Graves Light Lenhart Wealth, Inc. Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$814.7M

Holdings

187

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (187 positions)

#	Stock	Shares	Value	% Portfolio
1	AGGISHARES TR	998,158	$98.7M	12.12%
2	AQLTISHARES TR	843,750	$63.8M	7.83%
3	BRK/BBERKSHIRE HATHAWAY INC DEL	79,454	$42.3M	5.19%
4	IJRISHARES TR	283,301	$29.6M	3.64%
5	IJHISHARES TR	490,165	$28.6M	3.51%
6	DFCFDIMENSIONAL ETF TRUST	651,815	$27.4M	3.37%
7	AAPLAPPLE INC	117,082	$26.0M	3.19%
8	SDYSPDR SER TR	191,308	$26.0M	3.19%
9	VYMVANGUARD WHITEHALL FDS	188,579	$24.3M	2.99%
10	VIGVANGUARD SPECIALIZED FUNDS	118,823	$23.1M	2.83%
11	VCSHVANGUARD SCOTTSDALE FDS	275,082	$21.7M	2.67%
12	XLVSELECT SECTOR SPDR TR	143,624	$21.0M	2.57%
13	BSVVANGUARD BD INDEX FDS	259,796	$20.3M	2.50%
14	SCHDSCHWAB STRATEGIC TR	610,500	$17.1M	2.10%
15	SPHQINVESCO EXCHANGE TRADED FD T	237,138	$15.7M	1.93%
16	GOOGLALPHABET INC	79,537	$12.3M	1.51%
17	DFNMDIMENSIONAL ETF TRUST	251,198	$11.9M	1.47%
18	VOOVVANGUARD ADMIRAL FDS INC	60,712	$11.2M	1.37%
19	BILSPDR SER TR	121,455	$11.1M	1.37%
20	VOOGVANGUARD ADMIRAL FDS INC	31,686	$10.6M	1.30%
21	DFUVDIMENSIONAL ETF TRUST	256,317	$10.6M	1.30%
22	IWBISHARES TR	34,073	$10.5M	1.28%
23	JPMJPMORGAN CHASE & CO.	40,782	$10.0M	1.23%
24	AMZNAMAZON COM INC	50,761	$9.7M	1.19%
25	BNDVANGUARD BD INDEX FDS	119,332	$8.8M	1.08%
26	DFEVDIMENSIONAL ETF TRUST	314,354	$8.5M	1.04%
27	VTIVANGUARD INDEX FDS	28,381	$7.8M	0.96%
28	VTIPVANGUARD MALVERN FDS	148,725	$7.4M	0.91%
29	SYYSYSCO CORP	96,463	$7.2M	0.89%
30	CVXCHEVRON CORP NEW	41,328	$6.9M	0.85%
31	IVVISHARES TR	11,062	$6.2M	0.76%
32	HYSPIMCO ETF TR	63,540	$6.0M	0.73%
33	BRK-BBERKSHIRE HATHAWAY INC DEL	7	$5.6M	0.69%
34	DLNWISDOMTREE TR	69,240	$5.5M	0.67%
35	VEAVANGUARD TAX-MANAGED FDS	106,153	$5.4M	0.66%
36	VTEBVANGUARD MUN BD FDS	105,294	$5.2M	0.64%
37	IGMISHARES TR	56,634	$5.1M	0.63%
38	DDDUPONT DE NEMOURS INC	59,581	$4.4M	0.55%
39	MSFTMICROSOFT CORP	11,849	$4.4M	0.55%
40	GOOGALPHABET INC	27,924	$4.4M	0.54%
41	IVWISHARES TR	46,328	$4.3M	0.53%
42	VEUVANGUARD INTL EQUITY INDEX F	69,860	$4.2M	0.52%
43	DFSDDIMENSIONAL ETF TRUST	86,002	$4.1M	0.50%
44	AQLTISHARES TR	30,388	$4.1M	0.50%
45	IJSISHARES TR	40,597	$4.0M	0.49%
46	XOMEXXON MOBIL CORP	31,055	$3.7M	0.45%
47	SPYSPDR S&P 500 ETF TR	6,298	$3.5M	0.43%
48	DISDISNEY WALT CO	34,288	$3.4M	0.42%
49	JMSTJ P MORGAN EXCHANGE TRADED F	61,611	$3.1M	0.38%
50	EFAISHARES TR	36,112	$3.0M	0.36%
51	PGPROCTER AND GAMBLE CO	16,993	$2.9M	0.36%
52	COSTCOSTCO WHSL CORP NEW	2,950	$2.8M	0.34%
53	ACWXISHARES TR	47,879	$2.7M	0.33%
54	PKGPACKAGING CORP AMER	12,978	$2.6M	0.32%
55	VBVANGUARD INDEX FDS	10,675	$2.4M	0.29%
56	LLYELI LILLY & CO	2,803	$2.3M	0.28%
57	IVEISHARES TR	12,044	$2.3M	0.28%
58	VOVANGUARD INDEX FDS	8,564	$2.2M	0.27%
59	DONSPDR DOW JONES INDL AVERAGE	5,254	$2.2M	0.27%
60	DUKDUKE ENERGY CORP NEW	17,951	$2.2M	0.27%
61	TFCTRUIST FINL CORP	52,039	$2.1M	0.26%
62	DDOMINION ENERGY INC	33,867	$1.9M	0.23%
63	VUGVANGUARD INDEX FDS	4,694	$1.7M	0.21%
64	IWNISHARES TR	10,478	$1.6M	0.19%
65	WFCWELLS FARGO CO NEW	21,075	$1.5M	0.19%
66	JNJJOHNSON & JOHNSON	8,218	$1.4M	0.17%
67	FXNCFIRST NATL CORP	60,637	$1.4M	0.17%
68	MRKMERCK & CO INC	15,129	$1.4M	0.17%
69	SCHZSCHWAB STRATEGIC TR	56,805	$1.3M	0.16%
70	VTVANGUARD INTL EQUITY INDEX F	11,339	$1.3M	0.16%
71	IWVISHARES TR	4,000	$1.3M	0.16%
72	ELVELEVANCE HEALTH INC	2,875	$1.3M	0.15%
73	IYWISHARES TR	8,892	$1.2M	0.15%
74	DFASDIMENSIONAL ETF TRUST	20,369	$1.2M	0.15%
75	PEPPEPSICO INC	7,518	$1.1M	0.14%
76	BACVERIZON COMMUNICATIONS INC	23,141	$1.0M	0.13%
77	BACBANK AMERICA CORP	24,983	$1.0M	0.13%
78	MUBISHARES TR	9,728	$1.0M	0.13%
79	USMVISHARES TR	10,817	$1.0M	0.12%
80	ORCLORACLE CORP	7,095	$991K	0.12%
81	EMREMERSON ELEC CO	8,935	$979K	0.12%
82	EOGEOG RES INC	7,457	$956K	0.12%
83	UNHUNITEDHEALTH GROUP INC	1,720	$900K	0.11%
84	VOOVANGUARD INDEX FDS	1,697	$872K	0.11%
85	MCDMCDONALDS CORP	2,780	$868K	0.11%
86	SOSOUTHERN CO	9,412	$865K	0.11%
87	DFAIDIMENSIONAL ETF TRUST	27,507	$859K	0.11%
88	IBMINTERNATIONAL BUSINESS MACHS	3,304	$821K	0.10%
89	PNCPNC FINL SVCS GROUP INC	4,586	$806K	0.10%
90	HDHOME DEPOT INC	2,163	$792K	0.10%
91	SHPROSHARES TR	17,162	$764K	0.09%
92	VBRVANGUARD INDEX FDS	4,094	$762K	0.09%
93	AXPAMERICAN EXPRESS CO	2,751	$740K	0.09%
94	AEPAMERICAN ELEC PWR CO INC	6,771	$739K	0.09%
95	ABBVABBVIE INC	3,453	$723K	0.09%
96	KOCOCA COLA CO	9,648	$691K	0.08%
97	VHTVANGUARD WORLD FD	2,374	$628K	0.08%
98	MCKMCKESSON CORP	931	$626K	0.08%
99	TAT&T INC	21,709	$613K	0.08%
100	CSXCSX CORP	20,548	$604K	0.07%

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