The Analysis of Graves Light Lenhart Wealth, Inc.'s Holdings
Currently, Graves Light Lenhart Wealth, Inc. holds 191 types of securities in its portfolio with a total value $942.9M. In the most recent quarter, they have increased their positions in DFCF (+216.7K shares, valued at $9.2M), DFNM (+87.6K shares, valued at $4.2M), IEFA (+36.0K shares, valued at $3.2M); decreased their positions in N/A (-4.0K shares, valued at $1.3M), BIL (-12.0K shares, valued at $1.1M), DIS (-6.0K shares, valued at $682.5K); initiated new positions in DFEM (+53.1K shares, valued at $1.8M), VBIL (+13.4K shares, valued at $1.0M), DOG (+14.3K shares, valued at $337.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR1.0M shares1.86%2025-12-312026-01-09
IEFA ISHARES TR930.9K shares4.03%2025-12-312026-01-09 DFCF DIMENSIONAL ETF TRUST1.2M shares22.99%2025-12-312026-01-09 IJR ISHARES TR292.9K shares3.18%2025-12-312026-01-09 IJH ISHARES TR494.5K shares3.00%2025-12-312026-01-09 AAPL APPLE INC108.3K shares-1.73%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS181.0K shares-1.25%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS115.6K shares-0.90%2025-12-312026-01-09 SDY SPDR SERIES TRUST181.9K shares-0.23%2025-12-312026-01-09 VCSH VANGUARD SCOTTSDALE FDS309.4K shares5.32%2025-12-312026-01-09 BSV VANGUARD BD INDEX FDS295.2K shares6.20%2025-12-312026-01-09 XLV SELECT SECTOR SPDR TR143.3K shares1.12%2025-12-312026-01-09 ALPHABET INC ALPHABET INC70.2K shares-5.42%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR672.9K shares6.01%2025-12-312026-01-09 SPHQ INVESCO EXCHANGE TRADED FD T237.0K shares1.90%2025-12-312026-01-09 DFNM DIMENSIONAL ETF TRUST361.9K shares31.95%2025-12-312026-01-09 VOOG VANGUARD ADMIRAL FDS INC34.8K shares2.40%2025-12-312026-01-09 DFUV DIMENSIONAL ETF TRUST324.9K shares10.43%2025-12-312026-01-09 VOOV VANGUARD ADMIRAL FDS INC66.6K shares4.61%2025-12-312026-01-09 DFAX DIMENSIONAL ETF TRUST372.6K shares28.92%2025-12-312026-01-09 DFEV DIMENSIONAL ETF TRUST353.7K shares4.86%2025-12-312026-01-09 AMZN AMAZON COM INC50.7K shares-0.53%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.35.5K shares-5.56%2025-12-312026-01-09 IWB ISHARES TR25.5K shares-0.76%2025-12-312026-01-09 BND VANGUARD BD INDEX FDS123.2K shares0.52%2025-12-312026-01-09 VTI VANGUARD INDEX FDS27.0K shares-1.87%2025-12-312026-01-09 VTEB VANGUARD MUN BD FDS166.1K shares26.47%2025-12-312026-01-09 VTIP VANGUARD MALVERN FDS165.3K shares6.07%2025-12-312026-01-09 BIL SPDR SERIES TRUST85.9K shares-12.22%2025-12-312026-01-09 ALPHABET INC ALPHABET INC24.9K shares-0.69%2025-12-312026-01-09 IGM ISHARES TR56.0K shares0.00%2025-12-312026-01-09 SYY SYSCO CORP96.5K shares0.00%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS107.8K shares0.59%2025-12-312026-01-09 IVV ISHARES TR9.7K shares-0.16%2025-12-312026-01-09 CVX CHEVRON CORP NEW39.6K shares0.40%2025-12-312026-01-09 MSFT MICROSOFT CORP11.6K shares-4.60%2025-12-312026-01-09 DLN WISDOMTREE TR61.9K shares-1.08%2025-12-312026-01-09 JMST J P MORGAN EXCHANGE TRADED F98.7K shares22.91%2025-12-312026-01-09 VEU VANGUARD INTL EQUITY INDEX F68.1K shares-0.30%2025-12-312026-01-09 IVW ISHARES TR38.7K shares-3.54%2025-12-312026-01-09 IJS ISHARES TR41.3K shares2.98%2025-12-312026-01-09 BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR6.4K shares-0.05%2025-12-312026-01-09 DFSD DIMENSIONAL ETF TRUST86.6K shares1.03%2025-12-312026-01-09 DVY ISHARES TR27.9K shares-1.06%2025-12-312026-01-09 XOM EXXON MOBIL CORP31.8K shares-2.09%2025-12-312026-01-09 EFA ISHARES TR35.5K shares-0.19%2025-12-312026-01-09 DIS DISNEY WALT CO27.0K shares-18.17%2025-12-312026-01-09 ACWX ISHARES TR44.2K shares0.02%2025-12-312026-01-09 VB VANGUARD INDEX FDS11.1K shares1.25%2025-12-312026-01-09 IVE ISHARES TR13.0K shares0.01%2025-12-312026-01-09 LLY ELI LILLY & CO2.5K shares0.00%2025-12-312026-01-09 PKG PACKAGING CORP AMER13.0K shares0.00%2025-12-312026-01-09 VO VANGUARD INDEX FDS9.0K shares1.03%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW2.9K shares0.52%2025-12-312026-01-09 DIA SPDR DOW JONES INDL AVERAGE5.0K shares0.00%2025-12-312026-01-09 TFC TRUIST FINL CORP45.2K shares-4.01%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO15.3K shares-2.91%2025-12-312026-01-09 VUG VANGUARD INDEX FDS4.4K shares-6.75%2025-12-312026-01-09 WFC WELLS FARGO CO NEW20.7K shares-0.10%2025-12-312026-01-09 DFAS DIMENSIONAL ETF TRUST25.7K shares6.17%2025-12-312026-01-09 MUB ISHARES TR16.5K shares0.00%2025-12-312026-01-09 DFEM DIMENSIONAL ETF TRUST53.1K sharesnew addition2025-12-312026-01-09 IWN ISHARES TR8.9K shares-1.16%2025-12-312026-01-09 D DOMINION ENERGY INC27.6K shares-12.02%2025-12-312026-01-09 VT VANGUARD INTL EQUITY INDEX F11.0K shares0.18%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON7.2K shares-10.92%2025-12-312026-01-09 BAC BANK AMERICA CORP24.8K shares0.02%2025-12-312026-01-09 IWV ISHARES TR3.5K shares0.00%2025-12-312026-01-09 ORCL ORACLE CORP6.7K shares-1.12%2025-12-312026-01-09 SCHZ SCHWAB STRATEGIC TR56.1K shares-0.31%2025-12-312026-01-09 IYW ISHARES TR6.3K shares-5.93%2025-12-312026-01-09 BROADCOM INC BROADCOM INC3.6K shares-1.26%2025-12-312026-01-09 EMR EMERSON ELEC CO8.9K shares-4.93%2025-12-312026-01-09 NVDA NVIDIA CORPORATION5.9K shares-3.85%2025-12-312026-01-09 DFAI DIMENSIONAL ETF TRUST27.3K shares0.28%2025-12-312026-01-09 ELV ELEVANCE HEALTH INC FORMERLY2.9K shares0.00%2025-12-312026-01-09 VBIL VANGUARD INSTL INDEX FD13.4K sharesnew addition2025-12-312026-01-09 USMV ISHARES TR10.7K shares-0.92%2025-12-312026-01-09 AXP AMERICAN EXPRESS CO2.6K shares-5.09%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS3.2K shares-2.03%2025-12-312026-01-09 PEP PEPSICO INC6.7K shares-6.88%2025-12-312026-01-09 VBR VANGUARD INDEX FDS4.3K shares0.07%2025-12-312026-01-09 ABBV ABBVIE INC3.9K shares-6.39%2025-12-312026-01-09 GE AEROSPACE GE AEROSPACE2.9K shares0.00%2025-12-312026-01-09 MCD MCDONALDS CORP2.9K shares-3.41%2025-12-312026-01-09 MCK MCKESSON CORP1.1K shares0.00%2025-12-312026-01-09 VZ VERIZON COMMUNICATIONS INC19.9K shares-4.24%2025-12-312026-01-09 AEP AMERICAN ELEC PWR CO INC6.9K shares0.00%2025-12-312026-01-09 PNC PNC FINL SVCS GROUP INC3.6K shares0.00%2025-12-312026-01-09 EOG EOG RES INC7.1K shares-1.16%2025-12-312026-01-09 CSX CSX CORP20.6K shares-1.71%2025-12-312026-01-09 VGT VANGUARD WORLD FD980 shares0.00%2025-12-312026-01-09 SO SOUTHERN CO8.4K shares0.13%2025-12-312026-01-09 HD HOME DEPOT INC2.0K shares-0.54%2025-12-312026-01-09 CAT CATERPILLAR INC1.2K shares-1.70%2025-12-312026-01-09 VHT VANGUARD WORLD FD2.4K shares0.00%2025-12-312026-01-09 UNH UNITEDHEALTH GROUP INC2.0K shares0.00%2025-12-312026-01-09 KBE SPDR SERIES TRUST10.7K shares0.00%2025-12-312026-01-09 KO COCA COLA CO9.3K shares0.01%2025-12-312026-01-09 DFSV DIMENSIONAL ETF TRUST19.6K shares0.30%2025-12-312026-01-09 IBB ISHARES TR3.6K shares-5.43%2025-12-312026-01-09 IWF ISHARES TR1.2K shares-5.41%2025-12-312026-01-09 ABT ABBOTT LABS4.5K shares0.00%2025-12-312026-01-09 MMM 3M CO3.5K shares-3.19%2025-12-312026-01-09 MS MORGAN STANLEY2.8K shares0.00%2025-12-312026-01-09 AUB ATLANTIC UN BANKSHARES CORP14.0K shares0.00%2025-12-312026-01-09 OEF ISHARES TR1.4K shares0.00%2025-12-312026-01-09 NSC NORFOLK SOUTHN CORP1.7K shares0.00%2025-12-312026-01-09 VDE VANGUARD WORLD FD3.7K shares0.00%2025-12-312026-01-09 T AT&T INC18.9K shares-2.16%2025-12-312026-01-09 ALL ALLSTATE CORP2.2K shares-8.18%2025-12-312026-01-09 GEV GE VERNOVA INC698 shares0.00%2025-12-312026-01-09 GLW CORNING INC5.2K shares0.23%2025-12-312026-01-09 SLB SLB LIMITED11.6K shares0.00%2025-12-312026-01-09 VV VANGUARD INDEX FDS1.4K shares-40.04%2025-12-312026-01-09 ENB ENBRIDGE INC8.9K shares0.00%2025-12-312026-01-09 MET METLIFE INC5.3K shares0.08%2025-12-312026-01-09 META META PLATFORMS INC623 shares3.83%2025-12-312026-01-09 PHO INVESCO EXCHANGE TRADED FD T5.7K shares-5.32%2025-12-312026-01-09 AMGN AMGEN INC1.2K shares0.00%2025-12-312026-01-09 AIVL WISDOMTREE TR3.4K shares0.00%2025-12-312026-01-09 TROW PRICE T ROWE GROUP INC3.8K shares0.00%2025-12-312026-01-09 ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2025-12-312026-01-09 GS GOLDMAN SACHS GROUP INC418 shares0.00%2025-12-312026-01-09 SCHB SCHWAB STRATEGIC TR13.9K shares-0.77%2025-12-312026-01-09 VPU VANGUARD WORLD FD1.9K shares0.26%2025-12-312026-01-09 CSCO CISCO SYS INC4.6K shares-1.18%2025-12-312026-01-09 XLY SELECT SECTOR SPDR TR2.9K shares99.93%2025-12-312026-01-09 CMI CUMMINS INC663 shares0.00%2025-12-312026-01-09 PWR QUANTA SVCS INC801 shares0.00%2025-12-312026-01-09 XLK SELECT SECTOR SPDR TR2.3K shares100.00%2025-12-312026-01-09 DOG PROSHARES TR14.3K sharesnew addition2025-12-312026-01-09 HWM HOWMET AEROSPACE INC1.6K shares0.00%2025-12-312026-01-09 ITW ILLINOIS TOOL WKS INC1.3K shares0.00%2025-12-312026-01-09 APD AIR PRODS & CHEMS INC1.3K shares-5.58%2025-12-312026-01-09 IYK ISHARES TR4.9K shares0.00%2025-12-312026-01-09 UNP UNION PAC CORP1.4K shares0.00%2025-12-312026-01-09 IYH ISHARES TR4.9K shares-14.25%2025-12-312026-01-09 NOBL PROSHARES TR3.1K shares0.00%2025-12-312026-01-09 IXN ISHARES TR3.0K shares0.00%2025-12-312026-01-09 LNG CHENIERE ENERGY INC1.6K shares0.25%2025-12-312026-01-09 GLD SPDR GOLD TR769 shares-20.06%2025-12-312026-01-09 AMAT APPLIED MATLS INC1.2K shares0.00%2025-12-312026-01-09 BA BOEING CO1.4K shares-9.72%2025-12-312026-01-09 LOW LOWES COS INC1.2K shares0.17%2025-12-312026-01-09 DHR DANAHER CORPORATION1.3K shares0.00%2025-12-312026-01-09 SCHO SCHWAB STRATEGIC TR11.9K shares-6.51%2025-12-312026-01-09 TSM TAIWAN SEMICONDUCTOR MFG LTD940 shares0.00%2025-12-312026-01-09 PFE PFIZER INC11.3K shares2.55%2025-12-312026-01-09 USB US BANCORP DEL5.2K shares-0.12%2025-12-312026-01-09 DFAU DIMENSIONAL ETF TRUST5.9K shares0.00%2025-12-312026-01-09 IXUS ISHARES TR3.3K shares0.00%2025-12-312026-01-09 NTRS NORTHERN TR CORP2.0K shares0.00%2025-12-312026-01-09 DFAC DIMENSIONAL ETF TRUST6.9K shares0.20%2025-12-312026-01-09 CHY CALAMOS CONV & HIGH INCOME F23.8K shares0.00%2025-12-312026-01-09 INTU INTUIT392 shares0.00%2025-12-312026-01-09 DFSI DIMENSIONAL ETF TRUST6.0K shares0.00%2025-12-312026-01-09 VFH VANGUARD WORLD FD1.9K shares0.16%2025-12-312026-01-09 ACWV ISHARES INC2.1K shares0.00%2025-12-312026-01-09 GAB GABELLI EQUITY TR INC41.2K shares0.00%2025-12-312026-01-09 SHEN SHENANDOAH TELECOMMUNICATION21.7K shares-11.43%2025-12-312026-01-09 AMP AMERIPRISE FINL INC506 shares0.00%2025-12-312026-01-09 WM WASTE MGMT INC DEL1.1K shares0.00%2025-12-312026-01-09 BMY BRISTOL-MYERS SQUIBB CO4.5K shares-7.92%2025-12-312026-01-09 UBSI UNITED BANKSHARES INC WEST V6.3K shares0.00%2025-12-312026-01-09 ESGU ISHARES TR1.6K shares0.00%2025-12-312026-01-09 XLC SELECT SECTOR SPDR TR2.0K shares0.00%2025-12-312026-01-09 SHEL SHELL PLC3.2K shares0.00%2025-12-312026-01-09 XLF SELECT SECTOR SPDR TR4.1K shares0.00%2025-12-312026-01-09 EES WISDOMTREE TR3.9K shares0.00%2025-12-312026-01-09 EFAV ISHARES TR2.6K shares0.47%2025-12-312026-01-09 DE DEERE & CO458 shares0.22%2025-12-312026-01-09 CELESTICA INC CELESTICA INC720 sharesnew addition2025-12-312026-01-09 CRS CARPENTER TECHNOLOGY CORP670 sharesnew addition2025-12-312026-01-09 XLU SELECT SECTOR SPDR TR4.9K shares100.00%2025-12-312026-01-09 WELL WELLTOWER INC1.1K sharesnew addition2025-12-312026-01-09 AMD ADVANCED MICRO DEVICES INC967 sharesnew addition2025-12-312026-01-09 BHRB BURKE HERBERT FINL SVCS CORP3.2K sharesnew addition2025-12-312026-01-09 RVT ROYCE SMALL CAP TRUST INC10.3K shares0.00%2025-12-312026-01-09 KIO KKR INCOME OPPORTUNITIES FD13.7K shares0.00%2025-12-312026-01-09 BGB BLACKSTONE STRATEGIC CRED 2010.0K shares0.00%2025-12-312026-01-09 USA LIBERTY ALL STAR EQUITY FD15.0K shares0.00%2025-12-312026-01-09 PIM PUTNAM MASTER INTER INCOME T14.3K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available