IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Graves Light Lenhart Wealth, Inc.

Q2 2023 Holdings

Filed 2023-08-14 | 186 holdings | $740.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Elevance Health Inc COM(ELV)Stock036752103$992.4K2,2340.1%
Vanguard Total World Stock ETF(VT)ETF922042742$1.1M11,0500.1%
Oracle Corp COM(ORCL)Stock68389X105$1.1M9,0730.1%
Verizon Communications Inc COM(VZ)Stock92343V104$1.1M29,0610.1%
First Natl Corp COM(FXNC)Stock32106V107$1.1M65,6370.1%
Ishares Russell 3000 ETF(IWV)ETF464287689$1.2M4,7760.2%
Ishares U.S. Technology ETF(IYW)ETF464287721$1.3M11,7300.2%
US Bancorp del COM New(USB)Stock902973304$1.3M39,3990.2%
Lilly ELI & Co COM(LLY)Stock532457108$1.3M2,7960.2%
Johnson & Johnson COM(JNJ)Stock478160104$1.6M9,3840.2%
Pepsico Inc COM(PEP)Stock713448108$1.6M8,5940.2%
EOG RES Inc COM(EOG)Stock26875P101$1.6M14,2740.2%
Costco Whsl Corp New COM(COST)Stock22160K105$1.7M3,1100.2%
Vanguard Growth ETF(VUG)ETF922908736$1.7M5,9490.2%
Duke Energy Corp New COM New(DUK)Stock26441C204$1.7M19,1120.2%
Packaging Corp Amer COM(PKG)Stock695156109$1.7M12,9780.2%
Truist Finl Corp COM(TFC)Stock89832Q109$1.7M56,8940.2%
Merck & Co Inc COM(MRK)Stock58933Y105$1.9M16,5280.3%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$1.9M29,9670.3%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.9M8,7800.3%
Ishares Biotechnology ETF(IBB)ETF464287556$1.9M15,2890.3%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$2.0M34,0050.3%
JPMorgan USD High Yield Corporate Bond ETF(BBHY)ETF46641Q878$2.2M48,5980.3%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$2.2M47,4920.3%
Dominion Energy Inc COM(D)Stock25746U109$2.2M43,1350.3%
Vanguard Total Corporate Bond ETF(VTC)ETF92206C573$2.3M29,7750.3%
Vanguard Small-Cap ETF(VB)ETF922908751$2.3M11,4070.3%
Ishares Msci Acwi EX U.S. ETF(ACWX)ETF464288240$2.5M50,3360.3%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$2.6M44,2270.3%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$2.6M7,5030.3%
Exxon Mobil Corp COM(XOM)Stock30231G102$2.7M24,7540.4%
Procter and Gamble Co COM(PG)Stock742718109$2.7M18,0930.4%
Ishares Msci Global MIN VOL Factor ETF(ACWV)ETF464286525$3.1M31,6290.4%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$3.1M32,8150.4%
Dimensional Core Fixed Income ETF(DFCF)ETF25434V872$3.1M75,3550.4%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$3.3M23,3090.4%
Goldman Sachs Group Inc COM(GS)Stock38141G104$3.4M10,4140.5%
Ishares S&P 500 Value ETF(IVE)ETF464287408$3.5M21,7210.5%
Ishares Select Dividend ETF(DVY)ETF464287168$3.7M32,7290.5%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.8M81,9860.5%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$3.9M71,9540.5%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$4.1M44,9520.6%
Ishares Expanded Tech Sector ETF(IGM)ETF464287549$4.1M10,5390.6%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$4.3M61,4180.6%
Ishares Msci Eafe ETF(EFA)ETF464287465$4.4M61,0370.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$4.4M10,0380.6%
DFA Emerging Value ETF(DFEV)ETF25434V740$4.9M200,5750.7%
Ishares National Muni Bond ETF(MUB)ETF464288414$5.0M46,4310.7%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$5.0M19,5050.7%
Ishares Core S&P 500 ETF(IVV)ETF464287200$5.0M11,2630.7%
PreviousPage 3 of 4Next