account_balance
Investment manager · 13F filer · SEC CIK 1759803
Graves Light Lenhart Wealth, Inc.
Reported value$1.07Bas of Sep 30, 2026
Positions196 5 new, 12 sold out
Top 10 weight46.9%AGG alone is 10%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
9.6%
IEFAiShares Tr
9.5%Added +3%
DFCFDimensional ETF Trust
5.8%Added +12%
IJRiShares Tr
4.1%Added +3%
IJHiShares Tr
3.8%Added +5%
BRK-BBerkshire Hathaway Inc
3.3%Trimmed −2%
AAPLApple Inc.
3.2%Trimmed −5%
DFNMDimensional ETF Trust
2.6%Added +10%
VYMVanguard Whitehall FDS
2.6%
VTIPVanguard Malvern FDS
2.5%+197%
SDYSPDR Series Trust
2.5%
VIGVanguard Specialized Funds
2.4%−2%
AGGiShares Tr
9.6%
IEFAiShares Tr
9.5%Added +3%
DFCFDimensional ETF Trust
5.8%
IJRiShares Tr
4.1%
IJHiShares Tr
3.8%+5%
BRK-BBerkshire Hathaway Inc
3.3%
AAPLApple Inc.
3.2%
DFNMDimensional ETF Trust
2.6%
VYM2.6%
VTIP2.5%
SDY2.5%
VIG2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Tr 9.6% Held
IEFA iShares Tr 9.5% Added +3%
DFCF Dimensional ETF Trust 5.8% Added +12%
IJR iShares Tr 4.1% Added +3%
IJH iShares Tr 3.8% Added +5%
BRK-B Berkshire Hathaway Inc 3.3% Trimmed −2%AAPL Apple Inc. 3.2% Trimmed −5%DFNM Dimensional ETF Trust 2.6% Added +10%
VYM Vanguard Whitehall FDS 2.6% Held
VTIP Vanguard Malvern FDS 2.5% Added +197%
SDY SPDR Series Trust 2.5% Held
VIG Vanguard Specialized Funds 2.4% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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