Fund Holdings — GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Total Portfolio Value
$98.17M
Total Bought
$21.35M
Total Sold
$16.56M
Net Transaction
+$4.78M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
0155,730+155,73006,9427.07%+6,942
CMB.TECH NV(CMBT)0320,722+320,72203,0123.07%+3,012
FISERV INC(FISV)019,411+19,41102,5032.55%+2,503
BLUE RIDGE BANKSHARES INC VA835,8961,011,851+175,9553,0014,2804.36%+1,279
EAGLE FINL SVCS INC(EFSI)123,338129,918+6,5803,7774,9155.01%+1,138
CENTRAL PLAINS BANCSHARES IN(CPBI)30,94390,618+59,6754681,4661.49%+998
LAKE SHORE BANCORP INC(LSBK)076,031+76,03109881.01%+988
SOUND FINL BANCORP INC(SFBC)5,25924,066+18,8072421,1081.13%+867
CANTOR EQUITY PARTNERS IV IN
SHS CL A
073,800+73,80007520.77%+752
WARRIOR MET COAL INC(HCC)45,39544,089-1,3062,0802,8062.86%+725
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,090+3,09005860.60%+586
AMERICAN EXCEPTIONALISM ACQU
ORD CL A
042,400+42,40004630.47%+463
BRISTOW GROUP INC(VTOL)99,08098,596-4843,2673,5573.62%+291
ALPHABET INC(GOOG)4,2104,200-107421,0211.04%+279
ENBRIDGE INC(ENB)59,19258,089-1,1032,6832,9312.99%+249
DOMINION ENERGY INC(D)48,48248,499+172,7402,9673.02%+227
TJX COS INC NEW(TJX)01,506+1,50602180.22%+218
TESLA INC(TSLA)0475+47502110.22%+211
ISHARES SILVER TR(SLV)04,979+4,97902110.21%+211
ISHARES TR01,250+1,25002060.21%+206
APPLE INC(AAPL)3,7183,704-147639430.96%+180
ISHARES GOLD TR(IAU)12,43212,352-807758990.92%+124
CATALYST BANCORP INC(CLST)198,940196,257-2,6832,4652,5812.63%+116
NVIDIA CORPORATION(NVDA)2,7152,786+714295200.53%+91
SPDR S&P 500 ETF TR(SPY)766846+804735640.57%+91
JANUS DETROIT STR TR
HENDRSON AAA CL
11,69013,390+1,7005936800.69%+87
SILA REALTY TRUST INC70,78569,139-1,6461,6751,7351.77%+60
JPMORGAN CHASE & CO.(JPM)2,1522,15206246790.69%+55
VANGUARD INDEX FDS619654+353524000.41%+49
NEXTERA ENERGY INC(NEE)7,2797,175-1045055420.55%+36
MICROSOFT CORP(MSFT)1,5031,50307487780.79%+31
RTX CORPORATION(RTX)1,3841,38402022320.24%+29
ISHARES TR42842802662860.29%+21
BLACKROCK ETF TRUST II8,4668,789+3234404570.47%+17
BERKLEY W R CORP4,2774,27703143280.33%+13
WALMART INC(WMT)2,8272,761-662762850.29%+8
HOME DEPOT INC(HD)932862-703423490.36%+8
VOYAGER ACQUISITION CORP
UNIT 99/99/9999
41,33940,701-6384264290.44%+4
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
14,85614,584-2721941960.20%+2
ENPHASE ENERGY INC(ENPH)044,000+44,00042430.04%+1
ETSY INC(ETSY)00022230.02%+1
TAVIA ACQUISITION CORP
UNIT 99/99/9999
10,00010,00001021010.10%-1
WP CAREY INC(WPC)36,46433,624-2,8402,2752,2722.31%-3
META PLATFORMS INC(META)76276205625600.57%-3
OKTA INC(OKTA)00022170.02%-4
AMAZON COM INC(AMZN)1,9031,866-374174100.42%-8
NEWBURY STR II ACQUISITION C
UNIT 10/23/2029
50,45349,172-1,2815225090.52%-13
PROCTER AND GAMBLE CO(PG)1,4181,382-362262120.22%-14
LAUNCH ONE ACQUISITION CORP(LPAA)17,75416,353-1,4011871730.18%-14
DWS MUN INCOME TR NEW(KTF)39,09935,852-3,2473463290.33%-17
SPECIAL OPPORTUNITIES FD INC(SPE)24,66223,374-1,2886125830.59%-28
CANTOR EQUITY PARTNERS III I
SHS CL A
62,30059,700-2,6006576160.63%-41
PUBLIC SVC ENTERPRISE GRP IN(PEG)43,55643,420-1363,6673,6243.69%-43
KINETIK HOLDINGS INC(KNTK)23,10122,656-4451,0189680.99%-49
NETFLIX INC(NFLX)232217-153112600.27%-51
CF BANKSHARES INC(CFBK)145,515143,394-2,1213,4883,4343.50%-54
PEPSICO INC(PEP)2,2681,730-5382992430.25%-57
PHILIP MORRIS INTL INC(PM)2,7502,707-435014390.45%-62
MID-AMER APT CMNTYS INC(MAA)11,00210,881-1211,6281,5201.55%-108
COMMUNITY HEALTHCARE TR INC(CHCT)108,918110,617+1,6991,8111,6921.72%-119
OKTA INC(OKTA)0001310—-131
COTERRA ENERGY INC92,74193,772+1,0312,3542,2182.26%-136
KOSMOS ENERGY LTD(KOS)719,306654,681-64,6251,2371,0871.11%-150
EOG RES INC(EOG)25,40725,707+3003,0392,8822.94%-157
CAMDEN PPTY TR(CPT)22,43722,072-3652,5282,3572.40%-172
NET LEASE OFFICE PROPERTIES(NLOP)60,79559,902-8931,9791,7771.81%-202
VISA INC(V)5720-5722030—-203
CANTOR EQUITY PARTNERS I INC(CEPO)134,224132,296-1,9281,5971,3841.41%-213
CHENIERE ENERGY INC(LNG)25,08625,032-546,1095,8825.99%-227
SUMMIT MIDSTREAM CORPORATION(SMC)59,16758,972-1951,4511,2111.23%-240
ISHARES TR2,1950-2,1952420—-242
UDR INC(UDR)65,27764,982-2952,6652,4212.47%-244
THE CIGNA GROUP(CI)6,1856,162-232,0451,7761.81%-268
AMERICAN TOWER CORP NEW(AMT)8,3488,054-2941,8451,5491.58%-296
DYNAMIX CORP(DYNC)48,0000-48,0004780—-478
EQV VENTURES ACQUISITION COR60,5740-60,5746360—-636
WILLOW LANE ACQUISITION CORP
UNIT 99/99/9999
65,1210-65,1216770—-677
A SPAC III ACQUISITION CORP
UNIT 02/15/2029
221,936113,663-108,2732,2571,1931.22%-1,064
FACT II ACQUISITION CORP
UNIT 99/99/9999
140,28435,975-104,3091,4383740.38%-1,064
HORIZON SPACE ACQUISITION II282,6410-282,6412,9140—-2,914
ALDEL FINL II INC
UNIT 09/26/2031
441,1320-441,1324,6320—-4,632
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC — 13F Holdings — Q3 2025 | TickerTrail