Coral Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Coral Wealth Management, LLC reported 16 stock positions worth $89.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 16.2%) and SS SPDR R1000 Lo Vol Foc ETF (ONEV, 10.4%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002135133
- Portfolio Value
- $89.4M (Q1 2026)
- SEC Filing
- 0001172661-26-002197 ↗ filed May 15, 2026
Holdings Value
Holdings 16 stocks · $89.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 16.83% | 23,147 | $15.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 16.20% | 25,093 | $14.5M | — |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 10.40% | 372,419 | $9.3M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 9.98% | 222,307 | $8.9M | — |
| BKLN Invesco Senior Loan ETF | 9.79% | 428,815 | $8.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 7.43% | 73,436 | $6.6M | — |
| TBF Proshares Short 20+ Treasury | 6.69% | 138,033 | $6.0M | — |
| IEMG iShares Core MSCI Emerging | 6.59% | 84,446 | $5.9M | — |
| XLE SS Energy Select Sector | 4.33% | 63,278 | $3.9M | — |
| IJR iShares Core S&P Small-Cap E | 4.27% | 30,696 | $3.8M | — |
| IJH iShares Core S&P Midcap ETF | 4.24% | 56,169 | $3.8M | — |
| XLRE SS Real Estate Select Sector | 0.98% | 21,385 | $873K | — |
| TSLA Tesla Inc. | 0.62% | 1,500 | $558K | — |
| PFF iShares Preferred & Income S | 0.62% | 18,196 | $552K | — |
| FLOT iShares Floating Rate Bond E | 0.60% | 10,501 | $535K | — |
| GOOGL Alphabet Inc. Class A | 0.42% | 1,311 | $377K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.