Graves Light Lenhart Wealth, Inc. 13F Holdings · Q3 2026
Graves Light Lenhart Wealth, Inc. reported 196 securities worth $1.07B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AGG (9.56%), IEFA (9.48%), DFCF (5.79%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $102.2M | 9.56% | 1.1M | Trimmed |
| 2 | IEFA | ISHARES TR | $101.3M | 9.48% | 1.0M | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $61.9M | 5.79% | 1.5M | Added |
| 4 | IJR | ISHARES TR | $43.4M | 4.06% | 318,810 | Added |
| 5 | IJH | ISHARES TR | $40.1M | 3.75% | 556,969 | Added |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $35.6M | 3.33% | 71,402 | Trimmed |
| 7 | AAPL | APPLE INC | $33.8M | 3.17% | 101,590 | Trimmed |
| 8 | DFNM | DIMENSIONAL ETF TRUST | $28.2M | 2.64% | 612,276 | Added |
| 9 | VYM | VANGUARD WHITEHALL FDS | $27.8M | 2.60% | 178,978 | Trimmed |
| 10 | VTIP | VANGUARD MALVERN FDS | $26.6M | 2.49% | 540,037 | Added |
| 11 | SDY | SPDR SERIES TRUST | $26.5M | 2.48% | 180,803 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $26.2M | 2.45% | 112,128 | Trimmed |
| 13 | VOOG | VANGUARD ADMIRAL FDS INC | $24.1M | 2.25% | 281,381 | Added |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $23.4M | 2.19% | 425,611 | Added |
| 15 | XLV | SELECT SECTOR SPDR TR | $23.3M | 2.18% | 138,567 | Trimmed |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $23.1M | 2.16% | 623,582 | Added |
| 17 | GOOGL | ALPHABET INC | $22.5M | 2.11% | 65,397 | Trimmed |
| 18 | SCHD | SCHWAB STRATEGIC TR | $21.4M | 2.00% | 656,368 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $20.6M | 1.93% | 269,687 | Trimmed |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | $20.0M | 1.87% | 259,160 | Trimmed |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $19.7M | 1.85% | 234,840 | Trimmed |
| 22 | VOOV | VANGUARD ADMIRAL FDS INC | $18.6M | 1.74% | 84,364 | Added |
| 23 | DFEV | DIMENSIONAL ETF TRUST | $14.1M | 1.32% | 332,966 | Trimmed |
| 24 | VTEB | VANGUARD MUN BD FDS | $13.2M | 1.23% | 277,993 | Added |
| 25 | AMZN | AMAZON COM INC | $12.3M | 1.15% | 49,186 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR