Coral Wealth Management, LLC
CIK 2135133 · View on SEC EDGAR ↗
- Portfolio value
- $122.1M
- Positions
- 17
- As of
- June 30, 2026
#7,991 of 9,443 by 13F value · top 84.6%
Portfolio value QoQ: +36.5% 13F does not disclose cash
- Top 10 holdings weight
- 83.87%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 13
- Effective number of positions
- 11.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 34.94% Est. buys $60,293,647 · sells $36,940,304
- New positions
- 6
- Increased
- 8
- Decreased
- 2
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Consumer Discretionary
0.8%
Communication Services
0.3%
Other/Unmapped
98.9%
Full portfolio 17 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $19,831,252 | 16.25% | 26,930 | $5,348,252 | Up ×1 | ||
| SPY SPY | $17,283,245 | 14.16% | 23,144 | $2,230,245 | Down ×1 | ||
| SHYG | $9,055,689 | 7.42% | 213,527 | Up ×1 | |||
| JAAA | $8,753,249 | 7.17% | 173,366 | Up ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $8,717,914 | 7.14% | 285,927 | $8,165,914 | Up ×1 | ||
| LQD | $8,672,592 | 7.11% | 79,514 | Up ×1 | |||
| IEMG | $7,893,161 | 6.47% | 95,282 | $2,003,161 | Up ×1 | ||
| IEFA | $7,490,938 | 6.14% | 77,562 | $842,938 | Up ×1 | ||
| IJR | $7,456,582 | 6.11% | 50,277 | $3,640,582 | Up ×1 | ||
| IJH | $7,213,641 | 5.91% | 93,550 | $3,420,641 | Up ×1 | ||
| SOXX SOXX | $7,152,804 | 5.86% | 11,163 | Up ×1 | |||
| AMLP | $4,914,965 | 4.03% | 94,792 | Up ×1 | |||
| ISPY | $4,596,989 | 3.77% | 95,393 | Up ×1 | |||
| XLRE XLRE | $941,582 | 0.77% | 21,385 | $68,582 | |||
| TSLA Tesla, Inc. - Common Stock | $919,011 | 0.75% | 2,185 | $361,011 | Up ×1 | ||
| FLOT | $796,788 | 0.65% | 15,608 | $261,788 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $368,448 | 0.30% | 1,031 | $-8,552 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SHYG | $9,055,689 | 213,527 | 7.42% |
| JAAA | $8,753,249 | 173,366 | 7.17% |
| LQD | $8,672,592 | 79,514 | 7.11% |
| SOXX | $7,152,804 | 11,163 | 5.86% |
| AMLP | $4,914,965 | 94,792 | 4.03% |
| ISPY | $4,596,989 | 95,393 | 3.77% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| QQQ | Bought more | +2K | +$5.3M |
| IJR | Bought more | +20K | +$3.6M |
| IJH | Bought more | +37K | +$3.4M |
| SPY | Trimmed | -3 | +$2.2M |
| IEMG | Bought more | +11K | +$2.0M |
| IEFA | Bought more | +4K | +$843K |
| TSLA | Bought more | +685 | +$361K |
| FLOT | Bought more | +5K | +$262K |
| XLRE | Price move only | +0 | +$69K |
| GOOGL | Trimmed | -280 | -$9K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ONEV | June 30, 2026 | 372,419 | $9,303,000 | No longer tracked |
| BIL | June 30, 2026 | 222,307 | $8,923,000 | No longer tracked |
| BKLN | June 30, 2026 | 428,815 | $8,752,000 | No longer tracked |
| TBF | June 30, 2026 | 138,033 | $5,984,000 | No longer tracked |
| XLE | June 30, 2026 | 63,278 | $3,876,000 | No longer tracked |