Graves Light Lenhart Wealth, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Graves Light Lenhart Wealth, Inc. reported 187 stock positions worth $814.7 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 12.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.8%) and Berkshire Hathaway Class B (BRK.B, 5.2%). Compared with Q4 2024, it opened 7 new positions, sold out of 5, added to 69 and reduced 62. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +3%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISONBURG, VA
- CIK
- 0001759803
- Portfolio Value
- $814.7M (Q1 2025)
- SEC Filing
- 0001085146-25-001967 ↗ filed Apr 9, 2025
Holdings Value
Holdings 187 stocks · $814.7M
| AGG iShares Core U.S. Aggregate | 12.12% | 998,158 | $98.7M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 7.83% | 843,750 | $63.8M | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.19% | 79,454 | $42.3M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 3.64% | 283,301 | $29.6M | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 3.51% | 490,165 | $28.6M | Add +1.8% |
| DFCF Dimensional Core Fixed Inc. | 3.37% | 651,815 | $27.4M | Add +22.1% |
| AAPL Apple Inc. | 3.19% | 117,082 | $26.0M | Reduce -2.9% |
| SDY SS SPDR S&P Dividend ETF | 3.19% | 191,308 | $26.0M | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 2.98% | 188,579 | $24.3M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 2.83% | 118,823 | $23.1M | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.67% | 275,082 | $21.7M | Add +1.3% |
| XLV SS Health Care Select Sector | 2.57% | 143,624 | $21.0M | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 2.50% | 259,796 | $20.3M | Add +2.7% |
| SCHD Schwab US DVD Equity ETF | 2.10% | 610,500 | $17.1M | Add +0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 1.93% | 237,138 | $15.7M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.51% | 79,537 | $12.3M | Reduce -0.7% |
| DFNM Dimensional National Muni BD | 1.47% | 251,198 | $11.9M | Add +7.7% |
| VOOV Vanguard S&P 500 Value ETF | 1.37% | 60,712 | $11.2M | Add +4.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.37% | 121,455 | $11.1M | Add +58.8% |
| VOOG Vanguard S&P 500 Growth ETF | 1.30% | 31,686 | $10.6M | Add +5.9% |
| DFUV Dimensional US Marketwide Va | 1.30% | 256,317 | $10.6M | Add +5.8% |
| IWB iShares Russell 1000 ETF | 1.28% | 34,073 | $10.5M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.23% | 40,782 | $10.0M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.19% | 50,761 | $9.7M | Reduce -0.2% |
| BND Vanguard Total Bond Market | 1.08% | 119,332 | $8.8M | Reduce -8.5% |
| DFEV Dimensional Emrg MRKT Val | 1.04% | 314,354 | $8.5M | Add +4.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 28,381 | $7.8M | Add +0.3% |
| VTIP Vanguard Short-Term Tips | 0.91% | 148,725 | $7.4M | Add +3.5% |
| SYY Sysco Corp. | 0.89% | 96,463 | $7.2M | No change |
| CVX Chevron Corp. | 0.85% | 41,328 | $6.9M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.76% | 11,062 | $6.2M | Reduce -0.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.73% | 63,540 | $6.0M | Reduce -11.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.69% | 7 | $5.6M | No change |
| DLN Wisdomtree US Largecap Divid | 0.67% | 69,240 | $5.5M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.66% | 106,153 | $5.4M | Add +3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.64% | 105,294 | $5.2M | Add +14.8% |
| IGM iShares Expanded Tech Sector | 0.63% | 56,634 | $5.1M | No change |
| DD Dupont DE Nemours Inc. | 0.55% | 59,581 | $4.4M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.55% | 11,849 | $4.4M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.54% | 27,924 | $4.4M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.53% | 46,328 | $4.3M | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.52% | 69,860 | $4.2M | Reduce -0.4% |
| DFSD Dimensional Short Duration | 0.50% | 86,002 | $4.1M | Add +2.7% |
| DVY iShares Select Dividend ETF | 0.50% | 30,388 | $4.1M | Reduce -0.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.49% | 40,597 | $4.0M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.45% | 31,055 | $3.7M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 6,298 | $3.5M | Reduce -3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 34,288 | $3.4M | Reduce -2.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 61,611 | $3.1M | Add +14.5% |
| EFA iShares MSCI Eafe ETF | 0.36% | 36,112 | $3.0M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.36% | 16,993 | $2.9M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.34% | 2,950 | $2.8M | Reduce -2.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.33% | 47,879 | $2.7M | No change |
| PKG Packaging Corp. of America | 0.32% | 12,978 | $2.6M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 10,675 | $2.4M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.28% | 2,803 | $2.3M | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.28% | 12,044 | $2.3M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 8,564 | $2.2M | Add +1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 5,254 | $2.2M | Add +0.0% |
| DUK Duke Energy Corp. | 0.27% | 17,951 | $2.2M | Reduce -0.1% |
| TFC Truist Financial Corp. | 0.26% | 52,039 | $2.1M | Reduce -0.3% |
| D Dominion Energy Inc. | 0.23% | 33,867 | $1.9M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 4,694 | $1.7M | Reduce -0.4% |
| IWN iShares Russell 2000 Value E | 0.19% | 10,478 | $1.6M | Reduce -2.5% |
| WFC Wells Fargo & Co. | 0.19% | 21,075 | $1.5M | Add +0.0% |
| JNJ Johnson & Johnson | 0.17% | 8,218 | $1.4M | Add +3.4% |
| FXNC First National Corp. | 0.17% | 60,637 | $1.4M | No change |
| MRK Merck & Co. Inc. | 0.17% | 15,129 | $1.4M | Reduce -1.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.16% | 56,805 | $1.3M | Reduce -2.1% |
| VT Vanguard Tot World STK ETF | 0.16% | 11,339 | $1.3M | Reduce -0.8% |
| IWV iShares Russell 3000 ETF | 0.16% | 4,000 | $1.3M | No change |
| ELV Elevance Health Inc. | 0.15% | 2,875 | $1.3M | Reduce -2.1% |
| IYW iShares Ustechnology ETF | 0.15% | 8,892 | $1.2M | No change |
| DFAS Dimensional US Small Cap ETF | 0.15% | 20,369 | $1.2M | Add +0.6% |
| PEP Pepsico Inc. | 0.14% | 7,518 | $1.1M | Reduce -2.0% |
| VZ Verizon Communications Inc. | 0.13% | 23,141 | $1.0M | Reduce -3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 24,983 | $1.0M | Add +0.3% |
| MUB iShares National Muni Bond E | 0.13% | 9,728 | $1.0M | Reduce -6.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 10,817 | $1.0M | Reduce -0.8% |
| ORCL Oracle Corp. | 0.12% | 7,095 | $992K | Add +1.2% |
| EMR Emerson Electric Co. | 0.12% | 8,935 | $980K | No change |
| EOG EOG Resources Inc. | 0.12% | 7,457 | $956K | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.11% | 1,720 | $901K | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,697 | $872K | Reduce -12.9% |
| MCD McDonald's Corp. | 0.11% | 2,780 | $868K | Add +2.7% |
| SO The Southern Co. | 0.11% | 9,412 | $865K | Add +0.1% |
| DFAI Dimensional International Co. | 0.11% | 27,507 | $859K | Add +12.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 3,304 | $822K | Add +0.1% |
| PNC PNC Financial Services Group | 0.10% | 4,586 | $806K | Reduce -0.3% |
| HD Home Depot Inc. | 0.10% | 2,163 | $793K | Reduce -6.6% |
| SH Proshares Short S&P500 | 0.09% | 17,162 | $765K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.09% | 4,094 | $763K | No change |
| AXP American Express Co. | 0.09% | 2,751 | $740K | Add +2.5% |
| AEP American Electric Power | 0.09% | 6,771 | $740K | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.09% | 3,453 | $723K | Reduce -8.9% |
| KO The Coca-Cola Co. | 0.08% | 9,648 | $691K | Add +2.9% |
| VHT Vanguard Health Care ETF | 0.08% | 2,374 | $628K | No change |
| MCK McKesson Corp. | 0.08% | 931 | $627K | Add +0.1% |
| T AT&T Inc. | 0.08% | 21,709 | $614K | Reduce -0.0% |
| CSX CSX Corp. | 0.07% | 20,548 | $605K | Reduce -1.2% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -2.9% | 3.19% | −0.56 |
| APD Air Products & Chemicals Inc. | Reduce -88.8% | 0.06% | −0.48 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 1.51% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.19% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.54% | −0.13 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -11.7% | 0.73% | −0.11 |
| BND Vanguard Total Bond Market | Reduce -8.5% | 1.08% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 2.83% | −0.09 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 1.28% | −0.08 |
| DIS The Walt Disney Co. | Reduce -2.8% | 0.42% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -61.7% | 0.04% | −0.07 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.1% | 0.49% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.1% | 0.53% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.76% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 0.43% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -53.7% | 0.04% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.4% | 0.21% | −0.03 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -9.9% | 0.07% | −0.03 |
| EES Wisdomtree US Smallcap Fund | Sold out | 0.00% | −0.03 |
| NTRS Northern Trust Corp. | Sold out | 0.00% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -2.5% | 0.19% | −0.03 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.17% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -12.9% | 0.11% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -0.6% | 0.55% | −0.02 |
| VLUE iShares MSCI USA Value Facto | Reduce -37.8% | 0.03% | −0.02 |
| TFC Truist Financial Corp. | Reduce -0.3% | 0.26% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -4.4% | 0.07% | −0.02 |
| HD Home Depot Inc. | Reduce -6.6% | 0.10% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -6.3% | 0.13% | −0.01 |
| PNC PNC Financial Services Group | Reduce -0.3% | 0.10% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -13.6% | 0.05% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 2.98% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -11.7% | 0.05% | −0.01 |
| CSX CSX Corp. | Reduce -1.2% | 0.07% | −0.01 |
| ACN Accenture PLC Class A | Reduce -5.6% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.0% | 0.14% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -0.8% | 0.16% | −0.01 |
| NCV Virtus Convertible & Income | Sold out | 0.00% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -5.7% | 0.03% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -9.5% | 0.04% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.1% | 0.16% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.34% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -1.7% | 0.05% | −0.00 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.9% | 0.67% | −0.00 |
| SCHO Schwab Short-Term US Treas | Reduce -0.6% | 0.04% | −0.00 |
| SLB SLB Ltd. | Reduce -6.7% | 0.07% | +0.00 |
| DVY iShares Select Dividend ETF | Reduce -0.8% | 0.50% | +0.00 |
| VDE Vanguard Energy ETF | Reduce -3.9% | 0.06% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +3.4% | 7.83% | +0.71 |
| DFCF Dimensional Core Fixed Inc. | Add +22.1% | 3.37% | +0.63 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +58.8% | 1.37% | +0.50 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 12.12% | +0.13 |
| CVX Chevron Corp. | Add +0.0% | 0.85% | +0.10 |
| SH Proshares Short S&P500 | New | 0.09% | +0.09 |
| DFNM Dimensional National Muni BD | Add +7.7% | 1.47% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.8% | 0.64% | +0.07 |
| DFEV Dimensional Emrg MRKT Val | Add +4.8% | 1.04% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +2.7% | 2.50% | +0.07 |
| DFUV Dimensional US Marketwide Va | Add +5.8% | 1.30% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 0.66% | +0.05 |
| VTIP Vanguard Short-Term Tips | Add +3.5% | 0.91% | +0.05 |
| JMST JPM Ultra-Short Muni Income | Add +14.5% | 0.38% | +0.05 |
| VOOV Vanguard S&P 500 Value ETF | Add +4.6% | 1.37% | +0.04 |
| DFAX Dimensional World Ex US Core | New | 0.04% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +0.5% | 2.10% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.3% | 2.67% | +0.03 |
| SCHW Schwab (charles) Corp. | New | 0.03% | +0.03 |
| IMO Imperial Oil Ltd. | New | 0.03% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +3.4% | 0.17% | +0.02 |
| DFAI Dimensional International Co. | Add +12.5% | 0.11% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.28% | +0.02 |
| DFSD Dimensional Short Duration | Add +2.7% | 0.50% | +0.01 |
| KO The Coca-Cola Co. | Add +2.9% | 0.08% | +0.01 |
| GE General Electric | Add +0.1% | 0.07% | +0.01 |
| MCK McKesson Corp. | Add +0.1% | 0.08% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.10% | +0.01 |
| SO The Southern Co. | Add +0.1% | 0.11% | +0.01 |
| MCD McDonald's Corp. | Add +2.7% | 0.11% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +8.4% | 0.07% | +0.01 |
| D Dominion Energy Inc. | Add +0.9% | 0.23% | +0.01 |
| MMM 3M Co. | Add +0.1% | 0.07% | +0.01 |
| AMGN Amgen Inc. | Add +0.2% | 0.05% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +2.9% | 0.11% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.36% | +0.00 |
| WM Waste Management Inc. | Add +0.6% | 0.03% | +0.00 |
| ADP Automatic Data Processing | Add +4.2% | 0.05% | +0.00 |
| ALL Allstate Corp. | Add +0.1% | 0.06% | +0.00 |
| UNP Union Pacific Corp. | Add +4.2% | 0.05% | +0.00 |
| CSCO Cisco Systems Inc. | Add +5.1% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.04% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.19% | +0.00 |
| VFH Vanguard Financials ETF | Add +0.1% | 0.03% | 0.00 |
| MS Morgan Stanley | Add +8.8% | 0.03% | −0.00 |
| INTU Intuit Inc. | Add +0.3% | 0.03% | −0.00 |
| ITW Illinois Tool Works | Add +0.2% | 0.04% | −0.00 |
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 |