Graver Capital Management, LLC Portfolio Holdings

Graver Capital Management, LLC

  • $113 Billion
  • Q2 2025

Graver Capital Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 25 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 $33.4B, Vaneck Morningstar Wide Moat E with a value of $15.6B, Dimensional ETF Tr with a value of $12.3B, Dimensional ETF Tr U S Target with a value of $12.1B, and Dimensional ETF Tr Core Fxd In with a value of $10B.

Examining the 13F form we can see an increase of $15B in the current position value, from $98.1B to 113B.

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 $113 Billion
ETFs: $105 Billion
Financial Services: $2.03 Billion
Consumer Defensive: $1.79 Billion
Technology: $1.52 Billion
Consumer Cyclical: $913 Million
Utilities: $688 Million
Industrials: $674 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$803M
$1.74 Billion 1.54% of portfolio
56,988
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $113 Billion
  • Prior Value $98.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Graver Capital Management, LLC Portfolio

Follow Graver Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Graver Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Graver Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email