Graves Light Lenhart Wealth, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), Graves Light Lenhart Wealth, Inc. reported 193 stock positions worth $901.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 11.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.7%) and Dimensional Core Fixed (DFCF, 4.5%). Compared with Q2 2025, it opened 8 new positions, sold out of 7, added to 64 and reduced 66. The biggest buy was Dimensional Core Fixed (DFCF, shares +38%) and the biggest sale an exit from PIMCO 0-5 Year H/Y Corp. Bond (HYS).
- Most Recent 13F
- Q2 2026
- Location
- HARRISONBURG, VA
- CIK
- 0001759803
- Portfolio Value
- $901.1M (Q3 2025)
- SEC Filing
- 0001085146-25-005814 ↗ filed Oct 7, 2025
Holdings Value
Holdings 193 stocks · $901.1M
| AGG iShares Core U.S. Aggregate | 11.42% | 1,026,969 | $103.0M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 8.67% | 894,877 | $78.1M | Add +3.2% |
| DFCF Dimensional Core Fixed Inc. | 4.47% | 942,738 | $40.3M | Add +38.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.18% | 74,849 | $37.6M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 3.74% | 283,897 | $33.7M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 3.48% | 480,056 | $31.3M | Reduce -2.3% |
| AAPL Apple Inc. | 3.11% | 110,205 | $28.1M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 2.87% | 183,268 | $25.8M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 2.83% | 182,363 | $25.5M | Reduce -3.9% |
| VIG Vanguard Dividend Apprec ETF | 2.79% | 116,647 | $25.2M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.61% | 293,774 | $23.5M | Add +4.4% |
| BSV Vanguard Short-Term Bond ETF | 2.43% | 277,932 | $21.9M | Add +4.1% |
| XLV SS Health Care Select Sector | 2.19% | 141,751 | $19.7M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.00% | 74,169 | $18.0M | Reduce -3.8% |
| SCHD Schwab US DVD Equity ETF | 1.92% | 634,788 | $17.3M | Add +1.6% |
| SPHQ Invesco S&P 500 Quality ETF | 1.89% | 232,606 | $17.0M | Add +1.3% |
| VOOG Vanguard S&P 500 Growth ETF | 1.64% | 33,938 | $14.8M | Add +3.5% |
| DFNM Dimensional National Muni BD | 1.46% | 274,291 | $13.2M | Add +11.5% |
| DFUV Dimensional US Marketwide Va | 1.46% | 294,215 | $13.1M | Add +8.1% |
| VOOV Vanguard S&P 500 Value ETF | 1.41% | 63,664 | $12.7M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 1.32% | 37,581 | $11.9M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 1.24% | 50,936 | $11.2M | Add +0.5% |
| DFEV Dimensional Emrg MRKT Val | 1.19% | 337,268 | $10.8M | Add +4.3% |
| IWB iShares Russell 1000 ETF | 1.04% | 25,692 | $9.4M | Reduce -24.1% |
| BND Vanguard Total Bond Market | 1.01% | 122,518 | $9.1M | Reduce -0.9% |
| DFAX Dimensional World Ex US Core | 1.01% | 289,011 | $9.1M | Add +289.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.00% | 27,550 | $9.0M | Add +0.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.00% | 97,857 | $9.0M | Reduce -3.7% |
| SYY Sysco Corp. | 0.88% | 96,458 | $7.9M | Reduce -0.0% |
| VTIP Vanguard Short-Term Tips | 0.88% | 155,834 | $7.9M | Add +4.1% |
| IGM iShares Expanded Tech Sector | 0.78% | 55,973 | $7.0M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.73% | 131,311 | $6.6M | Add +16.0% |
| IVV iShares Core S&P 500 ETF | 0.72% | 9,670 | $6.5M | Reduce -12.4% |
| VEA Vanguard Ftse Developed ETF | 0.71% | 107,204 | $6.4M | Add +1.0% |
| MSFT Microsoft Corp. | 0.70% | 12,185 | $6.3M | Add +3.0% |
| CVX Chevron Corp. | 0.68% | 39,398 | $6.1M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.68% | 25,025 | $6.1M | Reduce -2.4% |
| DLN Wisdomtree US Largecap Divid | 0.60% | 62,611 | $5.4M | Reduce -9.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.54% | 68,260 | $4.9M | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 0.54% | 40,089 | $4.8M | Reduce -10.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.50% | 6 | $4.5M | Reduce -14.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.49% | 40,065 | $4.4M | Reduce -1.4% |
| DD Dupont DE Nemours Inc. | 0.47% | 54,851 | $4.3M | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 6,386 | $4.3M | Add +1.5% |
| DFSD Dimensional Short Duration | 0.46% | 85,738 | $4.1M | Add +0.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.45% | 80,317 | $4.1M | Add +27.4% |
| DVY iShares Select Dividend ETF | 0.44% | 28,180 | $4.0M | Reduce -1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 33,009 | $3.8M | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 0.41% | 32,466 | $3.7M | Reduce -3.6% |
| EFA iShares MSCI Eafe ETF | 0.37% | 35,576 | $3.3M | Reduce -0.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.32% | 44,161 | $2.9M | Reduce -7.8% |
| PKG Packaging Corp. of America | 0.31% | 12,978 | $2.8M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 10,933 | $2.8M | Add +2.4% |
| IVE iShares S&P 500 Value ETF | 0.30% | 13,019 | $2.7M | Add +8.1% |
| COST Costco Wholesale Corp. | 0.30% | 2,903 | $2.7M | Reduce -1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 8,952 | $2.6M | Add +4.5% |
| PG The Procter & Gamble Co. | 0.27% | 15,803 | $2.4M | Reduce -3.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 5,048 | $2.3M | Add +8.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 4,666 | $2.2M | Reduce -0.5% |
| TFC Truist Financial Corp. | 0.24% | 47,057 | $2.2M | Reduce -8.7% |
| DUK Duke Energy Corp. | 0.23% | 16,928 | $2.1M | Reduce -7.9% |
| D Dominion Energy Inc. | 0.21% | 31,350 | $1.9M | Reduce -10.0% |
| ORCL Oracle Corp. | 0.21% | 6,808 | $1.9M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.21% | 2,507 | $1.9M | No change |
| MUB iShares National Muni Bond E | 0.20% | 16,546 | $1.8M | Reduce -0.7% |
| WFC Wells Fargo & Co. | 0.19% | 20,702 | $1.7M | Reduce -1.8% |
| DFAS Dimensional US Small Cap ETF | 0.18% | 24,247 | $1.7M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.18% | 19,073 | $1.6M | Add +14.8% |
| IWN iShares Russell 2000 Value E | 0.18% | 9,038 | $1.6M | No change |
| VT Vanguard Tot World STK ETF | 0.17% | 10,997 | $1.5M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.17% | 8,105 | $1.5M | Reduce -1.4% |
| FXNC First National Corp. | 0.15% | 60,637 | $1.4M | No change |
| IWV iShares Russell 3000 ETF | 0.15% | 3,500 | $1.3M | No change |
| IYW iShares Ustechnology ETF | 0.15% | 6,748 | $1.3M | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.15% | 56,279 | $1.3M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 24,787 | $1.3M | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.14% | 9,335 | $1.2M | Add +4.5% |
| AVGO Broadcom Inc. | 0.13% | 3,637 | $1.2M | Add +11.4% |
| NVDA Nvidia Corp. | 0.13% | 6,131 | $1.1M | Add +22.1% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,744 | $1.1M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.11% | 10,812 | $1.0M | No change |
| PEP Pepsico Inc. | 0.11% | 7,165 | $1.0M | Reduce -0.6% |
| DFAI Dimensional International Co. | 0.11% | 27,223 | $990K | Reduce -4.3% |
| ABBV Abbvie Inc. | 0.11% | 4,133 | $957K | Add +19.7% |
| ELV Elevance Health Inc. | 0.10% | 2,901 | $937K | Add +3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 3,306 | $933K | Add +0.0% |
| VZ Verizon Communications Inc. | 0.10% | 20,787 | $914K | Reduce -9.5% |
| AXP American Express Co. | 0.10% | 2,750 | $913K | Reduce -0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 4,322 | $902K | Add +1.0% |
| MCD McDonald's Corp. | 0.10% | 2,961 | $900K | Add +7.2% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 2,864 | $862K | Reduce -1.5% |
| HD Home Depot Inc. | 0.09% | 2,034 | $824K | Reduce -1.2% |
| MCK McKesson Corp. | 0.09% | 1,059 | $818K | Add +13.8% |
| EOG EOG Resources Inc. | 0.09% | 7,220 | $809K | No change |
| SO The Southern Co. | 0.09% | 8,438 | $800K | Add +0.0% |
| AEP American Electric Power | 0.09% | 6,870 | $773K | Add +1.5% |
| CSX CSX Corp. | 0.08% | 20,932 | $743K | Add +1.8% |
| VGT Vanguard Info Tech ETF | 0.08% | 980 | $731K | Reduce -9.8% |
| PNC PNC Financial Services Group | 0.08% | 3,598 | $723K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 2,325 | $716K | Add +37.7% |
Portfolio Sells Q2 2025 → Q3 2025
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Sold out | 0.00% | −0.71 |
| IWB iShares Russell 1000 ETF | Reduce -24.1% | 1.04% | −0.33 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.9% | 2.83% | −0.23 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.3% | 3.48% | −0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -3.7% | 1.00% | −0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -14.3% | 0.50% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -12.4% | 0.72% | −0.10 |
| DIS The Walt Disney Co. | Reduce -2.5% | 0.42% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -0.9% | 1.01% | −0.07 |
| DLN Wisdomtree US Largecap Divid | Reduce -9.1% | 0.60% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 2.79% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.30% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -10.3% | 0.54% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -3.8% | 0.27% | −0.04 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.04 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -7.8% | 0.32% | −0.03 |
| UDR Udr Inc. | Sold out | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 0.41% | −0.03 |
| DUK Duke Energy Corp. | Reduce -7.9% | 0.23% | −0.03 |
| TFC Truist Financial Corp. | Reduce -8.7% | 0.24% | −0.02 |
| SHEN Shenandoah Telecommunication | Reduce -34.4% | 0.04% | −0.02 |
| D Dominion Energy Inc. | Reduce -10.0% | 0.21% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -40.5% | 0.03% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -9.5% | 0.10% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 1.32% | −0.02 |
| MQY BlackRock Muniyield Quality | Sold out | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.9% | 0.07% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -0.7% | 0.20% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -16.5% | 0.03% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 0.37% | −0.01 |
| T AT&T Inc. | Reduce -6.5% | 0.06% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -1.0% | 0.15% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -30.6% | 0.02% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -1.9% | 0.44% | −0.01 |
| SLB SLB Ltd. | Reduce -11.7% | 0.04% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.8% | 0.19% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -6.5% | 0.04% | −0.01 |
| DFAI Dimensional International Co. | Reduce -4.3% | 0.11% | −0.01 |
| ENB Enbridge Inc. | Reduce -15.7% | 0.05% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.3% | 0.54% | −0.01 |
| EMN Eastman Chemical Co. | Reduce -0.1% | 0.02% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -3.2% | 0.17% | −0.01 |
| UNP Union Pacific Corp. | Reduce -9.0% | 0.04% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -2.9% | 0.06% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -9.8% | 0.08% | −0.00 |
| HON Honeywell International Inc. | Reduce -0.4% | 0.02% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.5% | 3.74% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFCF Dimensional Core Fixed Inc. | Add +38.1% | 4.47% | +1.04 |
| DFAX Dimensional World Ex US Core | Add +289.5% | 1.01% | +0.75 |
| AAPL Apple Inc. | Add +0.2% | 3.11% | +0.43 |
| VOOG Vanguard S&P 500 Growth ETF | Add +3.5% | 1.64% | +0.09 |
| DFUV Dimensional US Marketwide Va | Add +8.1% | 1.46% | +0.09 |
| JMST JPM Ultra-Short Muni Income | Add +27.4% | 0.45% | +0.07 |
| DFNM Dimensional National Muni BD | Add +11.5% | 1.46% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.0% | 0.73% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.2% | 8.67% | +0.06 |
| DFEV Dimensional Emrg MRKT Val | Add +4.3% | 1.19% | +0.04 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | Add +22.1% | 0.13% | +0.03 |
| ABBV Abbvie Inc. | Add +19.7% | 0.11% | +0.03 |
| IXUS iShares Core Intl Stock ETF | New | 0.03% | +0.03 |
| USB US Bancorp | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +11.4% | 0.13% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +56.6% | 0.07% | +0.03 |
| EES Wisdomtree US Smallcap Fund | New | 0.02% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.02% | +0.02 |
| PRF Invesco Rafi US 1000 ETF | New | 0.02% | +0.02 |
| MDY State Street SPDR S&P Midcap | New | 0.02% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +37.7% | 0.08% | +0.02 |
| MRK Merck & Co. Inc. | Add +14.8% | 0.18% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +8.1% | 0.30% | +0.02 |
| MS Morgan Stanley | Add +49.6% | 0.05% | +0.02 |
| GLW Corning Inc. | Add +11.0% | 0.05% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +8.5% | 0.26% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +18.6% | 0.08% | +0.01 |
| MCK McKesson Corp. | Add +13.8% | 0.09% | +0.01 |
| VOOV Vanguard S&P 500 Value ETF | Add +2.1% | 1.41% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.5% | 0.47% | +0.01 |
| CVX Chevron Corp. | Add +0.2% | 0.68% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +27.0% | 0.04% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.4% | 0.31% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 1.00% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.5% | 0.29% | +0.01 |
| MCD McDonald's Corp. | Add +7.2% | 0.10% | +0.00 |
| CSX CSX Corp. | Add +1.8% | 0.08% | +0.00 |
| AEP American Electric Power | Add +1.5% | 0.09% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.03% | +0.00 |
| MET Metlife Inc. | Add +8.1% | 0.05% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.12% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +0.3% | 0.07% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.0% | 0.10% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Add +0.1% | 0.18% | +0.00 |
| MSFT Microsoft Corp. | Add +3.0% | 0.70% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 0.03% | +0.00 |
| VPU Vanguard Utilities ETF | Add +0.2% | 0.04% | +0.00 |
| META Meta Platforms Inc. Class A | Add +6.6% | 0.05% | −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 |