Graves Light Lenhart Wealth, Inc.
Q3 2026 13F filing
Updated 10 days ago196 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $102.2M | 1.08M | 9.56% | Trimmed(-1.9%) |
| 2 | E ISHARES TR | $101.3M | 1.05M | 9.48% | Added(+3.2%) |
| 3 | H DIMENSIONAL ETF TRUST | $61.9M | 1.54M | 5.79% | Added(+11.6%) |
| 4 | E ISHARES TR | $43.4M | 318.8K | 4.06% | Added(+2.6%) |
| 5 | E ISHARES TR | $40.1M | 557.0K | 3.75% | Added(+4.9%) |
| 6 | B BERKSHIRE HATHAWAY INC DEL | $35.6M | 71.4K | 3.33% | Trimmed(-2.3%) |
| 7 | A APPLE INC | $33.8M | 101.6K | 3.17% | Trimmed(-4.7%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $28.2M | 612.3K | 2.64% | Added(+10.0%) |
| 9 | V VANGUARD WHITEHALL FDS | $27.8M | 179.0K | 2.60% | Trimmed(-1.2%) |
| 10 | V VANGUARD MALVERN FDS | $26.6M | 540.0K | 2.49% | Added(+196.7%) |
| 11 | S SPDR SERIES TRUST | $26.5M | 180.8K | 2.48% | Trimmed(-0.4%) |
| 12 | B VANGUARD SPECIALIZED FUNDS | $26.2M | 112.1K | 2.45% | Trimmed(-2.3%) |
| 13 | V VANGUARD ADMIRAL FDS INC | $24.1M | 281.4K | 2.25% | Added(+8.7%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $23.4M | 425.6K | 2.19% | Added(+5.6%) |
| 15 | S SELECT SECTOR SPDR TR | $23.3M | 138.6K | 2.18% | Trimmed(-2.0%) |
| 16 | D DIMENSIONAL ETF TRUST | $23.1M | 623.6K | 2.16% | Added(+8.6%) |
| 17 | G ALPHABET INC | $22.5M | 65.4K | 2.11% | Trimmed(-4.8%) |
| 18 | S SCHWAB STRATEGIC TR | $21.4M | 656.4K | 2.00% | Trimmed(-1.5%) |
| 19 | V VANGUARD BD INDEX FDS | $20.6M | 269.7K | 1.93% | Trimmed(-15.2%) |
| 20 | V VANGUARD SCOTTSDALE FDS | $20M | 259.2K | 1.87% | Trimmed(-14.1%) |
| 21 | E INVESCO EXCHANGE TRADED FD T | $19.7M | 234.8K | 1.85% | Trimmed(-3.0%) |
| 22 | V VANGUARD ADMIRAL FDS INC | $18.6M | 84.4K | 1.74% | Added(+6.7%) |
| 23 | C DIMENSIONAL ETF TRUST | $14.1M | 333.0K | 1.32% | Trimmed(-1.9%) |
| 24 | V VANGUARD MUN BD FDS | $13.2M | 278.0K | 1.23% | Added(+22.2%) |
| 25 | A AMAZON COM INC | $12.3M | 49.2K | 1.15% | Trimmed(-2.9%) |
| 26 | E ISHARES TR | $10.5M | 25.1K | 0.98% | Trimmed(-0.1%) |
| 27 | V VANGUARD INDEX FDS | $10.4M | 27.7K | 0.97% | Added(+2.6%) |
| 28 | ? N/A ISHARES TR | $9.4M | 55.3K | 0.88% | Trimmed(-1.1%) |
| 29 | J JPMORGAN CHASE & CO | $8.2M | 24.9K | 0.77% | Trimmed(-3.7%) |
| 30 | V VANGUARD TAX-MANAGED FDS | $7.9M | 111.5K | 0.74% | Added(+0.3%) |
| 31 | G ALPHABET INC | $7.7M | 22.5K | 0.72% | Trimmed(-7.3%) |
| 32 | C CHEVRON CORPORATION | $7.6M | 37.1K | 0.71% | Trimmed(-4.9%) |
| 33 | E ISHARES TR | $7.2M | 9.4K | 0.67% | Trimmed(-1.2%) |
| 34 | S SYSCO CORP | $7.2M | 92.1K | 0.67% | Trimmed(-4.5%) |
| 35 | V VANGUARD BD INDEX FDS | $7.1M | 100.9K | 0.66% | Trimmed(-17.4%) |
| 36 | J J P MORGAN EXCHANGE TRADED F | $6.4M | 126.8K | 0.60% | Added(+3.9%) |
| 37 | B WISDOMTREE TR | $5.7M | 58.9K | 0.54% | Trimmed(-6.0%) |
| 38 | M MICROSOFT CORP | $5.6M | 10.9K | 0.52% | Trimmed(-2.9%) |
| 39 | E ISHARES TR | $5.3M | 41.4K | 0.50% | Trimmed(-0.4%) |
| 40 | V VANGUARD INTL EQUITY INDEX F | $5.3M | 63.7K | 0.49% | Trimmed(-2.6%) |
| 41 | E ISHARES TR | $5.2M | 36.8K | 0.49% | Trimmed(-1.3%) |
| 42 | X EXXONMOBIL HOLDINGS CORP | $5.1M | 31.2K | 0.48% | — |
| 43 | S SPDR SERIES TRUST | $5M | 54.1K | 0.46% | Trimmed(-30.4%) |
| 44 | S STATE STR SPDR S&P 500 ETF T | $4.8M | 6.3K | 0.45% | Trimmed(-4.9%) |
| 45 | B BERKSHIRE HATHAWAY INC DEL | $4.5M | 6 | 0.42% | Unchanged |
| 46 | E ISHARES TR | $4.1M | 27.2K | 0.39% | Trimmed(-0.3%) |
| 47 | E ISHARES TR | $3.5M | 33.8K | 0.33% | Trimmed(-3.1%) |
| 48 | E ISHARES TR | $3.3M | 44.1K | 0.31% | Trimmed(-0.1%) |
| 49 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 71.2K | 0.31% | Trimmed(-17.1%) |
| 50 | V VANGUARD INDEX FDS | $3.1M | 10.8K | 0.29% | Trimmed(-3.5%) |