Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Graver Capital Management, LLC (CIK 2056589) reported $131.6M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($38.1M, 28.98%), MOAT ($18.5M, 14.07%), DFAT ($15.4M, 11.69%), DFAI ($14.8M, 11.28%), DFCF ($12.8M, 9.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $38.1M | 28.98% | 537,935 | Added |
| 2 | MOAT | VANECK ETF TRUST | $18.5M | 14.07% | 191,550 | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $15.4M | 11.69% | 246,466 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $14.8M | 11.28% | 381,037 | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $12.8M | 9.69% | 302,175 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $8.1M | 6.17% | 239,699 | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $6.5M | 4.97% | 260,511 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $5.4M | 4.14% | 103,135 | Added |
| 9 | MUB | ISHARES TR | $2.9M | 2.17% | 26,965 | Added |
| 10 | PEBO | PEOPLES BANCORP INC | $1.9M | 1.42% | 56,988 | Hold |
| 11 | AAPL | APPLE INC | $1.1M | 0.82% | 4,246 | Hold |
| 12 | IWB | ISHARES TR | $815,096 | 0.62% | 2,286 | Trimmed |
| 13 | PM | PHILIP MORRIS INTL INC | $793,632 | 0.60% | 4,800 | Hold |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $683,803 | 0.52% | 9,613 | Trimmed |
| 15 | D | DOMINION ENERGY INC | $494,560 | 0.38% | 8,000 | Hold |
| 16 | WMS | ADVANCED DRAIN SYS INC DEL | $500,113 | 0.38% | 3,647 | Trimmed |
| 17 | PEP | PEPSICO INC | $465,870 | 0.35% | 3,000 | Hold |
| 18 | MSFT | MICROSOFT CORP | $339,386 | 0.26% | 917 | Added |
| 19 | MO | ALTRIA GROUP INC | $329,950 | 0.25% | 5,000 | Hold |
| 20 | YUM | YUM BRANDS INC | $310,960 | 0.24% | 2,000 | Hold |
| 21 | AMZN | AMAZON COM INC | $296,160 | 0.22% | 1,422 | Added |
| 22 | MCD | MCDONALDS CORP | $277,846 | 0.21% | 894 | Hold |
| 23 | HBAN | HUNTINGTON BANCSHARES INC | $265,872 | 0.20% | 16,989 | Hold |
| 24 | DUK | DUKE ENERGY CORP NEW | $261,880 | 0.20% | 2,000 | Hold |
| 25 | AEE | AMEREN CORP | $219,840 | 0.17% | 2,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31