Institutional Manager · CIK 0001759803
Graves Light Lenhart Wealth, Inc.
HARRISONBURG, VA · File #028-18981
Latest AUM
$942.9M
Positions
191
Top-10 Concentration
53.4%
Filings
15
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025191 pos · $942.9M
- 13F HOLDINGS REPORTQ/E Sep 2025193 pos · $901.1M
- 13F HOLDINGS REPORTQ/E Jun 2025192 pos · $840.4M
- 13F HOLDINGS REPORTQ/E Mar 2025187 pos · $814.7M
- 13F HOLDINGS REPORTQ/E Dec 2024185 pos · $804.4M
- 13F HOLDINGS REPORTQ/E Sep 2024191 pos · $813.1M
- 13F HOLDINGS REPORTQ/E Jun 2024182 pos · $874.3M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024181 pos · $805.0M
- 13F HOLDINGS REPORTQ/E Mar 2024185 pos · $863.1M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024162 pos · $417.9M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024158 pos · $392.6M
- 13F HOLDINGS REPORTQ/E Dec 2023177 pos · $736.3M
- 13F HOLDINGS REPORTQ/E Sep 2023186 pos · $740.3M
- 13F HOLDINGS REPORTQ/E Jun 2023189 pos · $645.9M
- 13F HOLDINGS REPORTQ/E Mar 2023169 pos · $650.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 1,046,101 | $104.5M | 12.44% |
| 2 | ISHARES TR | 46432F842 | 930,902 | $83.3M | 9.91% |
| 3 | DIMENSIONAL ETF TRUST | 25434V872 | 1,159,475 | $49.3M | 5.87% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 74,331 | $37.4M | 4.45% |
| 5 | ISHARES TR | 464287804 | 292,917 | $35.2M | 4.19% |
| 6 | ISHARES TR | 464287507 | 494,475 | $32.6M | 3.88% |
| 7 | APPLE INC | AAPL | 108,300 | $29.4M | 3.50% |
| 8 | VANGUARD WHITEHALL FDS | 921946406 | 180,976 | $26.0M | 3.09% |
| 9 | VANGUARD SPECIALIZED FUNDS | 921908844 | 115,603 | $25.4M | 3.02% |
| 10 | SPDR SERIES TRUST | 78464A763 | 181,949 | $25.3M | 3.01% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C409 | 309,395 | $24.7M | 2.94% |
| 12 | VANGUARD BD INDEX FDS | 921937827 | 295,174 | $23.3M | 2.77% |
| 13 | SELECT SECTOR SPDR TR | 81369Y209 | 143,345 | $22.2M | 2.64% |
| 14 | ALPHABET INC | GOOG | 70,152 | $22.0M | 2.61% |
| 15 | SCHWAB STRATEGIC TR | 808524797 | 672,914 | $18.5M | 2.20% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 237,015 | $17.8M | 2.12% |
| 17 | DIMENSIONAL ETF TRUST | 25434V849 | 361,930 | $17.4M | 2.08% |
| 18 | VANGUARD ADMIRAL FDS INC | 921932505 | 34,752 | $15.5M | 1.84% |
| 19 | DIMENSIONAL ETF TRUST | 25434V724 | 324,902 | $15.1M | 1.80% |
| 20 | VANGUARD ADMIRAL FDS INC | 921932703 | 66,600 | $13.6M | 1.62% |