Graves Light Lenhart Wealth, Inc. Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$840.4M

Holdings

192

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (192 positions)

StockValue
AGGISHARES TR
$100.3M
AQLTISHARES TR
$72.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$36.1M
IJRISHARES TR
$31.5M
IJHISHARES TR
$30.5M
DFCFDIMENSIONAL ETF TRUST
$28.8M
SDYSPDR SERIES TRUST
$25.8M
VYMVANGUARD WHITEHALL FDS
$24.4M
VIGVANGUARD SPECIALIZED FUNDS
$24.0M
AAPLAPPLE INC
$22.6M
VCSHVANGUARD SCOTTSDALE FDS
$22.4M
BSVVANGUARD BD INDEX FDS
$21.0M
XLVSELECT SECTOR SPDR TR
$19.0M
SCHDSCHWAB STRATEGIC TR
$16.6M
SPHQINVESCO EXCHANGE TRADED FD T
$16.4M
GOOGLALPHABET INC
$13.6M
VOOGVANGUARD ADMIRAL FDS INC
$13.0M
VOOVVANGUARD ADMIRAL FDS INC
$11.8M
DFNMDIMENSIONAL ETF TRUST
$11.7M
DFUVDIMENSIONAL ETF TRUST
$11.5M
IWBISHARES TR
$11.5M
JPMJPMORGAN CHASE & CO.
$11.2M
AMZNAMAZON COM INC
$11.1M
DFEVDIMENSIONAL ETF TRUST
$9.7M
BILSPDR SERIES TRUST
$9.3M
BNDVANGUARD BD INDEX FDS
$9.1M
VTIVANGUARD INDEX FDS
$8.4M
VTIPVANGUARD MALVERN FDS
$7.5M
SYYSYSCO CORP
$7.3M
IVVISHARES TR
$6.9M
IGMISHARES TR
$6.3M
VEAVANGUARD TAX-MANAGED FDS
$6.1M
HYSPIMCO ETF TR
$5.9M
MSFTMICROSOFT CORP
$5.9M
DLNWISDOMTREE TR
$5.7M
CVXCHEVRON CORP NEW
$5.6M
VTEBVANGUARD MUN BD FDS
$5.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$5.1M
IVWISHARES TR
$4.9M
VEUVANGUARD INTL EQUITY INDEX F
$4.6M
GOOGALPHABET INC
$4.5M
DISDISNEY WALT CO
$4.2M
DFSDDIMENSIONAL ETF TRUST
$4.1M
IJSISHARES TR
$4.0M
DDDUPONT DE NEMOURS INC
$4.0M
SPYSPDR S&P 500 ETF TR
$3.9M
AQLTISHARES TR
$3.8M
XOMEXXON MOBIL CORP
$3.6M
JMSTJ P MORGAN EXCHANGE TRADED F
$3.2M
EFAISHARES TR
$3.2M
COSTCOSTCO WHSL CORP NEW
$2.9M
ACWXISHARES TR
$2.9M
PGPROCTER AND GAMBLE CO
$2.6M
VBVANGUARD INDEX FDS
$2.5M
PKGPACKAGING CORP AMER
$2.4M
VOVANGUARD INDEX FDS
$2.4M
IVEISHARES TR
$2.4M
TFCTRUIST FINL CORP
$2.2M
DFAXDIMENSIONAL ETF TRUST
$2.2M
DUKDUKE ENERGY CORP NEW
$2.2M
VUGVANGUARD INDEX FDS
$2.1M
DONSPDR DOW JONES INDL AVERAGE
$2.0M
DDOMINION ENERGY INC
$2.0M
LLYELI LILLY & CO
$2.0M
MUBISHARES TR
$1.7M
WFCWELLS FARGO CO NEW
$1.7M
ORCLORACLE CORP
$1.5M
DFASDIMENSIONAL ETF TRUST
$1.5M
VTVANGUARD INTL EQUITY INDEX F
$1.5M
IWNISHARES TR
$1.4M
SCHZSCHWAB STRATEGIC TR
$1.3M
MRKMERCK & CO INC
$1.3M
JNJJOHNSON & JOHNSON
$1.3M
IWVISHARES TR
$1.2M
EMREMERSON ELEC CO
$1.2M
BACBANK AMERICA CORP
$1.2M
FXNCFIRST NATL CORP
$1.2M
IYWISHARES TR
$1.2M
ELVELEVANCE HEALTH INC
$1.1M
USMVISHARES TR
$1.0M
BACVERIZON COMMUNICATIONS INC
$994K
VOOVANGUARD INDEX FDS
$986K
DFAIDIMENSIONAL ETF TRUST
$982K
IBMINTERNATIONAL BUSINESS MACHS
$974K
PEPPEPSICO INC
$952K
AVGOBROADCOM INC
$900K
AXPAMERICAN EXPRESS CO
$877K
EOGEOG RES INC
$863K
VBRVANGUARD INDEX FDS
$834K
MCDMCDONALDS CORP
$807K
NVDANVIDIA CORPORATION
$793K
SOSOUTHERN CO
$774K
HDHOME DEPOT INC
$755K
GEGE AEROSPACE
$748K
VGTVANGUARD WORLD FD
$720K
AEPAMERICAN ELEC PWR CO INC
$702K
SHPROSHARES TR
$685K
MCKMCKESSON CORP
$682K
KOCOCA COLA CO
$682K
CSXCSX CORP
$671K
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