Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Coral Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Coral Wealth Management, LLC (CIK 2135133) reported $122.1M across 17 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($19.8M, 16.25%), SPY ($17.3M, 14.16%), SHYG ($9.1M, 7.42%), JAAA ($8.8M, 7.17%), PFF ($8.7M, 7.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$19.8M16.25%26,930Added
2SPYSTATE STR SPDR S&P 500 ETF T$17.3M14.16%23,144Trimmed
3SHYGISHARES TR$9.1M7.42%213,527New
4JAAAJANUS DETROIT STR TR$8.8M7.17%173,366New
5PFFISHARES TR$8.7M7.14%285,927Added
6LQDISHARES TR$8.7M7.11%79,514New
7IEMGISHARES INC$7.9M6.47%95,282Added
8IEFAISHARES TR$7.5M6.14%77,562Added
9IJRISHARES TR$7.5M6.11%50,277Added
10IJHISHARES TR$7.2M5.91%93,550Added
11SOXXISHARES TR$7.2M5.86%11,163New
12AMLPALPS ETF TR$4.9M4.03%94,792New
13ISPYPROSHARES TR$4.6M3.77%95,393New
14XLRESELECT SECTOR SPDR TR$941,5820.77%21,385Hold
15TSLATESLA INC$919,0110.75%2,185Added
16FLOTISHARES TR$796,7880.65%15,608Added
17GOOGLALPHABET INC$368,4480.30%1,031Trimmed
18BKLNINVESCO EXCH TRADED FD TR II$00.00%0Exited
19TBFPROSHARES TR$00.00%0Exited
20BILSPDR SERIES TRUST$00.00%0Exited
21ONEVSPDR SERIES TRUST$00.00%0Exited
22XLESELECT SECTOR SPDR TR$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30