Graver Capital Management, LLC

COLUMBUS, OH · CIK 2056589 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyColumbus, OH

$140.4m reported value +6.6% vs Q1 2026

26positions

94.3%in top 10

1 new 1 added 11 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	517,252	$42.4m30.19%	30.19%	Reduced -20.7k	-20,683 -3.8%
2	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	186,152	$19.4m13.79%	13.79%	Reduced -5.4k	-5,398 -2.8%
3	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	235,845	$16.5m11.74%	11.74%	Reduced -10.6k	-10,621 -4.3%
4	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	365,591	$15.1m10.74%	10.74%	Reduced -15.4k	-15,446 -4.0%
5	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	292,786	$12.4m8.80%	8.80%	Reduced -9.4k	-9,389 -3.1%
6	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	226,753	$9.1m6.50%	6.50%	Reduced -12.9k	-12,946 -5.4%
7	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	247,399	$7.2m5.10%	5.10%	Reduced -13.1k	-13,112 -5.0%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	98,123	$5.3m3.78%	3.78%	Reduced -5.0k	-5,012 -4.9%
9	ISHARES TR NATIONAL MUN ETF MUB	MUB	27,048	$2.9m2.07%	2.07%	Added +83	+83 0.3%
10	PEOPLES BANCORP INC COM PEBO	PEBO	56,988	$2.2m1.56%	1.56%	Unchanged
11	APPLE INC COM AAPL	AAPL	4,228	$1.2m0.87%	0.87%	Reduced -18	-18 -0.4%
12	ISHARES TR RUS 1000 ETF IWB	IWB	2,286	$936.1k0.67%	0.67%	Unchanged
13	PHILIP MORRIS INTL INC COM PM	PM	4,800	$868.4k0.62%	0.62%	Unchanged
14	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	9,613	$791.6k0.56%	0.56%	Unchanged
15	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	3,647	$572.4k0.41%	0.41%	Unchanged
16	DOMINION ENERGY INC COM D	D	8,000	$546.3k0.39%	0.39%	Unchanged
17	PEPSICO INC COM PEP	PEP	3,000	$406.2k0.29%	0.29%	Unchanged
18	ALTRIA GROUP INC COM MO	MO	5,000	$359.8k0.26%	0.26%	Unchanged
19	AMAZON COM INC COM AMZN	AMZN	1,420	$338.4k0.24%	0.24%	Reduced -2	-2 -0.1%
20	MICROSOFT CORP COM MSFT	MSFT	889	$331.7k0.24%	0.24%	Reduced -28	-28 -3.0%
21	YUM BRANDS INC COM YUM	YUM	2,000	$319.7k0.23%	0.23%	Unchanged
22	INTEL CORP COM INTC	INTC	2,200	$307.2k0.22%	0.22%	New
23	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	16,989	$301.2k0.21%	0.21%	Unchanged
24	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,000	$253.2k0.18%	0.18%	Unchanged
25	MCDONALDS CORP COM MCD	MCD	894	$241.7k0.17%	0.17%	Unchanged
26	AMEREN CORP COM AEE	AEE	2,000	$226.1k0.16%	0.16%	Unchanged