Graves Light Lenhart Wealth
Graves Light Lenhart Wealth reported 196 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are AGG (9.6%), IEFA (9.5%) and DFCF (5.8%). Compared with Q2 2026, the fund opened new positions in XOM, added to IEFA, DFCF and IJR, trimmed AGG, BRK.B and AAPL and sold out of XOM, OEF and CMI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $102M | 9.6% | 1.1M | −21K (−2%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $101M | 9.5% | 1M | +32K (+3%) | 8 of 8 | |
| 3 |  DFCF Dimensional Core Fixed | $61.9M | 5.8% | 1.5M | +160K (+12%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $43.4M | 4.1% | 319K | +8,200 (+3%) | 8 of 8 | |
| 5 |  IJH Ishares TR | $40.1M | 3.8% | 557K | +26K (+5%) | 8 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $35.6M | 3.3% | 71K | −1,659 (−2%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $33.8M | 3.2% | 102K | −4,981 (−5%) | 8 of 8 | |
| 8 |  DFNM Dimensional Nationl | $28.2M | 2.6% | 612K | +56K (+10%) | 8 of 8 | |
| 9 |  VYM Vanguard Whitehall Fds | $27.8M | 2.6% | 179K | −2,163 (−1%) | 8 of 8 | |
| 10 |  VTIP Vanguard Shrt Inf Prot | $26.6M | 2.5% | 540K | +358K (+197%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.3M | 31K |
DIMENSIONAL ETF TRUST | $765K | 20K |
 OEF Ishares S&P 100 ETF | $528K | 1,443 |
 CMI Cummins Inc | $456K | 640 |
 TSM Taiwan Semiconductor Mfg Ltd | $359K | 752 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Graves Light Lenhart Wealth 13F FAQ
What does Graves Light Lenhart Wealth own?
Graves Light Lenhart Wealth reported 196 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are AGG (9.6%), IEFA (9.5%) and DFCF (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Graves Light Lenhart Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 21 added to, 103 trimmed and 13 sold out. New positions include XOM. It sold all of XOM, OEF and CMI.
When will Graves Light Lenhart Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Graves Light Lenhart Wealth's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.