Graver Capital Management, LLC 13F Holdings

CIK 0002056589 · COLUMBUS, OH

As of Sep 30, 2025, Graver Capital Management, LLC reported 26 positions worth 18.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US EQUITY MARKET ETFDFUS—487,953$35.3M29.79%
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—165,500 6.4M13.82%
DIMENSIONAL US TARGETED VALUE ETFDFAT—220,462 2.8M10.82%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI—349,627 2.7M10.71%
DIMENSIONAL CORE FIXED INCOME ETFDFCF—240,138 0.3M8.65%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE—223,565$7.0M5.94%
SCHWAB US BROAD MARKET ETFSCHB—247,883$6.4M5.37%
DIMENSIONAL INTERNATIONAL VALUE ETFDFIV—98,275$4.5M3.82%
ISHARES NATIONAL MUNI BOND ETFMUB—29,355$3.1M2.63%
PEOPLES BANCORP INCPEBOFinancial Services56,988 .7M1.44%
ISHARES RUSSELL 1000 ETFIWB—3,878 .4M1.19%
APPLE INCAAPLTechnology4,246 .1M0.91%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive4,800$778.6K0.66%
ADVANCED DRAINAGE SYSTEMS INCWMSBasic Materials5,492$761.7K0.64%
DIMENSIONAL US SMALL CAP ETFDFAS—10,426$713.8K0.60%
DOMINION ENERGY INCDUtilities8,000$489.4K0.41%
MICROSOFT CORPMSFTTechnology897$464.9K0.39%
PEPSICO INCPEPConsumer Defensive3,000$421.3K0.36%
ALTRIA GROUP INCMOEquity5,000$330.3K0.28%
AMAZON.COM INCAMZNEquity1,420$311.8K0.26%
YUM BRANDS INCYUMConsumer Cyclical2,000$304.0K0.26%
HUNTINGTON BANCSHARES INCHBANFinancial Services16,989$293.4K0.25%
MCDONALDS CORPMCDConsumer Cyclical894$271.7K0.23%
DUKE ENERGY CORPDUKUtilities2,000$247.5K0.21%
AMEREN CORPAEEEquity2,000$208.8K0.18%