GRAVES LIGHT LENHART WEALTH, INC.

Filed: 4/9/2025ACC: 0001085146-25-001967

📋 What this filing means

GRAVES LIGHT LENHART WEALTH, INC. filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $814.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

187

Positions

$814.70M

Total AUM (reported)

9.31M

Total Shares

Allocation by class

COM$126.83M15.6%

CORE US AGGBD ET$98.74M12.1%

CORE MSCI EAFE$63.83M7.8%

CL B NEW$42.32M5.2%

CORE S&P SCP ETF$29.62M3.6%

CORE S&P MCP ETF$28.60M3.5%

CORE FIXED INCOM$27.42M3.4%

Portfolio Concentration

Top 3$204.88M25.1%

4–10$184.98M22.7%

11–25$202.44M24.8%

Rest$222.41M27.3%

Top 3 weight

25.1%

Top 10 weight

47.9%

Voting Authority Distribution

Total shares with voting rights: 9.31M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.31M

% of voting shares100.0%

Investment Discretion (by position count)

Sole187

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings187

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares998.16K

TypeSH

Market value$98.74M

12.12%

Sole

0.00

Shared

0.00

None

998.16K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares843.75K

TypeSH

Market value$63.83M

7.83%

Sole

0.00

Shared

0.00

None

843.75K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares79.45K

TypeSH

Market value$42.32M

5.19%

Sole

0.00

Shared

0.00

None

79.45K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares283.30K

TypeSH

Market value$29.62M

3.64%

Sole

0.00

Shared

0.00

None

283.30K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares490.17K

TypeSH

Market value$28.60M

3.51%

Sole

0.00

Shared

0.00

None

490.16K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares651.82K

TypeSH

Market value$27.42M

3.37%

Sole

0.00

Shared

0.00

None

651.82K

APPLE INC

SOLE

COM

Shares117.08K

TypeSH

Market value$26.01M

3.19%

Sole

0.00

Shared

0.00

None

117.08K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares191.31K

TypeSH

Market value$25.96M

3.19%

Sole

0.00

Shared

0.00

None

191.31K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares188.58K

TypeSH

Market value$24.32M

2.99%

Sole

0.00

Shared

0.00

None

188.58K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares118.82K

TypeSH

Market value$23.05M

2.83%

Sole

0.00

Shared

0.00

None

118.82K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares275.08K

TypeSH

Market value$21.71M

2.67%

Sole

0.00

Shared

0.00

None

275.08K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares143.62K

TypeSH

Market value$20.97M

2.57%

Sole

0.00

Shared

0.00

None

143.62K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares259.80K

TypeSH

Market value$20.34M

2.50%

Sole

0.00

Shared

0.00

None

259.80K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares610.50K

TypeSH

Market value$17.07M

2.10%

Sole

0.00

Shared

0.00

None

610.50K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares237.14K

TypeSH

Market value$15.73M

1.93%

Sole

0.00

Shared

0.00

None

237.14K

ALPHABET INC

SOLE

CAP STK CL A

Shares79.54K

TypeSH

Market value$12.30M

1.51%

Sole

0.00

Shared

0.00

None

79.54K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares251.20K

TypeSH

Market value$11.95M

1.47%

Sole

0.00

Shared

0.00

None

251.20K

VANGUARD ADMIRAL FDS INC

SOLE

500 VAL IDX FD

Shares60.71K

TypeSH

Market value$11.18M

1.37%

Sole

0.00

Shared

0.00

None

60.71K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares121.45K

TypeSH

Market value$11.14M

1.37%

Sole

0.00

Shared

0.00

None

121.45K

VANGUARD ADMIRAL FDS INC

SOLE

500 GRTH IDX F

Shares31.69K

TypeSH

Market value$10.60M

1.30%

Sole

0.00

Shared

0.00

None

31.68K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares256.32K

TypeSH

Market value$10.56M

1.30%

Sole

0.00

Shared

0.00

None

256.32K

ISHARES TR

SOLE

RUS 1000 ETF

Shares34.07K

TypeSH

Market value$10.45M

1.28%

Sole

0.00

Shared

0.00

None

34.07K

JPMORGAN CHASE & CO.

SOLE

COM

Shares40.78K

TypeSH

Market value$10.00M

1.23%

Sole

0.00

Shared

0.00

None

40.78K

AMAZON COM INC

SOLE

COM

Shares50.76K

TypeSH

Market value$9.66M

1.19%

Sole

0.00

Shared

0.00

None

50.76K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares119.33K

TypeSH

Market value$8.76M

1.08%

Sole

0.00

Shared

0.00

None

119.33K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	998.16K	SH	$98.74M 12.12%	998.16K
ISHARES TRSOLE	CORE MSCI EAFE	843.75K	SH	$63.83M 7.83%	843.75K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	79.45K	SH	$42.32M 5.19%	79.45K
ISHARES TRSOLE	CORE S&P SCP ETF	283.30K	SH	$29.62M 3.64%	283.30K
ISHARES TRSOLE	CORE S&P MCP ETF	490.17K	SH	$28.60M 3.51%	490.16K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	651.82K	SH	$27.42M 3.37%	651.82K
APPLE INCSOLE	COM	117.08K	SH	$26.01M 3.19%	117.08K
SPDR SER TRSOLE	S&P DIVID ETF	191.31K	SH	$25.96M 3.19%	191.31K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	188.58K	SH	$24.32M 2.99%	188.58K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	118.82K	SH	$23.05M 2.83%	118.82K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	275.08K	SH	$21.71M 2.67%	275.08K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	143.62K	SH	$20.97M 2.57%	143.62K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	259.80K	SH	$20.34M 2.50%	259.80K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	610.50K	SH	$17.07M 2.10%	610.50K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	237.14K	SH	$15.73M 1.93%	237.14K
ALPHABET INCSOLE	CAP STK CL A	79.54K	SH	$12.30M 1.51%	79.54K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	251.20K	SH	$11.95M 1.47%	251.20K
VANGUARD ADMIRAL FDS INCSOLE	500 VAL IDX FD	60.71K	SH	$11.18M 1.37%	60.71K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	121.45K	SH	$11.14M 1.37%	121.45K
VANGUARD ADMIRAL FDS INCSOLE	500 GRTH IDX F	31.69K	SH	$10.60M 1.30%	31.68K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	256.32K	SH	$10.56M 1.30%	256.32K
ISHARES TRSOLE	RUS 1000 ETF	34.07K	SH	$10.45M 1.28%	34.07K
JPMORGAN CHASE & CO.SOLE	COM	40.78K	SH	$10.00M 1.23%	40.78K
AMAZON COM INCSOLE	COM	50.76K	SH	$9.66M 1.19%	50.76K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	119.33K	SH	$8.76M 1.08%	119.33K

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