The Analysis of Graver Capital Management, LLC's Holdings


Currently, Graver Capital Management, LLC holds 24 types of securities in its portfolio with a total value $126.6M. In the most recent quarter, they have increased their positions in DFUS (+19.1K shares, valued at $1.4M), DFCF (+31.9K shares, valued at $1.4M), MOAT (+12.3K shares, valued at $1.3M); decreased their positions in MUB (-3.5K shares, valued at $370.7K), IWB (-921 shares, valued at $343.9K), WMS (-325 shares, valued at $47.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST507.0K shares3.91%2025-12-312026-02-13history
MOAT VANECK ETF TRUST177.8K shares7.43%2025-12-312026-02-13history
DFAT DIMENSIONAL ETF TRUST234.1K shares6.21%2025-12-312026-02-13history
DFAI DIMENSIONAL ETF TRUST364.3K shares4.18%2025-12-312026-02-13history
DFCF DIMENSIONAL ETF TRUST272.1K shares13.29%2025-12-312026-02-13history
DFAE DIMENSIONAL ETF TRUST230.4K shares3.04%2025-12-312026-02-13history
SCHB SCHWAB STRATEGIC TR253.4K shares2.23%2025-12-312026-02-13history
DFIV DIMENSIONAL ETF TRUST99.7K shares1.41%2025-12-312026-02-13history
Sponsored
MUB ISHARES TR25.9K shares-11.79%2025-12-312026-02-13history
PEBO PEOPLES BANCORP INC57.0K shares0.00%2025-12-312026-02-13history
AAPL APPLE INC4.2K shares0.00%2025-12-312026-02-13history
IWB ISHARES TR3.0K shares-23.75%2025-12-312026-02-13history
PM PHILIP MORRIS INTL INC4.8K shares0.00%2025-12-312026-02-13history
WMS ADVANCED DRAIN SYS INC DEL5.2K shares-5.92%2025-12-312026-02-13history
DFAS DIMENSIONAL ETF TRUST10.0K shares-3.89%2025-12-312026-02-13history
D DOMINION ENERGY INC8.0K shares0.00%2025-12-312026-02-13history
Sponsored
MSFT MICROSOFT CORP898 shares0.11%2025-12-312026-02-13history
PEP PEPSICO INC3.0K shares0.00%2025-12-312026-02-13history
AMZN AMAZON COM INC1.4K shares0.00%2025-12-312026-02-13history
YUM YUM BRANDS INC2.0K shares0.00%2025-12-312026-02-13history
HBAN HUNTINGTON BANCSHARES INC17.0K shares0.00%2025-12-312026-02-13history
MO ALTRIA GROUP INC5.0K shares0.00%2025-12-312026-02-13history
MCD MCDONALDS CORP894 shares0.00%2025-12-312026-02-13history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.00%2025-12-312026-02-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available