13F Insight
DOSSIER · 13F-HR · Q3 2026

Graves Light Lenhart Wealth, Inc.

$1.1B in tracked AUM across 196 positions as of Q3 2026.

GL
CIK 0001759803 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
196
−7 QoQ
positions
Whale Score
63
63
tracked
Activity
151
+6 new, −13 sold
changes this Q
AI Analysis · Q3 2026

Graves Light Lenhart Wealth, Inc. filed its latest 13F-HR for Q3 2026. 151 position changes this quarter — 6 new, 13 exited, 28 added, 104 trimmed.

Quarter at a glance — Q3 2026

151 material changes this filing.

ADD
VTIPVANGUARD MALVERN FDS
+358K sh
+$17M
2.5%
TRIM
AGGISHARES TR
-21K sh
$-7M
9.6%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+31K sh
+$5M
0.5%
EXIT
XOMEXXON MOBIL CORP
-31K sh
$-4M
—
TRIM
BSVVANGUARD BD INDEX FDS
-48K sh
$-4M
1.9%
TRIM
VCSHVANGUARD SCOTTSDALE FDS
-43K sh
$-4M
1.9%
ADD
DFCFDIMENSIONAL ETF TRUST
+160K sh
+$4M
5.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$102M1.1M9.6%02
IEFA
ISHARES TR
$101M1.0M9.5%03
DFCF
DIMENSIONAL ETF TRUST
$62M1.5M5.8%04
IJR
ISHARES TR
$43M319K4.1%05
IJH
ISHARES TR
$40M557K3.8%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$36M71K3.3%07
AAPL
APPLE INC
$34M102K3.2%08
DFNM
DIMENSIONAL ETF TRUST
$28M612K2.6%09
VYM
VANGUARD WHITEHALL FDS
$28M179K2.6%10
VTIP
VANGUARD MALVERN FDS
$27M540K2.5%

Filing history

2026Q3Sep 30
$1.1B▼ 0.3%
196 positionsView →2026Q2Jun 30
$1.1B▲ 11.5%
203 positionsView →2026Q1Mar 31
$961M▲ 1.9%
197 positionsView →2025Q4Dec 31
$943M▲ 4.6%
191 positionsView →2025Q3Sep 30
$901M▲ 7.2%
193 positionsLocked2025Q2Jun 30
$840M▲ 3.2%
192 positionsLocked2025Q1Mar 31
$815M▲ 1.3%
187 positionsLocked2024Q4Dec 31
$804M▼ 1.1%
185 positionsLocked2024Q3Sep 30
$813M▼ 7.0%
191 positionsLocked2024Q2Jun 30
$874M▲ 1.3%
182 positionsLocked2024Q1Mar 31
$863M▲ 7.2%
185 positionsLocked2023Q4Dec 31
$805M▲ 9.3%
181 positionsLocked
Showing 12 of 32