account_balance

Investment manager · 13F filer · SEC CIK 2056589

Graver Capital Management, LLC

Reported value$148Mas of Sep 30, 2026
Positions25 1 new, 2 sold out
Top 10 weight94.8%DFUS alone is 31%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFUS Dimensional ETF Trust 31.0% Added +7%
MOAT Vaneck ETF Trust 14.5% Added +9%
DFAT Dimensional ETF Trust 11.4% Added +8%
DFAI Dimensional ETF Trust 11.0% Added +7%
DFCF Dimensional ETF Trust 8.4% Added +6%
DFAE Dimensional ETF Trust 6.4% Added +6%
SCHB Schwab Strategic Tr 5.1% Added +5%
DFIV Dimensional ETF Trust 3.9% Added +6%
MUB iShares Tr 1.5% Trimmed −16%
PEBO Peoples Bancorp Inc 1.4% HeldAAPL Apple Inc. 1.0% Held
IWB iShares Tr 0.6% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • MOAT +9%
  • DFAT +8%
  • DFAI +7%
  • DFUS +7%
arrow_downwardTrimmed
  • MUB −16%
  • IWB −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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