Graves Light Lenhart Wealth, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Graves Light Lenhart Wealth, Inc. reported 191 stock positions worth $942.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 11.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.8%) and Dimensional Core Fixed (DFCF, 5.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 10, added to 49 and reduced 66. The biggest buy was Dimensional Core Fixed (DFCF, shares +23%) and the biggest sale an exit from Dupont DE Nemours (DD).
- Most Recent 13F
- Q2 2026
- Location
- HARRISONBURG, VA
- CIK
- 0001759803
- Portfolio Value
- $942.9M (Q4 2025)
- SEC Filing
- 0001759803-26-000001 ↗ filed Jan 9, 2026
Holdings Value
Holdings 191 stocks · $942.9M
| AGG iShares Core U.S. Aggregate | 11.08% | 1,046,101 | $104.5M | Add +1.9% |
| IEFA iShares Core MSCI Eafe ETF | 8.83% | 930,902 | $83.3M | Add +4.0% |
| DFCF Dimensional Core Fixed Inc. | 5.23% | 1,159,475 | $49.3M | Add +23.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.96% | 74,331 | $37.4M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 3.73% | 292,917 | $35.2M | Add +3.2% |
| IJH iShares Core S&P Midcap ETF | 3.46% | 494,475 | $32.6M | Add +3.0% |
| AAPL Apple Inc. | 3.12% | 108,300 | $29.4M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 2.75% | 180,976 | $26.0M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 2.69% | 115,603 | $25.4M | Reduce -0.9% |
| SDY SS SPDR S&P Dividend ETF | 2.69% | 181,949 | $25.3M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.62% | 309,395 | $24.7M | Add +5.3% |
| BSV Vanguard Short-Term Bond ETF | 2.47% | 295,174 | $23.3M | Add +6.2% |
| XLV SS Health Care Select Sector | 2.35% | 143,345 | $22.2M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 2.33% | 70,152 | $22.0M | Reduce -5.4% |
| SCHD Schwab US DVD Equity ETF | 1.96% | 672,914 | $18.5M | Add +6.0% |
| SPHQ Invesco S&P 500 Quality ETF | 1.89% | 237,015 | $17.8M | Add +1.9% |
| DFNM Dimensional National Muni BD | 1.85% | 361,930 | $17.4M | Add +31.9% |
| VOOG Vanguard S&P 500 Growth ETF | 1.64% | 34,752 | $15.5M | Add +2.4% |
| DFUV Dimensional US Marketwide Va | 1.61% | 324,902 | $15.1M | Add +10.4% |
| VOOV Vanguard S&P 500 Value ETF | 1.45% | 66,600 | $13.6M | Add +4.6% |
| DFAX Dimensional World Ex US Core | 1.29% | 372,583 | $12.2M | Add +28.9% |
| DFEV Dimensional Emrg MRKT Val | 1.27% | 353,652 | $11.9M | Add +4.9% |
| AMZN Amazon.com Inc. | 1.24% | 50,666 | $11.7M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.21% | 35,491 | $11.4M | Reduce -5.6% |
| IWB iShares Russell 1000 ETF | 1.01% | 25,497 | $9.5M | Reduce -0.8% |
| BND Vanguard Total Bond Market | 0.97% | 123,156 | $9.1M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 27,034 | $9.1M | Reduce -1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.89% | 166,073 | $8.4M | Add +26.5% |
| VTIP Vanguard Short-Term Tips | 0.87% | 165,299 | $8.2M | Add +6.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.83% | 85,896 | $7.8M | Reduce -12.2% |
| GOOG Alphabet Inc. Class C | 0.83% | 24,852 | $7.8M | Reduce -0.7% |
| IGM iShares Expanded Tech Sector | 0.77% | 55,973 | $7.2M | No change |
| SYY Sysco Corp. | 0.75% | 96,458 | $7.1M | No change |
| VEA Vanguard Ftse Developed ETF | 0.71% | 107,832 | $6.7M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.70% | 9,655 | $6.6M | Reduce -0.2% |
| CVX Chevron Corp. | 0.64% | 39,555 | $6.0M | Add +0.4% |
| MSFT Microsoft Corp. | 0.60% | 11,625 | $5.6M | Reduce -4.6% |
| DLN Wisdomtree US Largecap Divid | 0.58% | 61,933 | $5.5M | Reduce -1.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.53% | 98,716 | $5.0M | Add +22.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.53% | 68,052 | $5.0M | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 0.51% | 38,670 | $4.8M | Reduce -3.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.50% | 41,257 | $4.7M | Add +3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 6 | $4.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 6,383 | $4.4M | Reduce -0.1% |
| DFSD Dimensional Short Duration | 0.44% | 86,625 | $4.2M | Add +1.0% |
| DVY iShares Select Dividend ETF | 0.42% | 27,882 | $3.9M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.41% | 31,788 | $3.8M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 0.36% | 35,507 | $3.4M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 27,010 | $3.1M | Reduce -18.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 44,169 | $3.0M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 11,070 | $2.9M | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 0.29% | 13,020 | $2.8M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.29% | 2,507 | $2.7M | No change |
| PKG Packaging Corp. of America | 0.28% | 12,978 | $2.7M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 9,044 | $2.6M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.27% | 2,918 | $2.5M | Add +0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 5,048 | $2.4M | No change |
| TFC Truist Financial Corp. | 0.24% | 45,172 | $2.2M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.23% | 15,343 | $2.2M | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 4,351 | $2.1M | Reduce -6.8% |
| MRK Merck & Co. Inc. | 0.21% | 18,537 | $2.0M | Reduce -2.8% |
| DUK Duke Energy Corp. | 0.21% | 16,629 | $1.9M | Reduce -1.8% |
| WFC Wells Fargo & Co. | 0.20% | 20,682 | $1.9M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.19% | 25,743 | $1.8M | Add +6.2% |
| MUB iShares National Muni Bond E | 0.19% | 16,546 | $1.8M | No change |
| DFEM Dimensional Emrg MRKT Core | 0.19% | 53,112 | $1.8M | New |
| IWN iShares Russell 2000 Value E | 0.17% | 8,933 | $1.6M | Reduce -1.2% |
| D Dominion Energy Inc. | 0.17% | 27,581 | $1.6M | Reduce -12.0% |
| VT Vanguard Tot World STK ETF | 0.16% | 11,017 | $1.6M | Add +0.2% |
| JNJ Johnson & Johnson | 0.16% | 7,220 | $1.5M | Reduce -10.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 24,792 | $1.4M | Add +0.0% |
| IWV iShares Russell 3000 ETF | 0.14% | 3,500 | $1.4M | No change |
| ORCL Oracle Corp. | 0.14% | 6,732 | $1.3M | Reduce -1.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.14% | 56,107 | $1.3M | Reduce -0.3% |
| IYW iShares Ustechnology ETF | 0.13% | 6,348 | $1.3M | Reduce -5.9% |
| AVGO Broadcom Inc. | 0.13% | 3,591 | $1.2M | Reduce -1.3% |
| EMR Emerson Electric Co. | 0.12% | 8,875 | $1.2M | Reduce -4.9% |
| NVDA Nvidia Corp. | 0.12% | 5,895 | $1.1M | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,744 | $1.1M | No change |
| DFAI Dimensional International Co. | 0.11% | 27,298 | $1.0M | Add +0.3% |
| ELV Elevance Health Inc. | 0.11% | 2,901 | $1.0M | No change |
| VBIL Vanguard 0-3M T-Bill ETF | 0.11% | 13,374 | $1.0M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.11% | 10,712 | $1.0M | Reduce -0.9% |
| AXP American Express Co. | 0.10% | 2,610 | $966K | Reduce -5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 3,239 | $959K | Reduce -2.0% |
| PEP Pepsico Inc. | 0.10% | 6,672 | $958K | Reduce -6.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 4,325 | $916K | Add +0.1% |
| ABBV Abbvie Inc. | 0.09% | 3,869 | $884K | Reduce -6.4% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 2,864 | $882K | No change |
| MCD McDonald's Corp. | 0.09% | 2,860 | $874K | Reduce -3.4% |
| MCK McKesson Corp. | 0.09% | 1,059 | $869K | No change |
| VZ Verizon Communications Inc. | 0.09% | 19,906 | $811K | Reduce -4.2% |
| AEP American Electric Power | 0.08% | 6,870 | $792K | No change |
| PNC PNC Financial Services Group | 0.08% | 3,598 | $751K | No change |
| EOG EOG Resources Inc. | 0.08% | 7,136 | $749K | Reduce -1.2% |
| CSX CSX Corp. | 0.08% | 20,575 | $746K | Reduce -1.7% |
| VGT Vanguard Info Tech ETF | 0.08% | 980 | $739K | No change |
| SO The Southern Co. | 0.08% | 8,449 | $737K | Add +0.1% |
| HD Home Depot Inc. | 0.07% | 2,023 | $696K | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.07% | 1,212 | $694K | Reduce -1.7% |
Portfolio Sells Q3 2025 → Q4 2025
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 3.96% | −0.21 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -12.2% | 0.83% | −0.16 |
| FXNC First National Corp. | Sold out | 0.00% | −0.15 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.2% | 2.69% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 2.75% | −0.11 |
| MSFT Microsoft Corp. | Reduce -4.6% | 0.60% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -5.6% | 1.21% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 2.69% | −0.10 |
| DIS The Walt Disney Co. | Reduce -18.2% | 0.33% | −0.09 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.14% | −0.07 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 0.96% | −0.04 |
| D Dominion Energy Inc. | Reduce -12.0% | 0.17% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.23% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -40.0% | 0.05% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -0.8% | 1.01% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.5% | 0.51% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -1.1% | 0.42% | −0.03 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.1% | 0.58% | −0.03 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.03 |
| DUK Duke Energy Corp. | Reduce -1.8% | 0.21% | −0.03 |
| LRGF iShares US Equity Factor ETF | Sold out | 0.00% | −0.02 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.02 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.02 |
| SCI Service Corp. International | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.8% | 0.23% | −0.02 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -0.5% | 0.07% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 0.70% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.09% | −0.02 |
| ABBV Abbvie Inc. | Reduce -6.4% | 0.09% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -5.9% | 0.13% | −0.01 |
| EMR Emerson Electric Co. | Reduce -4.9% | 0.12% | −0.01 |
| T AT&T Inc. | Reduce -2.2% | 0.05% | −0.01 |
| EOG EOG Resources Inc. | Reduce -1.2% | 0.08% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.46% | −0.01 |
| NVDA Nvidia Corp. | Reduce -3.9% | 0.12% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.9% | 0.10% | −0.01 |
| SHEN Shenandoah Telecommunication | Reduce -11.4% | 0.03% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.3% | 0.53% | −0.01 |
| ALL Allstate Corp. | Reduce -8.2% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Reduce -10.9% | 0.16% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -5.6% | 0.03% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.3% | 0.14% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.9% | 0.11% | −0.01 |
| MCD McDonald's Corp. | Reduce -3.4% | 0.09% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 0.36% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -5.4% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| DFCF Dimensional Core Fixed Inc. | Add +23.0% | 5.23% | +0.76 |
| DFNM Dimensional National Muni BD | Add +31.9% | 1.85% | +0.39 |
| DFAX Dimensional World Ex US Core | Add +28.9% | 1.29% | +0.29 |
| DFEM Dimensional Emrg MRKT Core | New | 0.19% | +0.19 |
| XLV SS Health Care Select Sector | Add +1.1% | 2.35% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.0% | 8.83% | +0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +26.5% | 0.89% | +0.16 |
| DFUV Dimensional US Marketwide Va | Add +10.4% | 1.61% | +0.15 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.11% | +0.11 |
| JMST JPM Ultra-Short Muni Income | Add +22.9% | 0.53% | +0.08 |
| DFEV Dimensional Emrg MRKT Val | Add +4.9% | 1.27% | +0.07 |
| VOOV Vanguard S&P 500 Value ETF | Add +4.6% | 1.45% | +0.04 |
| DOG Proshares Short DOW30 | New | 0.04% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +6.0% | 1.96% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +6.2% | 2.47% | +0.03 |
| CLS Celestica Inc. | New | 0.02% | +0.02 |
| CRS Carpenter Technology | New | 0.02% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| BHRB Burke & Herbert Financial SE | New | 0.02% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.3% | 2.62% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +6.2% | 0.19% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +3.0% | 0.50% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.3% | 0.03% | +0.00 |
| BAC Bank of America Corp. | Add +0.0% | 0.14% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 0.71% | +0.00 |
| GLW Corning Inc. | Add +0.2% | 0.05% | +0.00 |
| KO The Coca-Cola Co. | Add +0.0% | 0.07% | +0.00 |
| DFAI Dimensional International Co. | Add +0.3% | 0.11% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 0.03% | −0.00 |
| DE Deere & Co. | Add +0.2% | 0.02% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.5% | 0.02% | −0.00 |
| DFSV Dimensional US Small Cap Val | Add +0.3% | 0.07% | −0.00 |
| VFH Vanguard Financials ETF | Add +0.2% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Add +2.5% | 0.03% | −0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Add +2.4% | 1.64% | −0.00 |
| VPU Vanguard Utilities ETF | Add +0.3% | 0.04% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.03% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.1% | 0.10% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +0.2% | 0.16% | −0.00 |
| MET Metlife Inc. | Add +0.1% | 0.04% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +0.0% | 0.31% | −0.00 |
| META Meta Platforms Inc. Class A | Add +3.8% | 0.04% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +1.9% | 1.89% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.0% | 0.29% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.3% | 0.30% | −0.01 |
| LNG Cheniere Energy Inc. | Add +0.3% | 0.03% | −0.01 |
| VTIP Vanguard Short-Term Tips | Add +6.1% | 0.87% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +3.2% | 3.73% | −0.01 |
| SO The Southern Co. | Add +0.1% | 0.08% | −0.01 |
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 |