosed 203 stock positions valued at approximately $1.1 billion 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 June 30, 2026 and was filed on July 7, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 203
- Portfolio Value
- $1.1B
Holdings by Sector
Graves Light Lenhart Wealth, Inc. Portfolio Holdings in Q2 2026
201 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 10.18% | 1,102,068 | +59,992 | +5.76% | $109,082,655 |
| ISHARES TR | IEFA | Other | 9.13% | 1,013,378 | +55,117 | +5.75% | $97,872,029 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.44% | 1,382,349 | +94,379 | +7.33% | $58,348,951 |
| ISHARES TR | IJR | Other | 4.30% | 310,610 | +7,913 | +2.61% | $46,066,514 |
| ISHARES TR | IJH | Other | 3.82% | 530,909 | +20,896 | +4.10% | $40,938,389 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.41% | 73,061 | -639 | -0.87% | $36,558,994 |
| APPLE INC | AAPL | Technology | 2.88% | 106,571 | -1,487 | -1.38% | $30,837,388 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.67% | 181,141 | +107 | +0.06% | $28,625,712 |
| SPDR SERIES TRUST | SDY | Other | 2.58% | 181,578 | -462 | -0.25% | $27,632,586 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.53% | 114,747 | -213 | -0.19% | $27,151,366 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 2.51% | 556,651 | +73,862 | +15.30% | $26,905,719 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.31% | 318,097 | +12,198 | +3.99% | $24,782,932 |
| ALPHABET INC | GOOGL | Communication Services | 2.29% | 68,674 | -1,007 | -1.45% | $24,542,150 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.23% | 301,767 | -18,760 | -5.85% | $23,848,653 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.09% | 141,334 | -1,248 | -0.88% | $22,423,990 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.07% | 402,895 | +49,084 | +13.87% | $22,163,232 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 2.03% | 242,025 | -4,495 | -1.82% | $21,806,448 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 2.00% | 258,813 | +221,215 | +588.37% | $21,383,160 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.97% | 574,324 | +169,435 | +41.85% | $21,158,100 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.97% | 666,565 | -6,532 | -0.97% | $21,136,786 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 1.62% | 79,037 | +8,655 | +12.30% | $17,325,749 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.35% | 339,406 | -6,197 | -1.79% | $14,481,473 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.13% | 50,632 | +80 | +0.16% | $12,067,631 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.07% | 227,560 | +58,138 | +34.32% | $11,509,991 |
| ISHARES TR | IWB | Other | 0.96% | 25,154 | -193 | -0.76% | $10,300,563 |
| VANGUARD INDEX FDS | VTI | Other | 0.93% | 27,042 | +5 | +0.02% | $10,006,606 |
| ISHARES TR | IGM | Other | 0.85% | 55,973 | - | - | $9,156,063 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.85% | 181,998 | +10,364 | +6.04% | $9,141,742 |
| VANGUARD BD INDEX FDS | BND | Other | 0.84% | 122,146 | -1,099 | -0.89% | $8,966,768 |
| ALPHABET INC | GOOG | Communication Services | 0.80% | 24,306 | -317 | -1.29% | $8,588,039 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.79% | 25,815 | -473 | -1.80% | $8,449,889 |
| SYSCO CORP | SYY | Consumer Defensive | 0.75% | 96,531 | +73 | +0.08% | $8,068,081 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.74% | 111,135 | -1,073 | -0.96% | $7,918,384 |
| SPDR SERIES TRUST | BIL | Other | 0.66% | 77,762 | -1,831 | -2.30% | $7,126,139 |
| ISHARES TR | IVV | Other | 0.66% | 9,499 | -97 | -1.01% | $7,113,485 |
| CHEVRON CORPORATION | CVX | Energy | 0.60% | 38,994 | -87 | -0.22% | $6,463,570 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.58% | 122,067 | +8,992 | +7.95% | $6,225,416 |
| WISDOMTREE TR | DLN | Other | 0.56% | 62,709 | +1,196 | +1.94% | $6,040,112 |
| ISHARES TR | IJS | Other | 0.53% | 41,616 | -63 | -0.15% | $5,688,135 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.51% | 65,393 | -2,356 | -3.48% | $5,476,629 |
| ISHARES TR | IVW | Other | 0.48% | 37,256 | -945 | -2.47% | $5,123,774 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.46% | 6,570 | +186 | +2.91% | $4,906,412 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.42% | 6 | - | - | $4,493,100 |
| EXXON MOBIL CORP | XOM | Energy | 0.40% | 31,363 | -47 | -0.15% | $4,287,985 |
| ISHARES TR | DVY | Other | 0.40% | 27,245 | -638 | -2.29% | $4,258,394 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 11,195 | -258 | -2.25% | $4,175,993 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.38% | 85,928 | -1,208 | -1.39% | $4,103,050 |
| ISHARES TR | EFA | Other | 0.34% | 34,866 | -330 | -0.94% | $3,621,853 |
| VANGUARD INDEX FDS | VB | Other | 0.32% | 11,182 | -14 | -0.13% | $3,389,487 |
| ISHARES TR | ACWX | Other | 0.31% | 44,179 | +10 | +0.02% | $3,362,430 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.29% | 12,994 | +16 | +0.12% | $3,096,210 |
| VANGUARD INDEX FDS | VO | Other | 0.28% | 37,319 | +27,993 | +300.16% | $3,006,821 |
| ISHARES TR | IVE | Other | 0.27% | 12,696 | -140 | -1.09% | $2,882,793 |
| ELI LILLY & CO | LLY | Healthcare | 0.26% | 2,309 | +1 | +0.04% | $2,769,457 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.25% | 5,049 | - | - | $2,637,760 |
| TRUIST FINL CORP | TFC | Financial Services | 0.24% | 51,009 | -401 | -0.78% | $2,541,267 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.23% | 6,505 | +3,603 | +124.16% | $2,515,652 |
| VANGUARD INDEX FDS | VUG | Other | 0.23% | 28,354 | +23,998 | +550.92% | $2,442,410 |
| MERCK & CO INC | MRK | Healthcare | 0.22% | 18,407 | +102 | +0.56% | $2,365,300 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.21% | 15,151 | +5 | +0.03% | $2,221,705 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.20% | 17,181 | +796 | +4.86% | $2,174,744 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.20% | 2,285 | -36 | -1.55% | $2,137,287 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.20% | 25,393 | -238 | -0.93% | $2,090,889 |
| ISHARES TR | IWN | Other | 0.18% | 8,797 | -92 | -1.03% | $1,945,975 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 7,259 | - | - | $1,843,660 |
| ISHARES TR | MUB | Other | 0.17% | 16,565 | +12 | +0.07% | $1,782,777 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.16% | 11,018 | - | - | $1,729,349 |
| WELLS FARGO & CO | WFC | Financial Services | 0.16% | 20,755 | +70 | +0.34% | $1,715,233 |
| DOMINION ENERGY INC | D | Utilities | 0.16% | 25,108 | -1,976 | -7.30% | $1,714,637 |
| ISHARES TR | IYW | Other | 0.15% | 6,348 | - | - | $1,601,156 |
| BANK OF AMER CORP | BAC | Financial Services | 0.13% | 24,929 | +128 | +0.52% | $1,420,455 |
| ISHARES TR | IWV | Other | 0.13% | 3,305 | +61 | +1.88% | $1,409,252 |
| BROADCOM INC | AVGO | Technology | 0.13% | 3,599 | +8 | +0.22% | $1,359,522 |
| EMERSON ELEC CO | EMR | Industrials | 0.12% | 8,875 | - | - | $1,270,474 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.12% | 54,699 | -182 | -0.33% | $1,265,195 |
| DISNEY WALT CO | DIS | Communication Services | 0.12% | 12,990 | -13,548 | -51.05% | $1,250,307 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 6,204 | +309 | +5.24% | $1,241,358 |
| CORNING INC | GLW | Technology | 0.12% | 4,849 | -359 | -6.89% | $1,238,671 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 1,126 | -79 | -6.56% | $1,199,002 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 1,712 | +16 | +0.94% | $1,175,704 |
| GE AEROSPACE | GE | Industrials | 0.11% | 3,067 | +203 | +7.09% | $1,146,238 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.11% | 27,491 | +159 | +0.58% | $1,133,992 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.10% | 26,724 | -67,806 | -71.73% | $1,086,078 |
| UNIVEST FINANCIAL CORPORATIO | UVSP | Financial Services | 0.10% | 24,450 | - | - | $1,069,688 |
| VANGUARD INDEX FDS | VBR | Other | 0.10% | 4,366 | +2 | +0.05% | $1,060,883 |
| ORACLE CORP | ORCL | Technology | 0.09% | 6,695 | +65 | +0.98% | $981,133 |
| CSX CORP | CSX | Industrials | 0.09% | 20,603 | +13 | +0.06% | $979,264 |
| ISHARES TR | USMV | Other | 0.09% | 10,017 | -695 | -6.49% | $966,240 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.09% | 6,870 | - | - | $939,861 |
| VANGUARD WORLD FD | VGT | Other | 0.09% | 7,838 | +6,858 | +699.80% | $936,768 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 3,655 | -113 | -3.00% | $919,744 |
| EOG RES INC | EOG | Energy | 0.09% | 7,076 | - | - | $917,954 |
| PEPSICO INC | PEP | Consumer Defensive | 0.08% | 6,636 | -31 | -0.46% | $898,515 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.08% | 3,598 | - | - | $885,778 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.08% | 2,603 | - | - | $880,465 |
| GE VERNOVA INC | GEV | Utilities | 0.08% | 747 | +49 | +7.02% | $877,620 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.08% | 2,040 | +18 | +0.89% | $847,885 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 3,003 | +1 | +0.03% | $844,387 |
| SOUTHERN CO | SO | Utilities | 0.08% | 8,470 | +11 | +0.13% | $810,651 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.08% | 19,051 | +280 | +1.49% | $806,601 |