Graver Capital Management, LLC Portfolio Holdings

Graver Capital Management, LLC

  • $119 Billion
  • Q3 2025

Graver Capital Management, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $35.3B, Vaneck Morningstar Wide Moat E with a value of $16.4B, Dimensional ETF Tr U S Target with a value of $12.8B, Dimensional ETF Tr with a value of $12.7B, and Dimensional ETF Tr Core Fxd In with a value of $10.3B.

Examining the 13F form we can see an increase of $5.57B in the current position value, from $113B to 119B.

Graver Capital Management, LLC is based out at Columbus, OH

Below you can find more details about Graver Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
ETFs: $111 Billion
Financial Services: $2 Billion
Consumer Defensive: $1.74 Billion
Technology: $1.55 Billion
Utilities: $946 Million
Consumer Cyclical: $887 Million
Industrials: $762 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$820M
$1.71 Billion 1.44% of portfolio
56,988
Q4 2024 New
$4.3T
$1.08 Billion 0.91% of portfolio
4,246
Q3 2025 Reduced 9.7%
$237B
$779 Million 0.66% of portfolio
4,800
Q4 2024 New
$12.1B
$762 Million 0.64% of portfolio
5,492
Q3 2025 Reduced 6.41%
$50.4B
$489 Million 0.41% of portfolio
8,000
Q4 2024 New
$3.78T
$465 Million 0.39% of portfolio
897
Q3 2025 Reduced 19.26%
$204B
$421 Million 0.36% of portfolio
3,000
Q4 2024 New
$104B
$330 Million 0.28% of portfolio
5,000
Q4 2024 New
$42.4B
$304 Million 0.26% of portfolio
2,000
Q4 2024 New
$2.39T
$312 Million 0.26% of portfolio
1,420
Q3 2025 Reduced 12.35%
$22.7B
$293 Million 0.25% of portfolio
16,989
Q2 2025 Reduced 3.11%
$224B
$272 Million 0.23% of portfolio
894
Q4 2024 New
$96.4B
$248 Million 0.21% of portfolio
2,000
Q4 2024 New
$27.1B
$209 Million 0.18% of portfolio
2,000
Q3 2025 New
$76.2B
$207 Million 0.17% of portfolio
3,321
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $119 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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