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 $1.07B across 203 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($109.1M, 10.18%), IEFA ($97.9M, 9.13%), DFCF ($58.3M, 5.44%), IJR ($46.1M, 4.30%), IJH ($40.9M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $109.1M | 10.18% | 1.1M | Added |
| 2 | IEFA | ISHARES TR | $97.9M | 9.13% | 1.0M | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $58.3M | 5.44% | 1.4M | Added |
| 4 | IJR | ISHARES TR | $46.1M | 4.30% | 310,610 | Added |
| 5 | IJH | ISHARES TR | $40.9M | 3.82% | 530,909 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.6M | 3.41% | 73,061 | Trimmed |
| 7 | AAPL | APPLE INC | $30.8M | 2.88% | 106,571 | Trimmed |
| 8 | VYM | VANGUARD WHITEHALL FDS | $28.6M | 2.67% | 181,141 | Added |
| 9 | SDY | SPDR SERIES TRUST | $27.6M | 2.58% | 181,578 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $27.2M | 2.53% | 114,747 | Trimmed |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $26.9M | 2.51% | 556,651 | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $24.8M | 2.31% | 318,097 | Added |
| 13 | GOOGL | ALPHABET INC | $24.5M | 2.29% | 68,674 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $23.8M | 2.23% | 301,767 | Trimmed |
| 15 | XLV | SELECT SECTOR SPDR TR | $22.4M | 2.09% | 141,334 | Trimmed |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $22.2M | 2.07% | 402,895 | Added |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | $21.8M | 2.03% | 242,025 | Trimmed |
| 18 | VOOG | VANGUARD ADMIRAL FDS INC | $21.4M | 2.00% | 258,813 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $21.1M | 1.97% | 666,565 | Trimmed |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $21.2M | 1.97% | 574,324 | Added |
| 21 | VOOV | VANGUARD ADMIRAL FDS INC | $17.3M | 1.62% | 79,037 | Added |
| 22 | DFEV | DIMENSIONAL ETF TRUST | $14.5M | 1.35% | 339,406 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $12.1M | 1.13% | 50,632 | Added |
| 24 | VTEB | VANGUARD MUN BD FDS | $11.5M | 1.07% | 227,560 | Added |
| 25 | IWB | ISHARES TR | $10.3M | 0.96% | 25,154 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30