GRAVES LIGHT LENHART WEALTH, INC.

Filed: 7/7/2026ACC: 0001759803-26-000004

📋 What this filing means

GRAVES LIGHT LENHART WEALTH, INC. filed this quarterly 13F‑HR report disclosing 203 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.

203

Positions

$1.07B

Total AUM (reported)

11.77M

Total Shares

Allocation by class

COM$138.65M12.9%

CORE US AGGBD ET$109.08M10.2%

CORE MSCI EAFE$97.87M9.1%

CORE FIXE IN ETF$58.35M5.4%

CORE S&P SCP ETF$46.07M4.3%

CORE S&P MCP ETF$40.94M3.8%

CL B NEW$36.56M3.4%

Portfolio Concentration

Top 3$265.30M24.8%

4–10$237.81M22.2%

11–25$295.84M27.6%

Rest$272.70M25.4%

Top 3 weight

24.8%

Top 10 weight

46.9%

Voting Authority Distribution

Total shares with voting rights: 11.77M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

11.77M

% of voting shares100.0%

Investment Discretion (by position count)

Sole203

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings203

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares1.10M

TypeSH

Market value$109.08M

10.18%

Sole

0.00

Shared

0.00

None

1.10M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.01M

TypeSH

Market value$97.87M

9.13%

Sole

0.00

Shared

0.00

None

1.01M

DIMENSIONAL ETF TRUST

SOLE

CORE FIXE IN ETF

Shares1.38M

TypeSH

Market value$58.35M

5.44%

Sole

0.00

Shared

0.00

None

1.38M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares310.61K

TypeSH

Market value$46.07M

4.30%

Sole

0.00

Shared

0.00

None

310.61K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares530.91K

TypeSH

Market value$40.94M

3.82%

Sole

0.00

Shared

0.00

None

530.91K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares73.06K

TypeSH

Market value$36.56M

3.41%

Sole

0.00

Shared

0.00

None

73.06K

APPLE INC

SOLE

COM

Shares106.57K

TypeSH

Market value$30.84M

2.88%

Sole

0.00

Shared

0.00

None

106.57K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares181.14K

TypeSH

Market value$28.63M

2.67%

Sole

0.00

Shared

0.00

None

181.14K

SPDR SERIES TRUST

SOLE

ST STR SP DIV

Shares181.58K

TypeSH

Market value$27.63M

2.58%

Sole

0.00

Shared

0.00

None

181.58K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares114.75K

TypeSH

Market value$27.15M

2.53%

Sole

0.00

Shared

0.00

None

114.75K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares556.65K

TypeSH

Market value$26.91M

2.51%

Sole

0.00

Shared

0.00

None

556.65K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares318.10K

TypeSH

Market value$24.78M

2.31%

Sole

0.00

Shared

0.00

None

318.10K

ALPHABET INC

SOLE

CAP STK CL A

Shares68.67K

TypeSH

Market value$24.54M

2.29%

Sole

0.00

Shared

0.00

None

68.67K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares301.77K

TypeSH

Market value$23.85M

2.23%

Sole

0.00

Shared

0.00

None

301.77K

SELECT SECTOR SPDR TR

SOLE

ST STR CARE ETF

Shares141.33K

TypeSH

Market value$22.42M

2.09%

Sole

0.00

Shared

0.00

None

141.33K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares402.89K

TypeSH

Market value$22.16M

2.07%

Sole

0.00

Shared

0.00

None

402.89K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares242.03K

TypeSH

Market value$21.81M

2.03%

Sole

0.00

Shared

0.00

None

242.03K

VANGUARD ADMIRAL FDS INC

SOLE

500 GRTH IDX F

Shares258.81K

TypeSH

Market value$21.38M

2.00%

Sole

0.00

Shared

0.00

None

258.81K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares574.32K

TypeSH

Market value$21.16M

1.97%

Sole

0.00

Shared

0.00

None

574.32K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares666.57K

TypeSH

Market value$21.14M

1.97%

Sole

0.00

Shared

0.00

None

666.57K

VANGUARD ADMIRAL FDS INC

SOLE

500 VAL IDX FD

Shares79.04K

TypeSH

Market value$17.33M

1.62%

Sole

0.00

Shared

0.00

None

79.04K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares339.41K

TypeSH

Market value$14.48M

1.35%

Sole

0.00

Shared

0.00

None

339.41K

AMAZON COM INC

SOLE

COM

Shares50.63K

TypeSH

Market value$12.07M

1.13%

Sole

0.00

Shared

0.00

None

50.63K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares227.56K

TypeSH

Market value$11.51M

1.07%

Sole

0.00

Shared

0.00

None

227.56K

ISHARES TR

SOLE

RUS 1000 ETF

Shares25.15K

TypeSH

Market value$10.30M

0.96%

Sole

0.00

Shared

0.00

None

25.15K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE US AGGBD ET	1.10M	SH	$109.08M 10.18%	1.10M
ISHARES TRSOLE	CORE MSCI EAFE	1.01M	SH	$97.87M 9.13%	1.01M
DIMENSIONAL ETF TRUSTSOLE	CORE FIXE IN ETF	1.38M	SH	$58.35M 5.44%	1.38M
ISHARES TRSOLE	CORE S&P SCP ETF	310.61K	SH	$46.07M 4.30%	310.61K
ISHARES TRSOLE	CORE S&P MCP ETF	530.91K	SH	$40.94M 3.82%	530.91K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	73.06K	SH	$36.56M 3.41%	73.06K
APPLE INCSOLE	COM	106.57K	SH	$30.84M 2.88%	106.57K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	181.14K	SH	$28.63M 2.67%	181.14K
SPDR SERIES TRUSTSOLE	ST STR SP DIV	181.58K	SH	$27.63M 2.58%	181.58K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	114.75K	SH	$27.15M 2.53%	114.75K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	556.65K	SH	$26.91M 2.51%	556.65K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	318.10K	SH	$24.78M 2.31%	318.10K
ALPHABET INCSOLE	CAP STK CL A	68.67K	SH	$24.54M 2.29%	68.67K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	301.77K	SH	$23.85M 2.23%	301.77K
SELECT SECTOR SPDR TRSOLE	ST STR CARE ETF	141.33K	SH	$22.42M 2.09%	141.33K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	402.89K	SH	$22.16M 2.07%	402.89K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	242.03K	SH	$21.81M 2.03%	242.03K
VANGUARD ADMIRAL FDS INCSOLE	500 GRTH IDX F	258.81K	SH	$21.38M 2.00%	258.81K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	574.32K	SH	$21.16M 1.97%	574.32K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	666.57K	SH	$21.14M 1.97%	666.57K
VANGUARD ADMIRAL FDS INCSOLE	500 VAL IDX FD	79.04K	SH	$17.33M 1.62%	79.04K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	339.41K	SH	$14.48M 1.35%	339.41K
AMAZON COM INCSOLE	COM	50.63K	SH	$12.07M 1.13%	50.63K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	227.56K	SH	$11.51M 1.07%	227.56K
ISHARES TRSOLE	RUS 1000 ETF	25.15K	SH	$10.30M 0.96%	25.15K

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