Graves Light Lenhart Wealth, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Graves Light Lenhart Wealth, Inc. disclosed 201 stock positions valued at approximately $1.07B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 201
- Portfolio Value
- $1.07B
Holdings by Sector
Graves Light Lenhart Wealth, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 201 holdings in the latest reporting period.