Graver Capital Management, LLC Top Holdings and 13F Report (2025) About Graver Capital Management, LLCInvestment ActivityGraver Capital Management, LLC has $98.10 million in total holdings as of March 31, 2025.Graver Capital Management, LLC owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.78% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Graver Capital Management, LLC has purchased 25 new stocks and bought additional shares in 8 stocks.Graver Capital Management, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Equity ETF $28,010,952VanEck Morningstar Wide Moat ETF $13,232,913Dimensional U.S. Targeted Value ETF $10,434,818Dimensional International Core Equity Market ETF $10,371,565Dimensional Core Fixed Income ETF $9,089,195 Largest New Holdings this Quarter 609207105 - Mondelez International $225,330 Holding023608102 - Ameren $200,800 Holding Largest Purchases this Quarter VanEck Morningstar Wide Moat ETF 20,678 shares (about $1.82M)Dimensional U.S. Equity ETF 17,765 shares (about $1.07M)Dimensional U.S. Targeted Value ETF 14,516 shares (about $747.43K)Dimensional International Core Equity Market ETF 15,953 shares (about $498.21K)Dimensional Core Fixed Income ETF 9,590 shares (about $403.35K) Largest Sales this Quarter Schwab US Broad Market ETF 34,698 shares (about $747.05K)Advanced Drainage Systems 598 shares (about $64.97K)Apple 217 shares (about $48.20K)Microsoft 6 shares (about $2.25K)Amazon.com 5 shares (about $951.30) 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$28,010,952$1,074,427 ▲4.0%463,14428.6%ETFMOATVanEck Morningstar Wide Moat ETF$13,232,913$1,819,664 ▲15.9%150,37413.5%ETFDFATDimensional U.S. Targeted Value ETF$10,434,818$747,429 ▲7.7%202,65710.6%ETFDFAIDimensional International Core Equity Market ETF$10,371,565$498,212 ▲5.0%332,10310.6%ETFDFCFDimensional Core Fixed Income ETF$9,089,195$403,355 ▲4.6%216,1019.3%ETFDFAEDimensional Emerging Core Equity Market ETF$5,473,520$312,545 ▲6.1%211,4145.6%ETFSCHBSchwab US Broad Market ETF$5,436,481$747,049 ▼-12.1%252,5075.5%ETFDFIVDimensional International Value ETF$3,691,721$139,570 ▲3.9%93,7943.8%ETFMUBiShares National Muni Bond ETF$2,940,289$247,467 ▲9.2%27,8863.0%ETFPEBOPeoples Bancorp$1,690,2640.0%56,9881.7%FinanceIWBiShares Russell 1000 ETF$1,189,5380.0%3,8781.2%ETFAAPLApple$1,044,490$48,204 ▼-4.4%4,7021.1%Computer and TechnologyPMPhilip Morris International$761,9040.0%4,8000.8%Consumer StaplesWMSAdvanced Drainage Systems$659,288$64,973 ▼-9.0%6,0680.7%ConstructionDFASDimensional U.S. Small Cap ETF$622,9670.0%10,4260.6%ETFPEPPepsiCo$449,8200.0%3,0000.5%Consumer StaplesDDominion Energy$448,5600.0%8,0000.5%UtilitiesMSFTMicrosoft$417,112$2,253 ▼-0.5%1,1110.4%Computer and TechnologyYUMYum! Brands$314,7200.0%2,0000.3%Retail/WholesaleAMZNAmazon.com$308,221$951 ▼-0.3%1,6200.3%Retail/WholesaleMOAltria Group$300,1000.0%5,0000.3%Consumer StaplesMCDMcDonald's$279,2590.0%8940.3%Retail/WholesaleHBANHuntington Bancshares$263,1850.0%17,5340.3%FinanceDUKDuke Energy$243,9400.0%2,0000.2%UtilitiesMDLZMondelez International$225,330$225,330 ▲New Holding3,3210.2%Consumer StaplesAEEAmeren$200,800$200,800 ▲New Holding2,0000.2%UtilitiesENBEnbridge$0$242,403 ▼-100.0%00.0%EnergyShowing 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. 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