Universe · entity
Graves Light Lenhart Wealth, Inc.
Institutional manager (13F) · CIK 1759803
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $856M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $103M | 1,042,076 |
| 2 | ISHARES TR | $87M | 958,261 |
| 3 | DIMENSIONAL ETF TRUST | $54M | 1,287,970 |
| 4 | ISHARES TR | $38M | 302,697 |
| 5 | BERKSHIRE HATHAWAY INC DEL | $35M | 73,700 |
| 6 | ISHARES TR | $34M | 510,013 |
| 7 | APPLE INC | $27M | 108,058 |
| 8 | VANGUARD WHITEHALL FDS | $27M | 181,034 |
| 9 | SPDR SERIES TRUST | $27M | 182,040 |
| 10 | VANGUARD SCOTTSDALE FDS | $25M | 320,527 |
| 11 | VANGUARD SPECIALIZED FUNDS | $25M | 114,960 |
| 12 | VANGUARD BD INDEX FDS | $24M | 305,899 |
| 13 | DIMENSIONAL ETF TRUST | $23M | 482,789 |
| 14 | SELECT SECTOR SPDR TR | $21M | 142,582 |
| 15 | SCHWAB STRATEGIC TR | $21M | 673,097 |
| 16 | ALPHABET INC | $20M | 69,681 |
| 17 | INVESCO EXCHANGE TRADED FD T | $19M | 246,520 |
| 18 | DIMENSIONAL ETF TRUST | $17M | 353,811 |
| 19 | VANGUARD ADMIRAL FDS INC | $15M | 37,598 |
| 20 | VANGUARD ADMIRAL FDS INC | $14M | 70,382 |
| 21 | DIMENSIONAL ETF TRUST | $14M | 404,889 |
| 22 | DIMENSIONAL ETF TRUST | $12M | 345,603 |
| 23 | AMAZON COM INC | $11M | 50,552 |
| 24 | VANGUARD BD INDEX FDS | $9M | 123,245 |
| 25 | ISHARES TR | $9M | 25,347 |
| 26 | VANGUARD INDEX FDS | $9M | 27,037 |
| 27 | VANGUARD MALVERN FDS | $9M | 171,634 |
| 28 | VANGUARD MUN BD FDS | $8M | 169,422 |
| 29 | CHEVRON CORPORATION | $8M | 39,081 |
| 30 | JPMORGAN CHASE & CO | $8M | 26,288 |
| 31 | SPDR SERIES TRUST | $7M | 79,593 |
| 32 | VANGUARD TAX-MANAGED FDS | $7M | 112,208 |
| 33 | ALPHABET INC | $7M | 24,623 |
| 34 | SYSCO CORP | $7M | 96,458 |
| 35 | ISHARES TR | $7M | 55,973 |
| 36 | ISHARES TR | $6M | 9,596 |
| 37 | J P MORGAN EXCHANGE TRADED F | $6M | 113,075 |
| 38 | WISDOMTREE TR | $5M | 61,513 |
| 39 | EXXON MOBIL CORP | $5M | 31,410 |
| 40 | VANGUARD INTL EQUITY INDEX F | $5M | 67,749 |
| 41 | ISHARES TR | $5M | 41,679 |
| 42 | ISHARES TR | $4M | 38,201 |
| 43 | BERKSHIRE HATHAWAY INC DEL | $4M | 6 |
| 44 | MICROSOFT CORP | $4M | 11,453 |
| 45 | ISHARES TR | $4M | 27,883 |
| 46 | DIMENSIONAL ETF TRUST | $4M | 87,136 |
| 47 | STATE STR SPDR S&P 500 ETF T | $4M | 6,384 |
| 48 | ISHARES TR | $3M | 35,196 |
| 49 | DIMENSIONAL ETF TRUST | $3M | 94,530 |
| 50 | ISHARES TR | $3M | 44,169 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.