Graves Light Lenhart Wealth, Inc. Incresed Positions in Q4 2025

Graves Light Lenhart Wealth, Inc.

  • $926 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
217K
+ 22.99%
$42.71 - $43.27 $9.26M - $9.38M
1.16M $49.5M
IEFA
Ishares Tr

ETFs
36K
+ 4.03%
$86.09 - $89.88 $3.1M - $3.24M
931K $82.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
87.6K
+ 31.95%
$47.98 - $48.33 $4.2M - $4.24M
362K $17.4M
DFAX
Dimensional ETF Tr
83.6K
+ 28.92%
$30.71 - $32.34 $2.57M - $2.7M
373K $11.9M
XLV
Select Sector Spdr Fund Health

ETFs
1.59K
+ 1.12%
$141.95 - $152.82 $226K - $244K
143K $21.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
34.8K
+ 26.47%
$49.98 - $50.59 $1.74M - $1.76M
166K $8.35M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
30.7K
+ 10.43%
$43.57 - $45.71 $1.34M - $1.4M
325K $14.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.1K
+ 1.86%
$99.87 - $101.27 $1.91M - $1.94M
1.05M $105M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17.2K
+ 6.2%
$78.65 - $79.19 $1.36M - $1.37M
295K $23.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.6K
+ 5.32%
$79.55 - $80.13 $1.24M - $1.25M
309K $24.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.1K
+ 6.01%
$26.44 - $27.53 $1.01M - $1.05M
673K $18.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.4K
+ 22.91%
$50.85 - $51.0 $936K - $938K
98.7K $5.03M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.94K
+ 4.61%
$195.54 - $204.93 $574K - $602K
66.6K $13.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
814
+ 2.4%
$426.99 - $455.46 $348K - $371K
34.8K $15.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.02K
+ 3.18%
$114.27 - $121.15 $1.03M - $1.09M
293K $34.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.4K
+ 3.0%
$63.25 - $66.24 $912K - $955K
494K $31.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.47K
+ 6.07%
$49.98 - $50.22 $473K - $475K
165K $8.27M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.41K
+ 1.9%
$72.21 - $75.0 $318K - $331K
237K $17.4M
XLK
Technology Sector Spdr

ETFs
1.17K
+ 100.0%
$278.39 - $304.13 $326K - $356K
2.34K $674K
XLY
Select Sector Spdr Consumer Di

ETFs
1.47K
+ 99.93%
$228.75 - $242.18 $337K - $357K
2.95K $680K
XLU
Utilities Sector Spdr

ETFs
2.44K
+ 100.0%
$87.89 - $92.9 $214K - $227K
4.88K $432K
VEA
Vanguard Ftse Developed Market

ETFs
628
+ 0.59%
$59.18 - $62.09 $37.2K - $39K
108K $6.61M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.19K
+ 2.98%
$105.91 - $113.18 $126K - $135K
41.3K $4.55M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
8
+ 0.02%
$63.98 - $67.45 $512 - $540
44.2K $2.94M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.5K
+ 6.17%
$66.04 - $69.67 $98.8K - $104K
25.7K $1.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 19.33%
$589.5 - $635.77 $50.7K - $54.7K
531 $320K
DFSD
Dimensional ETF Tr Short Durat

ETFs
887
+ 1.03%
$48.17 - $48.5 $42.7K - $43K
86.6K $4.18M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.01%
$202.52 - $212.07 $203 - $212
13K $2.73M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$66.1 - $71.61 $66.1 - $71.6
9.28K $655K
DFAI
Dimensional ETF Tr

ETFs
75
+ 0.28%
$35.82 - $37.52 $2.69K - $2.81K
27.3K $1.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
638
+ 0.52%
$74.09 - $75.1 $47.3K - $47.9K
123K $9.13M
VT
Vanguard Total World Stk Index

ETFs
20
+ 0.18%
$135.16 - $141.78 $2.7K - $2.84K
11K $1.53M
DE
Deere & CO

Industrials
1
+ 0.22%
$439.11 - $480.78 $439 - $481
458 $217K
VPU
Vanguard Utilities ETF

ETFs
5
+ 0.26%
$190.8 - $202.04 $954 - $1.01K
1.93K $370K
CVX
Chevron Corp

Energy
157
+ 0.4%
$148.9 - $157.72 $23.4K - $24.8K
39.6K $6.12M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
12
+ 0.47%
$83.65 - $86.6 $1K - $1.04K
2.56K $220K
PFE
Pfizer Inc

Healthcare
282
+ 2.55%
$24.23 - $27.37 $6.83K - $7.72K
11.3K $284K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14
+ 0.2%
$37.61 - $39.41 $527 - $552
6.86K $265K
GLW
Corning Inc

Technology
12
+ 0.23%
$82.06 - $90.29 $985 - $1.08K
5.2K $426K
BAC
Bank Of America Corp

Financial Services
5
+ 0.02%
$48.65 - $54.11 $243 - $271
24.8K $1.28M
DFSV
Dimensional ETF Tr Dimensional

ETFs
58
+ 0.3%
$30.55 - $32.35 $1.77K - $1.88K
19.6K $616K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.16%
$125.75 - $131.12 $377 - $393
1.91K $243K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.07%
$201.42 - $211.15 $604 - $633
4.33K $888K
VB
Vanguard Small Cap ETF

ETFs
137
+ 1.25%
$248.1 - $260.08 $34K - $35.6K
11.1K $2.77M
MET
Metlife Inc

Financial Services
4
+ 0.08%
$75.97 - $82.89 $304 - $332
5.26K $413K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 0.52%
$910.94 - $954.99 $13.7K - $14.3K
2.92K $2.66M
LNG
Cheniere Energy, Inc.

Energy
4
+ 0.25%
$205.63 - $235.74 $823 - $943
1.58K $338K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.17%
$225.0 - $247.99 $450 - $496
1.21K $272K
SO
Southern CO

Utilities
11
+ 0.13%
$90.58 - $99.72 $996 - $1.1K
8.45K $765K
Activity Summary
Buys All Purchases 60 New Holdings 8 Increased Positions 52 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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