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Portfolio (Quarterly) Guide ↗

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

· CIK 0001907528
13F Portfolio $129M AUM 62 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 18 Added 27 Reduced 5 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PDBC INVESCO ACTVELY MNGD ETC FD 11,836.0 $188K 0.14% -95.0 -0.8% $15.88 +14.7%
62 ETSY INC 10,000.0 $9K 0.01% $0.95
Page 4 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 52.5%
Energy 18.1%
Industrials 12.5%
Utilities 7.7%
Real Estate 3.3%
Technology 2.2%
Communication Services 2.1%
Consumer Cyclical 0.7%
Consumer Defensive 0.7%
Healthcare 0.2%