# Graves Light Lenhart Wealth, Inc.

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1759803. Source: https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/

- Reported value: $1.1B
- Positions: 196
- Weight of the ten largest: 46.9%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $102.2M | 1,080,576 | 9.6% | 32 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $101.3M | 1,045,399 | 9.5% | 26 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $61.9M | 1,542,137 | 5.8% | 16 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $43.4M | 318,810 | 4.1% | 32 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $40.1M | 556,969 | 3.8% | 32 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $35.6M | 71,402 | 3.3% | 32 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $33.8M | 101,590 | 3.2% | 14 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $28.2M | 612,276 | 2.6% | 16 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $27.8M | 178,978 | 2.6% | 32 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $26.6M | 540,037 | 2.5% | 32 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $26.5M | 180,803 | 2.5% | 32 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $26.2M | 112,128 | 2.4% | 32 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $24.1M | 281,381 | 2.3% | 18 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $23.4M | 425,611 | 2.2% | 15 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $23.3M | 138,567 | 2.2% | 32 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $23.1M | 623,582 | 2.2% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $22.5M | 65,397 | 2.1% | 32 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $21.4M | 656,368 | 2.0% | 27 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $20.6M | 269,687 | 1.9% | 32 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $20.0M | 259,160 | 1.9% | 32 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $19.7M | 234,840 | 1.8% | 32 |
| VANGUARD ADMIRAL FDS INC | [VOOV](https://holderbook.com/stocks/VOOV/) | $18.6M | 84,364 | 1.7% | 24 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $14.1M | 332,966 | 1.3% | 18 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $13.2M | 277,993 | 1.2% | 10 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $12.3M | 49,186 | 1.1% | 24 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $10.5M | 25,124 | 1.0% | 14 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $10.4M | 27,749 | 1.0% | 32 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $9.4M | 55,337 | 0.9% | 32 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $8.2M | 24,871 | 0.8% | 32 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $7.9M | 111,457 | 0.7% | 32 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.7M | 22,528 | 0.7% | 32 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $7.6M | 37,076 | 0.7% | 32 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $7.2M | 9,385 | 0.7% | 32 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $7.2M | 92,142 | 0.7% | 32 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $7.1M | 100,889 | 0.7% | 32 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $6.4M | 126,802 | 0.6% | 20 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $5.7M | 58,944 | 0.5% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.6M | 10,873 | 0.5% | 32 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $5.3M | 41,438 | 0.5% | 22 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $5.3M | 63,677 | 0.5% | 32 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $5.2M | 36,770 | 0.5% | 32 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $5.1M | 31,208 | 0.5% | 1 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $5.0M | 54,134 | 0.5% | 14 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.8M | 6,251 | 0.4% | 32 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $4.5M | 6 | 0.4% | 32 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $4.1M | 27,168 | 0.4% | 32 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $3.5M | 33,775 | 0.3% | 14 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $3.3M | 44,127 | 0.3% | 32 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $3.3M | 71,240 | 0.3% | 16 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.1M | 10,795 | 0.3% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $2.9M | 12,699 | 0.3% | 32 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $2.9M | 36,803 | 0.3% | 26 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.7M | 2,309 | 0.3% | 32 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.6M | 17,854 | 0.2% | 32 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $2.6M | 5,050 | 0.2% | 32 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.4M | 26,262 | 0.2% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $2.3M | 50,551 | 0.2% | 28 |
| PACKAGING CORP AMER | [PKG](https://holderbook.com/stocks/PKG/) | $2.3M | 10,155 | 0.2% | 15 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.1M | 14,565 | 0.2% | 32 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.9M | 2,134 | 0.2% | 32 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $1.9M | 17,002 | 0.2% | 32 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.9M | 7,028 | 0.2% | 32 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $1.8M | 8,673 | 0.2% | 29 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $1.8M | 23,185 | 0.2% | 16 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.7M | 11,018 | 0.2% | 14 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $1.7M | 4,382 | 0.2% | 32 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $1.7M | 6,348 | 0.2% | 32 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $1.7M | 16,578 | 0.2% | 32 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.6M | 20,591 | 0.2% | 32 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $1.4M | 3,244 | 0.1% | 32 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.4M | 6,094 | 0.1% | 14 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.4M | 8,875 | 0.1% | 32 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.4M | 12,911 | 0.1% | 14 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.4M | 24,837 | 0.1% | 32 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.3M | 22,068 | 0.1% | 32 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.3M | 3,568 | 0.1% | 12 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $1.1M | 49,331 | 0.1% | 32 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $1.1M | 26,206 | 0.1% | 16 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $1.1M | 26,720 | 0.1% | 4 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $1.0M | 13,374 | 0.1% | 4 |
| UNIVEST FINANCIAL CORPORATIO | [UVSP](https://holderbook.com/stocks/UVSP/) | $1.0M | 24,450 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $991.0K | 4,290 | 0.1% | 24 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $976.1K | 10,017 | 0.1% | 32 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $968.7K | 7,032 | 0.1% | 32 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $958.8K | 20,616 | 0.1% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $919.0K | 3,513 | 0.1% | 32 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $916.9K | 2,936 | 0.1% | 21 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $913.3K | 1,126 | 0.1% | 24 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $882.8K | 6,430 | 0.1% | 32 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $860.1K | 18,751 | 0.1% | 32 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $818.4K | 6,898 | 0.1% | 32 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $795.1K | 1,134 | 0.1% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $791.6K | 2,603 | 0.1% | 26 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $748.8K | 2,040 | 0.1% | 32 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $739.7K | 5,837 | 0.1% | 32 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $735.1K | 4,781 | 0.1% | 6 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $723.6K | 5,758 | 0.1% | 15 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $705.6K | 2,232 | 0.1% | 32 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $703.0K | 8,481 | 0.1% | 32 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $692.6K | 8,046 | 0.1% | 32 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.9% | +14.8% | -6.9% | 100% |
| Q1 2026 | -0.3% | -4.6% | +4.3% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.4% | 100% |
| Q3 2025 | +5.5% | +7.8% | -2.4% | 100% |
| Q2 2025 | +3.1% | +10.5% | -7.3% | 100% |
| Q1 2025 | +0.1% | -4.6% | +4.6% | 100% |
| Q4 2024 | -1.9% | +2.1% | -4.0% | 100% |
| Q3 2024 | +5.9% | +5.4% | +0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $1.1B | 196 |
| Q2 2026 | $1.1B | 203 |
| Q1 2026 | $961.1M | 197 |
| Q4 2025 | $942.9M | 191 |
| Q3 2025 | $901.1M | 193 |
| Q2 2025 | $840.4M | 192 |
| Q1 2025 | $814.7M | 187 |
| Q4 2024 | $804.4M | 185 |
| Q3 2024 | $813.1M | 191 |
| Q2 2024 | $874.3M | 182 |
| Q1 2024 | $863.1M | 185 |
| Q4 2023 | $805.0M | 181 |