Graver Capital Management, LLC
CIK: 0002056589SEC EDGAR →
Portfolio Value
$126.6M
Holdings
24
As of
Q4 2025
New Positions
24
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 507,016 | $37.6M | 29.71% |
| 2 | VANECK ETF TRUST | 177,795 | $18.4M | 14.55% |
| 3 | DIMENSIONAL ETF TRUST | 234,144 | $13.9M | 11.01% |
| 4 | DIMENSIONAL ETF TRUST | 364,256 | $13.9M | 10.97% |
| 5 | DIMENSIONAL ETF TRUST | 272,051 | $11.6M | 9.15% |
| 6 | DIMENSIONAL ETF TRUST | 230,361 | $7.5M | 5.93% |
| 7 | SCHWAB STRATEGIC TR | 253,409 | $6.6M | 5.25% |
| 8 | DIMENSIONAL ETF TRUST | 99,665 | $5.0M | 3.93% |
| 9 | ISHARES TR | 25,894 | $2.8M | 2.19% |
| 10 | PEOPLES BANCORP INC | 56,988 | $1.7M | 1.35% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (24)
$37.6M · 507K shares
$18.4M · 178K shares
$13.9M · 234K shares
$13.9M · 364K shares
$11.6M · 272K shares
$7.5M · 230K shares
$6.6M · 253K shares
$5.0M · 100K shares
$2.8M · 26K shares
$1.7M · 57K shares
$1.2M · 4K shares
$1.1M · 3K shares
$769K · 5K shares
$748K · 5K shares
$698K · 10K shares
$468K · 8K shares
$434K · 898 shares
$430K · 3K shares
$327K · 1K shares
$302K · 2K shares
$294K · 17K shares
$288K · 5K shares
$273K · 894 shares
$234K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 13 | $121.1M | 95.7% |
| Technology | 2 | $1.6M | 1.3% |
| Consumer Cyclical | 3 | $902K | 0.7% |
| Unknown | 1 | $769K | 0.6% |
| Industrials | 1 | $748K | 0.6% |
| Consumer Defensive | 2 | $718K | 0.6% |
| Utilities | 2 | $702K | 0.6% |