Graves Light Lenhart Wealth, Inc. ETF holdings
Harrisonburg, VA
Reported $851.3M in 94 ETFs in its Form 13F for June 30, 2026.
ETF value
$851.3M
ETFs held
94
Change from prior quarter
+11.9%
With price moves
ETFs as a share of its 13F
79.4%
of $1.1B
Top 10 of 94 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $109.1M | 1,102,068 | +59,992 shares |
| IEFA | iShares Core MSCI EAFE ETF | $97.9M | 1,013,378 | +55,117 shares |
| DFCF | Dimensional Core Fixed Income ETF | $58.3M | 1,382,349 | +94,379 shares |
| IJR | iShares Core S&P Small-Cap ETF | $46.1M | 310,610 | +7,913 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $40.9M | 530,909 | +20,896 shares |
| VYM | Vanguard High Dividend Yield ETF | $28.6M | 181,141 | +107 shares |
| SDY | State Street SPDR S&P Dividend ETF | $27.6M | 181,578 | −462 shares |
| VIG | Vanguard Dividend Appreciation ETF | $27.2M | 114,747 | −213 shares |
| DFNM | Dimensional National Municipal Bond ETF | $26.9M | 556,651 | +73,862 shares |
| BSV | Vanguard Short-Term Bond ETF | $24.8M | 318,097 | +12,198 shares |
84 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001759803. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Graves Light Lenhart Wealth, Inc. own?
Graves Light Lenhart Wealth, Inc. reported 94 ETF positions worth $851.3M in its Form 13F for June 30, 2026. The largest was AGG, at $109.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.