StockDriftsStockDriftsTop 26 Graver Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 30.19% | 517.3K | $42.4M | -3.84%(-20.68K) | $63.90(+32.42%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 13.79% | 186.2K | $19.4M | -2.82%(-5.40K) | $94.81(+19.01%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.74% | 235.8K | $16.5M | -4.31%(-10.62K) | $55.72(+29.53%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.74% | 365.6K | $15.1M | -4.05%(-15.45K) | $31.25(+38.66%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.8% | 292.8K | $12.4M | -3.11%(-9.39K) | $42.27(-1.40%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.5% | 226.8K | $9.1M | -5.40%(-12.95K) | $26.85(+45.06%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 5.1% | 247.4K | $7.2M | -5.03%(-13.11K) | $22.61(+32.32%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.78% | 98.1K | $5.3M | -4.86%(-5.01K) | $37.71(+53.63%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.07% | 27.0K | $2.9M | +0.31%(+83) | $107.31(-1.26%) | 2026-06-30 | |
| PEBO | PEOPLES BANCORP INC | 1.56% | 57.0K | $2.2M | +0.00%(+0) | $30.89(+31.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.30% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.89% |
Graver Capital Management, LLC reports $140.37M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (30.2%), MOAT (13.8%) and DFAT (11.7%). The top 20 holdings account for 98.82% of reported assets. Its disclosed equity book has returned +25.30% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Graver Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056589). View Graver Capital Management, LLC’s 13F filings on SEC