GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

PrivateCIK: 1907528
Location

WASHINGTON, DC

56
Positions
$112.62M
Total AUM (reported)
4.88M
Total Shares

Allocation by class

TOTAL AUM$112.62M56 positions
COM$53.09M47.1%
ORD CL A$8.90M7.9%
COM NEW$8.22M7.3%
SHS$7.58M6.7%
S&P500 EQL TEC$6.81M6.0%
S&P 500A EQL$5.30M4.7%
SHS CL A$4.74M4.2%

Portfolio Concentration

Top 318.7%4–1028.5%11–2538.5%Rest14.4%TOP 1047.1%0%100%
Top 3$21.01M18.7%
4–10$32.04M28.5%
11–25$43.38M38.5%
Rest$16.19M14.4%

Top 3 weight

18.7%

Top 10 weight

47.1%

Voting Authority Distribution

Total shares with voting rights: 4.88M

Sole

Full voting authority

4.88M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:

AMERICAN EXCEPTIONALISM ACQU

SOLE
ORD CL A
Shares821.90K
TypeSH
Market value$8.90M
7.90%
Sole
821.90K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL TEC
Shares150.42K
TypeSH
Market value$6.81M
6.05%
Sole
150.42K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500A EQL
Shares141.60K
TypeSH
Market value$5.30M
4.70%
Sole
141.60K
Shared
0.00
None
0.00

CMB.TECH NV

SOLE
SHS
Shares388.68K
TypeSH
Market value$4.92M
4.37%
Sole
388.68K
Shared
0.00
None
0.00

EAGLE FINL SVCS INC

SOLE
COM
Shares137.03K
TypeSH
Market value$4.79M
4.26%
Sole
137.03K
Shared
0.00
None
0.00

SOUND FINL BANCORP INC

SOLE
COM
Shares108.62K
TypeSH
Market value$4.75M
4.22%
Sole
108.62K
Shared
0.00
None
0.00

CANTOR EQUITY PARTNERS IV IN

SOLE
SHS CL A
Shares465.30K
TypeSH
Market value$4.74M
4.21%
Sole
465.30K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM NEW
Shares15.59K
TypeSH
Market value$4.42M
3.93%
Sole
15.59K
Shared
0.00
None
0.00

BLUE RIDGE BANKSHARES INC VA

SOLE
COM
Shares1.02M
TypeSH
Market value$4.27M
3.79%
Sole
1.02M
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL IND
Shares72.03K
TypeSH
Market value$4.15M
3.68%
Sole
72.03K
Shared
0.00
None
0.00

TRANSUNION

SOLE
COM
Shares58.17K
TypeSH
Market value$4.02M
3.57%
Sole
58.17K
Shared
0.00
None
0.00

COASTAL FINL CORP WA

SOLE
COM NEW
Shares49.88K
TypeSH
Market value$3.80M
3.37%
Sole
49.88K
Shared
0.00
None
0.00

EOG RES INC

SOLE
COM
Shares24.68K
TypeSH
Market value$3.57M
3.17%
Sole
24.68K
Shared
0.00
None
0.00

PUBLIC SVC ENTERPRISE GROUP

SOLE
COM
Shares42.06K
TypeSH
Market value$3.40M
3.02%
Sole
42.06K
Shared
0.00
None
0.00

CATALYST BANCORP INC

SOLE
COMMON STOCK
Shares197.28K
TypeSH
Market value$3.27M
2.90%
Sole
197.28K
Shared
0.00
None
0.00

COTERRA ENERGY INC

SOLE
COM
Shares90.99K
TypeSH
Market value$3.20M
2.84%
Sole
90.99K
Shared
0.00
None
0.00

ENBRIDGE INC

SOLE
COM
Shares56.63K
TypeSH
Market value$3.07M
2.72%
Sole
56.63K
Shared
0.00
None
0.00

CENTRAL PLAINS BANCSHARES IN

SOLE
COM
Shares177.65K
TypeSH
Market value$3.04M
2.70%
Sole
177.65K
Shared
0.00
None
0.00

DOMINION ENERGY INC

SOLE
COM
Shares48.96K
TypeSH
Market value$3.03M
2.69%
Sole
48.96K
Shared
0.00
None
0.00

OKEANIS ECO TANKERS COR

SOLE
SHS
Shares52.59K
TypeSH
Market value$2.66M
2.36%
Sole
52.59K
Shared
0.00
None
0.00

PUBLIC POL HLDG CO INC

SOLE
ORD SHS
Shares188.64K
TypeSH
Market value$2.47M
2.19%
Sole
188.64K
Shared
0.00
None
0.00

CF BANKSHARES INC

SOLE
COM
Shares80.90K
TypeSH
Market value$2.26M
2.00%
Sole
80.90K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares19.61K
TypeSH
Market value$2.19M
1.94%
Sole
19.61K
Shared
0.00
None
0.00

STAR BULK CARRIERS CORP.

SOLE
SHS PAR
Shares74.55K
TypeSH
Market value$1.71M
1.52%
Sole
74.55K
Shared
0.00
None
0.00

BRISTOW GROUP INC

SOLE
COM
Shares36.33K
TypeSH
Market value$1.70M
1.51%
Sole
36.33K
Shared
0.00
None
0.00
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