Graves Light Lenhart Wealth, Inc.

13F filer, CIK 1759803, HARRISONBURG, VA

Graves Light Lenhart Wealth, Inc. reported $804,361,686 across 185 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-14. Its ten largest share positions make up 46.98% of the portfolio.

Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000149

Period: 2024-12-31
Reported value: $804M
Holdings: 185
Top 10 weight: 46.98%
New: 4
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHDadded	+406,814	$11.1M
DFCFadded	+85,118	$3.51M
AGGadded	+16,242	$1.57M
IEFAadded	+20,012	$1.41M
VOOVadded	+7,261	$1.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IVEreduced	-7,045	-$1.34M
HYSreduced	-8,697	-$815K
BILreduced	-3,495	-$320K
AMATexited	-1,540	-$311K
IYWreduced	-1,761	-$281K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000149, largest first. % of portfolio is the value over $804,361,686, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AGGISHARES TR	995,574	$96.5M	11.99%	+16,242	Timeline
IEFAISHARES TR	815,827	$57.3M	7.13%	+20,012	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	81,108	$36.8M	4.57%	-113	Timeline
IJRISHARES TR	278,618	$32.1M	3.99%	+3,597	Timeline
AAPLAPPLE INC	120,620	$30.2M	3.76%	-983	Timeline
IJHISHARES TR	481,432	$30M	3.73%	+5,459	Timeline
SDYSPDR SERIES TRUST	192,403	$25.4M	3.16%	-1,506	Timeline
VYMVANGUARD WHITEHALL FDS	188,854	$24.1M	3%	+126	Timeline
VIGVANGUARD SPECIALIZED FUNDS	119,778	$23.5M	2.92%	-1,027	Timeline
DFCFDIMENSIONAL ETF TRUST	533,627	$22M	2.74%	+85,118	Timeline
VCSHVANGUARD SCOTTSDALE FDS	271,651	$21.2M	2.63%	+9,755	Timeline
XLVSELECT SECTOR SPDR TR	144,690	$19.9M	2.47%	-1,326	Timeline
BSVVANGUARD BD INDEX FDS	252,999	$19.5M	2.43%	+15,212	Timeline
SCHDSCHWAB STRATEGIC TR	607,770	$16.6M	2.06%	+406,814	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	232,754	$15.6M	1.94%	+1,440	Timeline
GOOGLALPHABET INC	80,115	$15.2M	1.89%	-729	Timeline
AMZNAMAZON COM INC	50,854	$11.2M	1.39%	-172	Timeline
DFNMDIMENSIONAL ETF TRUST	233,305	$11.1M	1.39%	+12,266	Timeline
IWBISHARES TR	34,103	$11M	1.37%	0	Timeline
VOOGVANGUARD ADMIRAL FDS INC	29,926	$11M	1.36%	-133	Timeline
VOOVVANGUARD ADMIRAL FDS INC	58,044	$10.7M	1.33%	+7,261	Timeline
DFUVDIMENSIONAL ETF TRUST	242,207	$9.91M	1.23%	+3,278	Timeline
JPMJPMORGAN CHASE & CO	40,934	$9.81M	1.22%	-298	Timeline
BNDVANGUARD BD INDEX FDS	130,446	$9.38M	1.17%	-215	Timeline
VTIVANGUARD INDEX FDS	28,282	$8.2M	1.02%	-480	Timeline
DFEVDIMENSIONAL ETF TRUST	300,108	$7.87M	0.98%	+5,029	Timeline
SYYSYSCO CORP	96,463	$7.38M	0.92%	-3,275	Timeline
BILSPDR SERIES TRUST	76,483	$6.99M	0.87%	-3,495	Timeline
VTIPVANGUARD MALVERN FDS	143,621	$6.95M	0.86%	+3,109	Timeline
HYSPIMCO ETF TR	71,970	$6.74M	0.84%	-8,697	Timeline
IVVISHARES TR	11,073	$6.52M	0.81%	-24	Timeline
CVXCHEVRON CORPORATION	41,318	$5.98M	0.74%	+417	Timeline
IGMISHARES TR	56,634	$5.78M	0.72%	-258	Timeline
DLNWISDOMTREE TR	69,843	$5.43M	0.68%	-2,147	Timeline
GOOGALPHABET INC	28,044	$5.34M	0.66%	-131	Timeline
MSFTMICROSOFT CORP	11,715	$4.94M	0.61%	-423	Timeline
VEAVANGUARD TAX-MANAGED FDS	102,720	$4.91M	0.61%	+2,666	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	7	$4.77M	0.59%	0	Timeline
IVWISHARES TR	46,377	$4.71M	0.59%	-1,811	Timeline
VTEBVANGUARD MUN BD FDS	91,700	$4.6M	0.57%	+2,008	Timeline
DDDUPONT DE NEMOURS INC	59,967	$4.57M	0.57%	-846	Timeline
IJSISHARES TR	40,649	$4.41M	0.55%	+668	Timeline
APDAIR PRODUCTS AND CHEMICALS I	15,145	$4.39M	0.55%	-433	Timeline
VEUVANGUARD INTL EQUITY INDEX F	70,156	$4.03M	0.5%	+41	Timeline
DVYISHARES TR	30,650	$4.02M	0.5%	+224	Timeline
DISDISNEY WALT CO	35,257	$3.93M	0.49%	-2,000	Timeline
DFSDDIMENSIONAL ETF TRUST	83,706	$3.92M	0.49%	+3,756	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,498	$3.81M	0.47%	-156	Timeline
XOMEXXON MOBIL CORP	31,171	$3.35M	0.42%	-939	Timeline
PKGPACKAGING CORP AMER	12,978	$2.92M	0.36%	0	Timeline
PGPROCTER & GAMBLE CO	16,872	$2.83M	0.35%	-194	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,026	$2.77M	0.34%	-4	Timeline
EFAISHARES TR	36,447	$2.76M	0.34%	-336	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	53,809	$2.73M	0.34%	+1,219	Timeline
VBVANGUARD INDEX FDS	10,648	$2.56M	0.32%	0	Timeline
ACWXISHARES TR	47,879	$2.5M	0.31%	-1,227	Timeline
IVEISHARES TR	12,044	$2.3M	0.29%	-7,045	Timeline
TFCTRUIST FINL CORP	52,220	$2.27M	0.28%	-252	Timeline
VOVANGUARD INDEX FDS	8,473	$2.24M	0.28%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	5,253	$2.24M	0.28%	+1	Timeline
LLYELI LILLY & CO	2,798	$2.16M	0.27%	+1	Timeline
DUKDUKE ENERGY CORP NEW	17,975	$1.94M	0.24%	-33	Timeline
VUGVANGUARD INDEX FDS	4,713	$1.93M	0.24%	0	Timeline
DDOMINION ENERGY INC	33,557	$1.81M	0.22%	-119	Timeline
IWNISHARES TR	10,750	$1.76M	0.22%	0	Timeline
MRKMERCK & CO INC	15,403	$1.53M	0.19%	-586	Timeline
WFCWELLS FARGO & CO	21,072	$1.48M	0.18%	-37	Timeline
IYWISHARES TR	8,892	$1.42M	0.18%	-1,761	Timeline
FXNCFIRST NATL CORP VA	60,637	$1.4M	0.17%	0	Timeline
VTVANGUARD INTL EQUITY INDEX F	11,432	$1.34M	0.17%	+14	Timeline
IWVISHARES TR	4,000	$1.34M	0.17%	0	Timeline
DFASDIMENSIONAL ETF TRUST	20,255	$1.32M	0.16%	-146	Timeline
SCHZSCHWAB STRATEGIC TR	58,054	$1.32M	0.16%	+26,973	Timeline
ORCLORACLE CORP	7,010	$1.17M	0.15%	-86	Timeline
PEPPEPSICO INC	7,669	$1.17M	0.14%	-89	Timeline
JNJJOHNSON & JOHNSON	7,946	$1.15M	0.14%	-500	Timeline
EMREMERSON ELEC CO	8,935	$1.11M	0.14%	0	Timeline
MUBISHARES TR	10,388	$1.11M	0.14%	0	Timeline
BACBANK OF AMER CORP	24,902	$1.09M	0.14%	+8	Timeline
ELVELEVANCE HEALTH INC FORMERLY	2,936	$1.08M	0.13%	+195	Timeline
VOOVANGUARD INDEX FDS	1,948	$1.05M	0.13%	+19	Timeline
USMVISHARES TR	10,909	$969K	0.12%	0	Timeline
VZVERIZON COMMUNICATIONS INC	23,977	$959K	0.12%	+992	Timeline
EOGEOG RES INC	7,523	$922K	0.11%	0	Timeline
HDHOME DEPOT INC	2,315	$901K	0.11%	0	Timeline
LOWLOWES COS INC	3,603	$889K	0.11%	+2,191	Timeline
PNCPNC FINL SVCS GROUP INC	4,601	$887K	0.11%	0	Timeline
UNHUNITEDHEALTH GROUP INC	1,672	$846K	0.11%	0	Timeline
VBRVANGUARD INDEX FDS	4,094	$811K	0.1%	+215	Timeline
AXPAMERICAN EXPRESS CO	2,683	$796K	0.1%	-100	Timeline
MCDMCDONALDS CORP	2,708	$785K	0.1%	-72	Timeline
SOSOUTHERN CO	9,402	$774K	0.1%	0	Timeline
NVDANVIDIA CORPORATION	5,605	$753K	0.09%	-305	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,300	$725K	0.09%	+1	Timeline
DFAIDIMENSIONAL ETF TRUST	24,446	$714K	0.09%	+13,204	Timeline
VGTVANGUARD WORLD FD	1,137	$707K	0.09%	+1	Timeline
AVGOBROADCOM INC	3,042	$705K	0.09%	-48	Timeline
ABBVABBVIE INC	3,792	$674K	0.08%	-204	Timeline
CSXCSX CORP	20,793	$671K	0.08%	+15	Timeline
KBESPDR SERIES TRUST	11,406	$633K	0.08%	0	Timeline
AEPAMERICAN ELEC PWR CO INC	6,788	$626K	0.08%	0	Timeline
VXUSVANGUARD STAR FDS	10,538	$621K	0.08%	+5,660	Timeline
VHTVANGUARD WORLD FD	2,374	$602K	0.07%	0	Timeline
DFSVDIMENSIONAL ETF TRUST	19,430	$598K	0.07%	+55	Timeline
KOCOCA COLA CO	9,372	$584K	0.07%	-200	Timeline
SLBSLB LIMITED	14,920	$572K	0.07%	0	Timeline
AUBATLANTIC UN BANKSHARES CORP	14,048	$532K	0.07%	-9	Timeline
MCKMCKESSON CORP	930	$530K	0.07%	0	Timeline
ABTABBOTT LABORATORIES	4,613	$522K	0.06%	0	Timeline
IBBISHARES TR	3,942	$521K	0.06%	0	Timeline
TAT&T INC	21,712	$494K	0.06%	+1,711	Timeline
SPLVINVESCO EXCH TRADED FD TR II	6,992	$489K	0.06%	0	Timeline
VDEVANGUARD WORLD FD	4,023	$488K	0.06%	0	Timeline
MSIMOTOROLA SOLUTIONS INC	1,049	$485K	0.06%	-71	Timeline
GEGE AEROSPACE	2,905	$485K	0.06%	0	Timeline
ALLALLSTATE CORP	2,442	$471K	0.06%	+1	Timeline
SHENSHENANDOAH TELECOMMUNICATION	37,289	$470K	0.06%	+3	Timeline
MMM3M CO	3,605	$465K	0.06%	-236	Timeline
VVVANGUARD INDEX FDS	1,688	$455K	0.06%	0	Timeline
ESGUISHARES TR	3,494	$450K	0.06%	0	Timeline
ENBENBRIDGE INC	10,598	$450K	0.06%	0	Timeline
CATCATERPILLAR INC	1,230	$446K	0.06%	+1	Timeline
OEFISHARES TR	1,443	$417K	0.05%	0	Timeline
NSCNORFOLK SOUTHN CORP	1,746	$410K	0.05%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,396	$409K	0.05%	0	Timeline
PHOINVESCO EXCHANGE TRADED FD T	6,196	$408K	0.05%	0	Timeline
VLUEISHARES TR	3,768	$398K	0.05%	-246	Timeline
AIVLWISDOMTREE TR	3,407	$363K	0.05%	-90	Timeline
VPUVANGUARD WORLD FD	2,112	$345K	0.04%	-7	Timeline
METMETLIFE INC	4,213	$345K	0.04%	0	Timeline
UNPUNION PAC CORP	1,492	$340K	0.04%	-39	Timeline
ITWILLINOIS TOOL WKS INC	1,330	$337K	0.04%	0	Timeline
IWFISHARES TR	838	$337K	0.04%	0	Timeline
TROWPRICE T ROWE GROUP INC	2,967	$336K	0.04%	0	Timeline
IYHISHARES TR	5,690	$332K	0.04%	0	Timeline
XLYSELECT SECTOR SPDR TR	1,475	$331K	0.04%	-348	Timeline
AMPAMERIPRISE FINL INC	604	$322K	0.04%	0	Timeline
ACNACCENTURE PLC IRELAND	907	$319K	0.04%	0	Timeline
IYKISHARES TR	4,851	$318K	0.04%	0	Timeline
SCHBSCHWAB STRATEGIC TR	13,971	$317K	0.04%	+9,314	Timeline
XLKSELECT SECTOR SPDR TR	1,359	$316K	0.04%	0	Timeline
AMGNAMGEN INC	1,205	$314K	0.04%	0	Timeline
EMNEASTMAN CHEM CO	3,438	$314K	0.04%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,516	$312K	0.04%	-200	Timeline
GSGOLDMAN SACHS GROUP INC	543	$311K	0.04%	0	Timeline
SCHOSCHWAB STRATEGIC TR	12,820	$308K	0.04%	+6,824	Timeline
PFEPFIZER INC	11,543	$306K	0.04%	+29	Timeline
NOBLPROSHARES TR	3,051	$304K	0.04%	0	Timeline
USBUS BANCORP	6,155	$294K	0.04%	0	Timeline
DHRDANAHER CORP DEL	1,262	$290K	0.04%	-139	Timeline
XCHYXCALAMOS CONV & HIGH INCOME F	23,828	$289K	0.04%	0	Timeline
BABOEING CO	1,540	$272K	0.03%	0	Timeline
CSCOCISCO SYS INC	4,555	$270K	0.03%	0	Timeline
DFAUDIMENSIONAL ETF TRUST	6,493	$263K	0.03%	0	Timeline
IXNISHARES TR	3,000	$254K	0.03%	0	Timeline
PWRQUANTA SVCS INC	801	$253K	0.03%	0	Timeline
UDRUDR INC	5,758	$250K	0.03%	0	Timeline
QQQINVESCO QQQ TR	488	$249K	0.03%	-84	Timeline
INTUINTUIT	391	$246K	0.03%	0	Timeline
GEVGE VERNOVA INC	716	$236K	0.03%	new	Timeline
DFACDIMENSIONAL ETF TRUST	6,800	$235K	0.03%	+16	Timeline
UBSIUNITED BANKSHARES INC WEST V	6,257	$235K	0.03%	-443	Timeline
ACWVISHARES INC	2,145	$234K	0.03%	0	Timeline
GLDSPDR GOLD TR	962	$233K	0.03%	0	Timeline
CMICUMMINS INC	660	$230K	0.03%	0	Timeline
INTCINTEL CORP	11,435	$229K	0.03%	-1,200	Timeline
HONHONEYWELL INTL INC	1,007	$227K	0.03%	0	Timeline
VFHVANGUARD WORLD FD	1,902	$225K	0.03%	+6	Timeline
GABGABELLI EQUITY TR INC	41,224	$222K	0.03%	0	Timeline
WMWASTE MGMT INC DEL	1,088	$219K	0.03%	0	Timeline
MSMORGAN STANLEY	1,722	$216K	0.03%	new	Timeline
SPABSPDR SERIES TRUST	8,536	$213K	0.03%	new	Timeline
EESWISDOMTREE TR	3,900	$210K	0.03%	0	Timeline
NTRSNORTHERN TR CORP	2,000	$205K	0.03%	-321	Timeline
SCISERVICE CORP INTL	2,553	$204K	0.03%	0	Timeline
WMTWALMART INC	2,232	$202K	0.03%	new	Timeline
SHELSHELL PLC	3,196	$200K	0.02%	0	Timeline
KIOKKR INCOME OPPORTUNITIES FD	13,728	$184K	0.02%	0	Timeline
RVTROYCE SMALL CAP TRUST INC	10,253	$162K	0.02%	0	Timeline
BGBBLACKSTONE STRATEGIC CRED 20	10,000	$122K	0.02%	0	Timeline
MQYBLACKROCK MUNIYILD QULT FD I	10,397	$120K	0.01%	0	Timeline
USALIBERTY ALL STAR EQUITY FD	15,000	$104K	0.01%	0	Timeline
EHIWESTERN ASSET GBL HIGH INC F	10,700	$71.5K	0.01%	0	Timeline
PIMFRANKLIN MASTER INTER INCOME	14,300	$46.6K	0.01%	0	Timeline
VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE &	10,200	$35.4K	<0.01%	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AMATAPPLIED MATLS INC	1,540	$311K	shares
XLCSELECT SECTOR SPDR TR	2,799	$253K	shares
XLUSELECT SECTOR SPDR TR	2,917	$236K	shares
XLFSELECT SECTOR SPDR TR	5,181	$235K	shares
DFSIDIMENSIONAL ETF TRUST	5,996	$214K	shares
EFAVISHARES TR	2,767	$212K	shares
IMOIMPERIAL OIL LTD	3,000	$211K	shares
ADIANALOG DEVICES INC	898	$207K	shares
TMOTHERMO FISHER SCIENTIFIC INC	328	$203K	shares
WESTERN ASSET GBL HIGH INC FWESTERN ASSET GBL HIGH INC F	10,701	$118	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000149	base		2025-01-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC