Filed: 4/8/2026ACC: 0001759803-26-000003
📋 What this filing means
GRAVES LIGHT LENHART WEALTH, INC. filed this quarterly 13F‑HR report disclosing 197 equity positions with a total reported market value of $961.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
197
Positions
$961.06M
Total AUM (reported)
10.98M
Total Shares
Allocation by class
COM$127.00M13.2%
CORE US AGGBD ET$103.45M10.8%
CORE MSCI EAFE$86.75M9.0%
CORE FIXED INCOM$54.38M5.7%
CORE S&P SCP ETF$37.63M3.9%
CL B NEW$35.32M3.7%
CORE S&P MCP ETF$34.44M3.6%
Portfolio Concentration
Top 3$244.58M25.4%
4–10$213.60M22.2%
11–25$253.56M26.4%
Rest$249.33M25.9%
Top 3 weight
25.4%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 10.98M
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
10.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole197
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings197
Rows:
ISHARES TR
SOLEShares1.04M
TypeSH
Market value$103.45M
10.76%
Sole
0.00
Shared
0.00
None
1.04M
ISHARES TR
SOLEShares958.26K
TypeSH
Market value$86.75M
9.03%
Sole
0.00
Shared
0.00
None
958.26K
DIMENSIONAL ETF TRUST
SOLEShares1.29M
TypeSH
Market value$54.38M
5.66%
Sole
0.00
Shared
0.00
None
1.29M
ISHARES TR
SOLEShares302.70K
TypeSH
Market value$37.63M
3.92%
Sole
0.00
Shared
0.00
None
302.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.70K
TypeSH
Market value$35.32M
3.67%
Sole
0.00
Shared
0.00
None
73.70K
ISHARES TR
SOLEShares510.01K
TypeSH
Market value$34.44M
3.58%
Sole
0.00
Shared
0.00
None
510.01K
APPLE INC
SOLEShares108.06K
TypeSH
Market value$27.42M
2.85%
Sole
0.00
Shared
0.00
None
108.06K
VANGUARD WHITEHALL FDS
SOLEShares181.03K
TypeSH
Market value$26.81M
2.79%
Sole
0.00
Shared
0.00
None
181.03K
SPDR SERIES TRUST
SOLEShares182.04K
TypeSH
Market value$26.57M
2.76%
Sole
0.00
Shared
0.00
None
182.04K
VANGUARD SCOTTSDALE FDS
SOLEShares320.53K
TypeSH
Market value$25.41M
2.64%
Sole
0.00
Shared
0.00
None
320.53K
VANGUARD SPECIALIZED FUNDS
SOLEShares114.96K
TypeSH
Market value$24.72M
2.57%
Sole
0.00
Shared
0.00
None
114.96K
VANGUARD BD INDEX FDS
SOLEShares305.90K
TypeSH
Market value$23.99M
2.50%
Sole
0.00
Shared
0.00
None
305.90K
DIMENSIONAL ETF TRUST
SOLEShares482.79K
TypeSH
Market value$23.14M
2.41%
Sole
0.00
Shared
0.00
None
482.79K
SELECT SECTOR SPDR TR
SOLEShares142.58K
TypeSH
Market value$20.90M
2.18%
Sole
0.00
Shared
0.00
None
142.58K
SCHWAB STRATEGIC TR
SOLEShares673.10K
TypeSH
Market value$20.65M
2.15%
Sole
0.00
Shared
0.00
None
673.10K
ALPHABET INC
SOLEShares69.68K
TypeSH
Market value$20.04M
2.08%
Sole
0.00
Shared
0.00
None
69.68K
INVESCO EXCHANGE TRADED FD T
SOLEShares246.52K
TypeSH
Market value$18.54M
1.93%
Sole
0.00
Shared
0.00
None
246.52K
DIMENSIONAL ETF TRUST
SOLEShares353.81K
TypeSH
Market value$17.15M
1.78%
Sole
0.00
Shared
0.00
None
353.81K
VANGUARD ADMIRAL FDS INC
SOLEShares37.60K
TypeSH
Market value$15.33M
1.59%
Sole
0.00
Shared
0.00
None
37.60K
VANGUARD ADMIRAL FDS INC
SOLEShares70.38K
TypeSH
Market value$14.34M
1.49%
Sole
0.00
Shared
0.00
None
70.38K
DIMENSIONAL ETF TRUST
SOLEShares404.89K
TypeSH
Market value$13.75M
1.43%
Sole
0.00
Shared
0.00
None
404.89K
DIMENSIONAL ETF TRUST
SOLEShares345.60K
TypeSH
Market value$12.37M
1.29%
Sole
0.00
Shared
0.00
None
345.60K
AMAZON COM INC
SOLEShares50.55K
TypeSH
Market value$10.53M
1.10%
Sole
0.00
Shared
0.00
None
50.55K
VANGUARD BD INDEX FDS
SOLEShares123.25K
TypeSH
Market value$9.08M
0.94%
Sole
0.00
Shared
0.00
None
123.25K
ISHARES TR
SOLEShares25.35K
TypeSH
Market value$9.04M
0.94%
Sole
0.00
Shared
0.00
None
25.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 1.04M | SH | $103.45M 10.76% | 0.00 | 0.00 | 1.04M |
ISHARES TRSOLE | CORE MSCI EAFE | 958.26K | SH | $86.75M 9.03% | 0.00 | 0.00 | 958.26K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 1.29M | SH | $54.38M 5.66% | 0.00 | 0.00 | 1.29M |
ISHARES TRSOLE | CORE S&P SCP ETF | 302.70K | SH | $37.63M 3.92% | 0.00 | 0.00 | 302.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.70K | SH | $35.32M 3.67% | 0.00 | 0.00 | 73.70K |
ISHARES TRSOLE | CORE S&P MCP ETF | 510.01K | SH | $34.44M 3.58% | 0.00 | 0.00 | 510.01K |
APPLE INCSOLE | COM | 108.06K | SH | $27.42M 2.85% | 0.00 | 0.00 | 108.06K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 181.03K | SH | $26.81M 2.79% | 0.00 | 0.00 | 181.03K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 182.04K | SH | $26.57M 2.76% | 0.00 | 0.00 | 182.04K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 320.53K | SH | $25.41M 2.64% | 0.00 | 0.00 | 320.53K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 114.96K | SH | $24.72M 2.57% | 0.00 | 0.00 | 114.96K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 305.90K | SH | $23.99M 2.50% | 0.00 | 0.00 | 305.90K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 482.79K | SH | $23.14M 2.41% | 0.00 | 0.00 | 482.79K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 142.58K | SH | $20.90M 2.18% | 0.00 | 0.00 | 142.58K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 673.10K | SH | $20.65M 2.15% | 0.00 | 0.00 | 673.10K |
ALPHABET INCSOLE | CAP STK CL A | 69.68K | SH | $20.04M 2.08% | 0.00 | 0.00 | 69.68K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 246.52K | SH | $18.54M 1.93% | 0.00 | 0.00 | 246.52K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 353.81K | SH | $17.15M 1.78% | 0.00 | 0.00 | 353.81K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 37.60K | SH | $15.33M 1.59% | 0.00 | 0.00 | 37.60K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 70.38K | SH | $14.34M 1.49% | 0.00 | 0.00 | 70.38K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 404.89K | SH | $13.75M 1.43% | 0.00 | 0.00 | 404.89K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 345.60K | SH | $12.37M 1.29% | 0.00 | 0.00 | 345.60K |
AMAZON COM INCSOLE | COM | 50.55K | SH | $10.53M 1.10% | 0.00 | 0.00 | 50.55K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 123.25K | SH | $9.08M 0.94% | 0.00 | 0.00 | 123.25K |
ISHARES TRSOLE | RUS 1000 ETF | 25.35K | SH | $9.04M 0.94% | 0.00 | 0.00 | 25.35K |
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