Q2 2026 13F · SEC CIK 1759803

Graves Light Lenhart Wealth, Inc.

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 203
Top holdings a year, 3 yrs: +10.7%
Assets under management: $1.2B

Graves Light Lenhart Wealth, Inc. is a wealth manager that reported 203 positions worth $1.1B in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Ishares Tr (AGG, 10.2%), Ishares Core Msci Eafe ETF (IEFA, 9.1%), Dimensional ETF Trust (DFCF, 5.4%). A portfolio copying its top holdings returned 10.7% a year over the last 3 years, against 20.4% for the S&P 500.

Graves Light Lenhart Wealth, Inc. holdings largest 50 of 203 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Graves Light Lenhart Wealth, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AGGIshares Tr	10.2%	10.8%	1,102,068	+5.8%	$109.1M
IEFAIshares Core Msci Eafe ETF	9.1%	9.0%	1,013,378	+5.8%	$97.9M
DFCFDimensional ETF Trust	5.4%	5.7%	1,382,349	+7.3%	$58.3M
IJRIshares Core S&p Small Cap ETF	4.3%	3.9%	310,610	+2.6%	$46.1M
IJHIshares Tr	3.8%	3.6%	530,909	+4.1%	$40.9M
BRK-BBerkshire Hathaway Inc Del	3.4%	3.7%	73,061	-0.9%	$36.6M
AAPLApple Inc	2.9%	2.9%	106,571	-1.4%	$30.8M
VYMVym	2.7%	2.8%	181,141	+0.1%	$28.6M
SDYSpdr Series Trust	2.6%	2.8%	181,578	-0.3%	$27.6M
VIGVanguard Dividend Appreciation ETF	2.5%	2.6%	114,747	-0.2%	$27.2M
DFNMDimensional ETF Trust	2.5%	2.4%	556,651	+15.3%	$26.9M
BSVVanguard Bd Index Fds Vanguard Short Ter	2.3%	2.5%	318,097	+4.0%	$24.8M
GOOGLAlphabet Inc	2.3%	2.1%	68,674	-1.4%	$24.5M
VCSHVanguard Scottsdale Fds	2.2%	2.6%	301,767	-5.9%	$23.8M
XLVSelect Sector Spdr Tr	2.1%	2.2%	141,334	-0.9%	$22.4M
DFUVDimensional U.s. Marketwide Val	2.1%	1.8%	402,895	+13.9%	$22.2M
SPHQInvesco Exchange Traded Fd T	2.0%	1.9%	242,025	-1.8%	$21.8M
VOOGVanguard S&P 500 Growth ETF Total	2.0%	1.6%	258,813	+588.4%	$21.4M
DFAXDimensional World Ex U.s. Core	2.0%	1.4%	574,324	+41.8%	$21.2M
SCHDSchwab Strategic Tr	2.0%	2.1%	666,565	-1.0%	$21.1M
VOOVVanguard S&P 500 Value ETF Total	1.6%	1.5%	79,037	+12.3%	$17.3M
DFEVDimensional Emerging Markets Value ETF	1.4%	1.3%	339,406	-1.8%	$14.5M
AMZNAmazon Com Inc Com	1.1%	1.1%	50,632	+0.2%	$12.1M
VTEBVanguard Tx Ex Bd	1.1%	0.9%	227,560	+34.3%	$11.5M
IWBIshares Russell 1000 ETF	1.0%	0.9%	25,154	-0.8%	$10.3M
VTIVanguard Index Fds	0.9%	0.9%	27,042	+0.0%	$10.0M
IGMIshares Tr	0.9%	0.7%	55,973	+0.0%	$9.2M
VTIPVanguard Malvern Fds	0.9%	0.9%	181,998	+6.0%	$9.1M
BNDVanguard Total Bond Market ETF	0.8%	0.9%	122,146	-0.9%	$9.0M
GOOGAlphabet Inc	0.8%	0.7%	24,306	-1.3%	$8.6M
JPMJpmorgan Chase & Co	0.8%	0.8%	25,815	-1.8%	$8.4M
SYYSysco Corp	0.8%	0.7%	96,531	+0.1%	$8.1M
VEAVanguard Tax-Managed Fds	0.7%	0.7%	111,135	-1.0%	$7.9M
BILSPDR Brcy1-3 Ser	0.7%	0.8%	77,762	-2.3%	$7.1M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	9,499	-1.0%	$7.1M
CVXChevron Corp New	0.6%	0.8%	38,994	-0.2%	$6.5M
JMSTJ P Morgan Exchange Traded F	0.6%	0.6%	122,067	+8.0%	$6.2M
DLNWisdomTree US LargeCap Dividend ETF Tota	0.6%	0.6%	62,709	+1.9%	$6.0M
IJSIShares S&P Small Cap 600 Value	0.5%	0.5%	41,616	-0.2%	$5.7M
VEUVanguard FTSE All	0.5%	0.5%	65,393	-3.5%	$5.5M
IVWIshares	0.5%	0.5%	37,256	-2.5%	$5.1M
SPYSpdr S&p 500 ETF Tr	0.5%	0.4%	6,570	+2.9%	$4.9M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	6	+0.0%	$4.5M
XOMExxon Mobil Corp	0.4%	0.6%	31,363	-0.1%	$4.3M
DVYiShares Select Dividend ETF Total	0.4%	0.4%	27,245	-2.3%	$4.3M
MSFTMicrosoft Corp	0.4%	0.4%	11,195	-2.3%	$4.2M
DFSDDimensional ETF Trust	0.4%	0.4%	85,928	-1.4%	$4.1M
EFAiShs MSCI EAFE	0.3%	0.4%	34,866	-0.9%	$3.6M
VBVanguard Indx Fd	0.3%	—	11,182	—	$3.4M
ACWXIshares Tr	0.3%	0.3%	44,179	+0.0%	$3.4M

What Graves Light Lenhart Wealth, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.0% /yr; S&P 500 +20.1%
3 years: +10.7% /yr; S&P 500 +20.4%
5 years: +5.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	203
Q1 2026	$961.1M	197
Q4 2025	$942.9M	191
Q3 2025	$901.1M	193
Q2 2025	$840.4M	192
Q1 2025	$814.7M	187
Q4 2024	$804.4M	185
Q3 2024	$813.1M	191
Q2 2024	$874.3M	182
Q1 2024	$863.1M	185
Q4 2023	$805.0M	181
Q3 2023	$736.3M	177

Questions about Graves Light Lenhart Wealth, Inc.'s portfolio

What stocks does Graves Light Lenhart Wealth, Inc. own?

Graves Light Lenhart Wealth, Inc.'s latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 203 positions worth $1.1B. The largest are Ishares Tr (AGG) at 10.2%, Ishares Core Msci Eafe ETF (IEFA) at 9.1%, Dimensional ETF Trust (DFCF) at 5.4%, Ishares Core S&p Small Cap ETF (IJR) at 4.3% and Ishares Tr (IJH) at 3.8%.

What did Graves Light Lenhart Wealth, Inc. buy last quarter?

In Q2 2026, Graves Light Lenhart Wealth, Inc. added Vanguard S&P 500 Growth ETF Total (VOOG) (+588.4% shares), Dimensional World Ex U.s. Core (DFAX) (+41.8% shares) and Vanguard Tx Ex Bd (VTEB) (+34.3% shares), compared with its Q1 2026 filing.

What did Graves Light Lenhart Wealth, Inc. sell last quarter?

In Q2 2026, Graves Light Lenhart Wealth, Inc. cut from its top 50 Dimensional (DFEM) and Vanguard Scottsdale Fds (VCSH) (-5.9% shares), compared with its Q1 2026 filing.

How has Graves Light Lenhart Wealth, Inc.'s portfolio performed?

A portfolio copying Graves Light Lenhart Wealth, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.0% against +20.1%. Over 5 years: +5.7% a year against +11.6%.

When is Graves Light Lenhart Wealth, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Graves Light Lenhart Wealth, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Graves Light Lenhart Wealth, Inc. manage?

Graves Light Lenhart Wealth, Inc. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.