Coral Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Coral Wealth Management, Llc disclosed 17 stock positions valued at approximately $122.06M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, STATE STR SPDR S&P 500 ETF T, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 17
- Portfolio Value
- $122.06M
Holdings by Sector
Coral Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 16.25% | 26,930 | +1,837 | +7.32% | $19,831,252 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 14.16% | 23,144 | -3 | -0.01% | $17,283,245 |
| ISHARES TR | SHYG | Other | 7.42% | 213,527 | +213,527 | +100.00% | $9,055,689 |
| JANUS DETROIT STR TR | JAAA | Other | 7.17% | 173,366 | +173,366 | +100.00% | $8,753,249 |
| ISHARES TR | PFF | Other | 7.14% | 285,927 | +267,731 | +1471.37% | $8,717,914 |
| ISHARES TR | LQD | Other | 7.11% | 79,514 | +79,514 | +100.00% | $8,672,592 |
| ISHARES INC | IEMG | Other | 6.47% | 95,282 | +10,836 | +12.83% | $7,893,161 |
| ISHARES TR | IEFA | Other | 6.14% | 77,562 | +4,126 | +5.62% | $7,490,938 |
| ISHARES TR | IJR | Other | 6.11% | 50,277 | +19,581 | +63.79% | $7,456,582 |
| ISHARES TR | IJH | Other | 5.91% | 93,550 | +37,381 | +66.55% | $7,213,641 |
| ISHARES TR | SOXX | Other | 5.86% | 11,163 | +11,163 | +100.00% | $7,152,804 |
| ALPS ETF TR | AMLP | Other | 4.03% | 94,792 | +94,792 | +100.00% | $4,914,965 |
| PROSHARES TR | ISPY | Other | 3.77% | 95,393 | +95,393 | +100.00% | $4,596,989 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.77% | 21,385 | - | - | $941,582 |
| TESLA INC | TSLA | Consumer Cyclical | 0.75% | 2,185 | +685 | +45.67% | $919,011 |
| ISHARES TR | FLOT | Other | 0.65% | 15,608 | +5,107 | +48.63% | $796,788 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 1,031 | -280 | -21.36% | $368,448 |
Showing 17 of 17 holdings in the latest reporting period.