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
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%

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