Graves Light Lenhart Wealth
$1.1B 13F equity value
208 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Graves Light Lenhart Wealth covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AGG | ISHARES TR | 1,080,576 | $102M | 9.6% |
| IEFA | ISHARES TR | 1,045,399 | $101M | 9.5% |
| DFCF | DIMENSIONAL ETF TRUST | 1,542,137 | $62M | 5.8% |
| IJR | ISHARES TR | 318,810 | $43M | 4.1% |
| IJH | ISHARES TR | 556,969 | $40M | 3.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 71,402 | $36M | 3.3% |
| AAPL | APPLE INC | 101,590 | $34M | 3.2% |
| DFNM | DIMENSIONAL ETF TRUST | 612,276 | $28M | 2.6% |
| VYM | VANGUARD WHITEHALL FDS | 178,978 | $28M | 2.6% |
| VTIP | VANGUARD MALVERN FDS | 540,037 | $27M | 2.5% |
Track Graves Light Lenhart Wealth's 13F portfolio: $1.1B in reported holdings, 208 positions. Top holdings and quarterly changes on SentiSense.
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