Graver Capital Management, LLC

Est. AUM

$131.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$38.1M	537935	28.98%	SOLE
2	VANECK ETF TRUST	MRNGSTR WDE MOAT	$18.5M	191550	14.07%	SOLE
3	DIMENSIONAL ETF TRUST	US TARGETED VLU	$15.4M	246466	11.69%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$14.8M	381037	11.28%	SOLE
5	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$12.8M	302175	9.69%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$8.1M	239699	6.17%	SOLE
7	SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.5M	260511	4.97%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.4M	103135	4.14%	SOLE
9	ISHARES TR	NATIONAL MUN ETF	$2.9M	26965	2.17%	SOLE
10	PEOPLES BANCORP INC	COM	$1.9M	56988	1.42%	SOLE
11	APPLE INC	COM	$1.1M	4246	0.82%	SOLE
12	ISHARES TR	RUS 1000 ETF	$815K	2286	0.62%	SOLE
13	PHILIP MORRIS INTL INC	COM	$794K	4800	0.60%	SOLE
14	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$684K	9613	0.52%	SOLE
15	ADVANCED DRAIN SYS INC DEL	COM	$500K	3647	0.38%	SOLE
16	DOMINION ENERGY INC	COM	$495K	8000	0.38%	SOLE
17	PEPSICO INC	COM	$466K	3000	0.35%	SOLE
18	MICROSOFT CORP	COM	$339K	917	0.26%	SOLE
19	ALTRIA GROUP INC	COM	$330K	5000	0.25%	SOLE
20	YUM BRANDS INC	COM	$311K	2000	0.24%	SOLE
21	AMAZON COM INC	COM	$296K	1422	0.22%	SOLE
22	MCDONALDS CORP	COM	$278K	894	0.21%	SOLE
23	HUNTINGTON BANCSHARES INC	COM	$266K	16989	0.20%	SOLE
24	DUKE ENERGY CORP NEW	COM NEW	$262K	2000	0.20%	SOLE
25	AMEREN CORP	COM	$220K	2000	0.17%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.