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13F-HR filed by Graves Light Lenhart Wealth, Inc.

Graves Light Lenhart Wealth, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-07, with 203 holding rows worth $1,071,654,037.

Accession
0001759803-26-000004
Filed
2026-07-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 203 entries on the cover page, a total value of $1,071,654,037 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,071,654,037 with VALUE read as dollars as filed, 13F file number 028-18981. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Core US Aggregate Bond ETF464287226SHS1,102,068$109,082,655dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS1,013,378$97,872,029dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF1,382,349$58,348,951dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS310,610$46,066,514dollars as filed
IJH464287507COM530,909$40,938,389dollars as filed
Berkshire Hathaway Inc084670702COM73,061$36,558,994dollars as filed
Apple Inc037833100COM106,571$30,837,388dollars as filed
Vanguard High Dividend Yield ETF921946406SHS181,141$28,625,712dollars as filed
SPDR S&P Dividend ETF78464A763SHS181,578$27,632,586dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS114,747$27,151,366dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF556,651$26,905,719dollars as filed
Vanguard Short-Term Bond ETF921937827SHS318,097$24,782,932dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM68,674$24,542,150dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM301,767$23,848,653dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS141,334$22,423,990dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE402,895$22,163,232dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY242,025$21,806,448dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS258,813$21,383,160dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE574,324$21,158,100dollars as filed
SCHD808524797COM666,565$21,136,786dollars as filed
VANGUARD ADMIRAL FDS INC921932703500 VAL IDX FD79,037$17,325,749dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA339,406$14,481,473dollars as filed
Amazon.com, Inc023135106COM50,632$12,067,631dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF227,560$11,509,991dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF25,154$10,300,563dollars as filed
VTI922908769COM27,042$10,006,606dollars as filed
iShares Expanded Tech Sector ETF464287549SHS55,973$9,156,063dollars as filed
VANGUARD MALVERN FDS922020805SHS181,998$9,141,742dollars as filed
Vanguard Total Bond Market ETF921937835SHS122,146$8,966,768dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM24,306$8,588,039dollars as filed
JPMorgan Chase & Co46625H100COM25,815$8,449,889dollars as filed
SYSCOCORP871829107COM96,531$8,068,081dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS111,135$7,918,384dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS77,762$7,126,139dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS9,499$7,113,485dollars as filed
Chevron Corporation166764100COM38,994$6,463,570dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF122,067$6,225,416dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD62,709$6,040,112dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS41,616$5,688,135dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS65,393$5,476,629dollars as filed
iShares S&P 500 Growth ETF464287309SHS37,256$5,123,774dollars as filed
SPY78462F103SHS6,570$4,906,412dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A6$4,493,100dollars as filed
EXXON MOBIL CORP30231G102COM31,363$4,287,985dollars as filed
ISHARES TR464287168COM27,245$4,258,394dollars as filed
Microsoft Corp594918104COM11,195$4,175,993dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF85,928$4,103,050dollars as filed
ISHARES TR464287465MSCI EAFE ETF34,866$3,621,853dollars as filed
Vanguard Small-Cap ETF922908751SHS11,182$3,389,487dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS44,179$3,362,430dollars as filed
PACKAGING CORP AMER COM695156109Stock12,994$3,096,210dollars as filed
Vanguard Mid-Cap ETF922908629SHS37,319$3,006,821dollars as filed
iShares S&P 500 Value ETF464287408SHS12,696$2,882,793dollars as filed
Eli Lilly and Company532457108COM2,309$2,769,457dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 15,049$2,637,760dollars as filed
TRUIST FINL CORP COM89832Q109Stock51,009$2,541,267dollars as filed
Elevance Health, Inc.036752103COM6,505$2,515,652dollars as filed
Vanguard Growth922908736COM28,354$2,442,410dollars as filed
Merck & Co.,Inc.58933Y105COM18,407$2,365,300dollars as filed
Procter & Gamble Co742718109COM15,151$2,221,705dollars as filed
Duke Energy Corporation26441C204COM17,181$2,174,744dollars as filed
Costco Wholesale Corporation22160K105COM2,285$2,137,287dollars as filed
Dimensional US Small Cap ETF25434V500COM25,393$2,090,889dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF8,797$1,945,975dollars as filed
Johnson & Johnson478160104COM7,259$1,843,660dollars as filed
ISHARES TR464288414NATIONAL MUN ETF16,565$1,782,777dollars as filed
Vanguard Total World Stock ETF922042742SHS11,018$1,729,349dollars as filed
Wells Fargo & Company949746101COM20,755$1,715,233dollars as filed
DOMINION ENERGY INC COM25746U109Stock25,108$1,714,637dollars as filed
iShares U.S. Technology ETF464287721SHS6,348$1,601,156dollars as filed
Bank of America Corp060505104COM24,929$1,420,455dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF3,305$1,409,252dollars as filed
Broadcom Inc.11135F101COM3,599$1,359,522dollars as filed
EMERSON ELEC CO COM291011104Stock8,875$1,270,474dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B54,699$1,265,195dollars as filed
Walt Disney Co254687106COM12,990$1,250,307dollars as filed
NVIDIA Corp67066G104COM6,204$1,241,358dollars as filed
CORNING INC219350105COM4,849$1,238,671dollars as filed
Caterpillar Inc.149123101COM1,126$1,199,002dollars as filed
Vanguard S&P 500 ETF922908363COM1,712$1,175,704dollars as filed
General Electric Company369604301COM3,067$1,146,238dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK27,491$1,133,992dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO26,724$1,086,078dollars as filed
UNIVEST FINANCIAL CORPORATIO915271100COM24,450$1,069,688dollars as filed
Vanguard Small-Cap Value ETF922908611SHS4,366$1,060,883dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM13,374$1,012,144dollars as filed
Oracle Corporation68389X105COM6,695$981,133dollars as filed
CSX Corporation126408103COM20,603$979,264dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS10,017$966,240dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock6,870$939,861dollars as filed
VGT92204A702SHS7,838$936,768dollars as filed
AbbVie,Inc.00287Y109COM3,655$919,744dollars as filed
EOG RES INC COM26875P101Stock7,076$917,954dollars as filed
PepsiCo,Inc.713448108COM6,636$898,515dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock3,598$885,778dollars as filed
American Express Company025816109COM2,603$880,465dollars as filed
GE Vernova Inc.36828A101COM747$877,620dollars as filed
UnitedHealth Group Inc91324P102COM2,040$847,885dollars as filed
International Business Machines Corporation459200101COM3,003$844,387dollars as filed
Southern Company842587107COM8,470$810,651dollars as filed
Verizon Communications Inc92343V104COM19,051$806,601dollars as filed
MCKESSON CORP COM58155Q103Stock1,059$800,180dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF19,732$765,409dollars as filed
McDonalds Corporation580135101COM2,814$760,638dollars as filed
Home Depot, Inc437076102COM2,151$758,762dollars as filed
Applied Materials,Inc.038222105COM1,028$743,244dollars as filed
INVESCO QQQ TR46090E103COM996$733,490dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF2,348$702,164dollars as filed
Coca-Cola Company191216100COM8,503$691,040dollars as filed
SPDR SERIES TRUST78464A797ST STR SP BANK9,367$639,035dollars as filed
ISHARES TR464287556ISHARES BIOTECH3,288$625,272dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK4,964$616,380dollars as filed
ATLANTIC UN BANKSHARES CORP COM04911A107Stock14,048$594,371dollars as filed
Morgan Stanley617446448COM2,790$583,222dollars as filed
QUANTA SVCS INC74762E102COM801$576,554dollars as filed
3M CO COM88579Y101Stock3,490$565,133dollars as filed
Advanced Micro Devices,Inc.007903107COM967$561,740dollars as filed
Vanguard Energy ETF92204A306SHS3,734$560,585dollars as filed
Intel Corp458140100COM3,977$555,309dollars as filed
Cisco Systems,Inc.17275R102COM4,718$554,210dollars as filed
ALLSTATE CORP COM020002101Stock2,246$534,303dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,685$530,084dollars as filed
ISHARES TR464287101S&P 100 ETF1,443$527,950dollars as filed
Schlumberger Limited806857108COM10,973$510,135dollars as filed
ENBRIDGE INC COM29250N105Stock9,169$497,051dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL6,575$492,468dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,394$479,539dollars as filed
CUMMINS INC COM231021106Stock640$456,454dollars as filed
METLIFE INC COM59156R108Stock5,316$449,767dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,358$449,246dollars as filed
WISDOMTREE TR97717W406US AI ENHANCED3,325$436,012dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,620$435,553dollars as filed
META PLATFORMS INC CL A30303M102COM763$429,653dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock3,769$428,498dollars as filed
iShares Global Tech ETF464287291SHS2,931$423,471dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM670$413,283dollars as filed
Amgen Inc.031162100COM1,114$403,402dollars as filed
Schwab U.S. Broad Market ETF808524102SHS13,864$401,500dollars as filed
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF5,700$393,770dollars as filed
Union Pacific Corporation907818108COM1,412$384,064dollars as filed
AT&T Inc00206R102COM18,430$381,511dollars as filed
Goldman Sachs Group,Inc.38141G104COM376$380,220dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,583$378,280dollars as filed
Vanguard Utilities ETF92204A876SHS1,925$376,691dollars as filed
SHENANDOAH TELECOMMUNICATION82312B106COMMON STOCK24,140$364,031dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS752$359,133dollars as filed
ISHARES TR464287812US CONSM STAPLES4,851$352,474dollars as filed
AIR PRODS & CHEMS INC009158106COM1,186$347,848dollars as filed
NORTHERN TR CORP COM665859104Stock2,000$347,680dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,949$345,805dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST6,102$342,688dollars as filed
SPDR GOLD TR78463V107GOLD SHS889$327,490dollars as filed
ISHARES TR464287762US HLTHCARE ETF4,879$326,942dollars as filed
Automatic Data Processing,Inc.053015103COM1,454$325,623dollars as filed
CALAMOS CONV & HIGH INCOME F12811P108COM SHS23,828$324,537dollars as filed
USBANCORPDEL902973304COM NEW5,207$314,515dollars as filed
Boeing Company097023105COM1,451$313,991dollars as filed
PROSHARES TR74347B235PSHS SHORT DOW3014,517$313,858dollars as filed
Abbott Laboratories002824100COM3,455$313,507dollars as filed
Deere & Company244199105COM492$312,106dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 27,009$310,941dollars as filed
ISHARES TR46432F834COM3,254$310,562dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT5,935$306,780dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,129$305,449dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock1,830$298,857dollars as filed
Vanguard Value ETF922908744SHS1,369$298,353dollars as filed
Schwab Short Term US Treasury ETF808524862SHS11,893$287,094dollars as filed
UNITED BANKSHARES INC WEST VA COM909907107Stock6,257$286,758dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock206$284,232dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock639$275,703dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL6,050$272,855dollars as filed
Pfizer Inc.717081103COM11,133$268,075dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND3,900$264,381dollars as filed
CELESTICA INC COM15101Q207Stock720$262,656dollars as filed
Texas Instruments Incorporated882508104COM867$258,427dollars as filed
ISHARES INC464286525MSCI GBL MIN VOL2,145$257,893dollars as filed
WELLTOWER INC COM95040Q104REIT1,120$254,206dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF4,660$251,780dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF1,910$251,300dollars as filed
SHELL PLC SPON ADS780259305ADR3,237$250,997dollars as filed
Bristol-Myers Squibb Company110122108COM4,255$245,173dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock730$244,419dollars as filed
Waste Management, Inc.94106L109COM1,095$243,989dollars as filed
Lowes Companies,Inc.548661107COM1,088$239,993dollars as filed
ISHARES TR46435G425COM1,444$236,339dollars as filed
GABELLI EQUITY TR INC COM362397101CEF41,224$233,328dollars as filed
BURKE HERBERT FINL SVCS CORP12135Y108COM3,218$231,245dollars as filed
BANK OF NY MELLON CORP COM064058100Stock1,566$226,459dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF2,574$225,751dollars as filed
STATE STR CORP COM857477103Stock1,314$222,854dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS4,116$220,659dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock666$219,860dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS1,998$214,046dollars as filed
VIRTUS EQUITY & CONV INCM FD92841M101COM7,867$211,308dollars as filed
NextEra Energy,Inc.65339F101COM2,394$210,121dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS3,889$206,558dollars as filed
AMERIPRISE FINL INC COM03076C106Stock450$206,442dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock550$206,426dollars as filed
ROYCE VALUE TRUST780910105COM10,253$189,373dollars as filed
KKR INCOME OPPORTUNITIES FD48249T106COM13,728$154,577dollars as filed
BLACKSTONE STRATEGIC CREDIT FU09257R101COM SHS BEN IN10,000$113,000dollars as filed
LIBERTY ALL-STAR EQUITY FUND530158104SH BEN INT15,000$87,150dollars as filed
FRANKLIN MASTER INTER INCOME SH BEN INT746909100CEF14,300$46,189dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001759803-26-000004this filing2026-07-07acceptance time not in the bulk data set