Fund HoldingsGRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Total Portfolio Value
$108.84M
Total Bought
$25.39M
Total Sold
$19.80M
Net Transaction
+$5.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,09033,991+30,9015866,5115.98%+5,925
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
090,378+90,37803,6003.31%+3,600
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
061,727+61,72703,4963.21%+3,496
SOUND FINL BANCORP INC24,06690,346+66,2801,1083,9423.62%+2,833
GENCO SHIPPING & TRADING LTD(GNK)094,519+94,51901,7421.60%+1,742
CENTRAL PLAINS BANCSHARES IN90,618179,945+89,3271,4663,0452.80%+1,578
CANTOR EQUITY PARTNERS IV IN
SHS CL A
73,800200,985+127,1857522,0661.90%+1,314
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
155,730180,329+24,5996,9428,2077.54%+1,264
CMB.TECH NV(CMBT)320,722437,222+116,5003,0124,2193.88%+1,208
WARRIOR MET COAL INC(HCC)44,08943,456-6332,8063,8323.52%+1,026
NSTS BANCORP INC069,535+69,53509000.83%+900
CATALYST BANCORP INC196,257195,126-1,1312,5813,0732.82%+492
NET LEASE OFFICE PROPERTIES59,90284,801+24,8991,7772,1872.01%+410
CANTOR EQUITY PARTNERS V INC038,800+38,80003980.37%+398
CF BANKSHARES INC143,394152,885+9,4913,4343,8143.50%+380
ALPHABET INC(GOOG)4,2004,185-151,0211,3101.20%+289
COTERRA ENERGY INC93,77292,446-1,3262,2182,4332.24%+215
EAGLE FINL SVCS INC129,918128,280-1,6384,9155,1054.69%+190
LAKE SHORE BANCORP INC76,03177,407+1,3769881,1351.04%+146
ISHARES SILVER TR(SLV)4,9794,97902113210.29%+110
COMMUNITY HEALTHCARE TR INC110,617109,471-1,1461,6921,7981.65%+105
ISHARES GOLD TR(IAU)12,35212,032-3208999770.90%+78
APPLE INC(AAPL)3,7043,710+69431,0090.93%+65
CAMDEN PPTY TR(CPT)22,07221,900-1722,3572,4112.21%+54
BLACKROCK ETF TRUST II8,7899,700+9114575020.46%+45
BRISTOW GROUP INC(VTOL)98,59698,137-4593,5573,5943.30%+36
NEXTERA ENERGY INC(NEE)7,1757,095-805425700.52%+28
VANGUARD INDEX FDS654680+264004260.39%+26
WALMART INC(WMT)2,7612,76102853080.28%+23
RTX CORPORATION(RTX)1,3841,353-312322480.23%+17
AMERICAN EXCEPTIONALISM ACQU
ORD CL A
42,40041,800-6004634760.44%+13
ISHARES TR42842802862930.27%+7
PEPSICO INC(PEP)1,7301,73002432480.23%+5
ISHARES TR1,2501,251+12062100.19%+4
TJX COS INC NEW(TJX)1,5061,438-682182210.20%+3
NVIDIA CORPORATION(NVDA)2,7862,792+65205210.48%+1
ENPHASE ENERGY INC(ENPH)44,0000-44,00043430.04%+1
TESLA INC(TSLA)475470-52112110.19%0
OKTA INC(OKTA)00017180.02%0
ETSY INC(ETSY)00023230.02%0
DWS MUN INCOME TR NEW35,85235,254-5983293200.29%-8
AMAZON COM INC(AMZN)1,8661,717-1494103960.36%-13
BLUE RIDGE BANKSHARES INC VA1,011,851998,937-12,9144,2804,2653.92%-15
JPMORGAN CHASE & CO.(JPM)2,1522,059-936796630.61%-15
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
14,58413,270-1,3141961760.16%-20
MID-AMER APT CMNTYS INC(MAA)10,88110,627-2541,5201,4761.36%-44
DOMINION ENERGY INC(D)48,49949,800+1,3012,9672,9182.68%-49
HOME DEPOT INC(HD)86286203492970.27%-53
META PLATFORMS INC(META)762759-35605010.46%-59
JANUS DETROIT STR TR
HENDRSON AAA CL
13,39012,230-1,1606806190.57%-61
SPECIAL OPPORTUNITIES FD INC23,37421,113-2,2615835220.48%-62
MICROSOFT CORP(MSFT)1,5031,480-237787160.66%-63
PHILIP MORRIS INTL INC(PM)2,7072,340-3674393750.34%-64
TAVIA ACQUISITION CORP
UNIT 99/99/9999
10,0000-10,0001010-101
THE CIGNA GROUP(CI)6,1626,085-771,7761,6751.54%-101
UDR INC(UDR)64,98262,609-2,3732,4212,2962.11%-125
BERKLEY W R CORP4,2772,877-1,4003282020.19%-126
SPDR S&P 500 ETF TR(SPY)846638-2085644350.40%-129
LAUNCH ONE ACQUISITION CORP16,3530-16,3531730-173
KINETIK HOLDINGS INC(KNTK)22,65622,057-5999687950.73%-173
ENBRIDGE INC(ENB)58,08957,238-8512,9312,7382.52%-193
PUBLIC SVC ENTERPRISE GRP IN(PEG)43,42042,587-8333,6243,4203.14%-204
PROCTER AND GAMBLE CO(PG)1,3820-1,3822120-212
EOG RES INC(EOG)25,70725,075-6322,8822,6332.42%-249
NETFLIX INC(NFLX)2170-2172600-260
FACT II ACQUISITION CORP
UNIT 99/99/9999
35,9750-35,9753740-374
VOYAGER ACQUISITION CORP
UNIT 99/99/9999
40,7010-40,7014290-429
NEWBURY STR II ACQUISITION C
UNIT 10/23/2029
49,1720-49,1725090-509
CANTOR EQUITY PARTNERS III I
SHS CL A
59,7000-59,7006160-616
CHENIERE ENERGY INC(LNG)25,03224,853-1795,8824,8314.44%-1,051
KOSMOS ENERGY LTD(KOS)654,6810-654,6811,0870-1,087
A SPAC III ACQUISITION CORP
UNIT 02/15/2029
113,6630-113,6631,1930-1,193
SUMMIT MIDSTREAM CORPORATION58,9720-58,9721,2110-1,211
FISERV INC(FISV)19,41116,807-2,6042,5031,1291.04%-1,374
CANTOR EQUITY PARTNERS I INC132,2960-132,2961,3840-1,384
AMERICAN TOWER CORP NEW(AMT)8,0540-8,0541,5490-1,549
SILA REALTY TRUST INC69,1390-69,1391,7350-1,735
WP CAREY INC(WPC)33,6240-33,6242,2720-2,272
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