13F filer

Graves Light Lenhart Wealth

As of Sep 30, 2026 Filed Oct 9, 2026 CIK 1759803 SEC filings ↗

13F Value

$1.07B

Positions

196

Top Position

AGG9.6%

Top 5

32.6%

Latest filing changes

vs Jun 30, 2026

1 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares +196.7%+$17.6M

2 DFCF Dimensional Core Fixed Income ETF +11.6%+$6.4M

3 IEFA iShares Core MSCI EAFE ETF +3.2%+$3.1M

4 DFNM Dimensional National Municipal Bond ETF +10.0%+$2.6M

5 VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares +22.2%+$2.4M

Holdings196

#							Trend (4Q)
1	AGG iShares Core U.S. Aggregate Bond ETF	9.6%	$102.2M	-2.0%	1.08M	10.2%		ETF
2	IEFA iShares Core MSCI EAFE ETF	9.5%	$101.3M	+3.2%	1.05M	9.1%		ETF
3	DFCF Dimensional Core Fixed Income ETF	5.8%	$61.9M	+11.6%	1.54M	5.4%		ETF
4	IJR iShares Core S&P Small-Cap ETF	4.1%	$43.4M	+2.6%	318.8K	4.3%		ETF
5	IJH iShares Core S&P Mid-Cap ETF	3.8%	$40.1M	+4.9%	557.0K	3.8%		ETF
6	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 71,402 reported quantity $35,554,626 reported value	3.3%	$35.6M	-2.3%	71.4K	3.4%		Common Stock
7	AAPL Apple	3.2%	$33.8M	-4.7%	101.6K	2.9%		Common Stock
8	DFNM Dimensional National Municipal Bond ETF	2.6%	$28.2M	+10.0%	612.3K	2.5%		ETF
9	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	2.6%	$27.8M	-1.2%	179.0K	2.7%		ETF
10	VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	2.5%	$26.6M	+196.7%	540.0K	0.9%		ETF
11	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	2.5%	$26.5M	-0.4%	180.8K	2.6%		ETF
12	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	2.4%	$26.2M	-2.3%	112.1K	2.5%		ETF
13	VOOG Vanguard S&P 500 Growth Index Fund — ETF Shares	2.3%	$24.1M	+8.7%	281.4K	2.0%	—	ETF
14	DFUV Dimensional US Marketwide Value ETF	2.2%	$23.4M	+5.6%	425.6K	2.1%		ETF
15	XLV State Street(R) Health Care Select Sector SPDR(R) ETF	2.2%	$23.3M	-2.0%	138.6K	2.1%		ETF
16	DFAX Dimensional World ex U.S. Core Equity 2 ETF	2.2%	$23.1M	+8.6%	623.6K	2.0%		ETF
17	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 65,397 reported quantity $22,501,881 reported value	2.1%	$22.5M	-4.8%	65.4K	2.3%		Common Stock
18	SCHD Schwab U.S. Dividend Equity ETF	2.0%	$21.4M	-1.5%	656.4K	2.0%		ETF
19	BSV Vanguard Short-Term Bond Index Fund — ETF Shares	1.9%	$20.6M	-15.2%	269.7K	2.3%		ETF
20	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	1.9%	$20.0M	-14.1%	259.2K	2.2%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing12

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.