Coral Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Coral Wealth Management, LLC reported 17 stock positions worth $122.1 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 16.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.2%) and iShares 0-5 YR HY Corp. Bond (SHYG, 7.4%). Compared with Q1 2026, it opened 6 new positions, sold out of 5, added to 8 and reduced 2. The biggest buy was a new position in iShares 0-5 YR HY Corp. Bond (SHYG) and the biggest sale an exit from SS SPDR R1000 Lo Vol Foc ETF (ONEV).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002135133
- Portfolio Value
- $122.1M (Q2 2026)
- SEC Filing
- 0001172661-26-003034 ↗ filed Aug 4, 2026
Holdings Value
Holdings 17 stocks · $122.1M
| QQQ Invesco QQQ Trust Series 1 | 16.25% | 26,930 | $19.8M | Add +7.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.16% | 23,144 | $17.3M | Reduce -0.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 7.42% | 213,527 | $9.1M | New |
| JAAA Janus Henderson Aaa Clo ETF | 7.17% | 173,366 | $8.8M | New |
| PFF iShares Preferred & Income S | 7.14% | 285,927 | $8.7M | Add +1471.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 7.11% | 79,514 | $8.7M | New |
| IEMG iShares Core MSCI Emerging | 6.47% | 95,282 | $7.9M | Add +12.8% |
| IEFA iShares Core MSCI Eafe ETF | 6.14% | 77,562 | $7.5M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 6.11% | 50,277 | $7.5M | Add +63.8% |
| IJH iShares Core S&P Midcap ETF | 5.91% | 93,550 | $7.2M | Add +66.5% |
| SOXX iShares Semiconductor ETF | 5.86% | 11,163 | $7.2M | New |
| AMLP Alerian MLP ETF | 4.03% | 94,792 | $4.9M | New |
| ISPY Proshares S&P High Incom ETF | 3.77% | 95,393 | $4.6M | New |
| XLRE SS Real Estate Select Sector | 0.77% | 21,385 | $942K | No change |
| TSLA Tesla Inc. | 0.75% | 2,185 | $919K | Add +45.7% |
| FLOT iShares Floating Rate Bond E | 0.65% | 15,608 | $797K | Add +48.6% |
| GOOGL Alphabet Inc. Class A | 0.30% | 1,031 | $368K | Reduce -21.4% |
Portfolio Sells Q1 2026 → Q2 2026
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Sold out | 0.00% | −10.40 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −9.98 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −9.79 |
| TBF Proshares Short 20+ Treasury | Sold out | 0.00% | −6.69 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −4.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 14.16% | −2.67 |
| GOOGL Alphabet Inc. Class A | Reduce -21.4% | 0.30% | −0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| SHYG iShares 0-5 YR HY Corp. Bond | New | 7.42% | +7.42 |
| JAAA Janus Henderson Aaa Clo ETF | New | 7.17% | +7.17 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 7.11% | +7.11 |
| PFF iShares Preferred & Income S | Add +1471.4% | 7.14% | +6.53 |
| SOXX iShares Semiconductor ETF | New | 5.86% | +5.86 |
| AMLP Alerian MLP ETF | New | 4.03% | +4.03 |
| ISPY Proshares S&P High Incom ETF | New | 3.77% | +3.77 |
| IJR iShares Core S&P Small-Cap E | Add +63.8% | 6.11% | +1.84 |
| IJH iShares Core S&P Midcap ETF | Add +66.5% | 5.91% | +1.67 |
| TSLA Tesla Inc. | Add +45.7% | 0.75% | +0.13 |
| FLOT iShares Floating Rate Bond E | Add +48.6% | 0.65% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.3% | 16.25% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +12.8% | 6.47% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.6% | 6.14% | −1.30 |