§ 13F · FUND PROFILE
Graver Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $119M (13F)Positions · 26Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$220K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 538K | $38M | 29.0% | +6% |
| 2 | MOAT | VANECK ETF TRUST | 192K | $19M | 14.1% | +8% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 246K | $15M | 11.7% | +5% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 381K | $15M | 11.3% | +5% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 302K | $13M | 9.7% | +11% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 240K | $8M | 6.2% | +4% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 261K | $7M | 5.0% | +3% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 103K | $5M | 4.1% | +3% |
| 9 | MUB | ISHARES TR | 27K | $3M | 2.2% | +4% |
| 10 | PEBO | PEOPLES BANCORP INC | 57K | $2M | 1.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRAVER SIGNAL
AC read
Graver Capital Management, LLC is a Other fund managing $119 million in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed