Institutional
Coral Wealth Management, LLC
CIK 0002135133
$89.4M
Reported AUM
16
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Coral Wealth Management, LLC · Q1 2026
AI · grounded in 13F
Coral Wealth Management, LLC established a new position in SPY valued at $15.05M. The fund also initiated new stakes in QQQ for $14.48M and ONEV for $9.3M. Additional new positions include BIL at $8.92M, BKLN at $8.75M, and IEFA at $6.65M.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | 18.63% | 72.84% | $15.1M | 16.83% | — | HELD |
| 2 | QQQ | INVESCO QQQ TR | — | — | 20.05% | 79.46% | $14.5M | 16.20% | — | HELD |
| 3 | ONEV | SPDR SERIES TRUST | $148.56 | -1.38% | 19.81% | 51.32% | $9.3M | 10.40% | — | HELD |
| 4 | BIL | SPDR SERIES TRUST | $91.65 | 0.01% | 3.74% | 18.97% | $8.9M | 9.98% | — | HELD |
| 5 | BKLN | INVESCO EXCH TRADED FD TR II | $20.38 | 0.05% | 3.99% | 28.67% | $8.8M | 9.79% | — | HELD |
| 6 | IEFA | ISHARES TR | $98.88 | 2.75% | 22.02% | 47.71% | $6.6M | 7.43% | — | HELD |
| 7 | TBF | PROSHARES TR | $25.29 | 0.08% | 7.22% | 79.37% | $6.0M | 6.69% | — | HELD |
| 8 | IEMG | ISHARES INC | $77.05 | 3.91% | 26.95% | 33.80% | $5.9M | 6.59% | — | HELD |
| 9 | XLE | SELECT SECTOR SPDR TR | $58.96 | 0.53% | 42.07% | 192.25% | $3.9M | 4.33% | — | HELD |
| 10 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $3.8M | 4.27% | — | HELD |
| 11 | IJH | ISHARES TR | $75.35 | 0.83% | 21.62% | 45.60% | $3.8M | 4.24% | — | HELD |
| 12 | XLRE | SELECT SECTOR SPDR TR | $45.30 | -1.44% | 13.49% | 12.30% | $873K | 0.98% | — | HELD |
| 13 | TSLA | TESLA INC | $308.85 | 3.53% | -1.42% | 21.64% | $558K | 0.62% | — | HELD |
| 14 | PFF | ISHARES TR | $30.44 | 1.13% | 2.96% | 3.17% | $552K | 0.62% | — | HELD |
| 15 | FLOT | ISHARES TR | $51.07 | 0.12% | 4.45% | 23.39% | $535K | 0.60% | — | HELD |
| 16 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $377K | 0.42% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002197. 13F discloses long positions only — shorts, foreign equities, and options are excluded.