The Analysis of Graves Light Lenhart Wealth, Inc.'s Holdings
Currently, Graves Light Lenhart Wealth, Inc. holds 193 types of securities in its portfolio with a total value $901.1M. In the most recent quarter, they have increased their positions in DFCF (+260.2K shares, valued at $11.1M), DFAX (+214.8K shares, valued at $6.7M), IEFA (+27.9K shares, valued at $2.4M); decreased their positions in IWB (-8.2K shares, valued at $3.0M), SDY (-7.5K shares, valued at $1.0M), IVV (-1.4K shares, valued at $919.6K); initiated new positions in GS (+418 shares, valued at $332.8K), HWM (+1.6K shares, valued at $317.9K), IXUS (+3.3K shares, valued at $268.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR1.0M shares1.58%2025-09-302025-10-07
IEFA ISHARES TR894.9K shares3.21%2025-09-302025-10-07 DFCF DIMENSIONAL ETF TRUST942.7K shares38.12%2025-09-302025-10-07 BRK.B BERKSHIRE HATHAWAY INC DEL74.8K shares0.60%2025-09-302025-10-07 IJR ISHARES TR283.9K shares-1.49%2025-09-302025-10-07 IJH ISHARES TR480.1K shares-2.31%2025-09-302025-10-07 AAPL APPLE INC110.2K shares0.23%2025-09-302025-10-07 VYM VANGUARD WHITEHALL FDS183.3K shares0.12%2025-09-302025-10-07 SDY SPDR SERIES TRUST182.4K shares-3.94%2025-09-302025-10-07 VIG VANGUARD SPECIALIZED FUNDS116.6K shares-0.34%2025-09-302025-10-07 VCSH VANGUARD SCOTTSDALE FDS293.8K shares4.42%2025-09-302025-10-07 BSV VANGUARD BD INDEX FDS277.9K shares4.09%2025-09-302025-10-07 XLV SELECT SECTOR SPDR TR141.8K shares0.56%2025-09-302025-10-07 GOOGL ALPHABET INC74.2K shares-3.84%2025-09-302025-10-07 SCHD SCHWAB STRATEGIC TR634.8K shares1.56%2025-09-302025-10-07 SPHQ INVESCO EXCHANGE TRADED FD T232.6K shares1.30%2025-09-302025-10-07 VOOG VANGUARD ADMIRAL FDS INC33.9K shares3.50%2025-09-302025-10-07 DFNM DIMENSIONAL ETF TRUST274.3K shares11.47%2025-09-302025-10-07 DFUV DIMENSIONAL ETF TRUST294.2K shares8.07%2025-09-302025-10-07 VOOV VANGUARD ADMIRAL FDS INC63.7K shares2.13%2025-09-302025-10-07 JPM JPMORGAN CHASE & CO.37.6K shares-2.60%2025-09-302025-10-07 AMZN AMAZON COM INC50.9K shares0.45%2025-09-302025-10-07 DFEV DIMENSIONAL ETF TRUST337.3K shares4.32%2025-09-302025-10-07 IWB ISHARES TR25.7K shares-24.12%2025-09-302025-10-07 BND VANGUARD BD INDEX FDS122.5K shares-0.93%2025-09-302025-10-07 DFAX DIMENSIONAL ETF TRUST289.0K shares289.47%2025-09-302025-10-07 VTI VANGUARD INDEX FDS27.6K shares0.01%2025-09-302025-10-07 BIL SPDR SERIES TRUST97.9K shares-3.73%2025-09-302025-10-07 SYY SYSCO CORP96.5K shares-0.01%2025-09-302025-10-07 VTIP VANGUARD MALVERN FDS155.8K shares4.11%2025-09-302025-10-07 IGM ISHARES TR56.0K shares0.00%2025-09-302025-10-07 VTEB VANGUARD MUN BD FDS131.3K shares16.04%2025-09-302025-10-07 IVV ISHARES TR9.7K shares-12.44%2025-09-302025-10-07 VEA VANGUARD TAX-MANAGED FDS107.2K shares0.99%2025-09-302025-10-07 MSFT MICROSOFT CORP12.2K shares3.02%2025-09-302025-10-07 CVX CHEVRON CORP NEW39.4K shares0.19%2025-09-302025-10-07 GOOG ALPHABET INC25.0K shares-2.41%2025-09-302025-10-07 DLN WISDOMTREE TR62.6K shares-9.10%2025-09-302025-10-07 VEU VANGUARD INTL EQUITY INDEX F68.3K shares-0.29%2025-09-302025-10-07 IVW ISHARES TR40.1K shares-10.29%2025-09-302025-10-07 BRK.A BERKSHIRE HATHAWAY INC DEL6 shares-14.29%2025-09-302025-10-07 IJS ISHARES TR40.1K shares-1.41%2025-09-302025-10-07 DD DUPONT DE NEMOURS INC54.9K shares-6.17%2025-09-302025-10-07 SPY SPDR S&P 500 ETF TR6.4K shares1.46%2025-09-302025-10-07 DFSD DIMENSIONAL ETF TRUST85.7K shares0.03%2025-09-302025-10-07 JMST J P MORGAN EXCHANGE TRADED F80.3K shares27.39%2025-09-302025-10-07 DVY ISHARES TR28.2K shares-1.95%2025-09-302025-10-07 DIS DISNEY WALT CO33.0K shares-2.53%2025-09-302025-10-07 XOM EXXON MOBIL CORP32.5K shares-3.65%2025-09-302025-10-07 EFA ISHARES TR35.6K shares-0.28%2025-09-302025-10-07 ACWX ISHARES TR44.2K shares-7.78%2025-09-302025-10-07 PKG PACKAGING CORP AMER13.0K shares0.00%2025-09-302025-10-07 VB VANGUARD INDEX FDS10.9K shares2.42%2025-09-302025-10-07 IVE ISHARES TR13.0K shares8.10%2025-09-302025-10-07 COST COSTCO WHSL CORP NEW2.9K shares-1.66%2025-09-302025-10-07 VO VANGUARD INDEX FDS9.0K shares4.53%2025-09-302025-10-07 PG PROCTER AND GAMBLE CO15.8K shares-3.84%2025-09-302025-10-07 DIA SPDR DOW JONES INDL AVERAGE5.0K shares8.54%2025-09-302025-10-07 VUG VANGUARD INDEX FDS4.7K shares-0.53%2025-09-302025-10-07 TFC TRUIST FINL CORP47.1K shares-8.67%2025-09-302025-10-07 DUK DUKE ENERGY CORP NEW16.9K shares-7.92%2025-09-302025-10-07 D DOMINION ENERGY INC31.4K shares-9.98%2025-09-302025-10-07 ORCL ORACLE CORP6.8K shares-3.76%2025-09-302025-10-07 LLY ELI LILLY & CO2.5K shares0.00%2025-09-302025-10-07 MUB ISHARES TR16.5K shares-0.65%2025-09-302025-10-07 WFC WELLS FARGO CO NEW20.7K shares-1.78%2025-09-302025-10-07 DFAS DIMENSIONAL ETF TRUST24.2K shares0.05%2025-09-302025-10-07 MRK MERCK & CO INC19.1K shares14.77%2025-09-302025-10-07 IWN ISHARES TR9.0K shares0.00%2025-09-302025-10-07 VT VANGUARD INTL EQUITY INDEX F11.0K shares-3.22%2025-09-302025-10-07 JNJ JOHNSON & JOHNSON8.1K shares-1.43%2025-09-302025-10-07 FXNC FIRST NATL CORP60.6K shares0.00%2025-09-302025-10-07 IWV ISHARES TR3.5K shares0.00%2025-09-302025-10-07 IYW ISHARES TR6.7K shares0.00%2025-09-302025-10-07 SCHZ SCHWAB STRATEGIC TR56.3K shares-0.98%2025-09-302025-10-07 BAC BANK AMERICA CORP24.8K shares-0.82%2025-09-302025-10-07 EMR EMERSON ELEC CO9.3K shares4.48%2025-09-302025-10-07 AVGO BROADCOM INC3.6K shares11.36%2025-09-302025-10-07 NVDA NVIDIA CORPORATION6.1K shares22.06%2025-09-302025-10-07 VOO VANGUARD INDEX FDS1.7K shares0.46%2025-09-302025-10-07 USMV ISHARES TR10.8K shares0.00%2025-09-302025-10-07 PEP PEPSICO INC7.2K shares-0.62%2025-09-302025-10-07 DFAI DIMENSIONAL ETF TRUST27.2K shares-4.26%2025-09-302025-10-07 ABBV ABBVIE INC4.1K shares19.69%2025-09-302025-10-07 ELV ELEVANCE HEALTH INC FORMERLY2.9K shares2.95%2025-09-302025-10-07 IBM INTERNATIONAL BUSINESS MACHS3.3K shares0.03%2025-09-302025-10-07 VZ VERIZON COMMUNICATIONS INC20.8K shares-9.54%2025-09-302025-10-07 AXP AMERICAN EXPRESS CO2.8K shares-0.04%2025-09-302025-10-07 VBR VANGUARD INDEX FDS4.3K shares1.03%2025-09-302025-10-07 MCD MCDONALDS CORP3.0K shares7.17%2025-09-302025-10-07 GE GE AEROSPACE2.9K shares-1.51%2025-09-302025-10-07 HD HOME DEPOT INC2.0K shares-1.21%2025-09-302025-10-07 MCK MCKESSON CORP1.1K shares13.75%2025-09-302025-10-07 EOG EOG RES INC7.2K shares0.00%2025-09-302025-10-07 SO SOUTHERN CO8.4K shares0.02%2025-09-302025-10-07 AEP AMERICAN ELEC PWR CO INC6.9K shares1.46%2025-09-302025-10-07 CSX CSX CORP20.9K shares1.78%2025-09-302025-10-07 VGT VANGUARD WORLD FD980 shares-9.84%2025-09-302025-10-07 PNC PNC FINL SVCS GROUP INC3.6K shares0.00%2025-09-302025-10-07 VV VANGUARD INDEX FDS2.3K shares37.74%2025-09-302025-10-07 UNH UNITEDHEALTH GROUP INC2.0K shares18.55%2025-09-302025-10-07 SH PROSHARES TR17.7K shares2.18%2025-09-302025-10-07 KBE SPDR SERIES TRUST10.7K shares0.00%2025-09-302025-10-07 DFSV DIMENSIONAL ETF TRUST19.6K shares0.30%2025-09-302025-10-07 VHT VANGUARD WORLD FD2.4K shares0.42%2025-09-302025-10-07 KO COCA COLA CO9.3K shares-3.89%2025-09-302025-10-07 IWF ISHARES TR1.3K shares56.56%2025-09-302025-10-07 ABT ABBOTT LABS4.5K shares0.00%2025-09-302025-10-07 CAT CATERPILLAR INC1.2K shares0.00%2025-09-302025-10-07 MMM 3M CO3.6K shares-0.14%2025-09-302025-10-07 IBB ISHARES TR3.9K shares0.00%2025-09-302025-10-07 T AT&T INC19.3K shares-6.48%2025-09-302025-10-07 ALL ALLSTATE CORP2.4K shares0.00%2025-09-302025-10-07 NSC NORFOLK SOUTHN CORP1.7K shares-1.93%2025-09-302025-10-07 SPLV INVESCO EXCH TRADED FD TR II6.8K shares-2.90%2025-09-302025-10-07 AUB ATLANTIC UN BANKSHARES CORP14.0K shares0.00%2025-09-302025-10-07 OEF ISHARES TR1.4K shares0.00%2025-09-302025-10-07 VDE VANGUARD WORLD FD3.7K shares0.00%2025-09-302025-10-07 ENB ENBRIDGE INC8.9K shares-15.69%2025-09-302025-10-07 MS MORGAN STANLEY2.8K shares49.63%2025-09-302025-10-07 META META PLATFORMS INC600 shares6.57%2025-09-302025-10-07 PHO INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2025-09-302025-10-07 MET METLIFE INC5.3K shares8.13%2025-09-302025-10-07 GEV GE VERNOVA INC698 shares-2.65%2025-09-302025-10-07 ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2025-09-302025-10-07 GLW CORNING INC5.2K shares11.00%2025-09-302025-10-07 SLB SCHLUMBERGER LTD11.6K shares-11.65%2025-09-302025-10-07 AIVL WISDOMTREE TR3.4K shares0.00%2025-09-302025-10-07 TROW PRICE T ROWE GROUP INC3.8K shares27.03%2025-09-302025-10-07 APD AIR PRODS & CHEMS INC1.4K shares-6.49%2025-09-302025-10-07 LNG CHENIERE ENERGY INC1.6K shares0.19%2025-09-302025-10-07 VPU VANGUARD WORLD FD1.9K shares0.21%2025-09-302025-10-07 SCHB SCHWAB STRATEGIC TR14.0K shares0.00%2025-09-302025-10-07 XLY SELECT SECTOR SPDR TR1.5K shares0.00%2025-09-302025-10-07 ITW ILLINOIS TOOL WKS INC1.3K shares-0.23%2025-09-302025-10-07 GLD SPDR GOLD TR962 shares0.00%2025-09-302025-10-07 AMGN AMGEN INC1.2K shares-0.17%2025-09-302025-10-07 IYH ISHARES TR5.7K shares0.00%2025-09-302025-10-07 BA BOEING CO1.5K shares0.00%2025-09-302025-10-07 GS GOLDMAN SACHS GROUP INC418 sharesnew addition2025-09-302025-10-07 PWR QUANTA SVCS INC801 shares0.00%2025-09-302025-10-07 IYK ISHARES TR4.9K shares0.00%2025-09-302025-10-07 XLK SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-07 SHEN SHENANDOAH TELECOMMUNICATION24.5K shares-34.40%2025-09-302025-10-07 UNP UNION PAC CORP1.4K shares-9.03%2025-09-302025-10-07 CSCO CISCO SYS INC4.7K shares-0.85%2025-09-302025-10-07 HWM HOWMET AEROSPACE INC1.6K sharesnew addition2025-09-302025-10-07 NOBL PROSHARES TR3.1K shares0.00%2025-09-302025-10-07 SCHO SCHWAB STRATEGIC TR12.7K shares0.01%2025-09-302025-10-07 IXN ISHARES TR3.0K shares0.00%2025-09-302025-10-07 LOW LOWES COS INC1.2K shares0.08%2025-09-302025-10-07 PFE PFIZER INC11.0K shares-1.94%2025-09-302025-10-07 CMI CUMMINS INC663 shares0.00%2025-09-302025-10-07 DFAU DIMENSIONAL ETF TRUST5.9K shares-9.68%2025-09-302025-10-07 NTRS NORTHERN TR CORP2.0K shares0.00%2025-09-302025-10-07 IXUS ISHARES TR3.3K sharesnew addition2025-09-302025-10-07 INTU INTUIT392 shares0.00%2025-09-302025-10-07 CHY CALAMOS CONV & HIGH INCOME F23.8K shares0.00%2025-09-302025-10-07 QQQ INVESCO QQQ TR445 shares-4.30%2025-09-302025-10-07 DFAC DIMENSIONAL ETF TRUST6.8K shares0.23%2025-09-302025-10-07 TSM TAIWAN SEMICONDUCTOR MFG LTD940 shares0.00%2025-09-302025-10-07 ACWV ISHARES INC2.1K shares0.00%2025-09-302025-10-07 USB US BANCORP DEL5.2K sharesnew addition2025-09-302025-10-07 DHR DANAHER CORPORATION1.3K shares0.00%2025-09-302025-10-07 GAB GABELLI EQUITY TR INC41.2K shares0.00%2025-09-302025-10-07 VFH VANGUARD WORLD FD1.9K shares0.10%2025-09-302025-10-07 AMP AMERIPRISE FINL INC506 shares-16.50%2025-09-302025-10-07 DFSI DIMENSIONAL ETF TRUST6.0K shares0.00%2025-09-302025-10-07 WM WASTE MGMT INC DEL1.1K shares0.00%2025-09-302025-10-07 AMAT APPLIED MATLS INC1.2K shares0.00%2025-09-302025-10-07 XLC SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-10-07 WMT WALMART INC2.3K shares0.00%2025-09-302025-10-07 UBSI UNITED BANKSHARES INC WEST V6.3K shares0.00%2025-09-302025-10-07 ESGU ISHARES TR1.6K shares-40.53%2025-09-302025-10-07 SHEL SHELL PLC3.2K shares0.00%2025-09-302025-10-07 LRGF ISHARES TR3.2K shares0.00%2025-09-302025-10-07 XLF SELECT SECTOR SPDR TR4.1K shares0.00%2025-09-302025-10-07 BMY BRISTOL-MYERS SQUIBB CO4.8K shares-0.51%2025-09-302025-10-07 EES WISDOMTREE TR3.9K sharesnew addition2025-09-302025-10-07 EMN EASTMAN CHEM CO3.4K shares-0.15%2025-09-302025-10-07 EFAV ISHARES TR2.5K shares0.00%2025-09-302025-10-07 MSI MOTOROLA SOLUTIONS INC470 shares-30.58%2025-09-302025-10-07 XLU SELECT SECTOR SPDR TR2.4K sharesnew addition2025-09-302025-10-07 SCI SERVICE CORP INTL2.6K shares0.00%2025-09-302025-10-07 HON HONEYWELL INTL INC1.0K shares-0.40%2025-09-302025-10-07 PRF INVESCO EXCHANGE TRADED FD T4.7K sharesnew addition2025-09-302025-10-07 DE DEERE & CO457 shares0.22%2025-09-302025-10-07 MDY SPDR S&P MIDCAP 400 ETF TR336 sharesnew addition2025-09-302025-10-07 KIO KKR INCOME OPPORTUNITIES FD13.7K shares0.00%2025-09-302025-10-07 RVT ROYCE SMALL CAP TRUST INC10.3K shares0.00%2025-09-302025-10-07 BGB BLACKSTONE STRATEGIC CRED 2010.0K shares0.00%2025-09-302025-10-07 USA LIBERTY ALL STAR EQUITY FD15.0K shares0.00%2025-09-302025-10-07 PIM PUTNAM MASTER INTER INCOME T14.3K shares0.00%2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available