Graves Light Lenhart Wealth, Inc. Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$942.9M
Holdings
191
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (191 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AGGISHARES TR | 1,046,101 | $104.5M | 11.08% | |
| 2 | AQLTISHARES TR | 930,902 | $83.3M | 8.83% | |
| 3 | DFCFDIMENSIONAL ETF TRUST | 1,159,475 | $49.3M | 5.23% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 74,331 | $37.4M | 3.96% | |
| 5 | IJRISHARES TR | 292,917 | $35.2M | 3.73% | |
| 6 | IJHISHARES TR | 494,475 | $32.6M | 3.46% | |
| 7 | AAPLAPPLE INC | 108,300 | $29.4M | 3.12% | |
| 8 | VYMVANGUARD WHITEHALL FDS | 180,976 | $26.0M | 2.75% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 115,603 | $25.4M | 2.69% | |
| 10 | SDYSPDR SERIES TRUST | 181,949 | $25.3M | 2.69% | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 309,395 | $24.7M | 2.62% | |
| 12 | BSVVANGUARD BD INDEX FDS | 295,174 | $23.3M | 2.47% | |
| 13 | XLVSELECT SECTOR SPDR TR | 143,345 | $22.2M | 2.35% | |
| 14 | GOOGLALPHABET INC | 70,152 | $22.0M | 2.33% | |
| 15 | SCHDSCHWAB STRATEGIC TR | 672,914 | $18.5M | 1.96% | |
| 16 | SPHQINVESCO EXCHANGE TRADED FD T | 237,015 | $17.8M | 1.89% | |
| 17 | DFNMDIMENSIONAL ETF TRUST | 361,930 | $17.4M | 1.85% | |
| 18 | VOOGVANGUARD ADMIRAL FDS INC | 34,752 | $15.4M | 1.64% | |
| 19 | DFUVDIMENSIONAL ETF TRUST | 324,902 | $15.1M | 1.61% | |
| 20 | VOOVVANGUARD ADMIRAL FDS INC | 66,600 | $13.6M | 1.45% | |
| 21 | DFAXDIMENSIONAL ETF TRUST | 372,583 | $12.2M | 1.29% | |
| 22 | DFEVDIMENSIONAL ETF TRUST | 353,652 | $11.9M | 1.27% | |
| 23 | AMZNAMAZON COM INC | 50,666 | $11.7M | 1.24% | |
| 24 | JPMJPMORGAN CHASE & CO. | 35,491 | $11.4M | 1.21% | |
| 25 | IWBISHARES TR | 25,497 | $9.5M | 1.01% | |
| 26 | BNDVANGUARD BD INDEX FDS | 123,156 | $9.1M | 0.97% | |
| 27 | VTIVANGUARD INDEX FDS | 27,034 | $9.1M | 0.96% | |
| 28 | VTEBVANGUARD MUN BD FDS | 166,073 | $8.4M | 0.89% | |
| 29 | VTIPVANGUARD MALVERN FDS | 165,299 | $8.2M | 0.87% | |
| 30 | BILSPDR SERIES TRUST | 85,896 | $7.8M | 0.83% | |
| 31 | GOOGALPHABET INC | 24,852 | $7.8M | 0.83% | |
| 32 | IGMISHARES TR | 55,973 | $7.2M | 0.77% | |
| 33 | SYYSYSCO CORP | 96,458 | $7.1M | 0.75% | |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 107,832 | $6.7M | 0.71% | |
| 35 | IVVISHARES TR | 9,655 | $6.6M | 0.70% | |
| 36 | CVXCHEVRON CORP NEW | 39,555 | $6.0M | 0.64% | |
| 37 | MSFTMICROSOFT CORP | 11,625 | $5.6M | 0.60% | |
| 38 | DLNWISDOMTREE TR | 61,933 | $5.5M | 0.58% | |
| 39 | JMSTJ P MORGAN EXCHANGE TRADED F | 98,716 | $5.0M | 0.53% | |
| 40 | VEUVANGUARD INTL EQUITY INDEX F | 68,052 | $5.0M | 0.53% | |
| 41 | IVWISHARES TR | 38,670 | $4.8M | 0.51% | |
| 42 | IJSISHARES TR | 41,257 | $4.7M | 0.50% | |
| 43 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.5M | 0.48% | |
| 44 | SPYSPDR S&P 500 ETF TR | 6,383 | $4.4M | 0.46% | |
| 45 | DFSDDIMENSIONAL ETF TRUST | 86,625 | $4.2M | 0.44% | |
| 46 | AQLTISHARES TR | 27,882 | $3.9M | 0.42% | |
| 47 | XOMEXXON MOBIL CORP | 31,788 | $3.8M | 0.41% | |
| 48 | EFAISHARES TR | 35,507 | $3.4M | 0.36% | |
| 49 | DISDISNEY WALT CO | 27,010 | $3.1M | 0.33% | |
| 50 | ACWXISHARES TR | 44,169 | $3.0M | 0.31% | |
| 51 | VBVANGUARD INDEX FDS | 11,070 | $2.9M | 0.30% | |
| 52 | IVEISHARES TR | 13,020 | $2.8M | 0.29% | |
| 53 | LLYELI LILLY & CO | 2,507 | $2.7M | 0.29% | |
| 54 | PKGPACKAGING CORP AMER | 12,978 | $2.7M | 0.28% | |
| 55 | VOVANGUARD INDEX FDS | 9,044 | $2.6M | 0.28% | |
| 56 | COSTCOSTCO WHSL CORP NEW | 2,918 | $2.5M | 0.27% | |
| 57 | DONSPDR DOW JONES INDL AVERAGE | 5,048 | $2.4M | 0.26% | |
| 58 | TFCTRUIST FINL CORP | 45,172 | $2.2M | 0.24% | |
| 59 | PGPROCTER AND GAMBLE CO | 15,343 | $2.2M | 0.23% | |
| 60 | VUGVANGUARD INDEX FDS | 4,351 | $2.1M | 0.23% | |
| 61 | MRKMERCK & CO INC | 18,537 | $2.0M | 0.21% | |
| 62 | DUKDUKE ENERGY CORP NEW | 16,629 | $1.9M | 0.21% | |
| 63 | WFCWELLS FARGO CO NEW | 20,682 | $1.9M | 0.20% | |
| 64 | DFASDIMENSIONAL ETF TRUST | 25,743 | $1.8M | 0.19% | |
| 65 | MUBISHARES TR | 16,546 | $1.8M | 0.19% | |
| 66 | DFEMDIMENSIONAL ETF TRUST | 53,112 | $1.8M | 0.19% | |
| 67 | IWNISHARES TR | 8,933 | $1.6M | 0.17% | |
| 68 | DDOMINION ENERGY INC | 27,581 | $1.6M | 0.17% | |
| 69 | VTVANGUARD INTL EQUITY INDEX F | 11,017 | $1.6M | 0.16% | |
| 70 | JNJJOHNSON & JOHNSON | 7,220 | $1.5M | 0.16% | |
| 71 | BACBANK AMERICA CORP | 24,792 | $1.4M | 0.14% | |
| 72 | IWVISHARES TR | 3,500 | $1.4M | 0.14% | |
| 73 | ORCLORACLE CORP | 6,732 | $1.3M | 0.14% | |
| 74 | SCHZSCHWAB STRATEGIC TR | 56,107 | $1.3M | 0.14% | |
| 75 | IYWISHARES TR | 6,348 | $1.3M | 0.13% | |
| 76 | AVGOBROADCOM INC | 3,591 | $1.2M | 0.13% | |
| 77 | EMREMERSON ELEC CO | 8,875 | $1.2M | 0.12% | |
| 78 | NVDANVIDIA CORPORATION | 5,895 | $1.1M | 0.12% | |
| 79 | VOOVANGUARD INDEX FDS | 1,744 | $1.1M | 0.12% | |
| 80 | DFAIDIMENSIONAL ETF TRUST | 27,298 | $1.0M | 0.11% | |
| 81 | ELVELEVANCE HEALTH INC FORMERLY | 2,901 | $1.0M | 0.11% | |
| 82 | USMVISHARES TR | 10,712 | $1.0M | 0.11% | |
| 83 | VBILVANGUARD INSTL INDEX FD | 13,374 | $1.0M | 0.11% | |
| 84 | AXPAMERICAN EXPRESS CO | 2,610 | $965K | 0.10% | |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 3,239 | $959K | 0.10% | |
| 86 | PEPPEPSICO INC | 6,672 | $957K | 0.10% | |
| 87 | VBRVANGUARD INDEX FDS | 4,325 | $915K | 0.10% | |
| 88 | ABBVABBVIE INC | 3,869 | $884K | 0.09% | |
| 89 | GEGE AEROSPACE | 2,864 | $882K | 0.09% | |
| 90 | MCDMCDONALDS CORP | 2,860 | $874K | 0.09% | |
| 91 | MCKMCKESSON CORP | 1,059 | $868K | 0.09% | |
| 92 | BACVERIZON COMMUNICATIONS INC | 19,906 | $810K | 0.09% | |
| 93 | AEPAMERICAN ELEC PWR CO INC | 6,870 | $792K | 0.08% | |
| 94 | PNCPNC FINL SVCS GROUP INC | 3,598 | $750K | 0.08% | |
| 95 | EOGEOG RES INC | 7,136 | $749K | 0.08% | |
| 96 | CSXCSX CORP | 20,575 | $745K | 0.08% | |
| 97 | VGTVANGUARD WORLD FD | 980 | $738K | 0.08% | |
| 98 | SOSOUTHERN CO | 8,449 | $736K | 0.08% | |
| 99 | HDHOME DEPOT INC | 2,023 | $696K | 0.07% | |
| 100 | CATCATERPILLAR INC | 1,212 | $694K | 0.07% |
Page 1 of 2Next