GRAVES LIGHT LENHART WEALTH, INC.

Filed: 10/9/2026ACC: 0001085146-26-000833

📋 What this filing means

GRAVES LIGHT LENHART WEALTH, INC. filed this quarterly 13F‑HR report disclosing 196 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

196

Positions

$1.07B

Total AUM (reported)

12.27M

Total Shares

Allocation by class

COM$131.95M12.4%

CORE US AGGBD ET$102.16M9.6%

CORE MSCI EAFE$101.28M9.5%

CORE FIXE IN ETF$61.87M5.8%

CORE S&P SCP ETF$43.37M4.1%

CORE S&P MCP ETF$40.07M3.8%

CL B NEW$35.55M3.3%

Portfolio Concentration

Top 3$265.31M24.8%

4–10$235.37M22.0%

11–25$308.88M28.9%

Rest$258.73M24.2%

Top 3 weight

24.8%

Top 10 weight

46.9%

Voting Authority Distribution

Total shares with voting rights: 12.27M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.27M

% of voting shares100.0%

Investment Discretion (by position count)

Sole196

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings196

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares1.08M

TypeSH

Market value$102.16M

9.56%

Sole

0.00

Shared

0.00

None

1.08M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.05M

TypeSH

Market value$101.28M

9.48%

Sole

0.00

Shared

0.00

None

1.05M

DIMENSIONAL ETF TRUST

SOLE

CORE FIXE IN ETF

Shares1.54M

TypeSH

Market value$61.87M

5.79%

Sole

0.00

Shared

0.00

None

1.54M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares318.81K

TypeSH

Market value$43.37M

4.06%

Sole

0.00

Shared

0.00

None

318.81K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares556.97K

TypeSH

Market value$40.07M

3.75%

Sole

0.00

Shared

0.00

None

556.97K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares71.40K

TypeSH

Market value$35.55M

3.33%

Sole

0.00

Shared

0.00

None

71.40K

APPLE INC

SOLE

COM

Shares101.59K

TypeSH

Market value$33.83M

3.17%

Sole

0.00

Shared

0.00

None

101.59K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares612.28K

TypeSH

Market value$28.18M

2.64%

Sole

0.00

Shared

0.00

None

612.28K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares178.98K

TypeSH

Market value$27.78M

2.60%

Sole

0.00

Shared

0.00

None

178.98K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares540.04K

TypeSH

Market value$26.58M

2.49%

Sole

0.00

Shared

0.00

None

540.04K

SPDR SERIES TRUST

SOLE

ST STR SP DIV

Shares180.80K

TypeSH

Market value$26.48M

2.48%

Sole

0.00

Shared

0.00

None

180.80K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares112.13K

TypeSH

Market value$26.16M

2.45%

Sole

0.00

Shared

0.00

None

112.13K

VANGUARD ADMIRAL FDS INC

SOLE

500 GRTH IDX F

Shares281.38K

TypeSH

Market value$24.05M

2.25%

Sole

0.00

Shared

0.00

None

281.38K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares425.61K

TypeSH

Market value$23.41M

2.19%

Sole

0.00

Shared

0.00

None

425.61K

SELECT SECTOR SPDR TR

SOLE

ST STR CARE ETF

Shares138.57K

TypeSH

Market value$23.34M

2.18%

Sole

0.00

Shared

0.00

None

138.57K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares623.58K

TypeSH

Market value$23.09M

2.16%

Sole

0.00

Shared

0.00

None

623.58K

ALPHABET INC

SOLE

CAP STK CL A

Shares65.40K

TypeSH

Market value$22.50M

2.11%

Sole

0.00

Shared

0.00

None

65.40K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares656.37K

TypeSH

Market value$21.35M

2.00%

Sole

0.00

Shared

0.00

None

656.37K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares269.69K

TypeSH

Market value$20.60M

1.93%

Sole

0.00

Shared

0.00

None

269.69K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares259.16K

TypeSH

Market value$20.02M

1.87%

Sole

0.00

Shared

0.00

None

259.16K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares234.84K

TypeSH

Market value$19.75M

1.85%

Sole

0.00

Shared

0.00

None

234.84K

VANGUARD ADMIRAL FDS INC

SOLE

500 VAL IDX FD

Shares84.36K

TypeSH

Market value$18.59M

1.74%

Sole

0.00

Shared

0.00

None

84.36K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares332.97K

TypeSH

Market value$14.12M

1.32%

Sole

0.00

Shared

0.00

None

332.97K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares277.99K

TypeSH

Market value$13.17M

1.23%

Sole

0.00

Shared

0.00

None

277.99K

AMAZON COM INC

SOLE

COM

Shares49.19K

TypeSH

Market value$12.25M

1.15%

Sole

0.00

Shared

0.00

None

49.19K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	1.08M	SH	$102.16M 9.56%	1.08M
ISHARES TRSOLE	CORE MSCI EAFE	1.05M	SH	$101.28M 9.48%	1.05M
DIMENSIONAL ETF TRUSTSOLE	CORE FIXE IN ETF	1.54M	SH	$61.87M 5.79%	1.54M
ISHARES TRSOLE	CORE S&P SCP ETF	318.81K	SH	$43.37M 4.06%	318.81K
ISHARES TRSOLE	CORE S&P MCP ETF	556.97K	SH	$40.07M 3.75%	556.97K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	71.40K	SH	$35.55M 3.33%	71.40K
APPLE INCSOLE	COM	101.59K	SH	$33.83M 3.17%	101.59K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	612.28K	SH	$28.18M 2.64%	612.28K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	178.98K	SH	$27.78M 2.60%	178.98K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	540.04K	SH	$26.58M 2.49%	540.04K
SPDR SERIES TRUSTSOLE	ST STR SP DIV	180.80K	SH	$26.48M 2.48%	180.80K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	112.13K	SH	$26.16M 2.45%	112.13K
VANGUARD ADMIRAL FDS INCSOLE	500 GRTH IDX F	281.38K	SH	$24.05M 2.25%	281.38K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	425.61K	SH	$23.41M 2.19%	425.61K
SELECT SECTOR SPDR TRSOLE	ST STR CARE ETF	138.57K	SH	$23.34M 2.18%	138.57K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	623.58K	SH	$23.09M 2.16%	623.58K
ALPHABET INCSOLE	CAP STK CL A	65.40K	SH	$22.50M 2.11%	65.40K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	656.37K	SH	$21.35M 2.00%	656.37K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	269.69K	SH	$20.60M 1.93%	269.69K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	259.16K	SH	$20.02M 1.87%	259.16K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	234.84K	SH	$19.75M 1.85%	234.84K
VANGUARD ADMIRAL FDS INCSOLE	500 VAL IDX FD	84.36K	SH	$18.59M 1.74%	84.36K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	332.97K	SH	$14.12M 1.32%	332.97K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	277.99K	SH	$13.17M 1.23%	277.99K
AMAZON COM INCSOLE	COM	49.19K	SH	$12.25M 1.15%	49.19K

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