Graves Light Lenhart Wealth, Inc.

Name: Graves Light Lenhart Wealth, Inc. 13F holdings, Q3 2026
Creator: Graves Light Lenhart Wealth, Inc.
Published: 2026-10-09

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 9, 2026), Graves Light Lenhart Wealth, Inc. reported 196 stock positions worth $1.1 billion. Its top holding was iShares Core U.S. Aggregate (AGG) at 9.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.5%) and Dimensional Core Fixed (DFCF, 5.8%). Compared with Q2 2026, it opened 6 new positions, sold out of 13, added to 28 and reduced 104. The biggest buy was Vanguard Short-Term Tips (VTIP, shares +197%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −2%).

Most Recent 13F: Q3 2026
Location: HARRISONBURG, VA
CIK: 0001759803
Portfolio Value: $1.1B (Q3 2026)
SEC Filing: 0001085146-26-000833 ↗ filed Oct 9, 2026

Holdings Value

Holdings 196 stocks · $1.1B


AGG iShares Core U.S. Aggregate	9.56%	1,080,576	$102.2M	Reduce -1.9%
IEFA iShares Core MSCI Eafe ETF	9.48%	1,045,399	$101.3M	Add +3.2%
DFCF Dimensional Core Fixed Inc.	5.79%	1,542,137	$61.9M	Add +11.6%
IJR iShares Core S&P Small-Cap E	4.06%	318,810	$43.4M	Add +2.6%
IJH iShares Core S&P Midcap ETF	3.75%	556,969	$40.1M	Add +4.9%
BRK.B Berkshire Hathaway Inc. Class B	3.33%	71,402	$35.6M	Reduce -2.3%
AAPL Apple Inc.	3.17%	101,590	$33.8M	Reduce -4.7%
DFNM Dimensional National Muni BD	2.64%	612,276	$28.2M	Add +10.0%
VYM Vanguard High DVD Yield ETF	2.60%	178,978	$27.8M	Reduce -1.2%
VTIP Vanguard Short-Term Tips	2.49%	540,037	$26.6M	Add +196.7%
SDY SS SPDR S&P Dividend ETF	2.48%	180,803	$26.5M	Reduce -0.4%
VIG Vanguard Dividend Apprec ETF	2.45%	112,128	$26.2M	Reduce -2.3%
VOOG Vanguard S&P 500 Growth ETF	2.25%	281,381	$24.1M	Add +8.7%
DFUV Dimensional US Marketwide Va	2.19%	425,611	$23.4M	Add +5.6%
XLV SS Health Care Select Sector	2.18%	138,567	$23.3M	Reduce -2.0%
DFAX Dimensional World Ex US Core	2.16%	623,582	$23.1M	Add +8.6%
GOOGL Alphabet Inc. Class A	2.11%	65,397	$22.5M	Reduce -4.8%
SCHD Schwab US DVD Equity ETF	2.00%	656,368	$21.4M	Reduce -1.5%
BSV Vanguard Short-Term Bond ETF	1.93%	269,687	$20.6M	Reduce -15.2%
VCSH Vanguard S/T Corp. Bond ETF	1.87%	259,160	$20.0M	Reduce -14.1%
SPHQ Invesco S&P 500 Quality ETF	1.85%	234,840	$19.7M	Reduce -3.0%
VOOV Vanguard S&P 500 Value ETF	1.74%	84,364	$18.6M	Add +6.7%
DFEV Dimensional Emrg MRKT Val	1.32%	332,966	$14.1M	Reduce -1.9%
VTEB Vanguard Tax-Exempt Bond ETF	1.23%	277,993	$13.2M	Add +22.2%
AMZN Amazon.com Inc.	1.15%	49,186	$12.3M	Reduce -2.9%
IWB iShares Russell 1000 ETF	0.98%	25,124	$10.5M	Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US	0.97%	27,749	$10.4M	Add +2.6%
IGM iShares Expanded Tech Sector	0.88%	55,337	$9.4M	Reduce -1.1%
JPM JPMorgan Chase & Co.	0.77%	24,871	$8.2M	Reduce -3.7%
VEA Vanguard Ftse Developed ETF	0.74%	111,457	$7.9M	Add +0.3%
GOOG Alphabet Inc. Class C	0.72%	22,528	$7.7M	Reduce -7.3%
CVX Chevron Corp.	0.71%	37,076	$7.6M	Reduce -4.9%
IVV iShares Core S&P 500 ETF	0.67%	9,385	$7.2M	Reduce -1.2%
SYY Sysco Corp.	0.67%	92,142	$7.2M	Reduce -4.5%
BND Vanguard Total Bond Market	0.66%	100,889	$7.1M	Reduce -17.4%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.60%	126,802	$6.4M	Add +3.9%
DLN Wisdomtree US Largecap Divid	0.54%	58,944	$5.7M	Reduce -6.0%
MSFT Microsoft Corp.	0.52%	10,873	$5.6M	Reduce -2.9%
IJS iShares S&P Small-Cap 600 Va	0.50%	41,438	$5.3M	Reduce -0.4%
VEU Vanguard Ftse All-World Ex-U	0.49%	63,677	$5.3M	Reduce -2.6%
IVW iShares S&P 500 Growth ETF	0.49%	36,770	$5.2M	Reduce -1.3%
XOM Exxonmobil Holdings Corp.	0.48%	31,208	$5.1M	New
BIL SS SPDR BB 1-3M T-Bill ETF	0.46%	54,134	$5.0M	Reduce -30.4%
SPY SS SPDR S&P 500 ETF Trust-US	0.45%	6,251	$4.8M	Reduce -4.9%
BRK.A Berkshire Hathaway Inc. Class A	0.42%	6	$4.5M	No change
DVY iShares Select Dividend ETF	0.39%	27,168	$4.1M	Reduce -0.3%
EFA iShares MSCI Eafe ETF	0.33%	33,775	$3.5M	Reduce -3.1%
ACWX iShares MSCI Acwi Ex US ETF	0.31%	44,127	$3.3M	Reduce -0.1%
DFSD Dimensional Short Duration	0.31%	71,240	$3.3M	Reduce -17.1%
VB Vanguard Most SM-Cap ETF-Usd	0.29%	10,795	$3.1M	Reduce -3.5%
IVE iShares S&P 500 Value ETF	0.27%	12,699	$2.9M	Add +0.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.27%	36,803	$2.9M	Reduce -1.4%
LLY Eli Lilly & Co.	0.25%	2,309	$2.7M	No change
MRK Merck & Co. Inc.	0.24%	17,854	$2.6M	Reduce -3.0%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND	0.24%	5,050	$2.6M	Add +0.0%
VUG Vanguard Mrngstar GR ETF-Sui	0.22%	26,262	$2.4M	Reduce -7.4%
TFC Truist Financial Corp.	0.22%	50,551	$2.3M	Reduce -0.9%
PKG Packaging Corp. of America	0.22%	10,155	$2.3M	Reduce -21.9%
PG The Procter & Gamble Co.	0.20%	14,565	$2.1M	Reduce -3.9%
COST Costco Wholesale Corp.	0.18%	2,134	$1.9M	Reduce -6.6%
DUK Duke Energy Corp.	0.18%	17,002	$1.9M	Reduce -1.0%
JNJ Johnson & Johnson	0.17%	7,028	$1.9M	Reduce -3.2%
IWN iShares Russell 2000 Value E	0.17%	8,673	$1.8M	Reduce -1.4%
DFAS Dimensional US Small Cap ETF	0.17%	23,185	$1.8M	Reduce -8.7%
VT Vanguard Tot World STK ETF	0.16%	11,018	$1.7M	No change
ELV Elevance Health Inc.	0.16%	4,382	$1.7M	Reduce -32.6%
IYW iShares Ustechnology ETF	0.16%	6,348	$1.7M	No change
MUB iShares National Muni Bond E	0.16%	16,578	$1.7M	Add +0.1%
WFC Wells Fargo & Co.	0.15%	20,591	$1.6M	Reduce -0.8%
IWV iShares Russell 3000 ETF	0.13%	3,244	$1.4M	Reduce -1.9%
NVDA Nvidia Corp.	0.13%	6,094	$1.4M	Reduce -1.8%
EMR Emerson Electric Co.	0.13%	8,875	$1.4M	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.13%	12,911	$1.4M	Reduce -0.6%
BAC Bank of America Corp.	0.13%	24,837	$1.4M	Reduce -0.4%
D Dominion Energy Inc.	0.13%	22,068	$1.3M	Reduce -12.1%
AVGO Broadcom Inc.	0.12%	3,568	$1.3M	Reduce -0.9%
SCHZ Schwab US Aggregate Bond ETF	0.10%	49,331	$1.1M	Reduce -9.8%
DFAI Dimensional International Co.	0.10%	26,206	$1.1M	Reduce -4.7%
DFEM Dimensional Emrg MRKT Core	0.10%	26,720	$1.1M	Reduce -0.0%
VBIL Vanguard 0-3M T-Bill ETF	0.09%	13,374	$1.0M	No change
UVSP Univest Financial Corp.	0.09%	24,450	$1.0M	No change
VBR Vngrd Mrngst SL-CP Val ETF-U	0.09%	4,290	$991K	Reduce -1.7%
USMV iShares MSCI USA Min Vol Fac	0.09%	10,017	$976K	No change
EOG EOG Resources Inc.	0.09%	7,032	$969K	Reduce -0.6%
CSX CSX Corp.	0.09%	20,616	$959K	Add +0.1%
ABBV Abbvie Inc.	0.09%	3,513	$919K	Reduce -3.9%
GE General Electric filed as GE AEROSPACE	0.09%	2,936	$917K	Reduce -4.3%
CAT Caterpillar Inc.	0.09%	1,126	$913K	No change
ORCL Oracle Corp.	0.08%	6,430	$883K	Reduce -4.0%
VZ Verizon Communications Inc.	0.08%	18,751	$860K	Reduce -1.6%
AEP American Electric Power	0.08%	6,898	$818K	Add +0.4%
VOO Vanguard S&P 500 ETF	0.07%	1,134	$795K	Reduce -33.8%
AXP American Express Co.	0.07%	2,603	$792K	No change
UNH Unitedhealth Group Inc.	0.07%	2,040	$749K	No change
PEP Pepsico Inc.	0.07%	5,837	$740K	Reduce -12.0%
GLW Corning Inc.	0.07%	4,781	$735K	Reduce -1.4%
VGT Vanguard Info Tech ETF	0.07%	5,758	$724K	Reduce -26.5%
VHT Vanguard Health Care ETF	0.07%	2,232	$706K	Reduce -4.9%
SO The Southern Co.	0.07%	8,481	$703K	Add +0.1%
KO The Coca-Cola Co.	0.06%	8,046	$693K	Reduce -5.4%

Show all 196 holdings

Portfolio Sells Q2 2026 → Q3 2026


AGG iShares Core U.S. Aggregate	Reduce -1.9%	9.56%	−0.62
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.40
BSV Vanguard Short-Term Bond ETF	Reduce -15.2%	1.93%	−0.38
VCSH Vanguard S/T Corp. Bond ETF	Reduce -14.1%	1.87%	−0.35
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -30.4%	0.46%	−0.20
SPHQ Invesco S&P 500 Quality ETF	Reduce -3.0%	1.85%	−0.19
GOOGL Alphabet Inc. Class A	Reduce -4.8%	2.11%	−0.18
BND Vanguard Total Bond Market	Reduce -17.4%	0.66%	−0.17
SDY SS SPDR S&P Dividend ETF	Reduce -0.4%	2.48%	−0.10
VIG Vanguard Dividend Apprec ETF	Reduce -2.3%	2.45%	−0.08
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.3%	3.33%	−0.08
GOOG Alphabet Inc. Class C	Reduce -7.3%	0.72%	−0.08
SYY Sysco Corp.	Reduce -4.5%	0.67%	−0.08
ELV Elevance Health Inc.	Reduce -32.6%	0.16%	−0.08
DFSD Dimensional Short Duration	Reduce -17.1%	0.31%	−0.07
DFSV Dimensional US Small Cap Val	Sold out	0.00%	−0.07
PKG Packaging Corp. of America	Reduce -21.9%	0.22%	−0.07
VYM Vanguard High DVD Yield ETF	Reduce -1.2%	2.60%	−0.07
OEF iShares S&P 100 ETF	Sold out	0.00%	−0.05
GLW Corning Inc.	Reduce -1.4%	0.07%	−0.05
CMI Cummins Inc.	Sold out	0.00%	−0.04
VOO Vanguard S&P 500 ETF	Reduce -33.8%	0.07%	−0.04
D Dominion Energy Inc.	Reduce -12.1%	0.13%	−0.04
IJS iShares S&P Small-Cap 600 Va	Reduce -0.4%	0.50%	−0.03
TSM Taiwan Semiconductor-SP ADR	Sold out	0.00%	−0.03
MCK McKesson Corp.	Reduce -50.0%	0.04%	−0.03
DFEV Dimensional Emrg MRKT Val	Reduce -1.9%	1.32%	−0.03
VB Vanguard Most SM-Cap ETF-Usd	Reduce -3.5%	0.29%	−0.03
DLN Wisdomtree US Largecap Divid	Reduce -6.0%	0.54%	−0.03
DFAS Dimensional US Small Cap ETF	Reduce -8.7%	0.17%	−0.03
EES Wisdomtree US Smallcap Fund	Sold out	0.00%	−0.02
VFH Vanguard Financials ETF	Sold out	0.00%	−0.02
VRT Vertiv Holdings Co. Class A	Sold out	0.00%	−0.02
LOW Lowe's Cos Inc.	Sold out	0.00%	−0.02
DUK Duke Energy Corp.	Reduce -1.0%	0.18%	−0.02
GE General Electric	Reduce -4.3%	0.09%	−0.02
TRV The Travelers Cos Inc.	Sold out	0.00%	−0.02
VGT Vanguard Info Tech ETF	Reduce -26.5%	0.07%	−0.02
XNIEX Virtus Equity & Convertible	Sold out	0.00%	−0.02
NEE Nextera Energy Inc.	Sold out	0.00%	−0.02
GEV GE Vernova Inc.	Reduce -6.2%	0.06%	−0.02
IBM Intl Business Machines Corp.	Reduce -4.0%	0.06%	−0.02
CDNS Cadence Design SYS Inc.	Sold out	0.00%	−0.02
JPM JPMorgan Chase & Co.	Reduce -3.7%	0.77%	−0.02
PNC PNC Financial Services Group	Reduce -13.6%	0.06%	−0.02
TFC Truist Financial Corp.	Reduce -0.9%	0.22%	−0.02
COST Costco Wholesale Corp.	Reduce -6.6%	0.18%	−0.02
MCD McDonald's Corp.	Reduce -12.2%	0.05%	−0.02
QQQ Invesco QQQ Trust Series 1	Reduce -24.9%	0.05%	−0.02
VEU Vanguard Ftse All-World Ex-U	Reduce -2.6%	0.49%	−0.02

Portfolio Buys Q2 2026 → Q3 2026


VTIP Vanguard Short-Term Tips	Add +196.7%	2.49%	+1.64
XOM Exxonmobil Holdings Corp.	New	0.48%	+0.48
IEFA iShares Core MSCI Eafe ETF	Add +3.2%	9.48%	+0.35
DFCF Dimensional Core Fixed Inc.	Add +11.6%	5.79%	+0.35
VOOG Vanguard S&P 500 Growth ETF	Add +8.7%	2.25%	+0.26
DFAX Dimensional World Ex US Core	Add +8.6%	2.16%	+0.19
VTEB Vanguard Tax-Exempt Bond ETF	Add +22.2%	1.23%	+0.16
DFNM Dimensional National Muni BD	Add +10.0%	2.64%	+0.13
VOOV Vanguard S&P 500 Value ETF	Add +6.7%	1.74%	+0.12
DFUV Dimensional US Marketwide Va	Add +5.6%	2.19%	+0.12
BSGR Inves BS 2027 TB ETF	New	0.04%	+0.04
VTI VG Morningstar TS MKT ETF-US	Add +2.6%	0.97%	+0.04
MPC Marathon Petroleum Corp.	New	0.03%	+0.03
DHR Danaher Corp.	New	0.02%	+0.02
TMO Thermo Fisher Scientific Inc.	New	0.02%	+0.02
JMST JPM Ultra-Short Muni Income	Add +3.9%	0.60%	+0.02
MSI Motorola Solutions Inc.	New	0.02%	+0.02
IXUS iShares Core Intl Stock ETF	Add +51.9%	0.04%	+0.01
LNG Cheniere Energy Inc.	Add +0.2%	0.04%	+0.00
XLE SS Energy Select Sector	Add +0.1%	0.02%	+0.00
IVE iShares S&P 500 Value ETF	Add +0.0%	0.27%	+0.00
DOG Proshares Short DOW30	Add +0.8%	0.03%	+0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Add +0.1%	0.05%	+0.00
DFAC Dimensional US Core Equity 2	Add +0.1%	0.03%	+0.00
PHO Invesco Water Resources ETF	Add +0.0%	0.04%	−0.00
CSX CSX Corp.	Add +0.1%	0.09%	−0.00
VEA Vanguard Ftse Developed ETF	Add +0.3%	0.74%	−0.00
VPU Vanguard Utilities ETF	Add +0.2%	0.03%	−0.00
DIA SS SPDR Dow Jones Indus Avg	Add +0.0%	0.24%	−0.01
MUB iShares National Muni Bond E	Add +0.1%	0.16%	−0.01
SO The Southern Co.	Add +0.1%	0.07%	−0.01
AEP American Electric Power	Add +0.4%	0.08%	−0.01
IJH iShares Core S&P Midcap ETF	Add +4.9%	3.75%	−0.07
IJR iShares Core S&P Small-Cap E	Add +2.6%	4.06%	−0.24

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