Filed: 1/9/2026ACC: 0001759803-26-000001
📋 What this filing means
GRAVES LIGHT LENHART WEALTH, INC. filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $942.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$942.92M
Total AUM (reported)
10.50M
Total Shares
Allocation by class
COM$131.25M13.9%
CORE US AGGBD ET$104.48M11.1%
CORE MSCI EAFE$83.28M8.8%
CORE FIXED INCOM$49.35M5.2%
CL B NEW$37.36M4.0%
CORE S&P SCP ETF$35.20M3.7%
STATE STREET SPD$33.82M3.6%
Portfolio Concentration
Top 3$237.11M25.1%
4–10$211.34M22.4%
11–25$246.77M26.2%
Rest$247.70M26.3%
Top 3 weight
25.1%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 10.50M
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
10.50M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole191
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings191
Rows:
ISHARES TR
SOLEShares1.05M
TypeSH
Market value$104.48M
11.08%
Sole
0.00
Shared
0.00
None
1.05M
ISHARES TR
SOLEShares930.90K
TypeSH
Market value$83.28M
8.83%
Sole
0.00
Shared
0.00
None
930.90K
DIMENSIONAL ETF TRUST
SOLEShares1.16M
TypeSH
Market value$49.35M
5.23%
Sole
0.00
Shared
0.00
None
1.16M
BERKSHIRE HATHAWAY INC DEL
SOLEShares74.33K
TypeSH
Market value$37.36M
3.96%
Sole
0.00
Shared
0.00
None
74.33K
ISHARES TR
SOLEShares292.92K
TypeSH
Market value$35.20M
3.73%
Sole
0.00
Shared
0.00
None
292.92K
ISHARES TR
SOLEShares494.48K
TypeSH
Market value$32.64M
3.46%
Sole
0.00
Shared
0.00
None
494.47K
APPLE INC
SOLEShares108.30K
TypeSH
Market value$29.44M
3.12%
Sole
0.00
Shared
0.00
None
108.30K
VANGUARD WHITEHALL FDS
SOLEShares180.98K
TypeSH
Market value$25.97M
2.75%
Sole
0.00
Shared
0.00
None
180.98K
VANGUARD SPECIALIZED FUNDS
SOLEShares115.60K
TypeSH
Market value$25.41M
2.69%
Sole
0.00
Shared
0.00
None
115.60K
SPDR SERIES TRUST
SOLEShares181.95K
TypeSH
Market value$25.32M
2.69%
Sole
0.00
Shared
0.00
None
181.95K
VANGUARD SCOTTSDALE FDS
SOLEShares309.39K
TypeSH
Market value$24.67M
2.62%
Sole
0.00
Shared
0.00
None
309.39K
VANGUARD BD INDEX FDS
SOLEShares295.17K
TypeSH
Market value$23.26M
2.47%
Sole
0.00
Shared
0.00
None
295.17K
SELECT SECTOR SPDR TR
SOLEShares143.34K
TypeSH
Market value$22.19M
2.35%
Sole
0.00
Shared
0.00
None
143.34K
ALPHABET INC
SOLEShares70.15K
TypeSH
Market value$21.96M
2.33%
Sole
0.00
Shared
0.00
None
70.15K
SCHWAB STRATEGIC TR
SOLEShares672.91K
TypeSH
Market value$18.46M
1.96%
Sole
0.00
Shared
0.00
None
672.91K
INVESCO EXCHANGE TRADED FD T
SOLEShares237.01K
TypeSH
Market value$17.79M
1.89%
Sole
0.00
Shared
0.00
None
237.01K
DIMENSIONAL ETF TRUST
SOLEShares361.93K
TypeSH
Market value$17.43M
1.85%
Sole
0.00
Shared
0.00
None
361.93K
VANGUARD ADMIRAL FDS INC
SOLEShares34.75K
TypeSH
Market value$15.45M
1.64%
Sole
0.00
Shared
0.00
None
34.75K
DIMENSIONAL ETF TRUST
SOLEShares324.90K
TypeSH
Market value$15.14M
1.61%
Sole
0.00
Shared
0.00
None
324.90K
VANGUARD ADMIRAL FDS INC
SOLEShares66.60K
TypeSH
Market value$13.64M
1.45%
Sole
0.00
Shared
0.00
None
66.60K
DIMENSIONAL ETF TRUST
SOLEShares372.58K
TypeSH
Market value$12.19M
1.29%
Sole
0.00
Shared
0.00
None
372.58K
DIMENSIONAL ETF TRUST
SOLEShares353.65K
TypeSH
Market value$11.93M
1.27%
Sole
0.00
Shared
0.00
None
353.65K
AMAZON COM INC
SOLEShares50.67K
TypeSH
Market value$11.69M
1.24%
Sole
0.00
Shared
0.00
None
50.67K
JPMORGAN CHASE & CO.
SOLEShares35.49K
TypeSH
Market value$11.44M
1.21%
Sole
0.00
Shared
0.00
None
35.49K
ISHARES TR
SOLEShares25.50K
TypeSH
Market value$9.52M
1.01%
Sole
0.00
Shared
0.00
None
25.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 1.05M | SH | $104.48M 11.08% | 0.00 | 0.00 | 1.05M |
ISHARES TRSOLE | CORE MSCI EAFE | 930.90K | SH | $83.28M 8.83% | 0.00 | 0.00 | 930.90K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 1.16M | SH | $49.35M 5.23% | 0.00 | 0.00 | 1.16M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 74.33K | SH | $37.36M 3.96% | 0.00 | 0.00 | 74.33K |
ISHARES TRSOLE | CORE S&P SCP ETF | 292.92K | SH | $35.20M 3.73% | 0.00 | 0.00 | 292.92K |
ISHARES TRSOLE | CORE S&P MCP ETF | 494.48K | SH | $32.64M 3.46% | 0.00 | 0.00 | 494.47K |
APPLE INCSOLE | COM | 108.30K | SH | $29.44M 3.12% | 0.00 | 0.00 | 108.30K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 180.98K | SH | $25.97M 2.75% | 0.00 | 0.00 | 180.98K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 115.60K | SH | $25.41M 2.69% | 0.00 | 0.00 | 115.60K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 181.95K | SH | $25.32M 2.69% | 0.00 | 0.00 | 181.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 309.39K | SH | $24.67M 2.62% | 0.00 | 0.00 | 309.39K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 295.17K | SH | $23.26M 2.47% | 0.00 | 0.00 | 295.17K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 143.34K | SH | $22.19M 2.35% | 0.00 | 0.00 | 143.34K |
ALPHABET INCSOLE | CAP STK CL A | 70.15K | SH | $21.96M 2.33% | 0.00 | 0.00 | 70.15K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 672.91K | SH | $18.46M 1.96% | 0.00 | 0.00 | 672.91K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 237.01K | SH | $17.79M 1.89% | 0.00 | 0.00 | 237.01K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 361.93K | SH | $17.43M 1.85% | 0.00 | 0.00 | 361.93K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 34.75K | SH | $15.45M 1.64% | 0.00 | 0.00 | 34.75K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 324.90K | SH | $15.14M 1.61% | 0.00 | 0.00 | 324.90K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 66.60K | SH | $13.64M 1.45% | 0.00 | 0.00 | 66.60K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 372.58K | SH | $12.19M 1.29% | 0.00 | 0.00 | 372.58K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 353.65K | SH | $11.93M 1.27% | 0.00 | 0.00 | 353.65K |
AMAZON COM INCSOLE | COM | 50.67K | SH | $11.69M 1.24% | 0.00 | 0.00 | 50.67K |
JPMORGAN CHASE & CO.SOLE | COM | 35.49K | SH | $11.44M 1.21% | 0.00 | 0.00 | 35.49K |
ISHARES TRSOLE | RUS 1000 ETF | 25.50K | SH | $9.52M 1.01% | 0.00 | 0.00 | 25.50K |
Page 1 of 8
…