Institutional Fund
Coral Wealth Management, LLC
Miami, FLCIK 21351331 filings on record
Portfolio Value
$89.42M
Q1 2026
Holdings
16
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr16.8%
- Invesco Qqq Tr16.2%
- Spdr Series Trust10.4%
- Spdr Series Trust10.0%
- Invesco Exch Traded Fd Tr II9.8%
- Ishares Tr7.4%
- Other29.4%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 23.1K | $15.05M | 16.8% | +23.1K | First Filing |
| 2 | Invesco Qqq Tr | 25.1K | $14.48M | 16.2% | +25.1K | First Filing |
| 3 | Spdr Series Trust | 372.4K | $9.30M | 10.4% | +372.4K | First Filing |
| 4 | Spdr Series Trust | 222.3K | $8.92M | 10.0% | +222.3K | First Filing |
| 5 | Invesco Exch Traded Fd Tr II | 428.8K | $8.75M | 9.8% | +428.8K | First Filing |
| 6 | Ishares Tr | 73.4K | $6.65M | 7.4% | +73.4K | First Filing |
| 7 | Proshares Tr | 138.0K | $5.98M | 6.7% | +138.0K | First Filing |
| 8 | Ishares Inc | 84.4K | $5.89M | 6.6% | +84.4K | First Filing |
| 9 | Select Sector Spdr Tr | 63.3K | $3.88M | 4.3% | +63.3K | First Filing |
| 10 | Ishares Tr | 30.7K | $3.82M | 4.3% | +30.7K | First Filing |
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