Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $109M | 10.2% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $97.9M | 9.1% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $58.3M | 5.4% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $46.1M | 4.3% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $40.9M | 3.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $36.6M | 3.4% |
| Apple Inc.COM | COM | $30.8M | 2.9% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $28.6M | 2.7% |
| SPDR Series TrustST STR SP DIV | ST STR SP DIV | $27.6M | 2.6% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $27.2M | 2.5% |
| Dimensional ETF TrustNATL MUN BD ETF | NATL MUN BD ETF | $26.9M | 2.5% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $24.8M | 2.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $24.5M | 2.3% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $23.8M | 2.2% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $22.4M | 2.1% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $22.2M | 2.1% |
| Invesco Exchange Traded FD TS&P500 QUALITY | S&P500 QUALITY | $21.8M | 2.0% |
| Vanguard Admiral Fds Inc.500 GRTH IDX F | 500 GRTH IDX F | $21.4M | 2.0% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $21.2M | 2.0% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $21.1M | 2.0% |
| Vanguard Admiral Fds Inc.500 VAL IDX FD | 500 VAL IDX FD | $17.3M | 1.6% |
| Dimensional ETF TrustEMERGING MKTS VA | EMERGING MKTS VA | $14.5M | 1.4% |
| Amazon Com Inc.COM | COM | $12.1M | 1.1% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $11.5M | 1.1% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $10.3M | 1.0% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $10M | 0.9% |
| iShares TREXPND TEC SC ETF | EXPND TEC SC ETF | $9.16M | 0.9% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $9.14M | 0.9% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $8.97M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $8.59M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $8.45M | 0.8% |
| Sysco Corp.COM | COM | $8.07M | 0.8% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $7.92M | 0.7% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $7.13M | 0.7% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $7.11M | 0.7% |
| Chevron CorporationCOM | COM | $6.46M | 0.6% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $6.23M | 0.6% |
| Wisdomtree TRUS LARGECAP DIVD | US LARGECAP DIVD | $6.04M | 0.6% |
| iShares TRSP SMCP600VL ETF | SP SMCP600VL ETF | $5.69M | 0.5% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $5.48M | 0.5% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $5.12M | 0.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $4.91M | 0.5% |
| Berkshire Hathaway Inc. DelCL A | CL A | $4.49M | 0.4% |
| Exxon Mobil Corp.COM | COM | $4.29M | 0.4% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $4.26M | 0.4% |
| Microsoft Corp.COM | COM | $4.18M | 0.4% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $4.1M | 0.4% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $3.62M | 0.3% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $3.39M | 0.3% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $3.36M | 0.3% |
iShares TRCORE US AGGBD ET$109M
- Class
- CORE US AGGBD ET
- Share
- 10.2%
iShares TRCORE MSCI EAFE$97.9M
- Class
- CORE MSCI EAFE
- Share
- 9.1%
Dimensional ETF TrustCORE FIXE IN ETF$58.3M
- Class
- CORE FIXE IN ETF
- Share
- 5.4%
iShares TRCORE S&P SCP ETF$46.1M
- Class
- CORE S&P SCP ETF
- Share
- 4.3%
iShares TRCORE S&P MCP ETF$40.9M
- Class
- CORE S&P MCP ETF
- Share
- 3.8%
Berkshire Hathaway Inc. DelCL B NEW$36.6M
- Class
- CL B NEW
- Share
- 3.4%
Apple Inc.COM$30.8M
- Class
- COM
- Share
- 2.9%
Vanguard Whitehall FdsHIGH DIV YLD$28.6M
- Class
- HIGH DIV YLD
- Share
- 2.7%
SPDR Series TrustST STR SP DIV$27.6M
- Class
- ST STR SP DIV
- Share
- 2.6%
Vanguard Specialized FundsDIV APP ETF$27.2M
- Class
- DIV APP ETF
- Share
- 2.5%
Dimensional ETF TrustNATL MUN BD ETF$26.9M
- Class
- NATL MUN BD ETF
- Share
- 2.5%
Vanguard BD Index FdsSHORT TRM BOND$24.8M
- Class
- SHORT TRM BOND
- Share
- 2.3%
Alphabet Inc.CAP STK CL A$24.5M
- Class
- CAP STK CL A
- Share
- 2.3%
Vanguard Scottsdale FdsSHRT TRM CORP BD$23.8M
- Class
- SHRT TRM CORP BD
- Share
- 2.2%
Select Sector SPDR TRST STR CARE ETF$22.4M
- Class
- ST STR CARE ETF
- Share
- 2.1%
Dimensional ETF TrustUS MKTWIDE VALUE$22.2M
- Class
- US MKTWIDE VALUE
- Share
- 2.1%
Invesco Exchange Traded FD TS&P500 QUALITY$21.8M
- Class
- S&P500 QUALITY
- Share
- 2.0%
Vanguard Admiral Fds Inc.500 GRTH IDX F$21.4M
- Class
- 500 GRTH IDX F
- Share
- 2.0%
Dimensional ETF TrustWORLD EX US CORE$21.2M
- Class
- WORLD EX US CORE
- Share
- 2.0%
Schwab Strategic TRUS DIVIDEND EQ$21.1M
- Class
- US DIVIDEND EQ
- Share
- 2.0%
Vanguard Admiral Fds Inc.500 VAL IDX FD$17.3M
- Class
- 500 VAL IDX FD
- Share
- 1.6%
Dimensional ETF TrustEMERGING MKTS VA$14.5M
- Class
- EMERGING MKTS VA
- Share
- 1.4%
Amazon Com Inc.COM$12.1M
- Class
- COM
- Share
- 1.1%
Vanguard Mun BD FdsTAX EXEMPT BD$11.5M
- Class
- TAX EXEMPT BD
- Share
- 1.1%
iShares TRRUS 1000 ETF$10.3M
- Class
- RUS 1000 ETF
- Share
- 1.0%
Vanguard Index FdsTOTAL STK MKT$10M
- Class
- TOTAL STK MKT
- Share
- 0.9%
iShares TREXPND TEC SC ETF$9.16M
- Class
- EXPND TEC SC ETF
- Share
- 0.9%
Vanguard Malvern FdsSTRM INFPROIDX$9.14M
- Class
- STRM INFPROIDX
- Share
- 0.9%
Vanguard BD Index FdsTOTAL BND MRKT$8.97M
- Class
- TOTAL BND MRKT
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$8.59M
- Class
- CAP STK CL C
- Share
- 0.8%
JPMORGAN Chase & COCOM$8.45M
- Class
- COM
- Share
- 0.8%
Sysco Corp.COM$8.07M
- Class
- COM
- Share
- 0.8%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$7.92M
- Class
- VAN FTSE DEV MKT
- Share
- 0.7%
SPDR Series TrustST STR BLO 1 ETF$7.13M
- Class
- ST STR BLO 1 ETF
- Share
- 0.7%
iShares TRCORE S&P500 ETF$7.11M
- Class
- CORE S&P500 ETF
- Share
- 0.7%
Chevron CorporationCOM$6.46M
- Class
- COM
- Share
- 0.6%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$6.23M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.6%
Wisdomtree TRUS LARGECAP DIVD$6.04M
- Class
- US LARGECAP DIVD
- Share
- 0.6%
iShares TRSP SMCP600VL ETF$5.69M
- Class
- SP SMCP600VL ETF
- Share
- 0.5%
Vanguard Intl Equity Index FALLWRLD EX US$5.48M
- Class
- ALLWRLD EX US
- Share
- 0.5%
iShares TRS&P 500 GRWT ETF$5.12M
- Class
- S&P 500 GRWT ETF
- Share
- 0.5%
State Str SPDR S&P 500 ETF TTR UNIT$4.91M
- Class
- TR UNIT
- Share
- 0.5%
Berkshire Hathaway Inc. DelCL A$4.49M
- Class
- CL A
- Share
- 0.4%
Exxon Mobil Corp.COM$4.29M
- Class
- COM
- Share
- 0.4%
iShares TRSELECT DIVID ETF$4.26M
- Class
- SELECT DIVID ETF
- Share
- 0.4%
Microsoft Corp.COM$4.18M
- Class
- COM
- Share
- 0.4%
Dimensional ETF TrustSHOR DUR FIX ETF$4.1M
- Class
- SHOR DUR FIX ETF
- Share
- 0.4%
iShares TRMSCI EAFE ETF$3.62M
- Class
- MSCI EAFE ETF
- Share
- 0.3%
Vanguard Index FdsSMALL CP ETF$3.39M
- Class
- SMALL CP ETF
- Share
- 0.3%
iShares TRMSCI ACWI EX US$3.36M
- Class
- MSCI ACWI EX US
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 203 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1759803
- File number
- 028-18981
- Options
- 0 call, 0 put
- In the 25 largest
- 74.6%
- Prior quarter
- $961M at 31 March 2026
- Positions opened
- 10
- Positions closed
- 4
Common questions
What are Graves Light Lenhart Wealth’s 13F holdings worth?
$1.07 billion across 203 positions for the quarter ended 30 June 2026.
What is Graves Light Lenhart Wealth’s largest 13F holding?
ISHARES TR (CORE US AGGBD ET) was the largest position at $109 million, or 10.2% of reported 13F value, as of 30 June 2026.
How concentrated is Graves Light Lenhart Wealth’s 13F portfolio?
The ten largest positions accounted for 46.9% of reported value and the twenty-five largest for 74.6%, across 203 positions as of 30 June 2026.
Does Form 13F show everything Graves Light Lenhart Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Graves Light Lenhart Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.