Graver Capital Management, LLC Top Holdings and 13F Report (2025) About Graver Capital Management, LLCInvestment ActivityGraver Capital Management, LLC has $113.09 million in total holdings as of June 30, 2025.Graver Capital Management, LLC owns shares of 25 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.84% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Graver Capital Management, LLC has purchased 26 new stocks and bought additional shares in 9 stocks.Graver Capital Management, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Equity ETF $33,395,179VanEck Morningstar Wide Moat ETF $15,635,615Dimensional International Core Equity Market ETF $12,292,921Dimensional U.S. Targeted Value ETF $12,069,391Dimensional Core Fixed Income ETF $10,041,713 Largest Purchases this Quarter Dimensional U.S. Equity ETF 35,143 shares (about $2.36M)VanEck Morningstar Wide Moat ETF 16,335 shares (about $1.53M)Dimensional U.S. Targeted Value ETF 21,016 shares (about $1.13M)Dimensional Core Fixed Income ETF 21,516 shares (about $909.27K)Dimensional International Core Equity Market ETF 23,492 shares (about $812.12K) Largest Sales this Quarter Advanced Drainage Systems 200 shares (about $22.97K)Huntington Bancshares 545 shares (about $9.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGraver Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$33,395,179$2,355,283 ▲7.6%498,28729.5%ETFMOATVanEck Morningstar Wide Moat ETF$15,635,615$1,532,057 ▲10.9%166,70913.8%ETFDFAIDimensional International Core Equity Market ETF$12,292,921$812,119 ▲7.1%355,59510.9%ETFDFATDimensional U.S. Targeted Value ETF$12,069,391$1,134,023 ▲10.4%223,67310.7%ETFDFCFDimensional Core Fixed Income ETF$10,041,713$909,268 ▲10.0%237,6178.9%ETFDFAEDimensional Emerging Core Equity Market ETF$6,576,120$455,674 ▲7.4%227,1545.8%ETFSCHBSchwab US Broad Market ETF$6,196,004$178,772 ▲3.0%260,0095.5%ETFDFIVDimensional International Value ETF$4,286,670$269,486 ▲6.7%100,0863.8%ETFMUBiShares National Muni Bond ETF$3,007,540$94,031 ▲3.2%28,7862.7%ETFPEBOPeoples Bancorp$1,740,4140.0%56,9881.5%FinanceIWBiShares Russell 1000 ETF$1,316,8520.0%3,8781.2%ETFAAPLApple$964,7410.0%4,7020.9%Computer and TechnologyPMPhilip Morris International$874,2240.0%4,8000.8%Consumer StaplesWMSAdvanced Drainage Systems$673,998$22,972 ▼-3.3%5,8680.6%ConstructionDFASDimensional U.S. Small Cap ETF$664,2580.0%10,4260.6%ETFMSFTMicrosoft$552,6930.0%1,1110.5%Computer and TechnologyDDominion Energy$452,1600.0%8,0000.4%UtilitiesPEPPepsiCo$396,1200.0%3,0000.4%Consumer StaplesAMZNAmazon.com$355,4120.0%1,6200.3%Retail/WholesaleYUMYum! Brands$296,3600.0%2,0000.3%Retail/WholesaleMOAltria Group$293,1500.0%5,0000.3%Consumer StaplesHBANHuntington Bancshares$284,729$9,134 ▼-3.1%16,9890.3%FinanceMCDMcDonald's$261,2000.0%8940.2%Retail/WholesaleDUKDuke Energy$236,0000.0%2,0000.2%UtilitiesMDLZMondelez International$223,9680.0%3,3210.2%Consumer StaplesAEEAmeren$0$200,800 ▼-100.0%00.0%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. 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