Graves Light Lenhart Wealth, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Graves Light Lenhart Wealth, Inc. 13F Holdings
CIK 0001759803 · HARRISONBURG, VA
As of Sep 30, 2025, Graves Light Lenhart Wealth, Inc. reported
193 positions worth $901.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 1,026,969 |
|
03.0M11.42% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 894,877 | $78.1M | 8.67% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 942,738 | $40.3M | 4.47% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 74,849 | $37.6M | 4.18% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 283,897 | $33.7M | 3.74% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 480,056 | $31.3M | 3.48% |
| APPLE INC | AAPL | Technology | 110,205 | $28.1M | 3.11% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 183,268 | $25.8M | 2.87% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 182,363 | $25.5M | 2.83% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 116,647 | $25.2M | 2.79% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 293,774 | $23.5M | 2.61% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 277,932 | $21.9M | 2.43% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 141,751 |
9.7M | 2.19% |
| ALPHABET INC | GOOGL | Equity | 74,169 |
8.0M | 2.00% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 634,788 |
7.3M | 1.92% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 232,606 |
7.0M | 1.89% |
| VANGUARD S&P 500 GROWTH INDEX FUND | VOOG | — | 33,938 |
4.8M | 1.64% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 274,291 |
3.2M | 1.46% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 294,215 |
3.1M | 1.46% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 63,664 |
2.7M | 1.41% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 37,581 |
1.9M | 1.32% |
| AMAZON.COM INC | AMZN | Equity | 50,936 |
1.2M | 1.24% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 337,268 |
0.8M | 1.19% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 25,692 | $9.4M | 1.04% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 122,518 | $9.1M | 1.01% |