Graves Light Lenhart Wealth, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Graves Light Lenhart Wealth, Inc. reported 185 stock positions worth $804.4 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 12.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.1%) and Berkshire Hathaway Class B (BRK.B, 4.6%). Compared with Q3 2024, it opened 4 new positions, sold out of 9, added to 46 and reduced 61. The biggest buy was Dimensional Core Fixed (DFCF, shares +19%) and the biggest sale SS Health Care Select Sector (XLV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISONBURG, VA
- CIK
- 0001759803
- Portfolio Value
- $804.4M (Q4 2024)
- SEC Filing
- 0001085146-25-000149 ↗ filed Jan 14, 2025
Holdings Value
Holdings 185 stocks · $804.4M
| AGG iShares Core U.S. Aggregate | 11.99% | 995,574 | $96.5M | Add +1.7% |
| IEFA iShares Core MSCI Eafe ETF | 7.13% | 815,827 | $57.3M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.57% | 81,108 | $36.8M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 3.99% | 278,618 | $32.1M | Add +1.3% |
| AAPL Apple Inc. | 3.76% | 120,620 | $30.2M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 3.73% | 481,432 | $30.0M | Add +1.1% |
| SDY SS SPDR S&P Dividend ETF | 3.16% | 192,403 | $25.4M | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 3.00% | 188,854 | $24.1M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 2.92% | 119,778 | $23.5M | Reduce -0.8% |
| DFCF Dimensional Core Fixed Inc. | 2.74% | 533,627 | $22.0M | Add +19.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.63% | 271,651 | $21.2M | Add +3.7% |
| XLV SS Health Care Select Sector | 2.47% | 144,690 | $19.9M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 2.43% | 252,999 | $19.5M | Add +6.4% |
| SCHD Schwab US DVD Equity ETF | 2.06% | 607,770 | $16.6M | Add +0.8% |
| SPHQ Invesco S&P 500 Quality ETF | 1.94% | 232,754 | $15.6M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.89% | 80,115 | $15.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 1.39% | 50,854 | $11.2M | Reduce -0.3% |
| DFNM Dimensional National Muni BD | 1.39% | 233,305 | $11.1M | Add +5.5% |
| IWB iShares Russell 1000 ETF | 1.37% | 34,103 | $11.0M | No change |
| VOOG Vanguard S&P 500 Growth ETF | 1.36% | 29,926 | $11.0M | Reduce -0.4% |
| VOOV Vanguard S&P 500 Value ETF | 1.33% | 58,044 | $10.7M | Add +14.3% |
| DFUV Dimensional US Marketwide Va | 1.23% | 242,207 | $9.9M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 1.22% | 40,934 | $9.8M | Reduce -0.7% |
| BND Vanguard Total Bond Market | 1.17% | 130,446 | $9.4M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 28,282 | $8.2M | Reduce -1.7% |
| DFEV Dimensional Emrg MRKT Val | 0.98% | 300,108 | $7.9M | Add +1.7% |
| SYY Sysco Corp. | 0.92% | 96,463 | $7.4M | Reduce -3.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.87% | 76,483 | $7.0M | Reduce -4.4% |
| VTIP Vanguard Short-Term Tips | 0.86% | 143,621 | $7.0M | Add +2.2% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.84% | 71,970 | $6.7M | Reduce -10.8% |
| IVV iShares Core S&P 500 ETF | 0.81% | 11,073 | $6.5M | Reduce -0.2% |
| CVX Chevron Corp. | 0.74% | 41,318 | $6.0M | Add +1.0% |
| IGM iShares Expanded Tech Sector | 0.72% | 56,634 | $5.8M | Reduce -0.5% |
| DLN Wisdomtree US Largecap Divid | 0.68% | 69,843 | $5.4M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.66% | 28,044 | $5.3M | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.61% | 11,715 | $4.9M | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 0.61% | 102,720 | $4.9M | Add +2.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.59% | 7 | $4.8M | No change |
| IVW iShares S&P 500 Growth ETF | 0.59% | 46,377 | $4.7M | Reduce -3.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.57% | 91,700 | $4.6M | Add +2.2% |
| DD Dupont DE Nemours Inc. | 0.57% | 59,967 | $4.6M | Reduce -1.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.55% | 40,649 | $4.4M | Add +1.7% |
| APD Air Products & Chemicals Inc. | 0.55% | 15,145 | $4.4M | Reduce -2.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.50% | 70,156 | $4.0M | Add +0.1% |
| DVY iShares Select Dividend ETF | 0.50% | 30,650 | $4.0M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 35,257 | $3.9M | Reduce -5.4% |
| DFSD Dimensional Short Duration | 0.49% | 83,706 | $3.9M | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 6,498 | $3.8M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.42% | 31,171 | $3.4M | Reduce -2.9% |
| PKG Packaging Corp. of America | 0.36% | 12,978 | $2.9M | No change |
| PG The Procter & Gamble Co. | 0.35% | 16,872 | $2.8M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.34% | 3,026 | $2.8M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.34% | 36,447 | $2.8M | Reduce -0.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.34% | 53,809 | $2.7M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 10,648 | $2.6M | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 47,879 | $2.5M | Reduce -2.5% |
| IVE iShares S&P 500 Value ETF | 0.29% | 12,044 | $2.3M | Reduce -36.9% |
| TFC Truist Financial Corp. | 0.28% | 52,220 | $2.3M | Reduce -0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 8,473 | $2.2M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.28% | 5,253 | $2.2M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.27% | 2,798 | $2.2M | Add +0.0% |
| DUK Duke Energy Corp. | 0.24% | 17,975 | $1.9M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 4,713 | $1.9M | No change |
| D Dominion Energy Inc. | 0.22% | 33,557 | $1.8M | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 0.22% | 10,750 | $1.8M | No change |
| MRK Merck & Co. Inc. | 0.19% | 15,403 | $1.5M | Reduce -3.7% |
| WFC Wells Fargo & Co. | 0.18% | 21,072 | $1.5M | Reduce -0.2% |
| IYW iShares Ustechnology ETF | 0.18% | 8,892 | $1.4M | Reduce -16.5% |
| FXNC First National Corp. | 0.17% | 60,637 | $1.4M | No change |
| VT Vanguard Tot World STK ETF | 0.17% | 11,432 | $1.3M | Add +0.1% |
| IWV iShares Russell 3000 ETF | 0.17% | 4,000 | $1.3M | No change |
| DFAS Dimensional US Small Cap ETF | 0.16% | 20,255 | $1.3M | Reduce -0.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.16% | 58,054 | $1.3M | Reduce -6.6% |
| ORCL Oracle Corp. | 0.15% | 7,010 | $1.2M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.14% | 7,669 | $1.2M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.14% | 7,946 | $1.1M | Reduce -5.9% |
| EMR Emerson Electric Co. | 0.14% | 8,935 | $1.1M | No change |
| MUB iShares National Muni Bond E | 0.14% | 10,388 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 24,902 | $1.1M | Add +0.0% |
| ELV Elevance Health Inc. | 0.13% | 2,936 | $1.1M | Add +7.1% |
| VOO Vanguard S&P 500 ETF | 0.13% | 1,948 | $1.0M | Add +1.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 10,909 | $969K | No change |
| VZ Verizon Communications Inc. | 0.12% | 23,977 | $959K | Add +4.3% |
| EOG EOG Resources Inc. | 0.11% | 7,523 | $922K | No change |
| HD Home Depot Inc. | 0.11% | 2,315 | $901K | No change |
| LOW Lowe's Cos Inc. | 0.11% | 3,603 | $889K | Add +155.2% |
| PNC PNC Financial Services Group | 0.11% | 4,601 | $887K | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 1,672 | $846K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 4,094 | $811K | Add +5.5% |
| AXP American Express Co. | 0.10% | 2,683 | $796K | Reduce -3.6% |
| MCD McDonald's Corp. | 0.10% | 2,708 | $785K | Reduce -2.6% |
| SO The Southern Co. | 0.10% | 9,402 | $774K | No change |
| NVDA Nvidia Corp. | 0.09% | 5,605 | $753K | Reduce -5.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 3,300 | $725K | Add +0.0% |
| DFAI Dimensional International Co. | 0.09% | 24,446 | $714K | Add +117.5% |
| VGT Vanguard Info Tech ETF | 0.09% | 1,137 | $707K | Add +0.1% |
| AVGO Broadcom Inc. | 0.09% | 3,042 | $705K | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.08% | 3,792 | $674K | Reduce -5.1% |
| CSX CSX Corp. | 0.08% | 20,793 | $671K | Add +0.1% |
| KBE SS SPDR S&P Bank ETF | 0.08% | 11,406 | $633K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| XLV SS Health Care Select Sector | Reduce -0.9% | 2.47% | −0.29 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 3.16% | −0.23 |
| IVE iShares S&P 500 Value ETF | Reduce -36.9% | 0.29% | −0.18 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -10.8% | 0.84% | −0.11 |
| DD Dupont DE Nemours Inc. | Reduce -1.4% | 0.57% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.42% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -0.2% | 1.17% | −0.04 |
| SYY Sysco Corp. | Reduce -3.3% | 0.92% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -0.9% | 0.34% | −0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -2.5% | 0.31% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -4.4% | 0.87% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -3.7% | 0.19% | −0.03 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.03 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.03 |
| MSFT Microsoft Corp. | Reduce -3.5% | 0.61% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 4.57% | −0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Sold out | 0.00% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 2.92% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.03 |
| IMO Imperial Oil Ltd. | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Reduce -5.9% | 0.14% | −0.03 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -2.8% | 0.55% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -16.5% | 0.18% | −0.02 |
| DLN Wisdomtree US Largecap Divid | Reduce -3.0% | 0.68% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -6.6% | 0.16% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.14% | −0.02 |
| D Dominion Energy Inc. | Reduce -0.3% | 0.22% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.2% | 0.24% | −0.01 |
| ABBV Abbvie Inc. | Reduce -5.1% | 0.08% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.1% | 0.07% | −0.01 |
| DHR Danaher Corp. | Reduce -9.9% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.35% | −0.01 |
| INTC Intel Corp. | Reduce -9.5% | 0.03% | −0.01 |
| MMM 3M Co. | Reduce -6.1% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.6% | 0.10% | −0.01 |
| VLUE iShares MSCI USA Value Facto | Reduce -6.1% | 0.05% | −0.00 |
| UNP Union Pacific Corp. | Reduce -2.5% | 0.04% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -19.1% | 0.04% | −0.00 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.15% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.7% | 0.03% | −0.00 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -2.6% | 0.05% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -0.3% | 0.04% | −0.00 |
| MSI Motorola Solutions Inc. | Reduce -6.3% | 0.06% | −0.00 |
| UBSI United Bankshares Inc. | Reduce -6.6% | 0.03% | −0.00 |
| NTRS Northern Trust Corp. | Reduce -13.8% | 0.03% | −0.00 |
| AUB Atlantic Union Bankshares Co. | Reduce -0.1% | 0.07% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| DFCF Dimensional Core Fixed Inc. | Add +19.0% | 2.74% | +0.36 |
| VOOV Vanguard S&P 500 Value ETF | Add +14.3% | 1.33% | +0.14 |
| BSV Vanguard Short-Term Bond ETF | Add +6.4% | 2.43% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +1.1% | 3.73% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.7% | 2.63% | +0.08 |
| DFNM Dimensional National Muni BD | Add +5.5% | 1.39% | +0.07 |
| LOW Lowe's Cos Inc. | Add +155.2% | 0.11% | +0.06 |
| DFAI Dimensional International Co. | Add +117.5% | 0.09% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +116.0% | 0.08% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 3.99% | +0.04 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.03% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.6% | 1.94% | +0.03 |
| WMT Walmart Inc. | New | 0.03% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 3.00% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | Add +1.7% | 0.55% | +0.02 |
| DFSD Dimensional Short Duration | Add +4.7% | 0.49% | +0.02 |
| BAC Bank of America Corp. | Add +0.0% | 0.14% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +2.2% | 0.86% | +0.01 |
| JMST JPM Ultra-Short Muni Income | Add +2.3% | 0.34% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.2% | 0.57% | +0.01 |
| T AT&T Inc. | Add +8.6% | 0.06% | +0.01 |
| DFUV Dimensional US Marketwide Va | Add +1.4% | 1.23% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.09% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 0.13% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.5% | 0.10% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.0% | 0.28% | +0.00 |
| CVX Chevron Corp. | Add +1.0% | 0.74% | +0.00 |
| VFH Vanguard Financials ETF | Add +0.3% | 0.03% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +6.9% | 0.04% | +0.00 |
| ALL Allstate Corp. | Add +0.0% | 0.06% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +0.3% | 0.07% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 0.03% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.0% | 0.09% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 0.17% | −0.00 |
| PFE Pfizer Inc. | Add +0.3% | 0.04% | −0.00 |
| CAT Caterpillar Inc. | Add +0.1% | 0.06% | −0.00 |
| CSX CSX Corp. | Add +0.1% | 0.08% | −0.00 |
| DVY iShares Select Dividend ETF | Add +0.7% | 0.50% | −0.01 |
| SHEN Shenandoah Telecommunication | Add +0.0% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Add +4.3% | 0.12% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.8% | 2.06% | −0.02 |
| LLY Eli Lilly & Co. | Add +0.0% | 0.27% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 0.61% | −0.04 |
| ELV Elevance Health Inc. | Add +7.1% | 0.13% | −0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.50% | −0.04 |
| DFEV Dimensional Emrg MRKT Val | Add +1.7% | 0.98% | −0.05 |
| AGG iShares Core U.S. Aggregate | Add +1.7% | 11.99% | −0.20 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.5% | 7.13% | −0.51 |
Notes & Other Activity Q3 2024 → Q4 2024
| WESTERN ASSET GLOBAL HIGH-RT | RIGHT 10/08/2024 | Sold out | 10,701 | $118before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 203 | $1.1B | AGG, IEFA, DFCF, IJR, IJH |
| Q1 2026 | 197 | $961.1M | AGG, IEFA, DFCF, IJR, BRK.B |
| Q4 2025 | 191 | $942.9M | AGG, IEFA, DFCF, BRK.B, IJR |
| Q3 2025 | 193 | $901.1M | AGG, IEFA, DFCF, BRK.B, IJR |
| Q2 2025 | 192 | $840.4M | AGG, IEFA, BRK.B, IJR, IJH |
| Q1 2025 | 187 | $814.7M | AGG, IEFA, BRK.B, IJR, IJH |
| Q4 2024 | 185 | $804.4M | AGG, IEFA, BRK.B, IJR, AAPL |
| Q3 2024 | 190 | $813.1M | AGG, IEFA, BRK.B, IJR, IJH |
| Q2 2024 | 182 | $874.3M | AGG, IEFA, BRK.B, AAPL, IJR |
| Q1 2024 | 185 | $863.1M | AGG, IEFA, BRK.B, IJR, IJH |