Graves Light Lenhart Wealth, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Graves Light Lenhart Wealth, Inc. disclosed 196 stock positions valued at approximately $1.07B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 196
- Portfolio Value
- $1.07B
Holdings by Sector
Graves Light Lenhart Wealth, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 9.56% | 1,080,576 | -21,492 | -1.95% | $102,157,632 |
| ISHARES TR | IEFA | Other | 9.48% | 1,045,399 | +32,021 | +3.16% | $101,278,274 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.79% | 1,542,137 | +159,788 | +11.56% | $61,870,525 |
| ISHARES TR | IJR | Other | 4.06% | 318,810 | +8,200 | +2.64% | $43,370,859 |
| ISHARES TR | IJH | Other | 3.75% | 556,969 | +26,060 | +4.91% | $40,073,916 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.33% | 71,402 | -1,659 | -2.27% | $35,554,626 |
| APPLE INC | AAPL | Technology | 3.17% | 101,590 | -4,981 | -4.67% | $33,831,389 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 2.64% | 612,276 | +55,625 | +9.99% | $28,183,087 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.60% | 178,978 | -2,163 | -1.19% | $27,777,375 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.49% | 540,037 | +358,039 | +196.73% | $26,580,597 |
| SPDR SERIES TRUST | SDY | Other | 2.48% | 180,803 | -775 | -0.43% | $26,484,096 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.45% | 112,128 | -2,619 | -2.28% | $26,160,475 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 2.25% | 281,381 | +22,568 | +8.72% | $24,052,480 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.19% | 425,611 | +22,716 | +5.64% | $23,408,619 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.18% | 138,567 | -2,767 | -1.96% | $23,337,370 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.16% | 623,582 | +49,258 | +8.58% | $23,085,015 |
| ALPHABET INC | GOOGL | Communication Services | 2.11% | 65,397 | -3,277 | -4.77% | $22,501,881 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.00% | 656,368 | -10,197 | -1.53% | $21,351,654 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.93% | 269,687 | -48,410 | -15.22% | $20,604,073 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.87% | 259,160 | -42,607 | -14.12% | $20,020,073 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.85% | 234,840 | -7,185 | -2.97% | $19,745,333 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 1.74% | 84,364 | +5,327 | +6.74% | $18,588,846 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.32% | 332,966 | -6,440 | -1.90% | $14,117,744 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.23% | 277,993 | +50,433 | +22.16% | $13,165,770 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.15% | 49,186 | -1,446 | -2.86% | $12,254,692 |
| ISHARES TR | IWB | Other | 0.98% | 25,124 | -30 | -0.12% | $10,454,850 |
| VANGUARD INDEX FDS | VTI | Other | 0.97% | 27,749 | +707 | +2.61% | $10,384,713 |
| ISHARES TR | IGM | Other | 0.88% | 55,337 | -636 | -1.14% | $9,354,166 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.77% | 24,871 | -944 | -3.66% | $8,228,228 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.74% | 111,457 | +322 | +0.29% | $7,870,002 |
Showing 30 of 196 holdings in the latest reporting period.