Graver Capital Management, LLC
Graver Capital Management, LLC is a Columbus, Ohio-based investment adviser founded in 2021 by James Graver. With a focus on wealth management, the firm provides personalized, proactive investment and financial planning services for individuals and families, building client relationships that often span generations. The company remains small, with 3 employees dedicated to client service and personalized financial strategies.
Investment Strategy
Graver Capital Management emphasizes developing deep, lasting client relationships and tailoring investment solutions to meet individual needs. The firm employs a proactive approach to both wealth and investment planning, focusing on educating clients about their investment options and collaborating with them to craft and implement comprehensive financial plans that address both short- and long-term goals.
Latest 13F Filing Activity
Graver Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $113M. The fund increased holdings in Dimensional Etf Trust, Vaneck Etf Trust, Dimensional Etf Trust among other positions. Graver Capital Management, LLC reduced exposure to Ameren Corp., Apple Inc., Pepsico Inc. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 29.53% | $33.4M | 498,287 | $63.86 | $67.02 | +$5.4M |
M MOAT | VANECK ETF TRUST | 13.83% | $15.6M | 166,709 | $92.25 | $93.79 | +$2.4M |
D DFAI | DIMENSIONAL ETF TRUST | 10.87% | $12.3M | 355,595 | $29.65 | $34.57 | +$1.9M |
D DFAT | DIMENSIONAL ETF TRUST | 10.67% | $12.1M | 223,673 | $55.23 | $53.96 | +$1.6M |
D DFCF | DIMENSIONAL ETF TRUST | 8.88% | $10.0M | 237,617 | $41.39 | $42.26 | +$952.5K |
Industry Allocation
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