Graves Light Lenhart Wealth, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Graves Light Lenhart Wealth, Inc. reported 197 stock positions worth $961.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 10.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.0%) and Dimensional Core Fixed (DFCF, 5.7%). Compared with Q4 2025, it opened 8 new positions, sold out of 2, added to 51 and reduced 63. The biggest buy was Dimensional National Muni BD (DFNM, shares +33%) and the biggest sale JPMorgan Chase (JPM, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISONBURG, VA
- CIK
- 0001759803
- Portfolio Value
- $961.1M (Q1 2026)
- SEC Filing
- 0001759803-26-000003 ↗ filed Apr 8, 2026
Holdings Value
Holdings 197 stocks · $961.1M
| AGG iShares Core U.S. Aggregate | 10.76% | 1,042,076 | $103.4M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 9.03% | 958,261 | $86.8M | Add +2.9% |
| DFCF Dimensional Core Fixed Inc. | 5.66% | 1,287,970 | $54.4M | Add +11.1% |
| IJR iShares Core S&P Small-Cap E | 3.92% | 302,697 | $37.6M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.67% | 73,700 | $35.3M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 3.58% | 510,013 | $34.4M | Add +3.1% |
| AAPL Apple Inc. | 2.85% | 108,058 | $27.4M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 2.79% | 181,034 | $26.8M | Add +0.0% |
| SDY SS SPDR S&P Dividend ETF | 2.76% | 182,040 | $26.6M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.64% | 320,527 | $25.4M | Add +3.6% |
| VIG Vanguard Dividend Apprec ETF | 2.57% | 114,960 | $24.7M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 2.50% | 305,899 | $24.0M | Add +3.6% |
| DFNM Dimensional National Muni BD | 2.41% | 482,789 | $23.1M | Add +33.4% |
| XLV SS Health Care Select Sector | 2.18% | 142,582 | $20.9M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 2.15% | 673,097 | $20.7M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 2.08% | 69,681 | $20.0M | Reduce -0.7% |
| SPHQ Invesco S&P 500 Quality ETF | 1.93% | 246,520 | $18.5M | Add +4.0% |
| DFUV Dimensional US Marketwide Va | 1.78% | 353,811 | $17.1M | Add +8.9% |
| VOOG Vanguard S&P 500 Growth ETF | 1.59% | 37,598 | $15.3M | Add +8.2% |
| VOOV Vanguard S&P 500 Value ETF | 1.49% | 70,382 | $14.3M | Add +5.7% |
| DFAX Dimensional World Ex US Core | 1.43% | 404,889 | $13.8M | Add +8.7% |
| DFEV Dimensional Emrg MRKT Val | 1.29% | 345,603 | $12.4M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 1.10% | 50,552 | $10.5M | Reduce -0.2% |
| BND Vanguard Total Bond Market | 0.94% | 123,245 | $9.1M | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.94% | 25,347 | $9.0M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 27,037 | $8.7M | Add +0.0% |
| VTIP Vanguard Short-Term Tips | 0.89% | 171,634 | $8.6M | Add +3.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.88% | 169,422 | $8.5M | Add +2.0% |
| CVX Chevron Corp. | 0.84% | 39,081 | $8.1M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.80% | 26,288 | $7.7M | Reduce -25.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.76% | 79,593 | $7.3M | Reduce -7.3% |
| VEA Vanguard Ftse Developed ETF | 0.75% | 112,208 | $7.2M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.73% | 24,623 | $7.1M | Reduce -0.9% |
| SYY Sysco Corp. | 0.72% | 96,458 | $6.9M | No change |
| IGM iShares Expanded Tech Sector | 0.69% | 55,973 | $6.6M | No change |
| IVV iShares Core S&P 500 ETF | 0.65% | 9,596 | $6.3M | Reduce -0.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.60% | 113,075 | $5.8M | Add +14.6% |
| DLN Wisdomtree US Largecap Divid | 0.57% | 61,513 | $5.5M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.55% | 31,410 | $5.3M | Reduce -1.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.53% | 67,749 | $5.1M | Reduce -0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.51% | 41,679 | $4.9M | Add +1.0% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 38,201 | $4.3M | Reduce -1.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 6 | $4.3M | No change |
| MSFT Microsoft Corp. | 0.44% | 11,453 | $4.2M | Reduce -1.5% |
| DVY iShares Select Dividend ETF | 0.44% | 27,883 | $4.2M | Add +0.0% |
| DFSD Dimensional Short Duration | 0.43% | 87,136 | $4.2M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 6,384 | $4.2M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 0.36% | 35,196 | $3.4M | Reduce -0.9% |
| DFEM Dimensional Emrg MRKT Core | 0.34% | 94,530 | $3.3M | Add +78.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 44,169 | $3.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 11,196 | $2.9M | Add +1.1% |
| PKG Packaging Corp. of America | 0.29% | 12,978 | $2.8M | No change |
| IVE iShares S&P 500 Value ETF | 0.28% | 12,836 | $2.7M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 9,326 | $2.7M | Add +3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 26,538 | $2.6M | Reduce -1.8% |
| TFC Truist Financial Corp. | 0.25% | 51,410 | $2.4M | Add +13.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.24% | 5,049 | $2.3M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.24% | 2,321 | $2.3M | Reduce -20.5% |
| MRK Merck & Co. Inc. | 0.23% | 18,305 | $2.2M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.23% | 15,146 | $2.2M | Reduce -1.3% |
| DUK Duke Energy Corp. | 0.22% | 16,385 | $2.1M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.22% | 2,308 | $2.1M | Reduce -7.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 4,356 | $1.9M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 0.19% | 25,631 | $1.8M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.18% | 7,259 | $1.8M | Add +0.5% |
| MUB iShares National Muni Bond E | 0.18% | 16,553 | $1.8M | Add +0.0% |
| IWN iShares Russell 2000 Value E | 0.18% | 8,889 | $1.7M | Reduce -0.5% |
| D Dominion Energy Inc. | 0.17% | 27,084 | $1.7M | Reduce -1.8% |
| WFC Wells Fargo & Co. | 0.17% | 20,685 | $1.6M | Add +0.0% |
| VT Vanguard Tot World STK ETF | 0.16% | 11,018 | $1.5M | Add +0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.13% | 54,881 | $1.3M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 24,801 | $1.2M | Add +0.0% |
| IWV iShares Russell 3000 ETF | 0.13% | 3,244 | $1.2M | Reduce -7.3% |
| EMR Emerson Electric Co. | 0.12% | 8,875 | $1.2M | No change |
| IYW iShares Ustechnology ETF | 0.12% | 6,348 | $1.2M | No change |
| AVGO Broadcom Inc. | 0.12% | 3,591 | $1.1M | No change |
| DFAI Dimensional International Co. | 0.11% | 27,332 | $1.1M | Add +0.1% |
| PEP Pepsico Inc. | 0.11% | 6,667 | $1.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.11% | 5,895 | $1.0M | No change |
| EOG EOG Resources Inc. | 0.11% | 7,076 | $1.0M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,696 | $1.0M | Reduce -2.8% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.11% | 13,374 | $1.0M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 10,712 | $993K | No change |
| ORCL Oracle Corp. | 0.10% | 6,630 | $975K | Reduce -1.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 4,364 | $948K | Add +0.9% |
| VZ Verizon Communications Inc. | 0.10% | 18,771 | $942K | Reduce -5.7% |
| MCK McKesson Corp. | 0.10% | 1,059 | $916K | No change |
| AEP American Electric Power | 0.09% | 6,870 | $900K | No change |
| MCD McDonald's Corp. | 0.09% | 2,860 | $889K | No change |
| CAT Caterpillar Inc. | 0.09% | 1,205 | $853K | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.09% | 2,902 | $850K | Add +0.0% |
| CSX CSX Corp. | 0.09% | 20,590 | $845K | Add +0.1% |
| UVSP Univest Financial Corp. | 0.09% | 24,450 | $838K | New |
| ABBV Abbvie Inc. | 0.09% | 3,768 | $820K | Reduce -2.6% |
| SO The Southern Co. | 0.09% | 8,459 | $816K | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 2,864 | $813K | No change |
| AXP American Express Co. | 0.08% | 2,603 | $787K | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.08% | 3,598 | $749K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,002 | $728K | Reduce -7.3% |
| GLW Corning Inc. | 0.07% | 5,208 | $708K | Add +0.2% |
Portfolio Sells Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | Reduce -25.9% | 0.80% | −0.41 |
| AGG iShares Core U.S. Aggregate | Reduce -0.4% | 10.76% | −0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 3.67% | −0.29 |
| AAPL Apple Inc. | Reduce -0.2% | 2.85% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 2.08% | −0.24 |
| XLV SS Health Care Select Sector | Reduce -0.5% | 2.18% | −0.18 |
| MSFT Microsoft Corp. | Reduce -1.5% | 0.44% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.10% | −0.14 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 2.57% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.73% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -7.3% | 0.76% | −0.07 |
| IWB iShares Russell 1000 ETF | Reduce -0.6% | 0.94% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -7.9% | 0.22% | −0.06 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.27% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.2% | 0.45% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 0.65% | −0.05 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.10% | −0.04 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -20.5% | 0.24% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -7.3% | 0.08% | −0.03 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| AXP American Express Co. | Reduce -0.3% | 0.08% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -7.3% | 0.13% | −0.02 |
| ABT Abbott Laboratories | Reduce -14.0% | 0.04% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.06% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -1.4% | 0.28% | −0.01 |
| KBE SS SPDR S&P Bank ETF | Reduce -12.5% | 0.06% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.8% | 0.11% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.6% | 0.09% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -17.9% | 0.03% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 0.04% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.7% | 0.57% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -8.2% | 0.06% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.2% | 0.13% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -10.1% | 0.03% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.9% | 0.36% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.23% | −0.01 |
| MET Metlife Inc. | Reduce -0.1% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -1.1% | 0.07% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -22.7% | 0.03% | −0.00 |
| KO The Coca-Cola Co. | Reduce -12.6% | 0.06% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -8.6% | 0.02% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.5% | 0.53% | −0.00 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -2.4% | 0.04% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.2% | 0.04% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.4% | 0.19% | −0.00 |
| CMI Cummins Inc. | Reduce -3.5% | 0.04% | −0.00 |
| ITW Illinois Tool Works | Reduce -2.7% | 0.04% | +0.00 |
| APD Air Products & Chemicals Inc. | Reduce -10.1% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.5% | 0.03% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DFNM Dimensional National Muni BD | Add +33.4% | 2.41% | +0.56 |
| DFCF Dimensional Core Fixed Inc. | Add +11.1% | 5.66% | +0.42 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.9% | 9.03% | +0.19 |
| SCHD Schwab US DVD Equity ETF | Add +0.0% | 2.15% | +0.19 |
| IJR iShares Core S&P Small-Cap E | Add +3.3% | 3.92% | +0.18 |
| DFUV Dimensional US Marketwide Va | Add +8.9% | 1.78% | +0.18 |
| DFEM Dimensional Emrg MRKT Core | Add +78.0% | 0.34% | +0.15 |
| DFAX Dimensional World Ex US Core | Add +8.7% | 1.43% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +3.1% | 3.58% | +0.12 |
| UVSP Univest Financial Corp. | New | 0.09% | +0.09 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 2.76% | +0.08 |
| JMST JPM Ultra-Short Muni Income | Add +14.6% | 0.60% | +0.07 |
| VOOV Vanguard S&P 500 Value ETF | Add +5.7% | 1.49% | +0.05 |
| SPHQ Invesco S&P 500 Quality ETF | Add +4.0% | 1.93% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +0.0% | 2.79% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +4.1% | 0.75% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +3.6% | 2.50% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.6% | 2.64% | +0.03 |
| JNJ Johnson & Johnson | Add +0.5% | 0.18% | +0.03 |
| GLW Corning Inc. | Add +0.2% | 0.07% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +3.8% | 0.89% | +0.03 |
| XLE SS Energy Select Sector | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| Q Qnity Electronics Inc. | New | 0.02% | +0.02 |
| MPWR Monolithic Power Systems Inc. | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | New | 0.02% | +0.02 |
| DVY iShares Select Dividend ETF | Add +0.0% | 0.44% | +0.02 |
| SCI Service Corp. International | New | 0.02% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | Add +1.0% | 0.51% | +0.02 |
| LNG Cheniere Energy Inc. | Add +0.3% | 0.05% | +0.01 |
| TFC Truist Financial Corp. | Add +13.8% | 0.25% | +0.01 |
| CSX CSX Corp. | Add +0.1% | 0.09% | +0.01 |
| SO The Southern Co. | Add +0.1% | 0.09% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +0.2% | 0.07% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.1% | 0.31% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.9% | 0.10% | +0.00 |
| DOG Proshares Short DOW30 | Add +0.4% | 0.04% | +0.00 |
| DFAI Dimensional International Co. | Add +0.1% | 0.11% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.1% | 0.28% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +1.8% | 0.03% | −0.00 |
| SCHO Schwab Short-Term US Treas | Add +0.0% | 0.03% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.03% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.0% | 0.04% | −0.00 |
| PHO Invesco Water Resources ETF | Add +0.0% | 0.04% | −0.00 |
| OEF iShares S&P 100 ETF | Add +0.4% | 0.05% | −0.00 |
| MUB iShares National Muni Bond E | Add +0.0% | 0.18% | −0.01 |
| VT Vanguard Tot World STK ETF | Add +0.0% | 0.16% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.0% | 0.88% | −0.01 |
| DFSD Dimensional Short Duration | Add +0.6% | 0.43% | −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 |