Coral Wealth Management, Llc Portfolio Stock Holdings
Coral Wealth Management, Llc disclosed 16 stock positions valued at approximately $89.4 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, INVESCO QQQ TR, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $89.4M
Holdings by Sector
Coral Wealth Management, Llc Portfolio Holdings in Q1 2026
16 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 16.83% | 23,147 | +23,147 | +100.00% | $15,053,000 |
| INVESCO QQQ TR | QQQ | Other | 16.20% | 25,093 | +25,093 | +100.00% | $14,483,000 |
| SPDR SERIES TRUST | ONEV | Other | 10.40% | 372,419 | +372,419 | +100.00% | $9,303,000 |
| SPDR SERIES TRUST | BIL | Other | 9.98% | 222,307 | +222,307 | +100.00% | $8,923,000 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 9.79% | 428,815 | +428,815 | +100.00% | $8,752,000 |
| ISHARES TR | IEFA | Other | 7.43% | 73,436 | +73,436 | +100.00% | $6,648,000 |
| PROSHARES TR | TBF | Other | 6.69% | 138,033 | +138,033 | +100.00% | $5,984,000 |
| ISHARES INC | IEMG | Other | 6.59% | 84,446 | +84,446 | +100.00% | $5,890,000 |
| SELECT SECTOR SPDR TR | XLE | Other | 4.33% | 63,278 | +63,278 | +100.00% | $3,876,000 |
| ISHARES TR | IJR | Other | 4.27% | 30,696 | +30,696 | +100.00% | $3,816,000 |
| ISHARES TR | IJH | Other | 4.24% | 56,169 | +56,169 | +100.00% | $3,793,000 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.98% | 21,385 | +21,385 | +100.00% | $873,000 |
| TESLA INC | TSLA | Consumer Cyclical | 0.62% | 1,500 | +1,500 | +100.00% | $558,000 |
| ISHARES TR | PFF | Other | 0.62% | 18,196 | +18,196 | +100.00% | $552,000 |
| ISHARES TR | FLOT | Other | 0.60% | 10,501 | +10,501 | +100.00% | $535,000 |
| ALPHABET INC | GOOGL | Communication Services | 0.42% | 1,311 | +1,311 | +100.00% | $377,000 |