What does Coral Wealth Management, LLC hold?

Coral Wealth Management, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include QQQ, SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2135133.

What is Coral Wealth Management, LLC's AUM?

Coral Wealth Management, LLC reported approximately $122.1M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $124.3M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Coral Wealth Management, LLC's holdings?

All Coral Wealth Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2135133. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Coral Wealth Management, LLC's 13F data updated on 13F Pro?

Coral Wealth Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Coral Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2135133

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13F Reported Value

ⓘ

$122.1M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Coral Wealth Management, LLC disclosed 17 positions worth $122.1M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 16.3% of the equity portfolio, followed by $SPY. During the quarter the fund opened 6 new positions and exited 5. The portfolio is most concentrated in Other (98.2% 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

OtherFinancialsIndustrialsTechnology

13fpro.ai/research/fund/coral-wealth-management-llc-2135133

AUM History

13fpro.ai/research/fund/coral-wealth-management-llc-2135133

Top Equity Holdings by Value

13fpro.ai/research/fund/coral-wealth-management-llc-2135133

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

INVESCO QQQ TRUST, SERIES 1
$QQQ
—
Quality
$19.8M26,930 sh
SPDR S&P 500 ETF TRUST
$SPY
—
Quality
$17.3M23,144 sh
ISHARES TR - 0-5YR HI YL CP
—
Quality
$9.1M213,527 sh
JANUS DETROIT STR TR - HENDRSON AAA CL
—
Quality
$8.8M173,366 sh
ISHARES TR - PFD AND INCM SEC
—
Quality
$8.7M285,927 sh
ISHARES TR - IBOXX INV CP ETF
—
Quality
$8.7M79,514 sh
ISHARES INC - CORE MSCI EMKT
—
Quality
$7.9M95,282 sh
ISHARES TR - CORE MSCI EAFE
—
Quality
$7.5M77,562 sh
ISHARES TR - CORE S&P SCP ETF
—
Quality
$7.5M50,277 sh
ISHARES TR - CORE S&P MCP ETF
—
Quality
$7.2M93,550 sh

Company	Quality	Value	Shares
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$19.8M	26,930
SPDR S&P 500 ETF TRUST$SPY	—	$17.3M	23,144
ISHARES TR - 0-5YR HI YL CP	—	$9.1M	213,527
JANUS DETROIT STR TR - HENDRSON AAA CL	—	$8.8M	173,366
ISHARES TR - PFD AND INCM SEC	—	$8.7M	285,927
ISHARES TR - IBOXX INV CP ETF	—	$8.7M	79,514
ISHARES INC - CORE MSCI EMKT	—	$7.9M	95,282
ISHARES TR - CORE MSCI EAFE	—	$7.5M	77,562
ISHARES TR - CORE S&P SCP ETF	—	$7.5M	50,277
ISHARES TR - CORE S&P MCP ETF	—	$7.2M	93,550

Unlock AI quality scores for every holding

32-signal composite ranking on each of Coral Wealth Management, LLC's 17 positions.

Showing top 10 of 17 holdings.

Sector Allocation

Other

$119.8M

Financials

$941,582

Industrials

$919,011

Technology

$368,448

Full Holdings — Coral Wealth Management, LLC (Q2 2026)

All 17 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	$QQQ	INVESCO QQQ TRUST, SERIES 1	$19.8M	16.3%	+7%	—
2	$SPY	SPDR S&P 500 ETF TRUST	$17.3M	14.2%	-0%	—
3	—	ISHARES TR - 0-5YR HI YL CP	$9.1M	7.4%	NEW	—
4	—	JANUS DETROIT STR TR - HENDRSON AAA CL	$8.8M	7.2%	NEW	—
5	—	ISHARES TR - PFD AND INCM SEC	$8.7M	7.1%	+1471%	—
6	—	ISHARES TR - IBOXX INV CP ETF	$8.7M	7.1%	NEW	—
7	—	ISHARES INC - CORE MSCI EMKT	$7.9M	6.5%	+13%	—
8	—	ISHARES TR - CORE MSCI EAFE	$7.5M	6.1%	+6%	—
9	—	ISHARES TR - CORE S&P SCP ETF	$7.5M	6.1%	+64%	—
10	—	ISHARES TR - CORE S&P MCP ETF	$7.2M	5.9%	+67%	—
11	—	ISHARES TR - ISHARES SEMICDTR	$7.2M	5.9%	NEW	—
12	—	ALPS ETF TR - ALERIAN MLP	$4.9M	4.0%	NEW	—
13	—	PROSHARES TR - S&P 500 HIGH ETF	$4.6M	3.8%	NEW	—
14	$STT	STATE STREET CORP	$941,582	0.8%	+0%	71.2
15	$TSLA	Tesla, Inc.	$919,011	0.8%	+46%	53.6
16	—	ISHARES TR - FLTG RATE NT ETF	$796,788	0.7%	+49%	—
17	$GOOG	Alphabet Inc.	$368,448	0.3%	-21%	78.1

New Positions (6)

ISHARES TR - 0-5YR HI YL CP$9.1M

JANUS DETROIT STR TR - HENDRSON AAA CL$8.8M

ISHARES TR - IBOXX INV CP ETF$8.7M

ISHARES TR - ISHARES SEMICDTR$7.2M

ALPS ETF TR - ALERIAN MLP$4.9M

PROSHARES TR - S&P 500 HIGH ETF$4.6M

Exited Positions (5)

SPDR SERIES TRUST

$IVZ Invesco Ltd.

PROSHARES TR

SELECT SECTOR SPDR TR

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AI-Powered Hedge Fund Analysis: Coral Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Coral Wealth Management, LLC (SEC CIK: 2135133), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Coral Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.