Graves Light Lenhart Wealth, Inc.

Registered adviser

CIK

1759803

Location

HARRISONBURG, VA

Portfolio Value

Mid $1,057,687,106

Diversification

Diversified

Filing Date

Global Rank

#2,415 / 8,827 ▼ 63 · as of Jun 2026

Top Industry

Insurance - Diversified 18.7%

Period ended 37 days ago

Filed Oct 9, 2026 · 28d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 298283

Roster of Nov 1, 2026

Regulatory AUM

$1,234,032,819

Main clients

Individuals and high net worth (84% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,234,032,819	Individuals and high net worth (84%)
Mar 2025 to Mar 2026	$1,081,499,052	Individuals and high net worth (84%)
Apr 2024 to Feb 2025	$1,086,150,779	Individuals and high net worth (86%)
May 2023 to Mar 2024	$933,661,749	Individuals and high net worth (86%)
Apr 2023	$933,661,749	Individuals and high net worth (86%)
Apr 2022 to Mar 2023	$1,033,284,313	Individuals and high net worth (85%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.6% of the book (60%+)

Turnover

Low turnover

5.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.5 quarters (12+), a floor since 60.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 74.8%; sector active share 66.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

196 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

32.6%

−0.3 pts

Top 5

58.6%

+0.8 pts

Top 10

71.8%

+0.2 pts

HHI

1,400

Diversified+4

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.8%	$843,651,994	90
Financial Services	5.8%	$61,730,238	30
Technology	4.6%	$48,193,358	18
Communication Services	3.2%	$33,582,769	7
Consumer Cyclical	1.5%	$15,762,286	4
Energy	1.5%	$15,608,726	8
Healthcare	1.2%	$12,712,201	13
Consumer Defensive	1.2%	$12,674,321	5
Industrials	0.8%	$8,511,856	15
Utilities	0.5%	$4,795,321	4
Real Estate	0.0%	$257,868	1
Basic Materials	0.0%	$206,168	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+358,039	540,037	$26,580,621
DFCF	Dimensional Core Fixed Income ETF	+159,788	1,542,137	$61,870,536
DFNM	Dimensional National Municipal Bond ETF	+55,625	612,276	$28,183,064
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+50,433	277,993	$13,165,748
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+49,258	623,582	$23,085,005
IEFA	iShares Core MSCI EAFE ETF	+32,021	1,045,399	$101,278,255
IJH	iShares Core S&P Mid-Cap ETF	+26,060	556,969	$40,073,919
DFUV	Dimensional U.S. Marketwide Value ETF	+22,716	425,611	$23,408,605
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+22,568	281,381	$24,052,447
IJR	iShares Core S&P Small-Cap ETF	+8,200	318,810	$43,370,912
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	+5,327	84,364	$18,588,763
JMST	JPMorgan Ultra-Short Municipal Income ETF	+4,735	126,802	$6,411,109
IXUS	iShares Core MSCI Total International Stock ETF	+1,688	4,942	$469,440
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+707	27,749	$10,384,785
VEA	Vanguard FTSE Developed Markets ETF	+322	111,457	$7,869,978
DOG	ProShares Short Dow30	+109	14,626	$325,721
AEP	American Electric Power Co Inc	+28	6,898	$818,378
CSX	Csx Corp	+13	20,616	$958,850
MUB	iShares National Muni Bond ETF	+13	16,578	$1,676,035
SO	Southern Co	+11	8,481	$702,990
DFAC	Dimensional U.S. Core Equity 2 ETF	+5	7,014	$311,772
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+4	3,893	$239,419
VPU	VANGUARD UTILITIES INDEX FUND	+3	1,928	$329,688
IVE	iShares S&P 500 Value ETF	+3	12,699	$2,898,927
LNG	Cheniere Energy, Inc.	+3	1,586	$426,681
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−48,410	269,687	$20,604,086
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−42,607	259,160	$20,020,110
—		−23,628	54,134	$0
AGG	iShares Core U.S. Aggregate Bond ETF	−21,492	1,080,576	$102,157,655
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−21,257	100,889	$7,077,363
DFSD	Dimensional Short-Duration Fixed Income ETF	−14,688	71,240	$3,310,665
SCHD	Schwab U.S. Dividend Equity ETF	−10,197	656,368	$21,351,651
SPHQ	Invesco S&P 500 Quality ETF	−7,185	234,840	$19,745,347
DFEV	Dimensional Emerging Markets Value ETF	−6,440	332,966	$14,117,758
SCHZ	Schwab U.S. Aggregate Bond ETF	−5,368	49,331	$1,090,215
AAPL	Apple Inc.	−4,981	101,590	$33,831,501
SYY	Sysco Corp	−4,389	92,142	$7,183,390
DLN	WisdomTree U.S. LargeCap Dividend Fund	−3,765	58,944	$5,729,356
SHEN	Shenandoah Telecommunications Co	−3,352	20,788	$233,241
GOOGL	Alphabet Inc.	−3,277	65,397	$22,501,799
D	Dominion Energy, Inc	−3,040	22,068	$1,335,555
PKG	Packaging Corp Of America	−2,839	10,155	$2,328,135
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−2,767	138,567	$23,337,454
VIG	Vanguard Specialized Funds	−2,619	112,128	$26,160,583
SCHO	Schwab Short-Term U.S. Treasury ETF	−2,550	9,343	$222,923
DFAS	Dimensional U.S. Small Cap ETF	−2,208	23,185	$1,794,982
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−2,163	178,978	$27,777,385
ELV	Elevance Health, Inc.	−2,123	4,382	$1,703,809
VUG	VANGUARD GROWTH INDEX FUND	−2,092	26,262	$2,366,468
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−2,080	5,758	$723,607
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BSGR		18,190	$454,022
MPC	Marathon Petroleum Corp	771	$304,868
DHR	Danaher Corp	940	$208,257
TMO	Thermo Fisher Scientific Inc.	308	$207,915
MSI	Motorola Solutions, Inc.	456	$203,362
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	19,732	$765,404
OEF	iShares S&P 100 ETF	1,443	$527,950
CMI	Cummins Inc	640	$456,454
TSM	Taiwan Semiconductor Manufacturing Co Ltd	752	$359,132
EES	WisdomTree U.S. SmallCap Fund	3,900	$264,381
VFH	VANGUARD FINANCIALS INDEX FUND	1,910	$251,356
VRT	Vertiv Holdings Co	730	$244,418
LOW	Lowes Companies Inc	1,088	$239,893
TRV	Travelers Companies, Inc.	666	$219,859
NIE	Virtus Equity & Convertible Income Fund	7,867	$211,307
NEE	Nextera Energy Inc	2,394	$210,121
CDNS	Cadence Design Systems Inc	550	$206,426
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

196 tracked positions · $1,057,687,106 total · filing declares 196 positions · $1,068,281,875 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	1,080,576	-21,492	$102,157,655	−6.3%	9.66%
IEFA	iShares Core MSCI EAFE ETF	Added	1,045,399	+32,021	$101,278,255	+3.5%	9.58%
DFCF	Dimensional Core Fixed Income ETF	Added	1,542,137	+159,788	$61,870,536	+6.0%	5.85%
IJR	iShares Core S&P Small-Cap ETF	Added	318,810	+8,200	$43,370,912	−5.9%	4.10%
IJH	iShares Core S&P Mid-Cap ETF	Added	556,969	+26,060	$40,073,919	−2.1%	3.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	71,402	-1,659	$35,554,625	−2.7%	3.36%
AAPL	Apple Inc. Technology	Reduced	101,590	-4,981	$33,831,501	+9.7%	3.20%
DFNM	Dimensional National Municipal Bond ETF	Added	612,276	+55,625	$28,183,064	+4.7%	2.66%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	178,978	-2,163	$27,777,385	−3.0%	2.63%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	540,037	+358,039	$26,580,621	+190.8%	2.51%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	180,803	-775	$26,484,023	−4.2%	2.50%
VIG	Vanguard Specialized Funds	Reduced	112,128	-2,619	$26,160,583	−3.6%	2.47%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	281,381	+22,568	$24,052,447	+12.5%	2.27%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	425,611	+22,716	$23,408,605	+5.6%	2.21%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	138,567	-2,767	$23,337,454	+4.1%	2.21%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	623,582	+49,258	$23,085,005	+9.1%	2.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	65,397	-3,277	$22,501,799	−8.3%	2.13%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	656,368	-10,197	$21,351,651	+1.0%	2.02%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	269,687	-48,410	$20,604,086	−16.9%	1.95%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	259,160	-42,607	$20,020,110	−16.1%	1.89%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	234,840	-7,185	$19,745,347	−9.5%	1.87%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Added	84,364	+5,327	$18,588,763	+7.3%	1.76%
DFEV	Dimensional Emerging Markets Value ETF	Reduced	332,966	-6,440	$14,117,758	−2.5%	1.33%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	277,993	+50,433	$13,165,748	+14.4%	1.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,186	-1,446	$12,254,691	+1.6%	1.16%
IWB	iShares Russell 1000 ETF	Reduced	25,124	-30	$10,454,850	+1.5%	0.99%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	27,749	+707	$10,384,785	+3.8%	0.98%
IGM	iShares Expanded Tech Sector ETF	Reduced	55,337	-636	$9,354,166	+2.2%	0.88%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,871	-944	$8,228,072	−2.6%	0.78%
VEA	Vanguard FTSE Developed Markets ETF	Added	111,457	+322	$7,869,978	−0.6%	0.74%
GOOG	Alphabet Inc. Communication Services	Reduced	22,528	-1,778	$7,676,190	−10.6%	0.73%
CVX	Chevron Corp Energy	Reduced	37,076	-1,918	$7,571,289	+17.1%	0.72%
IVV	iShares Core S&P 500 ETF	Reduced	9,385	-114	$7,187,502	+1.0%	0.68%
SYY	Sysco Corp Consumer Defensive	Reduced	92,142	-4,389	$7,183,390	−11.0%	0.68%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	100,889	-21,257	$7,077,363	−21.1%	0.67%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	126,802	+4,735	$6,411,109	+3.0%	0.61%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Reduced	58,944	-3,765	$5,729,356	−5.1%	0.54%
MSFT	Microsoft Corp Technology	Reduced	10,873	-322	$5,576,761	+33.5%	0.53%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	41,438	-178	$5,308,207	−6.7%	0.50%
VEU	Vanguard International Equity Index Funds	Reduced	63,677	-1,716	$5,283,280	−3.5%	0.50%
IVW	iShares S&P 500 Growth ETF	Reduced	36,770	-486	$5,230,900	+2.1%	0.49%
XOM	ExxonMobil Holdings Corp Energy	Reduced	31,208	-155	$5,079,102	+18.5%	0.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,251	-319	$4,767,200	−2.8%	0.45%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	6	0	$4,482,030	−0.2%	0.42%
DVY	iShares Select Dividend ETF	Reduced	27,168	-77	$4,131,437	−3.0%	0.39%
EFA	iShares MSCI EAFE ETF	Reduced	33,775	-1,091	$3,508,884	−3.1%	0.33%
ACWX	iShares MSCI ACWI ex U.S. ETF	Reduced	44,127	-52	$3,336,883	−0.8%	0.32%
DFSD	Dimensional Short-Duration Fixed Income ETF	Reduced	71,240	-14,688	$3,310,665	−19.3%	0.31%
VB	Vanguard Index Funds	Reduced	10,795	-387	$3,071,069	−9.4%	0.29%
IVE	iShares S&P 500 Value ETF	Added	12,699	+3	$2,898,927	+0.6%	0.27%

Showing the top 50 of 196 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.