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Stash Graham

@Graham Capital Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$97.671MTotal holdings59
Assets growth rate31.86%Assets growth rate (2-Q avg)29.1%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Graham Capital Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Graham Capital Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 97.671M in assets, with a quarterly growth rate of 31.86% and a 2-quarter average growth rate of 29.1%. The portfolio is managed by Stash Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
New Position
0.24%
$230,007
1,894 shares@ $121.44 avg price
LPAAULaunch One Acquisition Corp
Recent Activity
New Position
0.19%
$180,680
18,068 shares@ $10.0 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
New Position
0.18%
$166,371
12,388 shares@ $13.44 avg price
BRBSBlue Ridge Bankshares Inc Va
Recent Activity
New Position
0.1%
$94,615
33,791 shares@ $2.81 avg price
6792⤦Okta Inc
Recent Activity
New Position
0.03%
$21,196
23,000 shares@ $0.93 avg price