Coral Wealth Management
Latest statistics and disclosures from Coral Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002135133
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Positions held by Coral Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Coral Wealth Management
Coral Wealth Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 16.8 | $15M | 23k | 650.32 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.2 | $15M | 25k | 577.17 |
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| Spdr Series Trust State Street Spd (ONEV) | 10.4 | $9.3M | 372k | 24.98 |
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| Spdr Series Trust State Street Spd (BIL) | 10.0 | $8.9M | 222k | 40.14 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 9.8 | $8.8M | 429k | 20.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 7.4 | $6.6M | 73k | 90.53 |
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| Proshares Tr Shrt 20+yr Tre (TBF) | 6.7 | $6.0M | 138k | 43.35 |
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| Ishares Core Msci Emkt (IEMG) | 6.6 | $5.9M | 84k | 69.75 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 4.3 | $3.9M | 63k | 61.25 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $3.8M | 31k | 124.32 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $3.8M | 56k | 67.53 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 1.0 | $873k | 21k | 40.82 |
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| Tesla Motors (TSLA) | 0.6 | $558k | 1.5k | 372.00 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $552k | 18k | 30.34 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $535k | 11k | 50.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $377k | 1.3k | 287.57 |
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Past Filings by Coral Wealth Management
SEC 13F filings are viewable for Coral Wealth Management going back to 2026
- Coral Wealth Management 2026 Q1 filed May 15, 2026