Graves Light Lenhart Wealth, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Graves Light Lenhart Wealth, Inc. reported 203 stock positions worth $1.1 billion. Its top holding was iShares Core U.S. Aggregate (AGG) at 10.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.1%) and Dimensional Core Fixed (DFCF, 5.4%). Compared with Q1 2026, it opened 10 new positions, sold out of 4, added to 71 and reduced 57. The biggest buy was Dimensional World Ex US Core (DFAX, shares +42%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −6%).
- Most Recent 13F
- Q3 2026
- Location
- HARRISONBURG, VA
- CIK
- 0001759803
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001759803-26-000004 ↗ filed Jul 7, 2026
Holdings Value
Holdings 203 stocks · $1.1B
| AGG iShares Core U.S. Aggregate | 10.18% | 1,102,068 | $109.1M | Add +5.8% |
| IEFA iShares Core MSCI Eafe ETF | 9.13% | 1,013,378 | $97.9M | Add +5.8% |
| DFCF Dimensional Core Fixed Inc. | 5.44% | 1,382,349 | $58.3M | Add +7.3% |
| IJR iShares Core S&P Small-Cap E | 4.30% | 310,610 | $46.1M | Add +2.6% |
| IJH iShares Core S&P Midcap ETF | 3.82% | 530,909 | $40.9M | Add +4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.41% | 73,061 | $36.6M | Reduce -0.9% |
| AAPL Apple Inc. | 2.88% | 106,571 | $30.8M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 2.67% | 181,141 | $28.6M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 2.58% | 181,578 | $27.6M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 2.53% | 114,747 | $27.2M | Reduce -0.2% |
| DFNM Dimensional National Muni BD | 2.51% | 556,651 | $26.9M | Add +15.3% |
| BSV Vanguard Short-Term Bond ETF | 2.31% | 318,097 | $24.8M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 2.29% | 68,674 | $24.5M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.23% | 301,767 | $23.8M | Reduce -5.8% |
| XLV SS Health Care Select Sector | 2.09% | 141,334 | $22.4M | Reduce -0.9% |
| DFUV Dimensional US Marketwide Va | 2.07% | 402,895 | $22.2M | Add +13.9% |
| SPHQ Invesco S&P 500 Quality ETF | 2.03% | 242,025 | $21.8M | Reduce -1.8% |
| VOOG Vanguard S&P 500 Growth ETF | 2.00% | 258,813 | $21.4M | Add +14.7% |
| DFAX Dimensional World Ex US Core | 1.97% | 574,324 | $21.2M | Add +41.9% |
| SCHD Schwab US DVD Equity ETF | 1.97% | 666,565 | $21.1M | Reduce -1.0% |
| VOOV Vanguard S&P 500 Value ETF | 1.62% | 79,037 | $17.3M | Add +12.3% |
| DFEV Dimensional Emrg MRKT Val | 1.35% | 339,406 | $14.5M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 1.13% | 50,632 | $12.1M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.07% | 227,560 | $11.5M | Add +34.3% |
| IWB iShares Russell 1000 ETF | 0.96% | 25,154 | $10.3M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 27,042 | $10.0M | Add +0.0% |
| IGM iShares Expanded Tech Sector | 0.85% | 55,973 | $9.2M | No change |
| VTIP Vanguard Short-Term Tips | 0.85% | 181,998 | $9.1M | Add +6.0% |
| BND Vanguard Total Bond Market | 0.84% | 122,146 | $9.0M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.80% | 24,306 | $8.6M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.79% | 25,815 | $8.4M | Reduce -1.8% |
| SYY Sysco Corp. | 0.75% | 96,531 | $8.1M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.74% | 111,135 | $7.9M | Reduce -1.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.67% | 77,762 | $7.1M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 0.66% | 9,499 | $7.1M | Reduce -1.0% |
| CVX Chevron Corp. | 0.60% | 38,994 | $6.5M | Reduce -0.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 122,067 | $6.2M | Add +8.0% |
| DLN Wisdomtree US Largecap Divid | 0.56% | 62,709 | $6.0M | Add +1.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.53% | 41,616 | $5.7M | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.51% | 65,393 | $5.5M | Reduce -3.5% |
| IVW iShares S&P 500 Growth ETF | 0.48% | 37,256 | $5.1M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 6,570 | $4.9M | Add +2.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 6 | $4.5M | No change |
| XOM Exxon Mobil Corp. | 0.40% | 31,363 | $4.3M | Reduce -0.1% |
| DVY iShares Select Dividend ETF | 0.40% | 27,245 | $4.3M | Reduce -2.3% |
| MSFT Microsoft Corp. | 0.39% | 11,195 | $4.2M | Reduce -2.3% |
| DFSD Dimensional Short Duration | 0.38% | 85,928 | $4.1M | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 0.34% | 34,866 | $3.6M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 11,182 | $3.4M | Reduce -0.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 44,179 | $3.4M | Add +0.0% |
| PKG Packaging Corp. of America | 0.29% | 12,994 | $3.1M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 37,319 | $3.0M | No change |
| IVE iShares S&P 500 Value ETF | 0.27% | 12,696 | $2.9M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.26% | 2,309 | $2.8M | Add +0.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.25% | 5,049 | $2.6M | No change |
| TFC Truist Financial Corp. | 0.24% | 51,009 | $2.5M | Reduce -0.8% |
| ELV Elevance Health Inc. | 0.23% | 6,505 | $2.5M | Add +124.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 28,354 | $2.4M | Add +8.5% |
| MRK Merck & Co. Inc. | 0.22% | 18,407 | $2.4M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.21% | 15,151 | $2.2M | Add +0.0% |
| DUK Duke Energy Corp. | 0.20% | 17,181 | $2.2M | Add +4.9% |
| COST Costco Wholesale Corp. | 0.20% | 2,285 | $2.1M | Reduce -1.6% |
| DFAS Dimensional US Small Cap ETF | 0.20% | 25,393 | $2.1M | Reduce -0.9% |
| IWN iShares Russell 2000 Value E | 0.18% | 8,797 | $1.9M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.17% | 7,259 | $1.8M | No change |
| MUB iShares National Muni Bond E | 0.17% | 16,565 | $1.8M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.16% | 11,018 | $1.7M | No change |
| WFC Wells Fargo & Co. | 0.16% | 20,755 | $1.7M | Add +0.3% |
| D Dominion Energy Inc. | 0.16% | 25,108 | $1.7M | Reduce -7.3% |
| IYW iShares Ustechnology ETF | 0.15% | 6,348 | $1.6M | No change |
| BAC Bank of America Corp. | 0.13% | 24,929 | $1.4M | Add +0.5% |
| IWV iShares Russell 3000 ETF | 0.13% | 3,305 | $1.4M | Add +1.9% |
| AVGO Broadcom Inc. | 0.13% | 3,599 | $1.4M | Add +0.2% |
| EMR Emerson Electric Co. | 0.12% | 8,875 | $1.3M | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.12% | 54,699 | $1.3M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 12,990 | $1.3M | Reduce -51.0% |
| NVDA Nvidia Corp. | 0.12% | 6,204 | $1.2M | Add +5.2% |
| GLW Corning Inc. | 0.12% | 4,849 | $1.2M | Reduce -6.9% |
| CAT Caterpillar Inc. | 0.11% | 1,126 | $1.2M | Reduce -6.6% |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,712 | $1.2M | Add +0.9% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 3,067 | $1.1M | Add +7.1% |
| DFAI Dimensional International Co. | 0.11% | 27,491 | $1.1M | Add +0.6% |
| DFEM Dimensional Emrg MRKT Core | 0.10% | 26,724 | $1.1M | Reduce -71.7% |
| UVSP Univest Financial Corp. | 0.10% | 24,450 | $1.1M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 4,366 | $1.1M | Add +0.1% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.09% | 13,374 | $1.0M | No change |
| ORCL Oracle Corp. | 0.09% | 6,695 | $981K | Add +1.0% |
| CSX CSX Corp. | 0.09% | 20,603 | $979K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.09% | 10,017 | $966K | Reduce -6.5% |
| AEP American Electric Power | 0.09% | 6,870 | $940K | No change |
| VGT Vanguard Info Tech ETF | 0.09% | 7,838 | $937K | No change |
| ABBV Abbvie Inc. | 0.09% | 3,655 | $920K | Reduce -3.0% |
| EOG EOG Resources Inc. | 0.09% | 7,076 | $918K | No change |
| PEP Pepsico Inc. | 0.08% | 6,636 | $899K | Reduce -0.5% |
| PNC PNC Financial Services Group | 0.08% | 3,598 | $886K | No change |
| AXP American Express Co. | 0.08% | 2,603 | $880K | No change |
| GEV GE Vernova Inc. | 0.08% | 747 | $878K | Add +7.0% |
| UNH Unitedhealth Group Inc. | 0.08% | 2,040 | $848K | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,003 | $844K | Add +0.0% |
| SO The Southern Co. | 0.08% | 8,470 | $811K | Add +0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.8% | 2.23% | −0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 3.41% | −0.26 |
| DFEM Dimensional Emrg MRKT Core | Reduce -71.7% | 0.10% | −0.24 |
| CVX Chevron Corp. | Reduce -0.2% | 0.60% | −0.24 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.3% | 2.58% | −0.19 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.0% | 1.97% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.40% | −0.15 |
| DIS The Walt Disney Co. | Reduce -51.0% | 0.12% | −0.15 |
| BND Vanguard Total Bond Market | Reduce -0.9% | 0.84% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.3% | 0.67% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -0.9% | 2.09% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.3% | 0.39% | −0.05 |
| DFSD Dimensional Short Duration | Reduce -1.4% | 0.38% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -2.3% | 0.40% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.20% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 2.53% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.08% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.02 |
| SCI Service Corp. International | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.07% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.5% | 0.51% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.9% | 0.34% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 0.79% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.3% | 0.12% | −0.01 |
| D Dominion Energy Inc. | Reduce -7.3% | 0.16% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -6.5% | 0.09% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -1.1% | 0.27% | −0.01 |
| ABT Abbott Laboratories | Reduce -10.2% | 0.03% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 0.74% | −0.01 |
| TFC Truist Financial Corp. | Reduce -0.8% | 0.24% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.3% | 0.03% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -10.2% | 0.02% | −0.01 |
| ITW Illinois Tool Works | Reduce -12.8% | 0.03% | −0.01 |
| AMGN Amgen Inc. | Reduce -6.5% | 0.04% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -11.1% | 0.02% | −0.00 |
| SCHO Schwab Short-Term US Treas | Reduce -0.2% | 0.03% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -1.5% | 0.07% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -1.7% | 0.06% | −0.00 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.09% | +0.00 |
| OEF iShares S&P 100 ETF | Reduce -0.4% | 0.05% | +0.00 |
| Q Qnity Electronics Inc. | Reduce -6.7% | 0.03% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.9% | 0.20% | +0.01 |
| IWN iShares Russell 2000 Value E | Reduce -1.0% | 0.18% | +0.01 |
| MS Morgan Stanley | Reduce -0.5% | 0.05% | +0.01 |
| IXN iShares Global Tech ETF | Reduce -2.3% | 0.04% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.32% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 0.66% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.1% | 0.53% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAX Dimensional World Ex US Core | Add +41.9% | 1.97% | +0.54 |
| VOOG Vanguard S&P 500 Growth ETF | Add +14.7% | 2.00% | +0.40 |
| IJR iShares Core S&P Small-Cap E | Add +2.6% | 4.30% | +0.38 |
| DFUV Dimensional US Marketwide Va | Add +13.9% | 2.07% | +0.28 |
| IJH iShares Core S&P Midcap ETF | Add +4.1% | 3.82% | +0.24 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +34.3% | 1.07% | +0.19 |
| ELV Elevance Health Inc. | Add +124.2% | 0.23% | +0.15 |
| VOOV Vanguard S&P 500 Value ETF | Add +12.3% | 1.62% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.8% | 9.13% | +0.11 |
| DFNM Dimensional National Muni BD | Add +15.3% | 2.51% | +0.10 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +128.4% | 0.07% | +0.04 |
| LLY Eli Lilly & Co. | Add +0.0% | 0.26% | +0.04 |
| SYY Sysco Corp. | Add +0.1% | 0.75% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 0.93% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.13% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.5% | 0.23% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.9% | 0.46% | +0.03 |
| DELL Dell Technologies -C | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.02% | +0.02 |
| GE General Electric | Add +7.1% | 0.11% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 0.08% | +0.02 |
| BNY Bank of New York Mellon Corp. | New | 0.02% | +0.02 |
| STT State Street Corp. | New | 0.02% | +0.02 |
| TRV The Travelers Cos Inc. | New | 0.02% | +0.02 |
| XNIEX Virtus Equity & Convertible | New | 0.02% | +0.02 |
| CDNS Cadence Design SYS Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +7.0% | 0.08% | +0.02 |
| CSCO Cisco Systems Inc. | Add +4.4% | 0.05% | +0.02 |
| AVGO Broadcom Inc. | Add +0.2% | 0.13% | +0.01 |
| XLK SS Technology Select Sector | Add +0.7% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +5.2% | 0.12% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.4% | 0.03% | +0.01 |
| BAC Bank of America Corp. | Add +0.5% | 0.13% | +0.01 |
| IWV iShares Russell 3000 ETF | Add +1.9% | 0.13% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 0.11% | +0.00 |
| CSX CSX Corp. | Add +0.1% | 0.09% | +0.00 |
| META Meta Platforms Inc. Class A | Add +23.9% | 0.04% | +0.00 |
| MET Metlife Inc. | Add +1.2% | 0.04% | +0.00 |
| MPWR Monolithic Power Systems Inc. | Add +0.5% | 0.03% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.0% | 0.08% | +0.00 |
| DE Deere & Co. | Add +7.4% | 0.03% | +0.00 |
| HD Home Depot Inc. | Add +7.5% | 0.07% | +0.00 |
| PKG Packaging Corp. of America | Add +0.1% | 0.29% | +0.00 |
| UNP Union Pacific Corp. | Add +2.2% | 0.04% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.03% | +0.00 |
| BA The Boeing Co. | Add +4.2% | 0.03% | +0.00 |
| KO The Coca-Cola Co. | Add +4.9% | 0.06% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 196 | $1.1B | AGG, IEFA, DFCF, IJR, IJH |
| 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 |