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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC is a Trust / Endowment institutional filer with the SEC under CIK 1907528, reporting 62 portfolio positions, with 22 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-07

Top 10 portfolio positions

The largest reported holdings in GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's most recent 13F filing, ranked by reported market value.

  1. AMERICAN EXCEPTIONALISM ACQU (AEXA)
  2. INVESCO EXCHANGE TRADED FD T (RSPT)
  3. EAGLE FINL SVCS INC (EFSI)
  4. CANTOR EQUITY PARTNERS IV IN (CEPF)
  5. INVESCO EXCHANGE TRADED FD T (RSPC)
  6. SOUND FINL BANCORP INC (SFBC)
  7. CMB.TECH NV (CMBT)
  8. TRANSUNION (TRU)
  9. INVESCO EXCHANGE TRADED FD T (RSPN)
  10. COASTAL FINL CORP WA (CCB)
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