§ 13F · FUND PROFILE
Coral Wealth Management, LLC.
AUM · $122M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 27K | $20M | 16.2% | +7% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 23K | $17M | 14.2% | ±0% |
| 3 | SHYG | ISHARES TR | 214K | $9M | 7.4% | NEW |
| 4 | JAAA | JANUS DETROIT STR TR | 173K | $9M | 7.2% | NEW |
| 5 | PFF | ISHARES TR | 286K | $9M | 7.1% | +1471% |
| 6 | LQD | ISHARES TR | 80K | $9M | 7.1% | NEW |
| 7 | IEMG | ISHARES INC | 95K | $8M | 6.5% | +13% |
| 8 | IEFA | ISHARES TR | 78K | $7M | 6.1% | +6% |
| 9 | IJR | ISHARES TR | 50K | $7M | 6.1% | +64% |
| 10 | IJH | ISHARES TR | 94K | $7M | 5.9% | +67% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORAL SIGNAL
AC read
Coral Wealth Management, LLC is a institutional fund managing $122 million in assets. The fund runs a focused portfolio of just 17 positions.
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