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Graver Capital Management, LLC

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13F filer, CIK 2056589, COLUMBUS, OH

Graver Capital Management, LLC reported $131,629,320 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 94.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000722

Period
2026-03-31
Reported value
$132M
Holdings
25
Top 10 weight
94.58%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFUSadded+30,919$2.19M
MOATadded+13,755$1.33M
DFCFadded+30,124$1.27M
DFATadded+12,322$770K
DFAIadded+16,781$654K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWBreduced-671-$239K
WMSreduced-1,520-$208K
DFASreduced-407-$29K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000722, largest first. % of portfolio is the value over $131,629,320, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 445,379 shares; 2025Q1: 463,144 shares; 2025Q2: 498,287 shares; 2025Q3: 487,953 shares; 2025Q4: 507,016 shares; 2026Q1: 537,935 shares 537,935$38.1M28.98%+30,919Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,696 shares; 2025Q1: 150,374 shares; 2025Q2: 166,709 shares; 2025Q3: 165,500 shares; 2025Q4: 177,795 shares; 2026Q1: 191,550 shares 191,550$18.5M14.07%+13,755Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 188,141 shares; 2025Q1: 202,657 shares; 2025Q2: 223,673 shares; 2025Q3: 220,462 shares; 2025Q4: 234,144 shares; 2026Q1: 246,466 shares 246,466$15.4M11.69%+12,322Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 316,150 shares; 2025Q1: 332,103 shares; 2025Q2: 355,595 shares; 2025Q3: 349,627 shares; 2025Q4: 364,256 shares; 2026Q1: 381,037 shares 381,037$14.8M11.28%+16,781Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 206,511 shares; 2025Q1: 216,101 shares; 2025Q2: 237,617 shares; 2025Q3: 240,138 shares; 2025Q4: 272,051 shares; 2026Q1: 302,175 shares 302,175$12.8M9.69%+30,124Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 199,342 shares; 2025Q1: 211,414 shares; 2025Q2: 227,154 shares; 2025Q3: 223,565 shares; 2025Q4: 230,361 shares; 2026Q1: 239,699 shares 239,699$8.12M6.17%+9,338Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 287,205 shares; 2025Q1: 252,507 shares; 2025Q2: 260,009 shares; 2025Q3: 247,883 shares; 2025Q4: 253,409 shares; 2026Q1: 260,511 shares 260,511$6.54M4.97%+7,102Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,248 shares; 2025Q1: 93,794 shares; 2025Q2: 100,086 shares; 2025Q3: 98,275 shares; 2025Q4: 99,665 shares; 2026Q1: 103,135 shares 103,135$5.44M4.14%+3,470Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,539 shares; 2025Q1: 27,886 shares; 2025Q2: 28,786 shares; 2025Q3: 29,355 shares; 2025Q4: 25,894 shares; 2026Q1: 26,965 shares 26,965$2.86M2.17%+1,071Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,988 shares; 2025Q1: 56,988 shares; 2025Q2: 56,988 shares; 2025Q3: 56,988 shares; 2025Q4: 56,988 shares; 2026Q1: 56,988 shares 56,988$1.87M1.42%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,919 shares; 2025Q1: 4,702 shares; 2025Q2: 4,702 shares; 2025Q3: 4,246 shares; 2025Q4: 4,246 shares; 2026Q1: 4,246 shares 4,246$1.08M0.82%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,878 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 2,957 shares; 2026Q1: 2,286 shares 2,286$815K0.62%-671Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800$794K0.6%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,426 shares; 2025Q1: 10,426 shares; 2025Q2: 10,426 shares; 2025Q3: 10,426 shares; 2025Q4: 10,020 shares; 2026Q1: 9,613 shares 9,613$684K0.52%-407Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,666 shares; 2025Q1: 6,068 shares; 2025Q2: 5,868 shares; 2025Q3: 5,492 shares; 2025Q4: 5,167 shares; 2026Q1: 3,647 shares 3,647$500K0.38%-1,520Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000$495K0.38%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$466K0.35%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,117 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 897 shares; 2025Q4: 898 shares; 2026Q1: 917 shares 917$339K0.26%+19Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$330K0.25%0Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$311K0.24%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,625 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,422 shares 1,422$296K0.22%+2Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894$278K0.21%0Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,534 shares; 2025Q1: 17,534 shares; 2025Q2: 16,989 shares; 2025Q3: 16,989 shares; 2025Q4: 16,989 shares; 2026Q1: 16,989 shares 16,989$266K0.2%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$262K0.2%0Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$220K0.17%newTimeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000722 base2026-04-23acceptance time not in the bulk data set