Graver Capital Management, LLC
RIA/Wealth
Graver Capital Management, LLC is a RIA/Wealth based in Columbus, OH led by James Harrison Graver, reporting $122.0M in AUM as of Q3 2025 with 93% ETF concentration, 93% concentrated in top 10 holdings, and 30% allocation to DFUS.
CCOJames Harrison Graver
- Portfolio Value
- $118.7M
- Positions
- 26
- Top Holding
- DFUS at 29.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Graver Capital Management, LLC's portfolio (93% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.3M | 29.79% | -$748.6K Sold | — 488.0K shares | |
ETF ETF | $16.4M | 13.82% | -$119.8K Sold | — 165.5K shares | |
ETF ETF | $12.8M | 10.82% | -$186.9K Sold | — 220.5K shares | |
ETF ETF | $12.7M | 10.71% | -$216.9K Sold | — 349.6K shares | |
ETF ETF | $10.3M | 8.65% | +$107.8K Bought | — 240.1K shares | |
ETF ETF | $7.0M | 5.94% | -$113.2K Sold | — 223.6K shares | |
ETF ETF | $6.4M | 5.37% | -$311.8K Sold | — 247.9K shares | |
ETF ETF | $4.5M | 3.82% | -$83.5K Sold | — 98.3K shares | |
ETF ETF | $3.1M | 2.63% | +$60.6K Bought | — 29.4K shares | |
Banks - Regional Financial Services | $1.7M | 1.44% | — | 0.16% 57.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Graver Capital Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+1.98% | |
+1.06% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-19.26% | |
-12.35% | |
-9.7% | |
-6.41% | |
-4.66% |
Analytics
Portfolio insights and performance metrics for Graver Capital Management, LLC
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