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CIK: 0002056589
Total reported value
$140.4M
$140.4M
25 檔
71.0%
At the close of Q1 2026, Graver Capital Management, LLC disclosed equity holdings valued at approximately $140.4M, spread across 25 reported holdings.
In Q1 2026, Graver Capital Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 11 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 | 28.98% | +1.21% | +6.10% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 14.07% | -0.28% | +7.74% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 11.69% | +0.05% | +5.26% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 11.28% | -0.54% | +4.61% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.69% | -0.89% | +11.07% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.17% | +0.33% | +4.05% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.97% | +0.13% | +2.80% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.14% | -0.36% | +3.48% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.17% | -0.10% | +4.14% | |
| 10 | PEBO | Peoples Bancorp Inc | Stock-Other | 1.42% | +0.14% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.05% | — | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | +0.05% | -22.69% | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | +0.02% | — | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.52% | +0.04% | -4.06% | |
| 15 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.38% | +0.03% | -29.42% | |
| 16 | D | Dominion Energy Inc | Stock-Utilities | 0.38% | +0.01% | — | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.06% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.02% | +2.12% | |
| 19 | MO | Altria Group Inc | Stock-Consumer Staples | 0.25% | +0.01% | — | |
| 20 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.24% | -0.01% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.02% | +0.14% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | -0.04% | — | |
| 23 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.20% | +0.01% | — | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 0.20% | -0.02% | — | |
| 25 | AEE | Ameren Corporation | Stock-Utilities | 0.17% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | +0.7% | +5.26% | Add |
| 2 | DFCF | Dimensional Core Fixed Inc | +0.5% | +11.07% | Add |
| 3 | DFAI | Dimensional International Co | +0.3% | +4.61% | Add |
| 4 | DFAE | Dimensional Emerging Core Eq | +0.2% | +4.05% | Add |
| 5 | DFIV | Dimensional International Va | +0.2% | +3.48% | Add |
| 6 | PEBO | Peoples Bancorp Inc | +0.1% | — | Unchanged |
| 7 | MO | Altria Group Inc | 0% | — | Unchanged |
| 8 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 9 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 10 | D | Dominion Energy Inc | 0% | — | Unchanged |
| 11 | YUM | Yum! Brands Inc | — | — | Unchanged |
| 12 | PM | Philip Morris International | 0% | — | Unchanged |
| 13 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 14 | MUB | Ishares National Muni Bond E | 0% | +4.14% | Add |
| 15 | HBAN | Huntington Bancshares Inc | 0% | — | Unchanged |
| 16 | DFAS | Dimensional US Small Cap ETF | 0% | -4.06% | Trim |
| 17 | AMZN | Amazon.com Inc | 0% | +0.14% | Add |
| 18 | MSFT | Microsoft CORP | -0.1% | +2.12% | Add |
| 19 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 20 | WMS | Advanced Drainage Systems In | -0.2% | -29.42% | Trim |
| 21 | IWB | Ishares Russell 1000 ETF | -0.3% | -22.69% | Trim |
| 22 | SCHB | Schwab US Broad Market ETF | -0.3% | +2.80% | Add |
| 23 | MOAT | Vaneck Morningstar Wide Moat | -0.5% | +7.74% | Add |
| 24 | DFUS | Dimensional US Eq Mkt ETF | -0.7% | +6.10% | Add |
| 25 | AEE | Ameren Corporation | — | NEW | New buy |
According to official SEC Form 13F filings, Graver Capital Management, LLC reported a total U.S. public equity portfolio value of $140.4M across 25 disclosed positions in Q1 2026.
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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 71.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AEE
市值: $219.8K
Top Position Liquidated / Trimmed
IWB
前期市值: $1.1M
During Q1 2026, Graver Capital Management, LLC's top holdings by market value included DFUS (29.0%)、MOAT (14.1%)、DFAT (11.7%). The largest single position, DFUS, represented 29.0% of total portfolio value.
In Q1 2026, Graver Capital Management, LLC made 15 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 3 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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