GRAVES LIGHT LENHART WEALTH, INC.

Filed: 7/9/2025ACC: 0001085146-25-003685

📋 What this filing means

GRAVES LIGHT LENHART WEALTH, INC. filed this quarterly 13F‑HR report disclosing 192 equity positions with a total reported market value of $840.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

192

Positions

$840.41M

Total AUM (reported)

9.45M

Total Shares

Allocation by class

COM$127.49M15.2%

CORE US AGGBD ET$100.29M11.9%

CORE MSCI EAFE$72.38M8.6%

CL B NEW$36.14M4.3%

CORE S&P SCP ETF$31.50M3.7%

CORE S&P MCP ETF$30.48M3.6%

CORE FIXED INCOM$28.84M3.4%

Portfolio Concentration

Top 3$208.81M24.8%

4–10$187.50M22.3%

11–25$209.67M24.9%

Rest$234.43M27.9%

Top 3 weight

24.8%

Top 10 weight

47.2%

Voting Authority Distribution

Total shares with voting rights: 9.45M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

9.45M

% of voting shares100.0%

Investment Discretion (by position count)

Sole192

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings192

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares1.01M

TypeSH

Market value$100.29M

11.93%

Sole

0.00

Shared

0.00

None

1.01M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares867.01K

TypeSH

Market value$72.38M

8.61%

Sole

0.00

Shared

0.00

None

867.01K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares74.40K

TypeSH

Market value$36.14M

4.30%

Sole

0.00

Shared

0.00

None

74.40K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares288.20K

TypeSH

Market value$31.50M

3.75%

Sole

0.00

Shared

0.00

None

288.20K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares491.39K

TypeSH

Market value$30.48M

3.63%

Sole

0.00

Shared

0.00

None

491.39K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares682.53K

TypeSH

Market value$28.84M

3.43%

Sole

0.00

Shared

0.00

None

682.53K

SPDR SERIES TRUST

SOLE

S&P DIVID ETF

Shares189.85K

TypeSH

Market value$25.77M

3.07%

Sole

0.00

Shared

0.00

None

189.85K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares183.04K

TypeSH

Market value$24.40M

2.90%

Sole

0.00

Shared

0.00

None

183.04K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares117.04K

TypeSH

Market value$23.95M

2.85%

Sole

0.00

Shared

0.00

None

117.04K

APPLE INC

SOLE

COM

Shares109.95K

TypeSH

Market value$22.56M

2.68%

Sole

0.00

Shared

0.00

None

109.95K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares281.33K

TypeSH

Market value$22.37M

2.66%

Sole

0.00

Shared

0.00

None

281.33K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares267K

TypeSH

Market value$21.01M

2.50%

Sole

0.00

Shared

0.00

None

267K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares140.97K

TypeSH

Market value$19.00M

2.26%

Sole

0.00

Shared

0.00

None

140.97K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares625.01K

TypeSH

Market value$16.56M

1.97%

Sole

0.00

Shared

0.00

None

625.01K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares229.62K

TypeSH

Market value$16.36M

1.95%

Sole

0.00

Shared

0.00

None

229.62K

ALPHABET INC

SOLE

CAP STK CL A

Shares77.13K

TypeSH

Market value$13.59M

1.62%

Sole

0.00

Shared

0.00

None

77.13K

VANGUARD ADMIRAL FDS INC

SOLE

500 GRTH IDX F

Shares32.79K

TypeSH

Market value$13.00M

1.55%

Sole

0.00

Shared

0.00

None

32.79K

VANGUARD ADMIRAL FDS INC

SOLE

500 VAL IDX FD

Shares62.34K

TypeSH

Market value$11.76M

1.40%

Sole

0.00

Shared

0.00

None

62.34K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares246.06K

TypeSH

Market value$11.67M

1.39%

Sole

0.00

Shared

0.00

None

246.06K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares272.24K

TypeSH

Market value$11.51M

1.37%

Sole

0.00

Shared

0.00

None

272.24K

ISHARES TR

SOLE

RUS 1000 ETF

Shares33.86K

TypeSH

Market value$11.50M

1.37%

Sole

0.00

Shared

0.00

None

33.86K

JPMORGAN CHASE & CO.

SOLE

COM

Shares38.58K

TypeSH

Market value$11.19M

1.33%

Sole

0.00

Shared

0.00

None

38.58K

AMAZON COM INC

SOLE

COM

Shares50.71K

TypeSH

Market value$11.13M

1.32%

Sole

0.00

Shared

0.00

None

50.71K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares323.30K

TypeSH

Market value$9.70M

1.15%

Sole

0.00

Shared

0.00

None

323.30K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares101.65K

TypeSH

Market value$9.32M

1.11%

Sole

0.00

Shared

0.00

None

101.65K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	1.01M	SH	$100.29M 11.93%	1.01M
ISHARES TRSOLE	CORE MSCI EAFE	867.01K	SH	$72.38M 8.61%	867.01K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	74.40K	SH	$36.14M 4.30%	74.40K
ISHARES TRSOLE	CORE S&P SCP ETF	288.20K	SH	$31.50M 3.75%	288.20K
ISHARES TRSOLE	CORE S&P MCP ETF	491.39K	SH	$30.48M 3.63%	491.39K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	682.53K	SH	$28.84M 3.43%	682.53K
SPDR SERIES TRUSTSOLE	S&P DIVID ETF	189.85K	SH	$25.77M 3.07%	189.85K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	183.04K	SH	$24.40M 2.90%	183.04K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	117.04K	SH	$23.95M 2.85%	117.04K
APPLE INCSOLE	COM	109.95K	SH	$22.56M 2.68%	109.95K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	281.33K	SH	$22.37M 2.66%	281.33K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	267K	SH	$21.01M 2.50%	267K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	140.97K	SH	$19.00M 2.26%	140.97K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	625.01K	SH	$16.56M 1.97%	625.01K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	229.62K	SH	$16.36M 1.95%	229.62K
ALPHABET INCSOLE	CAP STK CL A	77.13K	SH	$13.59M 1.62%	77.13K
VANGUARD ADMIRAL FDS INCSOLE	500 GRTH IDX F	32.79K	SH	$13.00M 1.55%	32.79K
VANGUARD ADMIRAL FDS INCSOLE	500 VAL IDX FD	62.34K	SH	$11.76M 1.40%	62.34K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	246.06K	SH	$11.67M 1.39%	246.06K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	272.24K	SH	$11.51M 1.37%	272.24K
ISHARES TRSOLE	RUS 1000 ETF	33.86K	SH	$11.50M 1.37%	33.86K
JPMORGAN CHASE & CO.SOLE	COM	38.58K	SH	$11.19M 1.33%	38.58K
AMAZON COM INCSOLE	COM	50.71K	SH	$11.13M 1.32%	50.71K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	323.30K	SH	$9.70M 1.15%	323.30K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	101.65K	SH	$9.32M 1.11%	101.65K

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