Coral Wealth Management
Latest statistics and disclosures from Coral Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, SHYG, JAAA, PFF, and represent 52.14% of Coral Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHYG (+$9.1M), JAAA (+$8.8M), LQD (+$8.7M), PFF (+$8.2M), SOXX (+$7.2M), AMLP, ISPY, IJR, IJH, QQQ.
- Started 6 new stock positions in SHYG, LQD, AMLP, SOXX, ISPY, JAAA.
- Reduced shares in these 7 stocks: ONEV (-$9.3M), BIL (-$8.9M), BKLN (-$8.8M), , , GOOGL, SPY.
- Sold out of its positions in BKLN, TBF, BIL, ONEV, XLE.
- Coral Wealth Management was a net buyer of stock by $23M.
- Coral Wealth Management has $122M in assets under management (AUM), dropping by 36.51%.
- Central Index Key (CIK): 0002135133
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Portfolio Holdings for Coral Wealth Management
Coral Wealth Management holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.2 | $20M | +7% | 27k | 736.40 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 14.2 | $17M | 23k | 746.77 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 7.4 | $9.1M | NEW | 214k | 42.41 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 7.2 | $8.8M | NEW | 173k | 50.49 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 7.1 | $8.7M | +1471% | 286k | 30.49 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 7.1 | $8.7M | NEW | 80k | 109.07 |
|
| Ishares Core Msci Emkt (IEMG) | 6.5 | $7.9M | +12% | 95k | 82.84 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $7.5M | +5% | 78k | 96.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 6.1 | $7.5M | +63% | 50k | 148.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.9 | $7.2M | +66% | 94k | 77.11 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 5.9 | $7.2M | NEW | 11k | 640.76 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 4.0 | $4.9M | NEW | 95k | 51.85 |
|
| Proshares Tr S&p 500 High Etf (ISPY) | 3.8 | $4.6M | NEW | 95k | 48.19 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.8 | $942k | 21k | 44.03 |
|
|
| Tesla Motors (TSLA) | 0.8 | $919k | +45% | 2.2k | 420.60 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $797k | +48% | 16k | 51.05 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $368k | -21% | 1.0k | 357.37 |
|
Past Filings by Coral Wealth Management
SEC 13F filings are viewable for Coral Wealth Management going back to 2026
- Coral Wealth Management 2026 Q2 filed Aug. 4, 2026
- Coral Wealth Management 2026 Q1 filed May 15, 2026