Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Graves Light Lenhart Wealth, Inc. (CIK 1759803) reported $961.1M across 196 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($103.4M, 10.76%), IEFA ($86.8M, 9.03%), DFCF ($54.4M, 5.66%), IJR ($37.6M, 3.92%), BRK/B ($35.3M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $103.4M | 10.76% | 1.0M | Trimmed |
| 2 | IEFA | ISHARES TR | $86.8M | 9.03% | 958,261 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $54.4M | 5.66% | 1.3M | Added |
| 4 | IJR | ISHARES TR | $37.6M | 3.92% | 302,697 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.3M | 3.67% | 73,700 | Trimmed |
| 6 | IJH | ISHARES TR | $34.4M | 3.58% | 510,013 | Added |
| 7 | AAPL | APPLE INC | $27.4M | 2.85% | 108,058 | Trimmed |
| 8 | VYM | VANGUARD WHITEHALL FDS | $26.8M | 2.79% | 181,034 | Added |
| 9 | SDY | SPDR SERIES TRUST | $26.6M | 2.76% | 182,040 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $25.4M | 2.64% | 320,527 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $24.7M | 2.57% | 114,960 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $24.0M | 2.50% | 305,899 | Added |
| 13 | DFNM | DIMENSIONAL ETF TRUST | $23.1M | 2.41% | 482,789 | Added |
| 14 | XLV | SELECT SECTOR SPDR TR | $20.9M | 2.18% | 142,582 | Trimmed |
| 15 | SCHD | SCHWAB STRATEGIC TR | $20.7M | 2.15% | 673,097 | Added |
| 16 | GOOGL | ALPHABET INC | $20.0M | 2.08% | 69,681 | Trimmed |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | $18.5M | 1.93% | 246,520 | Added |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $17.1M | 1.78% | 353,811 | Added |
| 19 | VOOG | VANGUARD ADMIRAL FDS INC | $15.3M | 1.59% | 37,598 | Added |
| 20 | VOOV | VANGUARD ADMIRAL FDS INC | $14.3M | 1.49% | 70,382 | Added |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $13.8M | 1.43% | 404,889 | Added |
| 22 | DFEV | DIMENSIONAL ETF TRUST | $12.4M | 1.29% | 345,603 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $10.5M | 1.10% | 50,552 | Trimmed |
| 24 | IWB | ISHARES TR | $9.0M | 0.94% | 25,347 | Trimmed |
| 25 | BND | VANGUARD BD INDEX FDS | $9.1M | 0.94% | 123,245 | Added |
Source: SEC Form 13F filings · as of 2026-03-31