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 | $737.55 | -2.58% | 24.51% | 79.50% | $15.1M | 16.83% | — | HELD |
| 2 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | 33.69% | 99.06% | $14.5M | 16.20% | — | HELD |
| 3 | ONEV | SPDR SERIES TRUST | $141.66 | -0.06% | 12.40% | 44.87% | $9.3M | 10.40% | — | HELD |
| 4 | BIL | SPDR SERIES TRUST | $91.45 | 0.04% | 4.23% | 18.33% | $8.9M | 9.98% | — | HELD |
| 5 | BKLN | INVESCO EXCH TRADED FD TR II | $20.46 | -0.20% | 4.40% | 29.18% | $8.8M | 9.79% | — | HELD |
| 6 | IEFA | ISHARES TR | $95.56 | -2.60% | 18.86% | 46.61% | $6.6M | 7.43% | — | HELD |
| 7 | TBF | PROSHARES TR | $24.66 | 0.49% | 1.33% | 73.92% | $6.0M | 6.69% | — | HELD |
| 8 | IEMG | ISHARES INC | $78.63 | -6.40% | 38.44% | 42.72% | $5.9M | 6.59% | — | HELD |
| 9 | XLE | SELECT SECTOR SPDR TR | $57.67 | -1.84% | 42.72% | 178.12% | $3.9M | 4.33% | — | HELD |
| 10 | IJR | ISHARES TR | $137.68 | -1.84% | 29.63% | 34.80% | $3.8M | 4.27% | — | HELD |
| 11 | IJH | ISHARES TR | $73.95 | -2.00% | 22.71% | 46.95% | $3.8M | 4.24% | — | HELD |
| 12 | XLRE | SELECT SECTOR SPDR TR | $44.70 | 0.68% | 10.44% | 12.93% | $873K | 0.98% | — | HELD |
| 13 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $558K | 0.62% | — | HELD |
| 14 | PFF | ISHARES TR | $30.91 | -1.09% | 8.50% | 5.03% | $552K | 0.62% | — | HELD |
| 15 | FLOT | ISHARES TR | $50.93 | 0.06% | 5.28% | 22.81% | $535K | 0.60% | — | HELD |
| 16 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $377K | 0.42% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002197. 13F discloses long positions only — shorts, foreign equities, and options are excluded.