Read this manager's filing book
Disclosed positions
Graves Light Lenhart Wealth, Inc.: source evidence dated 2026-07-08T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- AGG
- Class
- CORE US AGGBD ET
- Reported value
- $109,082,655
- Reported amount
- 1,102,068
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001759803-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| ISHARES TR | AGG | CORE US AGGBD ET | $109,082,655 | 1,102,068 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $97,872,029 | 1,013,378 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $58,348,951 | 1,382,349 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $46,066,514 | 310,610 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $40,938,389 | 530,909 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $36,558,994 | 73,061 | SH | None |
| APPLE INC | AAPL | COM | $30,837,388 | 106,571 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $28,625,712 | 181,141 | SH | None |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $27,632,586 | 181,578 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $27,151,366 | 114,747 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $26,905,719 | 556,651 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $24,782,932 | 318,097 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $24,542,150 | 68,674 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $23,848,653 | 301,767 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $22,423,990 | 141,334 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $22,163,232 | 402,895 | SH | None |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $21,806,448 | 242,025 | SH | None |
| VANGUARD ADMIRAL FDS INC | VOOG | 500 GRTH IDX F | $21,383,160 | 258,813 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $21,158,100 | 574,324 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $21,136,786 | 666,565 | SH | None |
| VANGUARD ADMIRAL FDS INC | VOOV | 500 VAL IDX FD | $17,325,749 | 79,037 | SH | None |
| DIMENSIONAL ETF TRUST | DFEV | EMERGING MKTS VA | $14,481,473 | 339,406 | SH | None |
| AMAZON COM INC | AMZN | COM | $12,067,631 | 50,632 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $11,509,991 | 227,560 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $10,300,563 | 25,154 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $10,006,606 | 27,042 | SH | None |
| ISHARES TR | IGM | EXPND TEC SC ETF | $9,156,063 | 55,973 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $9,141,742 | 181,998 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $8,966,768 | 122,146 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $8,588,039 | 24,306 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $8,449,889 | 25,815 | SH | None |
| SYSCO CORP | SYY | COM | $8,068,081 | 96,531 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $7,918,384 | 111,135 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $7,126,139 | 77,762 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $7,113,485 | 9,499 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $6,463,570 | 38,994 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $6,225,416 | 122,067 | SH | None |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $6,040,112 | 62,709 | SH | None |
| ISHARES TR | IJS | SP SMCP600VL ETF | $5,688,135 | 41,616 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $5,476,629 | 65,393 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $5,123,774 | 37,256 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,906,412 | 6,570 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $4,493,100 | 6 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $4,287,985 | 31,363 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $4,258,394 | 27,245 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,175,993 | 11,195 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $4,103,050 | 85,928 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,621,853 | 34,866 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $3,389,487 | 11,182 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $3,362,430 | 44,179 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.