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CIK: 0002056589
Total reported value
$140.4M
$140.4M
26 檔
62.4%
According to the latest 13F quarterly dataset, Graver Capital Management, LLC managed an equity portfolio of $140.4M at the end of Q3 2025, spanning 26 distinct U.S. exchange-listed positions.
In Q3 2025, Graver Capital Management, LLC displayed an active expansion posture, initiating 0 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 29.79% | +1.21% | -2.07% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 13.82% | -0.28% | -0.73% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 10.82% | +0.05% | -1.44% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 10.71% | -0.54% | -1.68% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.65% | -0.89% | +1.06% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.94% | +0.33% | -1.58% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.37% | +0.13% | -4.66% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.82% | -0.36% | -1.81% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.63% | -0.10% | +1.98% | |
| 10 | PEBO | Peoples Bancorp Inc | Stock-Other | 1.44% | +0.14% | — | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.19% | +0.05% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.05% | -9.70% | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | +0.02% | — | |
| 14 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.64% | +0.03% | -6.41% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.60% | +0.04% | — | |
| 16 | D | Dominion Energy Inc | Stock-Utilities | 0.41% | +0.01% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.02% | -19.26% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.06% | — | |
| 19 | MO | Altria Group Inc | Stock-Consumer Staples | 0.28% | +0.01% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | -12.35% | |
| 21 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.26% | -0.01% | — | |
| 22 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.25% | +0.01% | — | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.04% | — | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 0.21% | -0.02% | — | |
| 25 | AEE | Ameren Corporation | Stock-Utilities | 0.18% | -0.01% | — | |
| 26 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.17% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +1.2% | -2.07% | Add |
| 2 | DFAE | Dimensional Emerging Core Eq | +0.4% | -1.58% | Add |
| 3 | MOAT | Vaneck Morningstar Wide Moat | +0.3% | -0.73% | Add |
| 4 | DFAT | Dimensional US Target Value | +0.2% | -1.44% | Add |
| 5 | DFAI | Dimensional International Co | +0.1% | -1.68% | Add |
| 6 | DFIV | Dimensional International Va | +0.1% | -1.81% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 8 | HBAN | Huntington Bancshares Inc | 0% | — | Trim |
| 9 | AEE | Ameren Corporation | 0% | — | Unchanged |
| 10 | WMS | Advanced Drainage Systems In | 0% | -6.41% | Trim |
| 11 | MO | Altria Group Inc | 0% | — | Unchanged |
| 12 | DFAS | Dimensional US Small Cap ETF | 0% | — | Unchanged |
| 13 | MSFT | Microsoft CORP | 0% | -19.26% | Trim |
| 14 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 15 | D | Dominion Energy Inc | -0.1% | — | Unchanged |
| 16 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | -0.1% | -12.35% | Trim |
| 18 | MDLZ | Mondelez International Inc-a | -0.1% | — | Unchanged |
| 19 | YUM | Yum! Brands Inc | -0.1% | — | Unchanged |
| 20 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 21 | PM | Philip Morris International | -0.1% | — | Unchanged |
| 22 | AAPL | Apple Inc | -0.2% | -9.70% | Trim |
| 23 | SCHB | Schwab US Broad Market ETF | -0.2% | -4.66% | Trim |
| 24 | PEBO | Peoples Bancorp Inc | -0.3% | — | Unchanged |
| 25 | MUB | Ishares National Muni Bond E | -0.4% | +1.98% | Add |
| 26 | DFCF | Dimensional Core Fixed Inc | -0.6% | +1.06% | Add |
According to official SEC Form 13F filings, Graver Capital Management, LLC reported a total U.S. public equity portfolio value of $140.4M across 26 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, MOAT, DFAT) accounted for 62.4% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
SCHB
前期市值: $5.4M
During Q3 2025, Graver Capital Management, LLC's top holdings by market value included DFUS (29.8%)、MOAT (13.8%)、DFAT (10.8%). The largest single position, DFUS, represented 29.8% of total portfolio value.
In Q3 2025, Graver Capital Management, LLC made 14 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 6 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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