Graver Capital Management, LLC - Portfolio overview

Graver Capital Management, LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 28.93%
2. MOAT - VANECK ETF TRUST, 14.05%
3. DFAT - DIMENSIONAL ETF TRUST, 11.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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