Graves Light Lenhart Wealth, Inc. Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$814.7B
Holdings
187
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (187 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AGGISHARES TR | 998,158 | $98.7B | 12.12% | |
| 2 | AQLTISHARES TR | 843,750 | $63.8B | 7.83% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 79,454 | $42.3B | 5.19% | |
| 4 | IJRISHARES TR | 283,301 | $29.6B | 3.64% | |
| 5 | IJHISHARES TR | 490,165 | $28.6B | 3.51% | |
| 6 | DFCFDIMENSIONAL ETF TRUST | 651,815 | $27.4B | 3.37% | |
| 7 | AAPLAPPLE INC | 117,082 | $26.0B | 3.19% | |
| 8 | SDYSPDR SER TR | 191,308 | $26.0B | 3.19% | |
| 9 | VYMVANGUARD WHITEHALL FDS | 188,579 | $24.3B | 2.99% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 118,823 | $23.1B | 2.83% | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 275,082 | $21.7B | 2.67% | |
| 12 | XLVSELECT SECTOR SPDR TR | 143,624 | $21.0B | 2.57% | |
| 13 | BSVVANGUARD BD INDEX FDS | 259,796 | $20.3B | 2.50% | |
| 14 | SCHDSCHWAB STRATEGIC TR | 610,500 | $17.1B | 2.10% | |
| 15 | SPHQINVESCO EXCHANGE TRADED FD T | 237,138 | $15.7B | 1.93% | |
| 16 | GOOGLALPHABET INC | 79,537 | $12.3B | 1.51% | |
| 17 | DFNMDIMENSIONAL ETF TRUST | 251,198 | $11.9B | 1.47% | |
| 18 | VOOVVANGUARD ADMIRAL FDS INC | 60,712 | $11.2B | 1.37% | |
| 19 | BILSPDR SER TR | 121,455 | $11.1B | 1.37% | |
| 20 | VOOGVANGUARD ADMIRAL FDS INC | 31,686 | $10.6B | 1.30% | |
| 21 | DFUVDIMENSIONAL ETF TRUST | 256,317 | $10.6B | 1.30% | |
| 22 | IWBISHARES TR | 34,073 | $10.5B | 1.28% | |
| 23 | JPMJPMORGAN CHASE & CO. | 40,782 | $10.0B | 1.23% | |
| 24 | AMZNAMAZON COM INC | 50,761 | $9.7B | 1.19% | |
| 25 | BNDVANGUARD BD INDEX FDS | 119,332 | $8.8B | 1.08% | |
| 26 | DFEVDIMENSIONAL ETF TRUST | 314,354 | $8.5B | 1.04% | |
| 27 | VTIVANGUARD INDEX FDS | 28,381 | $7.8B | 0.96% | |
| 28 | VTIPVANGUARD MALVERN FDS | 148,725 | $7.4B | 0.91% | |
| 29 | SYYSYSCO CORP | 96,463 | $7.2B | 0.89% | |
| 30 | CVXCHEVRON CORP NEW | 41,328 | $6.9B | 0.85% | |
| 31 | IVVISHARES TR | 11,062 | $6.2B | 0.76% | |
| 32 | HYSPIMCO ETF TR | 63,540 | $6.0B | 0.73% | |
| 33 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $5.6B | 0.69% | |
| 34 | DLNWISDOMTREE TR | 69,240 | $5.5B | 0.67% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 106,153 | $5.4B | 0.66% | |
| 36 | VTEBVANGUARD MUN BD FDS | 105,294 | $5.2B | 0.64% | |
| 37 | IGMISHARES TR | 56,634 | $5.1B | 0.63% | |
| 38 | DDDUPONT DE NEMOURS INC | 59,581 | $4.4B | 0.55% | |
| 39 | MSFTMICROSOFT CORP | 11,849 | $4.4B | 0.55% | |
| 40 | GOOGALPHABET INC | 27,924 | $4.4B | 0.54% | |
| 41 | IVWISHARES TR | 46,328 | $4.3B | 0.53% | |
| 42 | VEUVANGUARD INTL EQUITY INDEX F | 69,860 | $4.2B | 0.52% | |
| 43 | DFSDDIMENSIONAL ETF TRUST | 86,002 | $4.1B | 0.50% | |
| 44 | AQLTISHARES TR | 30,388 | $4.1B | 0.50% | |
| 45 | IJSISHARES TR | 40,597 | $4.0B | 0.49% | |
| 46 | XOMEXXON MOBIL CORP | 31,055 | $3.7B | 0.45% | |
| 47 | SPYSPDR S&P 500 ETF TR | 6,298 | $3.5B | 0.43% | |
| 48 | DISDISNEY WALT CO | 34,288 | $3.4B | 0.42% | |
| 49 | JMSTJ P MORGAN EXCHANGE TRADED F | 61,611 | $3.1B | 0.38% | |
| 50 | EFAISHARES TR | 36,112 | $3.0B | 0.36% | |
| 51 | PGPROCTER AND GAMBLE CO | 16,993 | $2.9B | 0.36% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 2,950 | $2.8B | 0.34% | |
| 53 | ACWXISHARES TR | 47,879 | $2.7B | 0.33% | |
| 54 | PKGPACKAGING CORP AMER | 12,978 | $2.6B | 0.32% | |
| 55 | VBVANGUARD INDEX FDS | 10,675 | $2.4B | 0.29% | |
| 56 | LLYELI LILLY & CO | 2,803 | $2.3B | 0.28% | |
| 57 | IVEISHARES TR | 12,044 | $2.3B | 0.28% | |
| 58 | VOVANGUARD INDEX FDS | 8,564 | $2.2B | 0.27% | |
| 59 | DONSPDR DOW JONES INDL AVERAGE | 5,254 | $2.2B | 0.27% | |
| 60 | DUKDUKE ENERGY CORP NEW | 17,951 | $2.2B | 0.27% | |
| 61 | TFCTRUIST FINL CORP | 52,039 | $2.1B | 0.26% | |
| 62 | DDOMINION ENERGY INC | 33,867 | $1.9B | 0.23% | |
| 63 | VUGVANGUARD INDEX FDS | 4,694 | $1.7B | 0.21% | |
| 64 | IWNISHARES TR | 10,478 | $1.6B | 0.19% | |
| 65 | WFCWELLS FARGO CO NEW | 21,075 | $1.5B | 0.19% | |
| 66 | JNJJOHNSON & JOHNSON | 8,218 | $1.4B | 0.17% | |
| 67 | FXNCFIRST NATL CORP | 60,637 | $1.4B | 0.17% | |
| 68 | MRKMERCK & CO INC | 15,129 | $1.4B | 0.17% | |
| 69 | SCHZSCHWAB STRATEGIC TR | 56,805 | $1.3B | 0.16% | |
| 70 | VTVANGUARD INTL EQUITY INDEX F | 11,339 | $1.3B | 0.16% | |
| 71 | IWVISHARES TR | 4,000 | $1.3B | 0.16% | |
| 72 | ELVELEVANCE HEALTH INC | 2,875 | $1.3B | 0.15% | |
| 73 | IYWISHARES TR | 8,892 | $1.2B | 0.15% | |
| 74 | DFASDIMENSIONAL ETF TRUST | 20,369 | $1.2B | 0.15% | |
| 75 | PEPPEPSICO INC | 7,518 | $1.1B | 0.14% | |
| 76 | BACVERIZON COMMUNICATIONS INC | 23,141 | $1.0B | 0.13% | |
| 77 | BACBANK AMERICA CORP | 24,983 | $1.0B | 0.13% | |
| 78 | MUBISHARES TR | 9,728 | $1.0B | 0.13% | |
| 79 | USMVISHARES TR | 10,817 | $1.0B | 0.12% | |
| 80 | ORCLORACLE CORP | 7,095 | $991.9M | 0.12% | |
| 81 | EMREMERSON ELEC CO | 8,935 | $979.6M | 0.12% | |
| 82 | EOGEOG RES INC | 7,457 | $956.3M | 0.12% | |
| 83 | UNHUNITEDHEALTH GROUP INC | 1,720 | $900.9M | 0.11% | |
| 84 | VOOVANGUARD INDEX FDS | 1,697 | $872.4M | 0.11% | |
| 85 | MCDMCDONALDS CORP | 2,780 | $868.4M | 0.11% | |
| 86 | SOSOUTHERN CO | 9,412 | $865.4M | 0.11% | |
| 87 | DFAIDIMENSIONAL ETF TRUST | 27,507 | $859.0M | 0.11% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 3,304 | $821.7M | 0.10% | |
| 89 | PNCPNC FINL SVCS GROUP INC | 4,586 | $806.2M | 0.10% | |
| 90 | HDHOME DEPOT INC | 2,163 | $792.9M | 0.10% | |
| 91 | SHPROSHARES TR | 17,162 | $764.7M | 0.09% | |
| 92 | VBRVANGUARD INDEX FDS | 4,094 | $762.7M | 0.09% | |
| 93 | AXPAMERICAN EXPRESS CO | 2,751 | $740.2M | 0.09% | |
| 94 | AEPAMERICAN ELEC PWR CO INC | 6,771 | $739.8M | 0.09% | |
| 95 | ABBVABBVIE INC | 3,453 | $723.5M | 0.09% | |
| 96 | KOCOCA COLA CO | 9,648 | $691.0M | 0.08% | |
| 97 | VHTVANGUARD WORLD FD | 2,374 | $628.5M | 0.08% | |
| 98 | MCKMCKESSON CORP | 931 | $626.6M | 0.08% | |
| 99 | TAT&T INC | 21,709 | $613.9M | 0.08% | |
| 100 | CSXCSX CORP | 20,548 | $604.7M | 0.07% |
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