Graves Light Lenhart Wealth

HARRISONBURG, VAfiles as Graves Light Lenhart Wealth, Inc.

$1.1bn in 203 US stocks at the end of 30 June 2026. The top 10 are 46.9% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$1.1bn

Stocks

203

Top 10 share

46.9%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
<0.1% of the fund
Vanguard Index FDSVTV
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Texas InstrumentsTXN
<0.1% of the fund
Vertiv HoldingsVRT
<0.1% of the fund
Bank of New York MellonBNY
<0.1% of the fund
State StreetSTT
<0.1% of the fund
Travelers CompaniesTRV
<0.1% of the fund
Virtus Equity & Conv Incm FDXNIEX
<0.1% of the fund
Cadence Design SystemsCDNS
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRAGG
10.2% of the fund
+6%
Ishares TRIEFA
9.1% of the fund
+6%
Dimensional ETF TrustDFCF
5.4% of the fund
+7%
Ishares TRIJR
4.3% of the fund
+3%
Ishares TRIJH
3.8% of the fund
+4%
Dimensional ETF TrustDFNM
2.5% of the fund
+15%
Vanguard BD Index FDSBSV
2.3% of the fund
+4%
Dimensional ETF TrustDFUV
2.1% of the fund
+14%
Vanguard Admiral FDSVOOG
2.0% of the fund
+15%
Dimensional ETF TrustDFAX
2.0% of the fund
+42%
Vanguard Admiral FDSVOOV
1.6% of the fund
+12%
Vanguard MUN BD FDSVTEB
1.1% of the fund
+34%
Vanguard Malvern FDSVTIP
0.9% of the fund
+6%
J P Morgan Exchange Traded FJMST
0.6% of the fund
+8%
State STR Spdr S&P 500 ETF TSPY
0.5% of the fund
+3%
Elevance HealthELV
0.2% of the fund
+124%
Vanguard Index FDSVUG
0.2% of the fund
+8%
Duke EnergyDUK
0.2% of the fund
+5%
NvidiaNVDA
0.1% of the fund
+5%
General ElectricGE
0.1% of the fund
+7%
GE VernovaGEV
<0.1% of the fund
+7%
Home DepotHD
<0.1% of the fund
+8%
Invesco QQQ TRQQQ
<0.1% of the fund
+128%
Coca-ColaKO
<0.1% of the fund
+5%
Cisco SystemsCSCO
<0.1% of the fund
+4%

Cut

Sold some of their stake.

Vanguard Scottsdale FDSVCSH
2.2% of the fund
-6%
Spdr Series TrustBIL
0.7% of the fund
-2%
Vanguard Intl Equity Index FVEU
0.5% of the fund
-3%
Ishares TRIVW
0.5% of the fund
-2%
Ishares TRDVY
0.4% of the fund
-2%
MicrosoftMSFT
0.4% of the fund
-2%
Dominion EnergyD
0.2% of the fund
-7%
Walt DisneyDIS
0.1% of the fund
-51%
CorningGLW
0.1% of the fund
-7%
CaterpillarCAT
0.1% of the fund
-7%
Dimensional ETF TrustDFEM
0.1% of the fund
-72%
Ishares TRUSMV
<0.1% of the fund
-6%
AbbVieABBV
<0.1% of the fund
-3%
Applied MaterialsAMAT
<0.1% of the fund
-13%
IntelINTC
<0.1% of the fund
-24%
Ishares TRIXN
<0.1% of the fund
-2%
AmgenAMGN
<0.1% of the fund
-6%
Abbott LaboratoriesABT
<0.1% of the fund
-10%
Illinois Tool WorksITW
<0.1% of the fund
-13%
Qnity ElectronicsQ
<0.1% of the fund
-7%
Lowe's CompaniesLOW
<0.1% of the fund
-10%
Ameriprise FinancialAMP
<0.1% of the fund
-11%

Sold out

Sold their entire stake.

DanaherDHR
-100%
Honeywell InternationalHON
-100%
Select Sector Spdr TRXLU
-100%
Service Corp InternationalSCI
-100%

Holdings

Ishares TRAGG
Share
10.2%
Value
$109m
Shares
1,102,068
+6%
Ishares TRIEFA
Share
9.1%
Value
$98m
Shares
1,013,378
+6%
Dimensional ETF TrustDFCF
Share
5.4%
Value
$58m
Shares
1,382,349
+7%
Ishares TRIJR
Share
4.3%
Value
$46m
Shares
310,610
+3%
Ishares TRIJH
Share
3.8%
Value
$41m
Shares
530,909
+4%
Berkshire HathawayBRK-B
Share
3.4%
Value
$37m
Shares
73,061
Held
AppleAAPL
Share
2.9%
Value
$31m
Shares
106,571
Held
Vanguard Whitehall FDSVYM
Share
2.7%
Value
$29m
Shares
181,141
Held
Spdr Series TrustSDY
Share
2.6%
Value
$28m
Shares
181,578
Held
Vanguard Specialized FundsVIG
Share
2.5%
Value
$27m
Shares
114,747
Held
Dimensional ETF TrustDFNM
Share
2.5%
Value
$27m
Shares
556,651
+15%
Vanguard BD Index FDSBSV
Share
2.3%
Value
$25m
Shares
318,097
+4%
AlphabetGOOGL
Share
2.3%
Value
$25m
Shares
68,674
Held
Vanguard Scottsdale FDSVCSH
Share
2.2%
Value
$24m
Shares
301,767
-6%
Select Sector Spdr TRXLV
Share
2.1%
Value
$22m
Shares
141,334
Held
Dimensional ETF TrustDFUV
Share
2.1%
Value
$22m
Shares
402,895
+14%
Invesco Exchange Traded FD TSPHQ
Share
2.0%
Value
$22m
Shares
242,025
Held
Vanguard Admiral FDSVOOG
Share
2.0%
Value
$21m
Shares
258,813
+15%
Dimensional ETF TrustDFAX
Share
2.0%
Value
$21m
Shares
574,324
+42%
Schwab Strategic TRSCHD
Share
2.0%
Value
$21m
Shares
666,565
Held
Vanguard Admiral FDSVOOV
Share
1.6%
Value
$17m
Shares
79,037
+12%
Dimensional ETF TrustDFEV
Share
1.4%
Value
$14m
Shares
339,406
Held
Amazon.comAMZN
Share
1.1%
Value
$12m
Shares
50,632
Held
Vanguard MUN BD FDSVTEB
Share
1.1%
Value
$12m
Shares
227,560
+34%
Ishares TRIWB
Share
1.0%
Value
$10m
Shares
25,154
Held
Vanguard Index FDSVTI
Share
0.9%
Value
$10m
Shares
27,042
Held
Ishares TRIGM
Share
0.9%
Value
$9m
Shares
55,973
Held
Vanguard Malvern FDSVTIP
Share
0.9%
Value
$9m
Shares
181,998
+6%
Vanguard BD Index FDSBND
Share
0.8%
Value
$9m
Shares
122,146
Held
AlphabetGOOG
Share
0.8%
Value
$9m
Shares
24,306
Held
JPMorgan ChaseJPM
Share
0.8%
Value
$8m
Shares
25,815
Held
SyscoSYY
Share
0.8%
Value
$8m
Shares
96,531
Held
Vanguard Tax-Managed FDSVEA
Share
0.7%
Value
$8m
Shares
111,135
Held
Spdr Series TrustBIL
Share
0.7%
Value
$7m
Shares
77,762
-2%
Ishares TRIVV
Share
0.7%
Value
$7m
Shares
9,499
Held
ChevronCVX
Share
0.6%
Value
$6m
Shares
38,994
Held
J P Morgan Exchange Traded FJMST
Share
0.6%
Value
$6m
Shares
122,067
+8%
Wisdomtree TRDLN
Share
0.6%
Value
$6m
Shares
62,709
Held
Ishares TRIJS
Share
0.5%
Value
$6m
Shares
41,616
Held
Vanguard Intl Equity Index FVEU
Share
0.5%
Value
$5m
Shares
65,393
-3%
Ishares TRIVW
Share
0.5%
Value
$5m
Shares
37,256
-2%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$5m
Shares
6,570
+3%
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$4m
Shares
6
Held
ExxonMobil HoldingsXOM
Share
0.4%
Value
$4m
Shares
31,363
Held
Ishares TRDVY
Share
0.4%
Value
$4m
Shares
27,245
-2%
MicrosoftMSFT
Share
0.4%
Value
$4m
Shares
11,195
-2%
Dimensional ETF TrustDFSD
Share
0.4%
Value
$4m
Shares
85,928
Held
Ishares TREFA
Share
0.3%
Value
$4m
Shares
34,866
Held
Vanguard Index FDSVB
Share
0.3%
Value
$3m
Shares
11,182
Held
Ishares TRACWX
Share
0.3%
Value
$3m
Shares
44,179
Held
Packaging Corp of AmericaPKG
Share
0.3%
Value
$3m
Shares
12,994
Held
Vanguard Index FDSVO
Share
0.3%
Value
$3m
Shares
37,319
Held
Ishares TRIVE
Share
0.3%
Value
$3m
Shares
12,696
Held
Eli LillyLLY
Share
0.3%
Value
$3m
Shares
2,309
Held
State STR Spdr DOW Jones INDDIA
Share
0.2%
Value
$3m
Shares
5,049
Held
Truist FinancialTFC
Share
0.2%
Value
$3m
Shares
51,009
Held
Elevance HealthELV
Share
0.2%
Value
$3m
Shares
6,505
+124%
Vanguard Index FDSVUG
Share
0.2%
Value
$2m
Shares
28,354
+8%
MerckMRK
Share
0.2%
Value
$2m
Shares
18,407
Held
Procter & GamblePG
Share
0.2%
Value
$2m
Shares
15,151
Held
Duke EnergyDUK
Share
0.2%
Value
$2m
Shares
17,181
+5%
Costco WholesaleCOST
Share
0.2%
Value
$2m
Shares
2,285
Held
Dimensional ETF TrustDFAS
Share
0.2%
Value
$2m
Shares
25,393
Held
Ishares TRIWN
Share
0.2%
Value
$2m
Shares
8,797
Held
Johnson & JohnsonJNJ
Share
0.2%
Value
$2m
Shares
7,259
Held
Ishares TRMUB
Share
0.2%
Value
$2m
Shares
16,565
Held
Vanguard Intl Equity Index FVT
Share
0.2%
Value
$2m
Shares
11,018
Held
Wells Fargo & CompanyWFC
Share
0.2%
Value
$2m
Shares
20,755
Held
Dominion EnergyD
Share
0.2%
Value
$2m
Shares
25,108
-7%
Ishares TRIYW
Share
0.1%
Value
$2m
Shares
6,348
Held
Bank of AmericaBAC
Share
0.1%
Value
$1m
Shares
24,929
Held
Ishares TRIWV
Share
0.1%
Value
$1m
Shares
3,305
Held
BroadcomAVGO
Share
0.1%
Value
$1m
Shares
3,599
Held
Emerson ElectricEMR
Share
0.1%
Value
$1m
Shares
8,875
Held
Schwab Strategic TRSCHZ
Share
0.1%
Value
$1m
Shares
54,699
Held
Walt DisneyDIS
Share
0.1%
Value
$1m
Shares
12,990
-51%
NvidiaNVDA
Share
0.1%
Value
$1m
Shares
6,204
+5%
CorningGLW
Share
0.1%
Value
$1m
Shares
4,849
-7%
CaterpillarCAT
Share
0.1%
Value
$1m
Shares
1,126
-7%
Vanguard Index FDSVOO
Share
0.1%
Value
$1m
Shares
1,712
Held
General ElectricGE
Share
0.1%
Value
$1m
Shares
3,067
+7%
Dimensional ETF TrustDFAI
Share
0.1%
Value
$1m
Shares
27,491
Held
Dimensional ETF TrustDFEM
Share
0.1%
Value
$1m
Shares
26,724
-72%
Univest FinancialUVSP
Share
<0.1%
Value
$1m
Shares
24,450
Held
Vanguard Index FDSVBR
Share
<0.1%
Value
$1m
Shares
4,366
Held
Vanguard Instl Index FDVBIL
Share
<0.1%
Value
$1m
Shares
13,374
Held
OracleORCL
Share
<0.1%
Value
$981,133
Shares
6,695
Held
CSXCSX
Share
<0.1%
Value
$979,264
Shares
20,603
Held
Ishares TRUSMV
Share
<0.1%
Value
$966,240
Shares
10,017
-6%
American Electric PowerAEP
Share
<0.1%
Value
$939,861
Shares
6,870
Held
Vanguard World FDVGT
Share
<0.1%
Value
$936,768
Shares
7,838
Held
AbbVieABBV
Share
<0.1%
Value
$919,744
Shares
3,655
-3%
EOG ResourcesEOG
Share
<0.1%
Value
$917,954
Shares
7,076
Held
PepsiCoPEP
Share
<0.1%
Value
$898,515
Shares
6,636
Held
PNC Financial Services GroupPNC
Share
<0.1%
Value
$885,778
Shares
3,598
Held
American ExpressAXP
Share
<0.1%
Value
$880,465
Shares
2,603
Held
GE VernovaGEV
Share
<0.1%
Value
$877,620
Shares
747
+7%
UnitedHealth GroupUNH
Share
<0.1%
Value
$847,885
Shares
2,040
Held
International Business MachinesIBM
Share
<0.1%
Value
$844,387
Shares
3,003
Held
Southern CompanySO
Share
<0.1%
Value
$810,651
Shares
8,470
Held

Company	Share of fund	Value	Shares	Change
Ishares TRAGG	10.2%	$109m	1,102,068	+6%
Ishares TRIEFA	9.1%	$98m	1,013,378	+6%
Dimensional ETF TrustDFCF	5.4%	$58m	1,382,349	+7%
Ishares TRIJR	4.3%	$46m	310,610	+3%
Ishares TRIJH	3.8%	$41m	530,909	+4%
Berkshire HathawayBRK-B	3.4%	$37m	73,061	Held
AppleAAPL	2.9%	$31m	106,571	Held
Vanguard Whitehall FDSVYM	2.7%	$29m	181,141	Held
Spdr Series TrustSDY	2.6%	$28m	181,578	Held
Vanguard Specialized FundsVIG	2.5%	$27m	114,747	Held
Dimensional ETF TrustDFNM	2.5%	$27m	556,651	+15%
Vanguard BD Index FDSBSV	2.3%	$25m	318,097	+4%
AlphabetGOOGL	2.3%	$25m	68,674	Held
Vanguard Scottsdale FDSVCSH	2.2%	$24m	301,767	-6%
Select Sector Spdr TRXLV	2.1%	$22m	141,334	Held
Dimensional ETF TrustDFUV	2.1%	$22m	402,895	+14%
Invesco Exchange Traded FD TSPHQ	2.0%	$22m	242,025	Held
Vanguard Admiral FDSVOOG	2.0%	$21m	258,813	+15%
Dimensional ETF TrustDFAX	2.0%	$21m	574,324	+42%
Schwab Strategic TRSCHD	2.0%	$21m	666,565	Held
Vanguard Admiral FDSVOOV	1.6%	$17m	79,037	+12%
Dimensional ETF TrustDFEV	1.4%	$14m	339,406	Held
Amazon.comAMZN	1.1%	$12m	50,632	Held
Vanguard MUN BD FDSVTEB	1.1%	$12m	227,560	+34%
Ishares TRIWB	1.0%	$10m	25,154	Held
Vanguard Index FDSVTI	0.9%	$10m	27,042	Held
Ishares TRIGM	0.9%	$9m	55,973	Held
Vanguard Malvern FDSVTIP	0.9%	$9m	181,998	+6%
Vanguard BD Index FDSBND	0.8%	$9m	122,146	Held
AlphabetGOOG	0.8%	$9m	24,306	Held
JPMorgan ChaseJPM	0.8%	$8m	25,815	Held
SyscoSYY	0.8%	$8m	96,531	Held
Vanguard Tax-Managed FDSVEA	0.7%	$8m	111,135	Held
Spdr Series TrustBIL	0.7%	$7m	77,762	-2%
Ishares TRIVV	0.7%	$7m	9,499	Held
ChevronCVX	0.6%	$6m	38,994	Held
J P Morgan Exchange Traded FJMST	0.6%	$6m	122,067	+8%
Wisdomtree TRDLN	0.6%	$6m	62,709	Held
Ishares TRIJS	0.5%	$6m	41,616	Held
Vanguard Intl Equity Index FVEU	0.5%	$5m	65,393	-3%
Ishares TRIVW	0.5%	$5m	37,256	-2%
State STR Spdr S&P 500 ETF TSPY	0.5%	$5m	6,570	+3%
Berkshire Hathaway INC DELBRK-A	0.4%	$4m	6	Held
ExxonMobil HoldingsXOM	0.4%	$4m	31,363	Held
Ishares TRDVY	0.4%	$4m	27,245	-2%
MicrosoftMSFT	0.4%	$4m	11,195	-2%
Dimensional ETF TrustDFSD	0.4%	$4m	85,928	Held
Ishares TREFA	0.3%	$4m	34,866	Held
Vanguard Index FDSVB	0.3%	$3m	11,182	Held
Ishares TRACWX	0.3%	$3m	44,179	Held
Packaging Corp of AmericaPKG	0.3%	$3m	12,994	Held
Vanguard Index FDSVO	0.3%	$3m	37,319	Held
Ishares TRIVE	0.3%	$3m	12,696	Held
Eli LillyLLY	0.3%	$3m	2,309	Held
State STR Spdr DOW Jones INDDIA	0.2%	$3m	5,049	Held
Truist FinancialTFC	0.2%	$3m	51,009	Held
Elevance HealthELV	0.2%	$3m	6,505	+124%
Vanguard Index FDSVUG	0.2%	$2m	28,354	+8%
MerckMRK	0.2%	$2m	18,407	Held
Procter & GamblePG	0.2%	$2m	15,151	Held
Duke EnergyDUK	0.2%	$2m	17,181	+5%
Costco WholesaleCOST	0.2%	$2m	2,285	Held
Dimensional ETF TrustDFAS	0.2%	$2m	25,393	Held
Ishares TRIWN	0.2%	$2m	8,797	Held
Johnson & JohnsonJNJ	0.2%	$2m	7,259	Held
Ishares TRMUB	0.2%	$2m	16,565	Held
Vanguard Intl Equity Index FVT	0.2%	$2m	11,018	Held
Wells Fargo & CompanyWFC	0.2%	$2m	20,755	Held
Dominion EnergyD	0.2%	$2m	25,108	-7%
Ishares TRIYW	0.1%	$2m	6,348	Held
Bank of AmericaBAC	0.1%	$1m	24,929	Held
Ishares TRIWV	0.1%	$1m	3,305	Held
BroadcomAVGO	0.1%	$1m	3,599	Held
Emerson ElectricEMR	0.1%	$1m	8,875	Held
Schwab Strategic TRSCHZ	0.1%	$1m	54,699	Held
Walt DisneyDIS	0.1%	$1m	12,990	-51%
NvidiaNVDA	0.1%	$1m	6,204	+5%
CorningGLW	0.1%	$1m	4,849	-7%
CaterpillarCAT	0.1%	$1m	1,126	-7%
Vanguard Index FDSVOO	0.1%	$1m	1,712	Held
General ElectricGE	0.1%	$1m	3,067	+7%
Dimensional ETF TrustDFAI	0.1%	$1m	27,491	Held
Dimensional ETF TrustDFEM	0.1%	$1m	26,724	-72%
Univest FinancialUVSP	<0.1%	$1m	24,450	Held
Vanguard Index FDSVBR	<0.1%	$1m	4,366	Held
Vanguard Instl Index FDVBIL	<0.1%	$1m	13,374	Held
OracleORCL	<0.1%	$981,133	6,695	Held
CSXCSX	<0.1%	$979,264	20,603	Held
Ishares TRUSMV	<0.1%	$966,240	10,017	-6%
American Electric PowerAEP	<0.1%	$939,861	6,870	Held
Vanguard World FDVGT	<0.1%	$936,768	7,838	Held
AbbVieABBV	<0.1%	$919,744	3,655	-3%
EOG ResourcesEOG	<0.1%	$917,954	7,076	Held
PepsiCoPEP	<0.1%	$898,515	6,636	Held
PNC Financial Services GroupPNC	<0.1%	$885,778	3,598	Held
American ExpressAXP	<0.1%	$880,465	2,603	Held
GE VernovaGEV	<0.1%	$877,620	747	+7%
UnitedHealth GroupUNH	<0.1%	$847,885	2,040	Held
International Business MachinesIBM	<0.1%	$844,387	3,003	Held
Southern CompanySO	<0.1%	$810,651	8,470	Held

Showing the largest 100 of 203.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.5% since 30 June 2025.

Where the money is

Financial services5.5%

Technology4.2%

Media & telecom3.4%

Everyday goods1.3%

Retail & consumer1.3%

Health care1.2%

Energy1.2%

Industrials1.0%

Utilities0.5%

Materials0.3%

Real estate0.0%

Other80.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.