Graver Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Graver Capital Management, LLC reported 25 stock positions worth $95.7 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 29.7% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 12.6%) and Dimensional US Target Value (DFAT, 10.9%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0002056589
- Portfolio Value
- $95.7M (Q4 2024)
- SEC Filing
- 0001951757-25-000269 ↗ filed Feb 14, 2025
Holdings Value
Holdings 25 stocks · $95.7M
| DFUS Dimensional US Eq MKT ETF | 29.67% | 445,379 | $28.4M | — |
| MOAT Vaneck Morningstar Wide Moat | 12.57% | 129,696 | $12.0M | — |
| DFAT Dimensional US Target Value | 10.94% | 188,141 | $10.5M | — |
| DFAI Dimensional International Co. | 9.65% | 316,150 | $9.2M | — |
| DFCF Dimensional Core Fixed Inc. | 8.91% | 206,511 | $8.5M | — |
| SCHB Schwab US Broad Market ETF | 6.81% | 287,205 | $6.5M | — |
| DFAE Dimensional Emerging Core Eq | 5.28% | 199,342 | $5.1M | — |
| DFIV Dimensional International Va | 3.35% | 90,248 | $3.2M | — |
| MUB iShares National Muni Bond E | 2.84% | 25,539 | $2.7M | — |
| PEBO Peoples Bancorp Inc. | 1.89% | 56,988 | $1.8M | — |
| IWB iShares Russell 1000 ETF | 1.31% | 3,878 | $1.2M | — |
| AAPL Apple Inc. | 1.29% | 4,919 | $1.2M | — |
| WMS Advanced Drainage Systems Inc. | 0.81% | 6,666 | $771K | — |
| DFAS Dimensional US Small Cap ETF | 0.71% | 10,426 | $679K | — |
| PM Philip Morris International | 0.60% | 4,800 | $578K | — |
| MSFT Microsoft Corp. | 0.49% | 1,117 | $471K | — |
| PEP Pepsico Inc. | 0.48% | 3,000 | $456K | — |
| D Dominion Energy Inc. | 0.45% | 8,000 | $431K | — |
| AMZN Amazon.com Inc. | 0.37% | 1,625 | $357K | — |
| HBAN Huntington Bancshares Inc. | 0.30% | 17,534 | $285K | — |
| YUM Yum! Brands Inc. | 0.28% | 2,000 | $268K | — |
| MO Altria Group Inc. | 0.27% | 5,000 | $261K | — |
| MCD McDonald's Corp. | 0.27% | 894 | $259K | — |
| ENB Enbridge Inc. | 0.25% | 5,713 | $242K | — |
| DUK Duke Energy Corp. | 0.23% | 2,000 | $215K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $140.4M | DFUS, MOAT, DFAT, DFAI, DFCF |
| Q1 2026 | 25 | $131.6M | DFUS, MOAT, DFAT, DFAI, DFCF |
| Q4 2025 | 24 | $126.6M | DFUS, MOAT, DFAT, DFAI, DFCF |
| Q3 2025 | 26 | $118.7M | DFUS, MOAT, DFAT, DFAI, DFCF |
| Q2 2025 | 25 | $113.1M | DFUS, MOAT, DFAI, DFAT, DFCF |
| Q1 2025 | 26 | $98.1M | DFUS, MOAT, DFAT, DFAI, DFCF |
| Q4 2024 | 25 | $95.7M | DFUS, MOAT, DFAT, DFAI, DFCF |