13F HOLDINGS REPORT

Graves Light Lenhart Wealth, Inc.

Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0001759803-26-000001

Total Value

$942.9M

Positions

191

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (191)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287226	1,046,101	$104.5M	11.08%
2	ISHARES TR	46432F842	930,902	$83.3M	8.83%
3	DIMENSIONAL ETF TRUST	25434V872	1,159,475	$49.3M	5.23%
4	BERKSHIRE HATHAWAY INC DEL	BRK-A	74,331	$37.4M	3.96%
5	ISHARES TR	464287804	292,917	$35.2M	3.73%
6	ISHARES TR	464287507	494,475	$32.6M	3.46%
7	APPLE INC	AAPL	108,300	$29.4M	3.12%
8	VANGUARD WHITEHALL FDS	921946406	180,976	$26.0M	2.75%
9	VANGUARD SPECIALIZED FUNDS	921908844	115,603	$25.4M	2.69%
10	SPDR SERIES TRUST	78464A763	181,949	$25.3M	2.69%
11	VANGUARD SCOTTSDALE FDS	92206C409	309,395	$24.7M	2.62%
12	VANGUARD BD INDEX FDS	921937827	295,174	$23.3M	2.47%
13	SELECT SECTOR SPDR TR	81369Y209	143,345	$22.2M	2.35%
14	ALPHABET INC	GOOG	70,152	$22.0M	2.33%
15	SCHWAB STRATEGIC TR	808524797	672,914	$18.5M	1.96%
16	INVESCO EXCHANGE TRADED FD T	IVZ	237,015	$17.8M	1.89%
17	DIMENSIONAL ETF TRUST	25434V849	361,930	$17.4M	1.85%
18	VANGUARD ADMIRAL FDS INC	921932505	34,752	$15.5M	1.64%
19	DIMENSIONAL ETF TRUST	25434V724	324,902	$15.1M	1.61%
20	VANGUARD ADMIRAL FDS INC	921932703	66,600	$13.6M	1.45%
21	DIMENSIONAL ETF TRUST	25434V880	372,583	$12.2M	1.29%
22	DIMENSIONAL ETF TRUST	25434V740	353,652	$11.9M	1.27%
23	AMAZON COM INC	AMZN	50,666	$11.7M	1.24%
24	JPMORGAN CHASE & CO.	VYLD	35,491	$11.4M	1.21%
25	ISHARES TR	464287622	25,497	$9.5M	1.01%
26	VANGUARD BD INDEX FDS	921937835	123,156	$9.1M	0.97%
27	VANGUARD INDEX FDS	922908769	27,034	$9.1M	0.96%
28	VANGUARD MUN BD FDS	922907746	166,073	$8.4M	0.89%
29	VANGUARD MALVERN FDS	922020805	165,299	$8.2M	0.87%
30	SPDR SERIES TRUST	78468R663	85,896	$7.8M	0.83%
31	ALPHABET INC	GOOG	24,852	$7.8M	0.83%
32	ISHARES TR	464287549	55,973	$7.2M	0.77%
33	SYSCO CORP	SYY	96,458	$7.1M	0.75%
34	VANGUARD TAX-MANAGED FDS	921943858	107,832	$6.7M	0.71%
35	ISHARES TR	464287200	9,655	$6.6M	0.70%
36	CHEVRON CORP NEW	CVX	39,555	$6.0M	0.64%
37	MICROSOFT CORP	MSFT	11,625	$5.6M	0.60%
38	WISDOMTREE TR	WT	61,933	$5.5M	0.58%
39	J P MORGAN EXCHANGE TRADED F	46641Q654	98,716	$5.0M	0.53%
40	VANGUARD INTL EQUITY INDEX F	922042775	68,052	$5.0M	0.53%
41	ISHARES TR	464287309	38,670	$4.8M	0.51%
42	ISHARES TR	464287879	41,257	$4.7M	0.50%
43	BERKSHIRE HATHAWAY INC DEL	BRK-A	6	$4.5M	0.48%
44	SPDR S&P 500 ETF TR	SPY	6,383	$4.4M	0.46%
45	DIMENSIONAL ETF TRUST	25434V864	86,625	$4.2M	0.44%
46	ISHARES TR	464287168	27,882	$3.9M	0.42%
47	EXXON MOBIL CORP	XOM	31,788	$3.8M	0.41%
48	ISHARES TR	464287465	35,507	$3.4M	0.36%
49	DISNEY WALT CO	254687106	27,010	$3.1M	0.33%
50	ISHARES TR	464288240	44,169	$3.0M	0.31%
51	VANGUARD INDEX FDS	922908751	11,070	$2.9M	0.30%
52	ISHARES TR	464287408	13,020	$2.8M	0.29%
53	ELI LILLY & CO	LLY	2,507	$2.7M	0.29%
54	PACKAGING CORP AMER	695156109	12,978	$2.7M	0.28%
55	VANGUARD INDEX FDS	922908629	9,044	$2.6M	0.28%
56	COSTCO WHSL CORP NEW	22160K105	2,918	$2.5M	0.27%
57	SPDR DOW JONES INDL AVERAGE	78467X109	5,048	$2.4M	0.26%
58	TRUIST FINL CORP	89832Q109	45,172	$2.2M	0.24%
59	PROCTER AND GAMBLE CO	742718109	15,343	$2.2M	0.23%
60	VANGUARD INDEX FDS	922908736	4,351	$2.1M	0.23%
61	MERCK & CO INC	MRK	18,537	$2.0M	0.21%
62	DUKE ENERGY CORP NEW	DUKB	16,629	$1.9M	0.21%
63	WELLS FARGO CO NEW	949746101	20,682	$1.9M	0.20%
64	DIMENSIONAL ETF TRUST	25434V500	25,743	$1.8M	0.19%
65	ISHARES TR	464288414	16,546	$1.8M	0.19%
66	DIMENSIONAL ETF TRUST	25434V732	53,112	$1.8M	0.19%
67	ISHARES TR	464287630	8,933	$1.6M	0.17%
68	DOMINION ENERGY INC	D	27,581	$1.6M	0.17%
69	VANGUARD INTL EQUITY INDEX F	922042742	11,017	$1.6M	0.16%
70	JOHNSON & JOHNSON	JNJ	7,220	$1.5M	0.16%
71	BANK AMERICA CORP	060505104	24,792	$1.4M	0.14%
72	ISHARES TR	464287689	3,500	$1.4M	0.14%
73	ORACLE CORP	ORCL-PD	6,732	$1.3M	0.14%
74	SCHWAB STRATEGIC TR	808524839	56,107	$1.3M	0.14%
75	ISHARES TR	464287721	6,348	$1.3M	0.13%
76	BROADCOM INC	AVGO	3,591	$1.2M	0.13%
77	EMERSON ELEC CO	EMR	8,875	$1.2M	0.12%
78	NVIDIA CORPORATION	NVDA	5,895	$1.1M	0.12%
79	VANGUARD INDEX FDS	922908363	1,744	$1.1M	0.12%
80	DIMENSIONAL ETF TRUST	25434V203	27,298	$1.0M	0.11%
81	ELEVANCE HEALTH INC FORMERLY	ELV	2,901	$1.0M	0.11%
82	VANGUARD INSTL INDEX FD	922040845	13,374	$1.0M	0.11%
83	ISHARES TR	46429B697	10,712	$1.0M	0.11%
84	AMERICAN EXPRESS CO	AXP	2,610	$965,570	0.10%
85	INTERNATIONAL BUSINESS MACHS	INTR	3,239	$959,395	0.10%
86	PEPSICO INC	PEP	6,672	$957,629	0.10%
87	VANGUARD INDEX FDS	922908611	4,325	$915,992	0.10%
88	ABBVIE INC	ABBV	3,869	$884,028	0.09%
89	GE AEROSPACE	369604301	2,864	$882,204	0.09%
90	MCDONALDS CORP	MCD	2,860	$874,086	0.09%
91	MCKESSON CORP	MCK	1,059	$868,687	0.09%
92	VERIZON COMMUNICATIONS INC	VZ	19,906	$810,753	0.09%
93	AMERICAN ELEC PWR CO INC	025537101	6,870	$792,160	0.08%
94	PNC FINL SVCS GROUP INC	693475105	3,598	$750,906	0.08%
95	EOG RES INC	EOG	7,136	$749,320	0.08%
96	CSX CORP	CSX	20,575	$745,841	0.08%
97	VANGUARD WORLD FD	92204A702	980	$738,514	0.08%
98	SOUTHERN CO	SOMN	8,449	$736,751	0.08%
99	HOME DEPOT INC	HD	2,023	$696,258	0.07%
100	CATERPILLAR INC	CAT	1,212	$694,337	0.07%
101	VANGUARD WORLD FD	92204A504	2,384	$686,284	0.07%
102	UNITEDHEALTH GROUP INC	UNH	2,039	$673,094	0.07%
103	SPDR SERIES TRUST	78464A797	10,703	$649,581	0.07%
104	COCA COLA CO	KO	9,275	$648,393	0.07%
105	DIMENSIONAL ETF TRUST	25434V815	19,641	$645,979	0.07%
106	ISHARES TR	464287556	3,643	$614,786	0.07%
107	ISHARES TR	464287614	1,241	$587,365	0.06%
108	ABBOTT LABS	ABLZF	4,474	$560,547	0.06%
109	3M CO	MMM	3,490	$558,789	0.06%
110	MORGAN STANLEY	MS-PQ	2,804	$497,794	0.05%
111	ATLANTIC UN BANKSHARES CORP	04911A107	14,048	$495,894	0.05%
112	ISHARES TR	464287101	1,443	$494,906	0.05%
113	NORFOLK SOUTHN CORP	655844108	1,673	$483,029	0.05%
114	VANGUARD WORLD FD	92204A306	3,734	$470,185	0.05%
115	INVESCO EXCH TRADED FD TR II	IVZ	6,575	$469,587	0.05%
116	AT&T INC	T-PC	18,890	$469,239	0.05%
117	ALLSTATE CORP	ALL-PJ	2,246	$467,408	0.05%
118	GE VERNOVA INC	GEV	698	$456,192	0.05%
119	CORNING INC	GLW	5,199	$455,222	0.05%
120	SLB LIMITED	SLB	11,573	$444,172	0.05%
121	VANGUARD INDEX FDS	922908637	1,394	$438,831	0.05%
122	ENBRIDGE INC	ENNPF	8,935	$427,361	0.05%
123	METLIFE INC	MET-PF	5,258	$415,086	0.04%
124	META PLATFORMS INC	META	623	$411,466	0.04%
125	INVESCO EXCHANGE TRADED FD T	IVZ	5,696	$401,065	0.04%
126	AMGEN INC	AMGN	1,205	$394,409	0.04%
127	WISDOMTREE TR	WT	3,407	$391,737	0.04%
128	PRICE T ROWE GROUP INC	TROW	3,769	$385,870	0.04%
129	AUTOMATIC DATA PROCESSING IN	ADP	1,454	$374,012	0.04%
130	GOLDMAN SACHS GROUP INC	GSCE	418	$367,357	0.04%
131	SCHWAB STRATEGIC TR	808524102	13,863	$363,636	0.04%
132	VANGUARD WORLD FD	92204A876	1,925	$356,117	0.04%
133	CISCO SYS INC	CSCO	4,618	$355,747	0.04%
134	SELECT SECTOR SPDR TR	81369Y407	2,949	$352,085	0.04%
135	CUMMINS INC	CMI	663	$338,428	0.04%
136	QUANTA SVCS INC	74762E102	801	$337,935	0.04%
137	SELECT SECTOR SPDR TR	81369Y803	2,342	$337,178	0.04%
138	PROSHARES TR	74347B235	14,348	$337,025	0.04%
139	HOWMET AEROSPACE INC	HWM	1,620	$332,132	0.04%
140	ILLINOIS TOOL WKS INC	452308109	1,330	$327,660	0.03%
141	INVESCO QQQ TR	IVZ	531	$326,199	0.03%
142	AIR PRODS & CHEMS INC	AIIR	1,319	$325,933	0.03%
143	ISHARES TR	464287812	4,851	$324,629	0.03%
144	UNION PAC CORP	UNP	1,381	$319,453	0.03%
145	ISHARES TR	464287762	4,879	$317,623	0.03%
146	PROSHARES TR	74348A467	3,051	$317,518	0.03%
147	ISHARES TR	464287291	3,000	$315,000	0.03%
148	CHENIERE ENERGY INC	LNG	1,575	$306,253	0.03%
149	SPDR GOLD TR	GLD	769	$304,762	0.03%
150	APPLIED MATLS INC	038222105	1,177	$302,477	0.03%
151	BOEING CO	BA-PA	1,393	$302,341	0.03%
152	LOWES COS INC	548661107	1,210	$291,857	0.03%
153	DANAHER CORPORATION	235851102	1,270	$290,728	0.03%
154	SCHWAB STRATEGIC TR	808524862	11,910	$290,241	0.03%
155	TAIWAN SEMICONDUCTOR MFG LTD	874039100	940	$285,657	0.03%
156	PFIZER INC	PFE	11,324	$281,958	0.03%
157	US BANCORP DEL	USB-PS	5,207	$277,855	0.03%
158	DIMENSIONAL ETF TRUST	25434V104	5,935	$277,758	0.03%
159	ISHARES TR	46432F834	3,254	$275,419	0.03%
160	NORTHERN TR CORP	NTRSO	2,000	$273,180	0.03%
161	DIMENSIONAL ETF TRUST	25434V708	6,862	$271,653	0.03%
162	CALAMOS CONV & HIGH INCOME F	12811P108	23,828	$269,495	0.03%
163	INTUIT	INTU	392	$259,669	0.03%
164	DIMENSIONAL ETF TRUST	25434V690	5,996	$256,899	0.03%
165	VANGUARD WORLD FD	92204A405	1,910	$254,909	0.03%
166	ISHARES INC	464286525	2,145	$254,719	0.03%
167	GABELLI EQUITY TR INC	GAB-PK	41,224	$254,352	0.03%
168	SHENANDOAH TELECOMMUNICATION	SHEN	21,665	$250,447	0.03%
169	AMERIPRISE FINL INC	03076C106	506	$248,112	0.03%
170	WASTE MGMT INC DEL	94106L109	1,095	$240,506	0.03%
171	BRISTOL-MYERS SQUIBB CO	CELG-RI	4,455	$240,303	0.03%
172	UNITED BANKSHARES INC WEST V	UNTCW	6,257	$240,269	0.03%
173	ISHARES TR	46435G425	1,579	$235,239	0.02%
174	SELECT SECTOR SPDR TR	81369Y852	1,998	$235,205	0.02%
175	SHELL PLC	RYDAF	3,196	$234,842	0.02%
176	SELECT SECTOR SPDR TR	81369Y605	4,116	$225,433	0.02%
177	WISDOMTREE TR	WT	3,900	$222,027	0.02%
178	ISHARES TR	46429B689	2,557	$220,506	0.02%
179	INVESCO EXCHANGE TRADED FD T	IVZ	4,660	$218,647	0.02%
180	DEERE & CO	DE	458	$213,095	0.02%
181	CELESTICA INC	CLS	720	$212,839	0.02%
182	CARPENTER TECHNOLOGY CORP	CRS	670	$210,943	0.02%
183	SELECT SECTOR SPDR TR	81369Y886	4,878	$208,259	0.02%
184	WELLTOWER INC	WELL	1,120	$207,883	0.02%
185	ADVANCED MICRO DEVICES INC	AMD	967	$207,093	0.02%
186	BURKE HERBERT FINL SVCS CORP	12135Y108	3,218	$200,514	0.02%
187	ROYCE SMALL CAP TRUST INC	RVT	10,253	$165,073	0.02%
188	KKR INCOME OPPORTUNITIES FD	KKRT	13,728	$159,108	0.02%
189	BLACKSTONE STRATEGIC CRED 20	BX	10,000	$117,800	0.01%
190	LIBERTY ALL STAR EQUITY FD	530158104	15,000	$94,200	0.01%
191	PUTNAM MASTER INTER INCOME T	746909100	14,300	$47,762	0.01%