§ 13F · FUND PROFILE
Coquina Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 90Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 219K | $32.6T | 26.1% | NEW |
| 2 | SCHD | SCHWAB STRATEGIC TR | 302K | $8.3T | 6.6% | NEW |
| 3 | MGK | VANGUARD WORLD FD | 16K | $6.8T | 5.4% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 28K | $5.2T | 4.2% | NEW |
| 5 | AAPL | APPLE INC | 18K | $4.9T | 4.0% | NEW |
| 6 | QQQ | INVESCO QQQ TR | 6K | $3.9T | 3.1% | NEW |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 15K | $3.9T | 3.1% | NEW |
| 8 | AMZN | AMAZON COM INC | 13K | $3.1T | 2.5% | NEW |
| 9 | MSFT | MICROSOFT CORP | 6K | $2.7T | 2.2% | NEW |
| 10 | GOOG | ALPHABET INC | 8K | $2.6T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COQUINA SIGNAL
AC read
Coquina Private Wealth LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed