EdgeMarket › What Graves Light Lenhart Wealth, Inc. reported owning
What Graves Light Lenhart Wealth, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
961.1MPositions
197Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 103.4M | 10.8% | 1.0M | 97.35 | -1.7% |
| IEFA iShares Core MSCI EAFE ETF | 86.8M | 9.0% | 958.3K | 100.85 | +16.8% |
| DFCF Dimensional Core Fixed Income ETF | 54.4M | 5.7% | 1.3M | 41.47 | -1.9% |
| IJR iShares Core S&P Small-Cap ETF | 37.6M | 3.9% | 302.7K | 147.31 | +29.0% |
| unmapped CUSIP 084670702 | 35.3M | 3.7% | 73.7K | — | — |
| IJH iShares Core S&P Mid-Cap ETF | 34.4M | 3.6% | 510.0K | 76.77 | +20.8% |
| AAPL Apple Inc. | 27.4M | 2.9% | 108.1K | 309.35 | +36.9% |
| VYM Vanguard High Dividend Yield ETF | 26.8M | 2.8% | 181.0K | 164.97 | +19.9% |
| SDY State Street SPDR S&P Dividend ETF | 26.6M | 2.8% | 182.0K | 158.44 | +12.0% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 25.4M | 2.6% | 320.5K | 78.59 | -1.3% |
| VIG Vanguard Div Appreciation ETF | 24.7M | 2.6% | 115.0K | 243.91 | +16.2% |
| BSV Vanguard Short-Term Bond ETF | 24.0M | 2.5% | 305.9K | 77.57 | -1.4% |
| DFNM Dimensional National Municipal Bond ETF | 23.1M | 2.4% | 482.8K | 47.57 | +0.5% |
| XLV State Street Health Care Select Sector SPDR ET | 20.9M | 2.2% | 142.6K | 174.62 | +27.0% |
| SCHD Schwab US Dividend Equity ETF | 20.7M | 2.1% | 673.1K | 35.11 | +27.6% |
| GOOGL Alphabet Inc. | 20.0M | 2.1% | 69.7K | 344.82 | +73.0% |
| SPHQ Invesco S&P 500 Quality ETF | 18.5M | 1.9% | 246.5K | 85.95 | +18.7% |
| DFUV Dimensional US Marketwide Value ETF | 17.1M | 1.8% | 353.8K | 57.43 | +31.9% |
| VOOG Vanguard S&P 500 Growth ETF | 15.3M | 1.6% | 37.6K | 83.46 | +22.2% |
| VOOV Vanguard S&P 500 Value ETF | 14.3M | 1.5% | 70.4K | 229.03 | +17.6% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 13.8M | 1.4% | 404.9K | 38.16 | +24.9% |
| DFEV Dimensional Emerging Markets Value ETF | 12.4M | 1.3% | 345.6K | 41.93 | +36.0% |
| AMZN AMAZON COM INC | 10.5M | 1.1% | 50.6K | 258.63 | +15.6% |
| BND Vanguard Total Bond Market ETF | 9.1M | 0.9% | 123.2K | 72.23 | -1.8% |
| IWB iShares Russell 1000 ETF | 9.0M | 0.9% | 25.3K | 419.69 | +19.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 8.7M | 0.9% | 27.0K | 378.24 | +20.5% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 8.6M | 0.9% | 171.6K | 49.79 | -1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 8.5M | 0.9% | 169.4K | 49.54 | +1.4% |
| CVX CHEVRON CORP | 8.1M | 0.8% | 39.1K | 205.27 | +34.0% |
| JPM JPMORGAN CHASE & CO | 7.7M | 0.8% | 26.3K | 351.58 | +20.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 7.3M | 0.8% | 79.6K | 91.60 | -0.1% |
| VEA Vanguard FTSE Developed Markets ETF | 7.2M | 0.7% | 112.2K | 73.42 | +24.7% |
| GOOG Alphabet Inc. | 7.1M | 0.7% | 24.6K | 341.75 | +70.7% |
| SYY SYSCO CORP | 6.9M | 0.7% | 96.5K | 84.10 | +3.9% |
| IGM iShares Expanded Tech Sector ETF | 6.6M | 0.7% | 56.0K | 158.89 | +38.1% |
| IVV iShares Core S&P 500 ETF | 6.3M | 0.7% | 9.6K | 769.31 | +20.0% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 5.8M | 0.6% | 113.1K | 50.92 | -0.1% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 5.5M | 0.6% | 61.5K | 100.73 | +18.5% |
| XOM ExxonMobil Holdings Corp | 5.3M | 0.6% | 31.4K | 165.11 | +52.1% |
| VEU Vanguard FTSE All World Ex US ETF | 5.1M | 0.5% | 67.7K | 85.69 | +23.3% |
| IJS iShares S&P SmallCap 600 Value ETF | 4.9M | 0.5% | 41.7K | 138.43 | +31.2% |
| IVW iShares S&P 500 Growth ETF | 4.3M | 0.4% | 38.2K | 138.83 | +22.2% |
| unmapped CUSIP 084670108 | 4.3M | 0.4% | 6 | — | — |
| MSFT MICROSOFT CORP | 4.2M | 0.4% | 11.5K | 483.24 | -4.4% |
| DVY iShares Select Dividend ETF | 4.2M | 0.4% | 27.9K | 164.09 | +17.7% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 4.2M | 0.4% | 87.1K | 47.31 | -1.5% |
| SPY SPDR S&P 500 ETF TRUST | 4.2M | 0.4% | 6.4K | 765.72 | +20.0% |
| EFA iShares MSCI EAFE ETF | 3.4M | 0.4% | 35.2K | 108.24 | +17.1% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 3.3M | 0.3% | 94.5K | 39.93 | +29.9% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 3.0M | 0.3% | 44.2K | 77.94 | +23.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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