Coral Wealth Management, LLC
13F Reported Value
ⓘ$89.4M
Holdings
16
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Coral Wealth Management, LLC disclosed 16 positions worth $89.4M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 16.8% of the equity portfolio, followed by $QQQ. During the quarter the fund opened 16 new positions and exited 0 — including a new stake in $SPY. The portfolio is most concentrated in Other (88.2% of disclosed assets). All figures are sourced directly from Coral Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2135133.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$15.1M23,147 sh - —
Quality
$14.5M25,093 sh SPDR SERIES TRUST
—Quality
$9.3M372,419 shSPDR SERIES TRUST
—Quality
$8.9M222,307 sh- —
Quality
$8.8M428,815 sh ISHARES TR
—Quality
$6.6M73,436 shPROSHARES TR
—Quality
$6.0M138,033 shISHARES INC
—Quality
$5.9M84,446 shSELECT SECTOR SPDR TR
—Quality
$3.9M63,278 shISHARES TR
—Quality
$3.8M30,696 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR S&P 500 ETF TRUST$SPY | — | $15.1M | 23,147 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $14.5M | 25,093 |
| SPDR SERIES TRUST | — | $9.3M | 372,419 |
| SPDR SERIES TRUST | — | $8.9M | 222,307 |
 Invesco Ltd.$IVZ | — | $8.8M | 428,815 |
| ISHARES TR | — | $6.6M | 73,436 |
| PROSHARES TR | — | $6.0M | 138,033 |
| ISHARES INC | — | $5.9M | 84,446 |
| SELECT SECTOR SPDR TR | — | $3.9M | 63,278 |
| ISHARES TR | — | $3.8M | 30,696 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Coral Wealth Management, LLC's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Other
$78.9M
Financials
$9.6M
Industrials
$558,000
Technology
$377,000
Full Holdings — Coral Wealth Management, LLC (Q1 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $15.1M | 16.8% | NEW | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $14.5M | 16.2% | NEW | — |
| 3 | — | SPDR SERIES TRUST | $9.3M | 10.4% | NEW | — |
| 4 | — | SPDR SERIES TRUST | $8.9M | 10.0% | NEW | — |
| 5 | $IVZ | Invesco Ltd. | $8.8M | 9.8% | NEW | — |
| 6 | — | ISHARES TR | $6.6M | 7.4% | NEW | — |
| 7 | — | PROSHARES TR | $6.0M | 6.7% | NEW | — |
| 8 | — | ISHARES INC | $5.9M | 6.6% | NEW | — |
| 9 | — | SELECT SECTOR SPDR TR | $3.9M | 4.3% | NEW | — |
| 10 | — | ISHARES TR | $3.8M | 4.3% | NEW | — |
| 11 | — | ISHARES TR | $3.8M | 4.2% | NEW | — |
| 12 |  $STT | STATE STREET CORP | $873,000 | 1.0% | NEW | 61.5 |
| 13 |  $TSLA | Tesla, Inc. | $558,000 | 0.6% | NEW | 50.1 |
| 14 | — | ISHARES TR | $552,000 | 0.6% | NEW | — |
| 15 | — | ISHARES TR | $535,000 | 0.6% | NEW | — |
| 16 |  $GOOG | Alphabet Inc. | $377,000 | 0.4% | NEW | 80.2 |
New Positions (16)
$SPY SPDR S&P 500 ETF TRUST$15.1M$QQQ INVESCO QQQ TRUST, SERIES 1$14.5M$IVZ Invesco Ltd.$8.8M$STT STATE STREET CORP$873,000$TSLA Tesla, Inc.$558,000Browse Top Institutional Investors
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