Graves Light Lenhart Wealth, Inc.

13F filer, CIK 1759803, HARRISONBURG, VA

Graves Light Lenhart Wealth, Inc. reported $814,700,649 across 187 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-09. Its ten largest share positions make up 47.85% of the portfolio.

Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001085146-25-001967

Period: 2025-03-31
Reported value: $815M
Holdings: 187
Top 10 weight: 47.85%
New: 7
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DFCFadded	+118,188	$4.97M
BILadded	+44,972	$4.13M
IEFAadded	+27,923	$2.11M
DFNMadded	+17,893	$851K
SHnew	+17,162	$765K

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
APDreduced	-13,444	-$3.97M
BRK-Breduced	-1,654	-$881K
BNDreduced	-11,114	-$816K
HYSreduced	-8,430	-$790K
AAPLreduced	-3,538	-$786K

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, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-001967, largest first. % of portfolio is the value over $814,700,649, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AGGISHARES TR	998,158	$98.7M	12.12%	+2,584	Timeline
IEFAISHARES TR	843,750	$63.8M	7.83%	+27,923	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	79,454	$42.3M	5.19%	-1,654	Timeline
IJRISHARES TR	283,301	$29.6M	3.64%	+4,683	Timeline
IJHISHARES TR	490,165	$28.6M	3.51%	+8,733	Timeline
DFCFDIMENSIONAL ETF TRUST	651,815	$27.4M	3.37%	+118,188	Timeline
AAPLAPPLE INC	117,082	$26M	3.19%	-3,538	Timeline
SDYSPDR SERIES TRUST	191,308	$26M	3.19%	-1,095	Timeline
VYMVANGUARD WHITEHALL FDS	188,579	$24.3M	2.99%	-275	Timeline
VIGVANGUARD SPECIALIZED FUNDS	118,823	$23.1M	2.83%	-955	Timeline
VCSHVANGUARD SCOTTSDALE FDS	275,082	$21.7M	2.67%	+3,431	Timeline
XLVSELECT SECTOR SPDR TR	143,624	$21M	2.57%	-1,066	Timeline
BSVVANGUARD BD INDEX FDS	259,796	$20.3M	2.5%	+6,797	Timeline
SCHDSCHWAB STRATEGIC TR	610,500	$17.1M	2.1%	+2,730	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	237,138	$15.7M	1.93%	+4,384	Timeline
GOOGLALPHABET INC	79,537	$12.3M	1.51%	-578	Timeline
DFNMDIMENSIONAL ETF TRUST	251,198	$11.9M	1.47%	+17,893	Timeline
VOOVVANGUARD ADMIRAL FDS INC	60,712	$11.2M	1.37%	+2,668	Timeline
BILSPDR SERIES TRUST	121,455	$11.1M	1.37%	+44,972	Timeline
VOOGVANGUARD ADMIRAL FDS INC	31,686	$10.6M	1.3%	+1,760	Timeline
DFUVDIMENSIONAL ETF TRUST	256,317	$10.6M	1.3%	+14,110	Timeline
IWBISHARES TR	34,073	$10.5M	1.28%	-30	Timeline
JPMJPMORGAN CHASE & CO	40,782	$10M	1.23%	-152	Timeline
AMZNAMAZON COM INC	50,761	$9.66M	1.19%	-93	Timeline
BNDVANGUARD BD INDEX FDS	119,332	$8.76M	1.08%	-11,114	Timeline
DFEVDIMENSIONAL ETF TRUST	314,354	$8.5M	1.04%	+14,246	Timeline
VTIVANGUARD INDEX FDS	28,381	$7.8M	0.96%	+99	Timeline
VTIPVANGUARD MALVERN FDS	148,725	$7.42M	0.91%	+5,104	Timeline
SYYSYSCO CORP	96,463	$7.24M	0.89%	0	Timeline
CVXCHEVRON CORPORATION	41,328	$6.91M	0.85%	+10	Timeline
IVVISHARES TR	11,062	$6.22M	0.76%	-11	Timeline
HYSPIMCO ETF TR	63,540	$5.95M	0.73%	-8,430	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	7	$5.59M	0.69%	0	Timeline
DLNWISDOMTREE TR	69,240	$5.5M	0.67%	-603	Timeline
VEAVANGUARD TAX-MANAGED FDS	106,153	$5.4M	0.66%	+3,433	Timeline
VTEBVANGUARD MUN BD FDS	105,294	$5.22M	0.64%	+13,594	Timeline
IGMISHARES TR	56,634	$5.14M	0.63%	0	Timeline
DDDUPONT DE NEMOURS INC	59,581	$4.45M	0.55%	-386	Timeline
MSFTMICROSOFT CORP	11,849	$4.45M	0.55%	+134	Timeline
GOOGALPHABET INC	27,924	$4.36M	0.54%	-120	Timeline
IVWISHARES TR	46,328	$4.3M	0.53%	-49	Timeline
VEUVANGUARD INTL EQUITY INDEX F	69,860	$4.24M	0.52%	-296	Timeline
DFSDDIMENSIONAL ETF TRUST	86,002	$4.09M	0.5%	+2,296	Timeline
DVYISHARES TR	30,388	$4.08M	0.5%	-262	Timeline
IJSISHARES TR	40,597	$3.96M	0.49%	-52	Timeline
XOMEXXON MOBIL CORP	31,055	$3.69M	0.45%	-116	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,298	$3.52M	0.43%	-200	Timeline
DISDISNEY WALT CO	34,288	$3.38M	0.42%	-969	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	61,611	$3.13M	0.38%	+7,802	Timeline
EFAISHARES TR	36,112	$2.95M	0.36%	-335	Timeline
PGPROCTER & GAMBLE CO	16,993	$2.9M	0.36%	+121	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,950	$2.79M	0.34%	-76	Timeline
ACWXISHARES TR	47,879	$2.65M	0.33%	0	Timeline
PKGPACKAGING CORP AMER	12,978	$2.57M	0.32%	0	Timeline
VBVANGUARD INDEX FDS	10,675	$2.37M	0.29%	+27	Timeline
LLYELI LILLY & CO	2,803	$2.32M	0.28%	+5	Timeline
IVEISHARES TR	12,044	$2.3M	0.28%	0	Timeline
VOVANGUARD INDEX FDS	8,564	$2.21M	0.27%	+91	Timeline
DIASTATE STR SPDR DOW JONES IND	5,254	$2.21M	0.27%	+1	Timeline
DUKDUKE ENERGY CORP NEW	17,951	$2.19M	0.27%	-24	Timeline
TFCTRUIST FINL CORP	52,039	$2.14M	0.26%	-181	Timeline
DDOMINION ENERGY INC	33,867	$1.9M	0.23%	+310	Timeline
VUGVANGUARD INDEX FDS	4,694	$1.74M	0.21%	-19	Timeline
IWNISHARES TR	10,478	$1.58M	0.19%	-272	Timeline
WFCWELLS FARGO & CO	21,075	$1.51M	0.19%	+3	Timeline
JNJJOHNSON & JOHNSON	8,218	$1.36M	0.17%	+272	Timeline
FXNCFIRST NATL CORP VA	60,637	$1.36M	0.17%	0	Timeline
MRKMERCK & CO INC	15,129	$1.36M	0.17%	-274	Timeline
SCHZSCHWAB STRATEGIC TR	56,805	$1.32M	0.16%	-1,249	Timeline
VTVANGUARD INTL EQUITY INDEX F	11,339	$1.31M	0.16%	-93	Timeline
IWVISHARES TR	4,000	$1.27M	0.16%	0	Timeline
ELVELEVANCE HEALTH INC FORMERLY	2,875	$1.25M	0.15%	-61	Timeline
IYWISHARES TR	8,892	$1.25M	0.15%	0	Timeline
DFASDIMENSIONAL ETF TRUST	20,369	$1.22M	0.15%	+114	Timeline
PEPPEPSICO INC	7,518	$1.13M	0.14%	-151	Timeline
VZVERIZON COMMUNICATIONS INC	23,141	$1.05M	0.13%	-836	Timeline
BACBANK OF AMER CORP	24,983	$1.04M	0.13%	+81	Timeline
MUBISHARES TR	9,728	$1.03M	0.13%	-660	Timeline
USMVISHARES TR	10,817	$1.01M	0.12%	-92	Timeline
ORCLORACLE CORP	7,095	$992K	0.12%	+85	Timeline
EMREMERSON ELEC CO	8,935	$980K	0.12%	0	Timeline
EOGEOG RES INC	7,457	$956K	0.12%	-66	Timeline
UNHUNITEDHEALTH GROUP INC	1,720	$901K	0.11%	+48	Timeline
VOOVANGUARD INDEX FDS	1,697	$872K	0.11%	-251	Timeline
MCDMCDONALDS CORP	2,780	$868K	0.11%	+72	Timeline
SOSOUTHERN CO	9,412	$865K	0.11%	+10	Timeline
DFAIDIMENSIONAL ETF TRUST	27,507	$859K	0.11%	+3,061	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,304	$822K	0.1%	+4	Timeline
PNCPNC FINL SVCS GROUP INC	4,586	$806K	0.1%	-15	Timeline
HDHOME DEPOT INC	2,163	$793K	0.1%	-152	Timeline
SHPROSHARES TR	17,162	$765K	0.09%	new	Timeline
VBRVANGUARD INDEX FDS	4,094	$763K	0.09%	0	Timeline
AXPAMERICAN EXPRESS CO	2,751	$740K	0.09%	+68	Timeline
AEPAMERICAN ELEC PWR CO INC	6,771	$740K	0.09%	-17	Timeline
ABBVABBVIE INC	3,453	$723K	0.09%	-339	Timeline
KOCOCA COLA CO	9,648	$691K	0.08%	+276	Timeline
VHTVANGUARD WORLD FD	2,374	$628K	0.08%	0	Timeline
MCKMCKESSON CORP	931	$627K	0.08%	+1	Timeline
TAT&T INC	21,709	$614K	0.08%	-3	Timeline
CSXCSX CORP	20,548	$605K	0.07%	-245	Timeline
KBESPDR SERIES TRUST	11,406	$604K	0.07%	0	Timeline
ABTABBOTT LABORATORIES	4,474	$593K	0.07%	-139	Timeline
VGTVANGUARD WORLD FD	1,087	$589K	0.07%	-50	Timeline
GEGE AEROSPACE	2,908	$582K	0.07%	+3	Timeline
SLBSLB LIMITED	13,915	$582K	0.07%	-1,005	Timeline
SPLVINVESCO EXCH TRADED FD TR II	7,578	$566K	0.07%	+586	Timeline
DFSVDIMENSIONAL ETF TRUST	19,465	$548K	0.07%	+35	Timeline
NVDANVIDIA CORPORATION	5,049	$547K	0.07%	-556	Timeline
AVGOBROADCOM INC	3,266	$547K	0.07%	+224	Timeline
MMM3M CO	3,610	$530K	0.07%	+5	Timeline
ALLALLSTATE CORP	2,445	$506K	0.06%	+3	Timeline
IBBISHARES TR	3,942	$504K	0.06%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,701	$502K	0.06%	-13,444	Timeline
VDEVANGUARD WORLD FD	3,866	$501K	0.06%	-157	Timeline
ENBENBRIDGE INC	10,598	$470K	0.06%	0	Timeline
SHENSHENANDOAH TELECOMMUNICATION	37,289	$469K	0.06%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,454	$444K	0.05%	+58	Timeline
AUBATLANTIC UN BANKSHARES CORP	14,048	$437K	0.05%	0	Timeline
VVVANGUARD INDEX FDS	1,688	$434K	0.05%	0	Timeline
NSCNORFOLK SOUTHN CORP	1,717	$407K	0.05%	-29	Timeline
CATCATERPILLAR INC	1,232	$406K	0.05%	+2	Timeline
MSIMOTOROLA SOLUTIONS INC	926	$405K	0.05%	-123	Timeline
PHOINVESCO EXCHANGE TRADED FD T	6,196	$400K	0.05%	0	Timeline
OEFISHARES TR	1,443	$391K	0.05%	0	Timeline
AMGNAMGEN INC	1,207	$376K	0.05%	+2	Timeline
AIVLWISDOMTREE TR	3,407	$374K	0.05%	0	Timeline
ESGUISHARES TR	3,020	$368K	0.05%	-474	Timeline
UNPUNION PAC CORP	1,554	$367K	0.05%	+62	Timeline
IYKISHARES TR	4,851	$347K	0.04%	0	Timeline
IYHISHARES TR	5,690	$346K	0.04%	0	Timeline
METMETLIFE INC	4,218	$339K	0.04%	+5	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,521	$337K	0.04%	+5	Timeline
ITWILLINOIS TOOL WKS INC	1,333	$331K	0.04%	+3	Timeline
VPUVANGUARD WORLD FD	1,912	$327K	0.04%	-200	Timeline
LOWLOWES COS INC	1,380	$322K	0.04%	-2,223	Timeline
NOBLPROSHARES TR	3,051	$312K	0.04%	0	Timeline
DFAXDIMENSIONAL ETF TRUST	11,868	$311K	0.04%	new	Timeline
SCHOSCHWAB STRATEGIC TR	12,738	$310K	0.04%	-82	Timeline
EMNEASTMAN CHEM CO	3,443	$303K	0.04%	+5	Timeline
VXUSVANGUARD STAR FDS	4,878	$303K	0.04%	-5,660	Timeline
IWFISHARES TR	838	$303K	0.04%	0	Timeline
SCHBSCHWAB STRATEGIC TR	13,971	$301K	0.04%	0	Timeline
CSCOCISCO SYS INC	4,788	$295K	0.04%	+233	Timeline
AMPAMERIPRISE FINL INC	606	$293K	0.04%	+2	Timeline
PFEPFIZER INC	11,573	$293K	0.04%	+30	Timeline
XLYSELECT SECTOR SPDR TR	1,475	$291K	0.04%	0	Timeline
XLKSELECT SECTOR SPDR TR	1,359	$281K	0.03%	0	Timeline
GSGOLDMAN SACHS GROUP INC	512	$280K	0.03%	-31	Timeline
GLDSPDR GOLD TR	962	$277K	0.03%	0	Timeline
TROWPRICE T ROWE GROUP INC	2,967	$273K	0.03%	0	Timeline
ACNACCENTURE PLC IRELAND	856	$267K	0.03%	-51	Timeline
BABOEING CO	1,543	$263K	0.03%	+3	Timeline
DHRDANAHER CORP DEL	1,270	$260K	0.03%	+8	Timeline
UDRUDR INC	5,758	$260K	0.03%	0	Timeline
USBUS BANCORP	6,155	$260K	0.03%	0	Timeline
WMWASTE MGMT INC DEL	1,095	$253K	0.03%	+7	Timeline
INTCINTEL CORP	11,048	$251K	0.03%	-387	Timeline
VLUEISHARES TR	2,344	$250K	0.03%	-1,424	Timeline
ACWVISHARES INC	2,145	$250K	0.03%	0	Timeline
DFAUDIMENSIONAL ETF TRUST	6,493	$250K	0.03%	0	Timeline
INTUINTUIT	392	$241K	0.03%	+1	Timeline
XCHYXCALAMOS CONV & HIGH INCOME F	23,828	$241K	0.03%	0	Timeline
SHELSHELL PLC	3,196	$234K	0.03%	0	Timeline
QQQINVESCO QQQ TR	488	$229K	0.03%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	2,913	$228K	0.03%	new	Timeline
VFHVANGUARD WORLD FD	1,904	$227K	0.03%	+2	Timeline
IXNISHARES TR	3,000	$227K	0.03%	0	Timeline
GABGABELLI EQUITY TR INC	41,224	$227K	0.03%	0	Timeline
DFACDIMENSIONAL ETF TRUST	6,815	$225K	0.03%	+15	Timeline
GEVGE VERNOVA INC	717	$219K	0.03%	+1	Timeline
MSMORGAN STANLEY	1,874	$219K	0.03%	+152	Timeline
IMOIMPERIAL OIL LTD	3,000	$217K	0.03%	new	Timeline
UBSIUNITED BANKSHARES INC WEST V	6,257	$217K	0.03%	0	Timeline
HONHONEYWELL INTL INC	1,011	$214K	0.03%	+4	Timeline
DEDEERE & CO	455	$214K	0.03%	new	Timeline
DFSIDIMENSIONAL ETF TRUST	5,996	$209K	0.03%	new	Timeline
CMICUMMINS INC	663	$208K	0.03%	+3	Timeline
XLFSELECT SECTOR SPDR TR	4,116	$205K	0.03%	new	Timeline
SCISERVICE CORP INTL	2,553	$205K	0.03%	0	Timeline
PWRQUANTA SVCS INC	801	$203K	0.02%	0	Timeline
KIOKKR INCOME OPPORTUNITIES FD	13,728	$169K	0.02%	0	Timeline
RVTROYCE SMALL CAP TRUST INC	10,253	$146K	0.02%	0	Timeline
MQYBLACKROCK MUNIYILD QULT FD I	10,397	$122K	0.01%	0	Timeline
BGBBLACKSTONE STRATEGIC CRED 20	10,000	$121K	0.01%	0	Timeline
USALIBERTY ALL STAR EQUITY FD	15,000	$98.2K	0.01%	0	Timeline
EHIWESTERN ASSET GBL HIGH INC F	10,700	$70.7K	0.01%	0	Timeline
PIMFRANKLIN MASTER INTER INCOME	14,300	$47.5K	0.01%	0	Timeline

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
SPABSPDR SERIES TRUST	8,536	$213K	shares
EESWISDOMTREE TR	3,900	$210K	shares
NTRSNORTHERN TR CORP	2,000	$205K	shares
WMTWALMART INC	2,232	$202K	shares
VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE &	10,200	$35.4K	shares

How Q1 2025 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 0001085146-25-001967	base		2025-04-09	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC