Graver Capital Management, LLC Top Holdings and 13F Report (2025) About Graver Capital Management, LLCInvestment ActivityGraver Capital Management, LLC has $95.71 million in total holdings as of December 31, 2024.Graver Capital Management, LLC owns shares of 25 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Equity ETF $28,392,921VanEck Morningstar Wide Moat ETF $12,026,064Dimensional U.S. Targeted Value ETF $10,471,924Dimensional International Core Equity Market ETF $9,231,566Dimensional Core Fixed Income ETF $8,522,711 Sector AllocationMap of 500 Largest Holdings ofGraver Capital Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$28,392,921445,37929.7%ETFMOATVanEck Morningstar Wide Moat ETF$12,026,064129,69612.6%ETFDFATDimensional U.S. Targeted Value ETF$10,471,924188,14110.9%ETFDFAIDimensional International Core Equity Market ETF$9,231,566316,1509.6%ETFDFCFDimensional Core Fixed Income ETF$8,522,711206,5118.9%ETFSCHBSchwab US Broad Market ETF$6,519,564287,2056.8%ETFDFAEDimensional Emerging Core Equity Market ETF$5,057,296199,3425.3%ETFDFIVDimensional International Value ETF$3,202,00690,2483.3%ETFMUBiShares National Muni Bond ETF$2,721,18225,5392.8%ETFPEBOPeoples Bancorp$1,805,95056,9881.9%FinanceIWBiShares Russell 1000 ETF$1,249,3363,8781.3%ETFAAPLApple$1,231,8554,9191.3%Computer and TechnologyWMSAdvanced Drainage Systems$770,5906,6660.8%ConstructionDFASDimensional U.S. Small Cap ETF$678,53610,4260.7%ETFPMPhilip Morris International$577,6804,8000.6%Consumer StaplesMSFTMicrosoft$470,8751,1170.5%Computer and TechnologyPEPPepsiCo$456,1803,0000.5%Consumer StaplesDDominion Energy$430,8808,0000.5%UtilitiesAMZNAmazon.com$356,5091,6250.4%Retail/WholesaleHBANHuntington Bancshares$285,27817,5340.3%FinanceYUMYum! Brands$268,3202,0000.3%Retail/WholesaleMOAltria Group$261,4505,0000.3%Consumer StaplesMCDMcDonald's$259,1628940.3%Retail/WholesaleENBEnbridge$242,4035,7130.3%Oils/EnergyDUKDuke Energy$215,4802,0000.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
