IE
Insider Edges

GRAVER CAPITAL MANAGEMENT, LLC 13F portfolio summary

GRAVER CAPITAL MANAGEMENT, LLC of GRAVER CAPITAL MANAGEMENT, LLC has 26 current stock holdings with a reported portfolio value of $140.4M. The portfolio 1 year return is +19.09%. Top holdings include DFUS (30.19%), MOAT (13.79%), DFAT (11.74%), DFAI (10.74%), DFCF (8.80%).

Back to investors

GRAVER CAPITAL MANAGEMENT, LLC

GRAVER CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30

GRAVER CAPITAL MANAGEMENT, LLC runs GRAVER CAPITAL MANAGEMENT, LLC and currently holds 26 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $140.37M. Their top holdings are DFUS, MOAT, DFAT, DFAI, DFCF. The top five represent 75.3% of reported portfolio weight. GRAVER CAPITAL MANAGEMENT, LLC ranks #884 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GRAVER CAPITAL MANAGEMENT, LLC initiated 1 new position. They added to 1 existing position. They trimmed 11 positions. Their current best-performing preview position is DFAE with returns of +18.75%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
DFUS30.2%
MOAT13.8%
DFAT11.7%
DFAI10.7%
DFCF8.8%
Top 5: 75.3%
Portfolio Returns
1 Year
+19.09%
#723/1000
3 Year
+25.27%
#888/1000
5 Year
+25.27%
#882/1000

Portfolio Value

$140.37M

Alpha Score

22.5

#884 of 1000

Holdings

26

Showper page

26 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DFUS
DIMENSIONAL ETF TRUST
30.19%$64.63$83.66+29.44%
Trimmed
-3.84%
MOAT
VANECK ETF TRUST
13.79%$93.29$114.42+22.64%
Trimmed
-2.82%
DFAT
DIMENSIONAL ETF TRUST
11.74%$55.83$71.70+28.43%
Trimmed
-4.31%
DFAI
DIMENSIONAL ETF TRUST
10.74%$30.38$43.33+42.63%
Trimmed
-4.05%
DFCF
DIMENSIONAL ETF TRUST
8.80%$41.61$41.48-0.31%
Trimmed
-3.11%
DFAE
DIMENSIONAL ETF TRUST
6.50%$26.16$39.48+50.92%
Trimmed
-5.40%
SCHB
SCHWAB STRATEGIC TR
5.10%$22.87$29.61+29.47%
Trimmed
-5.03%
DFIV
DIMENSIONAL ETF TRUST
3.78%$36.83$58.30+58.28%
Trimmed
-4.86%
MUB
ISHARES TR
2.07%$106.39$105.35-0.98%
Added
+0.31%
PEBO
PEOPLES BANCORP INC
1.56%$31.69$40.06+26.41%
Held

Showing 1-10 of 26