Holders — by stockHoldings — by fund
Graves Light Lenhart Wealth, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001759803
$1.07B
disclosed book value
203
positions
10.2%
largest position share
Positions, as of 2026-06-30
top 100 of 203 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AGGISHARES TR | 1.1M | $109.1M | 10.2% |
| 2 | IEFAISHARES TR | 1.0M | $97.9M | 9.1% |
| 3 | DFCFDIMENSIONAL ETF TRUST | 1.4M | $58.3M | 5.4% |
| 4 | IJRISHARES TR | 310,610 | $46.1M | 4.3% |
| 5 | IJHISHARES TR | 530,909 | $40.9M | 3.8% |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 73,061 | $36.6M | 3.4% |
| 7 | AAPLAPPLE INC | 106,571 | $30.8M | 2.9% |
| 8 | VYMVANGUARD WHITEHALL FDS | 181,141 | $28.6M | 2.7% |
| 9 | SDYSPDR SERIES TRUST | 181,578 | $27.6M | 2.6% |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 114,747 | $27.2M | 2.5% |
| 11 | DFNMDIMENSIONAL ETF TRUST | 556,651 | $26.9M | 2.5% |
| 12 | BSVVANGUARD BD INDEX FDS | 318,097 | $24.8M | 2.3% |
| 13 | GOOGLALPHABET INC | 68,674 | $24.5M | 2.3% |
| 14 | VCSHVANGUARD SCOTTSDALE FDS | 301,767 | $23.8M | 2.2% |
| 15 | XLVSELECT SECTOR SPDR TR | 141,334 | $22.4M | 2.1% |
| 16 | DFUVDIMENSIONAL ETF TRUST | 402,895 | $22.2M | 2.1% |
| 17 | SPHQINVESCO EXCHANGE TRADED FD T | 242,025 | $21.8M | 2% |
| 18 | VOOGVANGUARD ADMIRAL FDS INC | 258,813 | $21.4M | 2% |
| 19 | DFAXDIMENSIONAL ETF TRUST | 574,324 | $21.2M | 2% |
| 20 | SCHDSCHWAB STRATEGIC TR | 666,565 | $21.1M | 2% |
| 21 | VOOVVANGUARD ADMIRAL FDS INC | 79,037 | $17.3M | 1.6% |
| 22 | DFEVDIMENSIONAL ETF TRUST | 339,406 | $14.5M | 1.4% |
| 23 | AMZNAMAZON COM INC | 50,632 | $12.1M | 1.1% |
| 24 | VTEBVANGUARD MUN BD FDS | 227,560 | $11.5M | 1.1% |
| 25 | IWBISHARES TR | 25,154 | $10.3M | 1% |
| 26 | VTIVANGUARD INDEX FDS | 27,042 | $10.0M | 0.9% |
| 27 | IGMISHARES TR | 55,973 | $9.2M | 0.9% |
| 28 | VTIPVANGUARD MALVERN FDS | 181,998 | $9.1M | 0.9% |
| 29 | BNDVANGUARD BD INDEX FDS | 122,146 | $9.0M | 0.8% |
| 30 | GOOGALPHABET INC | 24,306 | $8.6M | 0.8% |
| 31 | JPMJPMORGAN CHASE & CO | 25,815 | $8.4M | 0.8% |
| 32 | SYYSYSCO CORP | 96,531 | $8.1M | 0.8% |
| 33 | VEAVANGUARD TAX-MANAGED FDS | 111,135 | $7.9M | 0.7% |
| 34 | BILSPDR SERIES TRUST | 77,762 | $7.1M | 0.7% |
| 35 | IVVISHARES TR | 9,499 | $7.1M | 0.7% |
| 36 | CVXCHEVRON CORPORATION | 38,994 | $6.5M | 0.6% |
| 37 | JMSTJ P MORGAN EXCHANGE TRADED F | 122,067 | $6.2M | 0.6% |
| 38 | DLNWISDOMTREE TR | 62,709 | $6.0M | 0.6% |
| 39 | IJSISHARES TR | 41,616 | $5.7M | 0.5% |
| 40 | VEUVANGUARD INTL EQUITY INDEX F | 65,393 | $5.5M | 0.5% |
| 41 | IVWISHARES TR | 37,256 | $5.1M | 0.5% |
| 42 | SPYSTATE STR SPDR S&P 500 ETF T | 6,570 | $4.9M | 0.5% |
| 43 | BRK/ABERKSHIRE HATHAWAY INC DEL | 6 | $4.5M | 0.4% |
| 44 | XOMEXXON MOBIL CORP | 31,363 | $4.3M | 0.4% |
| 45 | DVYISHARES TR | 27,245 | $4.3M | 0.4% |
| 46 | MSFTMICROSOFT CORP | 11,195 | $4.2M | 0.4% |
| 47 | DFSDDIMENSIONAL ETF TRUST | 85,928 | $4.1M | 0.4% |
| 48 | EFAISHARES TR | 34,866 | $3.6M | 0.3% |
| 49 | VBVANGUARD INDEX FDS | 11,182 | $3.4M | 0.3% |
| 50 | ACWXISHARES TR | 44,179 | $3.4M | 0.3% |
| 51 | PKGPACKAGING CORP AMER | 12,994 | $3.1M | 0.3% |
| 52 | VOVANGUARD INDEX FDS | 37,319 | $3.0M | 0.3% |
| 53 | IVEISHARES TR | 12,696 | $2.9M | 0.3% |
| 54 | LLYELI LILLY & CO | 2,309 | $2.8M | 0.3% |
| 55 | DIASTATE STR SPDR DOW JONES IND | 5,049 | $2.6M | 0.2% |
| 56 | TFCTRUIST FINL CORP | 51,009 | $2.5M | 0.2% |
| 57 | ELVELEVANCE HEALTH INC FORMERLY | 6,505 | $2.5M | 0.2% |
| 58 | VUGVANGUARD INDEX FDS | 28,354 | $2.4M | 0.2% |
| 59 | MRKMERCK & CO INC | 18,407 | $2.4M | 0.2% |
| 60 | PGPROCTER & GAMBLE CO | 15,151 | $2.2M | 0.2% |
| 61 | DUKDUKE ENERGY CORP NEW | 17,181 | $2.2M | 0.2% |
| 62 | COSTCOSTCO WHOLESALE CORPORATION | 2,285 | $2.1M | 0.2% |
| 63 | DFASDIMENSIONAL ETF TRUST | 25,393 | $2.1M | 0.2% |
| 64 | IWNISHARES TR | 8,797 | $1.9M | 0.2% |
| 65 | JNJJOHNSON & JOHNSON | 7,259 | $1.8M | 0.2% |
| 66 | MUBISHARES TR | 16,565 | $1.8M | 0.2% |
| 67 | VTVANGUARD INTL EQUITY INDEX F | 11,018 | $1.7M | 0.2% |
| 68 | WFCWELLS FARGO & CO | 20,755 | $1.7M | 0.2% |
| 69 | DDOMINION ENERGY INC | 25,108 | $1.7M | 0.2% |
| 70 | IYWISHARES TR | 6,348 | $1.6M | 0.1% |
| 71 | BACBANK OF AMER CORP | 24,929 | $1.4M | 0.1% |
| 72 | IWVISHARES TR | 3,305 | $1.4M | 0.1% |
| 73 | AVGOBROADCOM INC | 3,599 | $1.4M | 0.1% |
| 74 | EMREMERSON ELEC CO | 8,875 | $1.3M | 0.1% |
| 75 | SCHZSCHWAB STRATEGIC TR | 54,699 | $1.3M | 0.1% |
| 76 | DISDISNEY WALT CO | 12,990 | $1.3M | 0.1% |
| 77 | NVDANVIDIA CORPORATION | 6,204 | $1.2M | 0.1% |
| 78 | GLWCORNING INC | 4,849 | $1.2M | 0.1% |
| 79 | CATCATERPILLAR INC | 1,126 | $1.2M | 0.1% |
| 80 | VOOVANGUARD INDEX FDS | 1,712 | $1.2M | 0.1% |
| 81 | GEGE AEROSPACE | 3,067 | $1.1M | 0.1% |
| 82 | DFAIDIMENSIONAL ETF TRUST | 27,491 | $1.1M | 0.1% |
| 83 | DFEMDIMENSIONAL ETF TRUST | 26,724 | $1.1M | 0.1% |
| 84 | UVSPUNIVEST FINANCIAL CORPORATIO | 24,450 | $1.1M | 0.1% |
| 85 | VBRVANGUARD INDEX FDS | 4,366 | $1.1M | 0.1% |
| 86 | VBILVANGUARD INSTL INDEX FD | 13,374 | $1.0M | 0.1% |
| 87 | ORCLORACLE CORP | 6,695 | $981,133 | 0.1% |
| 88 | CSXCSX CORP | 20,603 | $979,264 | 0.1% |
| 89 | USMVISHARES TR | 10,017 | $966,240 | 0.1% |
| 90 | AEPAMERICAN ELEC PWR CO INC | 6,870 | $939,861 | 0.1% |
| 91 | VGTVANGUARD WORLD FD | 7,838 | $936,768 | 0.1% |
| 92 | ABBVABBVIE INC | 3,655 | $919,744 | 0.1% |
| 93 | EOGEOG RES INC | 7,076 | $917,954 | 0.1% |
| 94 | PEPPEPSICO INC | 6,636 | $898,515 | 0.1% |
| 95 | PNCPNC FINL SVCS GROUP INC | 3,598 | $885,778 | 0.1% |
| 96 | AXPAMERICAN EXPRESS CO | 2,603 | $880,465 | 0.1% |
| 97 | GEVGE VERNOVA INC | 747 | $877,620 | 0.1% |
| 98 | UNHUNITEDHEALTH GROUP INC | 2,040 | $847,885 | 0.1% |
| 99 | IBMINTERNATIONAL BUSINESS MACHS | 3,003 | $844,387 | 0.1% |
| 100 | SOSOUTHERN CO | 8,470 | $810,651 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.