Graves Light Lenhart Wealth, Inc. Purchases in Q3 2025

Graves Light Lenhart Wealth, Inc.

  • $894 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
260K
+ 38.12%
$41.8 - $43.15 $10.9M - $11.2M
943K $40.3M
DFAX
Dimensional ETF Tr
215K
+ 289.47%
$29.25 - $31.56 $6.28M - $6.78M
289K $9.07M
IEFA
Ishares Tr

ETFs
27.9K
+ 3.21%
$81.7 - $87.53 $2.28M - $2.44M
895K $78.1M
AAPL
Apple Inc.

Technology
257
+ 0.23%
$202.38 - $256.87 $52K - $66K
110K $28.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16K
+ 1.58%
$97.75 - $100.75 $1.56M - $1.61M
1.03M $103M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
22K
+ 8.07%
$41.91 - $44.87 $921K - $986K
294K $13.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.15K
+ 3.5%
$393.18 - $439.39 $451K - $504K
33.9K $14.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
28.2K
+ 11.47%
$47.18 - $48.17 $1.33M - $1.36M
274K $13.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
447
+ 0.6%
$459.11 - $506.91 $205K - $227K
74.8K $37.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
227
+ 0.12%
$132.9 - $142.03 $30.2K - $32.2K
183K $25.8M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
14K
+ 4.32%
$29.97 - $32.38 $419K - $452K
337K $10.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.2K
+ 16.04%
$48.5 - $50.19 $880K - $911K
131K $6.57M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.33K
+ 2.13%
$187.97 - $199.47 $249K - $265K
63.7K $12.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.9K
+ 4.09%
$78.11 - $79.07 $854K - $864K
278K $21.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.3K
+ 27.39%
$50.81 - $51.07 $877K - $882K
80.3K $4.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.77K
+ 1.56%
$26.38 - $27.95 $258K - $273K
635K $17.3M
XLV
Select Sector Spdr Fund Health

ETFs
786
+ 0.56%
$129.01 - $139.72 $101K - $110K
142K $19.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.99K
+ 1.3%
$70.77 - $73.59 $211K - $220K
233K $17M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.01%
$303.93 - $329.86 $1.22K - $1.32K
27.6K $9.04M
CVX
Chevron Corp

Energy
76
+ 0.19%
$145.57 - $161.83 $11.1K - $12.3K
39.4K $6.12M
MSFT
Microsoft Corp

Technology
357
+ 3.02%
$491.09 - $535.64 $175K - $191K
12.2K $6.31M
VEA
Vanguard Ftse Developed Market

ETFs
1.05K
+ 0.99%
$56.02 - $60.3 $58.9K - $63.4K
107K $6.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 1.46%
$617.65 - $666.84 $56.8K - $61.3K
6.39K $4.25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.15K
+ 4.11%
$49.78 - $50.75 $306K - $312K
156K $7.89M
NVDA
Nvidia Corp

Technology
1.11K
+ 22.06%
$153.3 - $186.58 $170K - $207K
6.13K $1.14M
IVE
Ishares S&P 500 Value ETF

ETFs
975
+ 8.1%
$194.44 - $206.51 $190K - $201K
13K $2.69M
GS
Goldman Sachs Group Inc

Financial Services
418
New
$696.56 - $806.32 $291K - $337K
418 $332K
HWM
Howmet Aerospace Inc.

Industrials
1.62K
New
$171.0 - $196.23 $277K - $318K
1.62K $317K
ABBV
Abb Vie Inc.

Healthcare
680
+ 19.69%
$184.85 - $231.54 $126K - $157K
4.13K $956K
AVGO
Broadcom Inc.

Technology
371
+ 11.36%
$264.74 - $369.57 $98.2K - $137K
3.64K $1.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
397
+ 8.54%
$435.72 - $463.74 $173K - $184K
5.05K $2.34M
MRK
Merck & Co., Inc.

Healthcare
2.46K
+ 14.77%
$77.6 - $87.37 $191K - $214K
19.1K $1.6M
IXUS
Ishares Tr

ETFs
3.25K
New
$76.35 - $82.58 $248K - $269K
3.25K $268K
VB
Vanguard Small Cap ETF

ETFs
258
+ 2.42%
$237.58 - $259.17 $61.3K - $66.9K
10.9K $2.78M
USB
Us Bancorp \De\

Financial Services
5.21K
New
$43.94 - $50.41 $229K - $263K
5.21K $251K
IWF
Ishares Russell 1000 Gr ETF

ETFs
474
+ 56.56%
$420.11 - $472.68 $199K - $224K
1.31K $603K
VV
Vanguard Large Cap ETF

ETFs
637
+ 37.74%
$285.05 - $309.14 $182K - $197K
2.33K $715K
VO
Vanguard Mid Cap ETF

ETFs
388
+ 4.53%
$279.83 - $293.74 $109K - $114K
8.95K $2.63M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
3.9K
New
$50.48 - $57.12 $197K - $223K
3.9K $218K
XLU
Utilities Sector Spdr

ETFs
2.44K
New
$81.14 - $87.32 $198K - $213K
2.44K $212K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.66K
New
$42.04 - $45.23 $196K - $211K
4.66K $210K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
336
New
$567.09 - $607.37 $191K - $204K
336 $200K
MS
Morgan Stanley

Financial Services
930
+ 49.63%
$139.09 - $161.16 $129K - $150K
2.8K $445K
GLW
Corning Inc

Technology
514
+ 11.0%
$51.6 - $82.03 $26.5K - $42.2K
5.19K $425K
UNH
Unitedhealth Group Inc

Healthcare
319
+ 18.55%
$237.77 - $353.61 $75.8K - $113K
2.04K $704K
MCK
Mckesson Corp

Healthcare
128
+ 13.75%
$659.01 - $772.54 $84.4K - $98.9K
1.06K $818K
DFAS
Dimensional ETF Tr U S Small C

ETFs
12
+ 0.05%
$63.41 - $69.69 $761 - $836
24.2K $1.66M
TROW
Price T Rowe Group Inc

Financial Services
802
+ 27.03%
$98.67 - $111.52 $79.1K - $89.4K
3.77K $386K
MCD
Mcdonalds Corp

Consumer Cyclical
198
+ 7.17%
$291.67 - $316.99 $57.8K - $62.8K
2.96K $899K
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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