Graver Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Graver Capital Management, LLC held in its portfolio 24 assets valued at $126,556,550 (i.e. $126.56M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($37.60M), VANECK ETF TRUST ($18.41M), and DIMENSIONAL ETF TRUST ($13.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Graver Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 507016 | 37605379 | US EQUITY MARKET |
| VANECK ETF TRUST | 177795 | 18412494 | MRNGSTR WDE MOAT |
| DIMENSIONAL ETF TRUST | 234144 | 13940951 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 364256 | 13881797 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 272051 | 11578501 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 230361 | 7502848 | EMGR CRE EQT MNG |
| SCHWAB STRATEGIC TR | 253409 | 6646913 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 99665 | 4973300 | INTERNATNAL VAL |
| ISHARES TR | 25894 | 2773472 | NATIONAL MUN ETF |
| PEOPLES BANCORP INC | 56988 | 1711350 | COM |
| APPLE INC | 4246 | 1154360 | COM |
| ISHARES TR | 2957 | 1104262 | RUS 1000 ETF |
| PHILIP MORRIS INTL INC | 4800 | 769920 | COM |
| ADVANCED DRAIN SYS INC DEL | 5167 | 748337 | COM |
| DIMENSIONAL ETF TRUST | 10020 | 698120 | US SMALL CAP ETF |
| DOMINION ENERGY INC | 8000 | 468720 | COM |
| MICROSOFT CORP | 898 | 434237 | COM |
| PEPSICO INC | 3000 | 430560 | COM |
| AMAZON COM INC | 1420 | 327764 | COM |
| YUM BRANDS INC | 2000 | 302560 | COM |
| HUNTINGTON BANCSHARES INC | 16989 | 294752 | COM |
| ALTRIA GROUP INC | 5000 | 288300 | COM |
| MCDONALDS CORP | 894 | 273233 | COM |
| DUKE ENERGY CORP NEW | 2000 | 234420 | COM NEW |