Graver Capital Management, LLC Top Holdings and 13F Report (2026) About Graver Capital Management, LLCInvestment ActivityGraver Capital Management, LLC has $131.63 million in total holdings as of March 31, 2026.Graver Capital Management, LLC owns shares of 25 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Graver Capital Management, LLC has purchased 24 new stocks and bought additional shares in 11 stocks.Graver Capital Management, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $38,145,006VanEck Morningstar Wide Moat ETF $18,522,876Dimensional U.S. Targeted Value ETF $15,391,805Dimensional International Core Equity Market ETF $14,845,200Dimensional Core Fixed Income ETF $12,757,814 Largest New Holdings this Quarter 023608102 - Ameren $219,840 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 30,919 shares (about $2.19M)VanEck Morningstar Wide Moat ETF 13,755 shares (about $1.33M)Dimensional Core Fixed Income ETF 30,124 shares (about $1.27M)Dimensional U.S. Targeted Value ETF 12,322 shares (about $769.51K)Dimensional International Core Equity Market ETF 16,781 shares (about $653.79K) Largest Sales this Quarter iShares Russell 1000 ETF 671 shares (about $239.25K)Advanced Drainage Systems 1,520 shares (about $208.44K)Dimensional U.S. Small Cap ETF 407 shares (about $28.95K) 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$38,145,006$2,192,468 ▲6.1%537,93529.0%ETFMOATVanEck Morningstar Wide Moat ETF$18,522,876$1,330,108 ▲7.7%191,55014.1%ETFDFATDimensional U.S. Targeted Value ETF$15,391,805$769,509 ▲5.3%246,46611.7%ETFDFAIDimensional International Core Equity Market ETF$14,845,200$653,788 ▲4.6%381,03711.3%ETFDFCFDimensional Core Fixed Income ETF$12,757,814$1,271,834 ▲11.1%302,1759.7%ETFDFAEDimensional Emerging Core Equity Market ETF$8,116,211$316,185 ▲4.1%239,6996.2%ETFSCHBSchwab US Broad Market ETF$6,538,824$178,260 ▲2.8%260,5115.0%ETFDFIVDimensional International Value ETF$5,443,475$183,147 ▲3.5%103,1354.1%ETFMUBiShares National Muni Bond ETF$2,862,313$113,686 ▲4.1%26,9652.2%ETFPEBOPeoples Bancorp$1,873,1960.0%56,9881.4%FinanceAAPLApple$1,077,6320.0%4,2460.8%Computer and TechnologyIWBiShares Russell 1000 ETF$815,096$239,252 ▼-22.7%2,2860.6%ETFPMPhilip Morris International$793,6320.0%4,8000.6%Consumer StaplesDFASDimensional U.S. Small Cap ETF$683,803$28,951 ▼-4.1%9,6130.5%ETFWMSAdvanced Drainage Systems$500,113$208,438 ▼-29.4%3,6470.4%ConstructionDDominion Energy$494,5600.0%8,0000.4%UtilitiesPEPPepsiCo$465,8700.0%3,0000.4%Consumer StaplesMSFTMicrosoft$339,386$7,032 ▲2.1%9170.3%Computer and TechnologyMOAltria Group$329,9500.0%5,0000.3%Consumer StaplesYUMYum! Brands$310,9600.0%2,0000.2%Retail/WholesaleAMZNAmazon.com$296,160$417 ▲0.1%1,4220.2%Retail/WholesaleMCDMcDonald's$277,8460.0%8940.2%Retail/WholesaleHBANHuntington Bancshares$265,8720.0%16,9890.2%FinanceDUKDuke Energy$261,8800.0%2,0000.2%UtilitiesAEEAmeren$219,840$219,840 ▲New Holding2,0000.2%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. 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