Coral Wealth Management, LLC
Long book
$89.4M
Q1 2026
Positions
16
Top-10 weight
93%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsCoral Wealth Management, LLC is a wealth-management firm allocating client money, running a $89.4M US long book across 16 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, INVESCO QQQ TRUST SERIES 1, SS SPDR R1000 LO VOL FOC ETF, SS SPDR BB 1-3M T-BILL ETF, INVESCO SENIOR LOAN ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Industrials 60%
Technology 40%
Long book by quarter
What does Coral Wealth own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 16 | $89.4M | canonical | SEC ↗ |