Filed: 10/7/2025ACC: 0001085146-25-005814
📋 What this filing means
GRAVES LIGHT LENHART WEALTH, INC. filed this quarterly 13F‑HR report disclosing 193 equity positions with a total reported market value of $901.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
193
Positions
$901.14M
Total AUM (reported)
9.95M
Total Shares
Allocation by class
COM$137.69M15.3%
CORE US AGGBD ET$102.95M11.4%
CORE MSCI EAFE$78.13M8.7%
CORE FIXED INCOM$40.31M4.5%
CL B NEW$37.63M4.2%
CORE S&P SCP ETF$33.74M3.7%
CORE S&P MCP ETF$31.33M3.5%
Portfolio Concentration
Top 3$221.40M24.6%
4–10$207.30M23.0%
11–25$223.63M24.8%
Rest$248.82M27.6%
Top 3 weight
24.6%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 9.95M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole193
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings193
Rows:
ISHARES TR
SOLEShares1.03M
TypeSH
Market value$102.95M
11.42%
Sole
0.00
Shared
0.00
None
1.03M
ISHARES TR
SOLEShares894.88K
TypeSH
Market value$78.13M
8.67%
Sole
0.00
Shared
0.00
None
894.88K
DIMENSIONAL ETF TRUST
SOLEShares942.74K
TypeSH
Market value$40.31M
4.47%
Sole
0.00
Shared
0.00
None
942.74K
BERKSHIRE HATHAWAY INC DEL
SOLEShares74.85K
TypeSH
Market value$37.63M
4.18%
Sole
0.00
Shared
0.00
None
74.85K
ISHARES TR
SOLEShares283.90K
TypeSH
Market value$33.74M
3.74%
Sole
0.00
Shared
0.00
None
283.90K
ISHARES TR
SOLEShares480.06K
TypeSH
Market value$31.33M
3.48%
Sole
0.00
Shared
0.00
None
480.06K
APPLE INC
SOLEShares110.20K
TypeSH
Market value$28.06M
3.11%
Sole
0.00
Shared
0.00
None
110.20K
VANGUARD WHITEHALL FDS
SOLEShares183.27K
TypeSH
Market value$25.83M
2.87%
Sole
0.00
Shared
0.00
None
183.27K
SPDR SERIES TRUST
SOLEShares182.36K
TypeSH
Market value$25.54M
2.83%
Sole
0.00
Shared
0.00
None
182.36K
VANGUARD SPECIALIZED FUNDS
SOLEShares116.65K
TypeSH
Market value$25.17M
2.79%
Sole
0.00
Shared
0.00
None
116.65K
VANGUARD SCOTTSDALE FDS
SOLEShares293.77K
TypeSH
Market value$23.48M
2.61%
Sole
0.00
Shared
0.00
None
293.77K
VANGUARD BD INDEX FDS
SOLEShares277.93K
TypeSH
Market value$21.93M
2.43%
Sole
0.00
Shared
0.00
None
277.93K
SELECT SECTOR SPDR TR
SOLEShares141.75K
TypeSH
Market value$19.73M
2.19%
Sole
0.00
Shared
0.00
None
141.75K
ALPHABET INC
SOLEShares74.17K
TypeSH
Market value$18.03M
2.00%
Sole
0.00
Shared
0.00
None
74.17K
SCHWAB STRATEGIC TR
SOLEShares634.79K
TypeSH
Market value$17.33M
1.92%
Sole
0.00
Shared
0.00
None
634.79K
INVESCO EXCHANGE TRADED FD T
SOLEShares232.61K
TypeSH
Market value$17.05M
1.89%
Sole
0.00
Shared
0.00
None
232.61K
VANGUARD ADMIRAL FDS INC
SOLEShares33.94K
TypeSH
Market value$14.78M
1.64%
Sole
0.00
Shared
0.00
None
33.94K
DIMENSIONAL ETF TRUST
SOLEShares274.29K
TypeSH
Market value$13.16M
1.46%
Sole
0.00
Shared
0.00
None
274.29K
DIMENSIONAL ETF TRUST
SOLEShares294.21K
TypeSH
Market value$13.15M
1.46%
Sole
0.00
Shared
0.00
None
294.21K
VANGUARD ADMIRAL FDS INC
SOLEShares63.66K
TypeSH
Market value$12.70M
1.41%
Sole
0.00
Shared
0.00
None
63.66K
JPMORGAN CHASE & CO.
SOLEShares37.58K
TypeSH
Market value$11.85M
1.32%
Sole
0.00
Shared
0.00
None
37.58K
AMAZON COM INC
SOLEShares50.94K
TypeSH
Market value$11.18M
1.24%
Sole
0.00
Shared
0.00
None
50.94K
DIMENSIONAL ETF TRUST
SOLEShares337.27K
TypeSH
Market value$10.76M
1.19%
Sole
0.00
Shared
0.00
None
337.27K
ISHARES TR
SOLEShares25.69K
TypeSH
Market value$9.39M
1.04%
Sole
0.00
Shared
0.00
None
25.69K
VANGUARD BD INDEX FDS
SOLEShares122.52K
TypeSH
Market value$9.11M
1.01%
Sole
0.00
Shared
0.00
None
122.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 1.03M | SH | $102.95M 11.42% | 0.00 | 0.00 | 1.03M |
ISHARES TRSOLE | CORE MSCI EAFE | 894.88K | SH | $78.13M 8.67% | 0.00 | 0.00 | 894.88K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 942.74K | SH | $40.31M 4.47% | 0.00 | 0.00 | 942.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 74.85K | SH | $37.63M 4.18% | 0.00 | 0.00 | 74.85K |
ISHARES TRSOLE | CORE S&P SCP ETF | 283.90K | SH | $33.74M 3.74% | 0.00 | 0.00 | 283.90K |
ISHARES TRSOLE | CORE S&P MCP ETF | 480.06K | SH | $31.33M 3.48% | 0.00 | 0.00 | 480.06K |
APPLE INCSOLE | COM | 110.20K | SH | $28.06M 3.11% | 0.00 | 0.00 | 110.20K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 183.27K | SH | $25.83M 2.87% | 0.00 | 0.00 | 183.27K |
SPDR SERIES TRUSTSOLE | S&P DIVID ETF | 182.36K | SH | $25.54M 2.83% | 0.00 | 0.00 | 182.36K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 116.65K | SH | $25.17M 2.79% | 0.00 | 0.00 | 116.65K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 293.77K | SH | $23.48M 2.61% | 0.00 | 0.00 | 293.77K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 277.93K | SH | $21.93M 2.43% | 0.00 | 0.00 | 277.93K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 141.75K | SH | $19.73M 2.19% | 0.00 | 0.00 | 141.75K |
ALPHABET INCSOLE | CAP STK CL A | 74.17K | SH | $18.03M 2.00% | 0.00 | 0.00 | 74.17K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 634.79K | SH | $17.33M 1.92% | 0.00 | 0.00 | 634.79K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 232.61K | SH | $17.05M 1.89% | 0.00 | 0.00 | 232.61K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 33.94K | SH | $14.78M 1.64% | 0.00 | 0.00 | 33.94K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 274.29K | SH | $13.16M 1.46% | 0.00 | 0.00 | 274.29K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 294.21K | SH | $13.15M 1.46% | 0.00 | 0.00 | 294.21K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 63.66K | SH | $12.70M 1.41% | 0.00 | 0.00 | 63.66K |
JPMORGAN CHASE & CO.SOLE | COM | 37.58K | SH | $11.85M 1.32% | 0.00 | 0.00 | 37.58K |
AMAZON COM INCSOLE | COM | 50.94K | SH | $11.18M 1.24% | 0.00 | 0.00 | 50.94K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 337.27K | SH | $10.76M 1.19% | 0.00 | 0.00 | 337.27K |
ISHARES TRSOLE | RUS 1000 ETF | 25.69K | SH | $9.39M 1.04% | 0.00 | 0.00 | 25.69K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 122.52K | SH | $9.11M 1.01% | 0.00 | 0.00 | 122.52K |
Page 1 of 8
…